Valuation IGM Financial Inc.

Equities

Market Closed - Toronto S.E. Other stock markets 16:00:00 2026-01-16 EST			5-day change	1st Jan Change
67.05 ^CAD	+1.06%		+5.69%	+8.48%

01-13	Mackenzie Investments introduces two new value funds	RE
01-12	Mackenzie Investments announces revised final year-end reinvested distributions for four exchange-traded-funds	RE

Data adjusted to current consolidation scope

Fiscal Period: December	2020	2021	2022	2023	2024	2025	2026	2027
Capitalization ¹	8,224	10,933	8,984	8,337	10,928	15,766	15,766	-
Change	-	32.94%	-17.83%	-7.2%	31.08%	44.27%	0%	-
Enterprise Value (EV) ¹	9,552	10,933	8,984	8,337	12,579	16,702	16,356	16,064
Change	-	14.45%	-17.83%	-7.2%	50.88%	32.78%	-2.07%	-1.79%
P/E ratio	10.8x	11.2x	10.4x	7.26x	11.7x	15.1x	13.6x	13.1x
PBR	-	1.7x	1.45x	1.24x	1.4x	1.74x	1.69x	1.52x
PEG	-	0.4x	-0.9x	0.2x	-0.6x	1.2x	1.2x	3.8x
Capitalization / Revenue	2.73x	3.17x	2.68x	2.57x	3.24x	4.24x	3.94x	3.78x
EV / Revenue	3.17x	3.17x	2.68x	2.57x	3.73x	4.49x	4.09x	3.85x
EV / EBITDA	7.79x	7.07x	6.3x	5.94x	8.87x	10.1x	9.16x	8.75x
EV / EBIT	8.89x	7.97x	7.26x	7.62x	9.39x	11.1x	9.92x	9.5x
EV / FCF	13.7x	11.7x	11.6x	10.3x	11.2x	18x	17.1x	15.7x
FCF Yield	7.3%	8.53%	8.63%	9.7%	8.92%	5.56%	5.85%	6.37%
Dividend per Share ²	2.25	2.25	2.25	2.25	2.25	2.25	2.25	2.312
Rate of return	6.52%	4.93%	5.95%	6.43%	4.9%	3.36%	3.36%	3.45%
EPS ²	3.21	4.08	3.63	4.82	3.93	4.443	4.93	5.1
Distribution rate	70.1%	55.1%	62%	46.7%	57.3%	50.6%	45.6%	45.3%
Net sales ¹	3,018	3,448	3,357	3,245	3,375	3,720	3,997	4,167
EBITDA ¹	1,226	1,547	1,426	1,404	1,418	1,660	1,786	1,836
EBIT ¹	1,074	1,371	1,237	1,095	1,339	1,508	1,648	1,692
Net income ¹	764.4	978.9	867.2	1,149	933.5	1,059	1,165	1,196
Net Debt ¹	1,328	-	-	-	1,651	936	590	298
Reference price ²	34.51	45.62	37.80	35.01	45.91	67.05	67.05	67.05
Nbr of stocks (in thousands)	238,308	239,646	237,668	238,132	238,039	235,138	235,138	-
Announcement Date	2/11/21	2/10/22	2/9/23	2/15/24	2/6/25	-	-	-

¹CAD in Million²CAD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
IGM FINANCIAL INC.	15.09x	4.49x	10.06x	3.36%	11.33B
BLACKROCK, INC.	29.24x	7.58x	18.8x	1.79%	180B
UBS GROUP AG	20.95x	3.65x	-	2.09%	150B
BROOKFIELD ASSET MANAGEMENT LTD.	32.16x	15.74x	28.87x	3.33%	85.11B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.6x	6.91x	-	1.65%	83.5B
AMERIPRISE FINANCIAL, INC.	14.35x	2.05x	6.4x	1.21%	47.32B
3I GROUP PLC	5.5x	5.1x	4.79x	2.53%	44.38B
STATE STREET CORPORATION	13.58x	5.36x	-	2.49%	35.73B
NORTHERN TRUST CORPORATION	16.83x	5.31x	18.19x	2.13%	27.53B
Average	18.26x	6.24x	14.52x	2.28%	73.94B
Weighted average by Cap.	21.92x	6.83x	17.62x	2.12%