Valuation IGM Financial Inc.

Equities

Market Closed - Toronto S.E. Other stock markets 16:00:00 2025-07-08 EDT			5-day change	1st Jan Change
42.39 ^CAD	-0.24%		-1.46%	-7.67%

07-04	IGM Financial reports assets of $283.9 bln at June 30	RE
07-04	IGM Financial Reports 'Record High' June Assets Under Management	MT

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	10,018	-	-
Change	-	32.94%	-17.83%	-7.2%	31.08%	-8.33%	-	-
Enterprise Value (EV) ¹	9,552	10,933	8,984	8,337	12,579	11,893	11,783	11,980
Change	-	14.45%	-17.83%	-7.2%	50.88%	-5.46%	-0.92%	1.67%
P/E ratio	10.8x	11.2x	10.4x	7.26x	11.7x	10.1x	9.28x	11.2x
PBR	-	1.7x	1.45x	1.24x	1.4x	1.21x	1.14x	-
PEG	-	0.4x	-0.9x	0.2x	-0.6x	1.4x	1.1x	-0.7x
Capitalization / Revenue	2.73x	3.17x	2.68x	2.57x	3.24x	2.74x	2.6x	2.72x
EV / Revenue	3.17x	3.17x	2.68x	2.57x	3.73x	3.25x	3.06x	3.25x
EV / EBITDA	7.79x	7.07x	6.3x	5.94x	8.87x	7.48x	7.04x	7.99x
EV / EBIT	8.89x	7.97x	7.26x	7.62x	9.39x	8.25x	7.63x	8.63x
EV / FCF	13.7x	11.7x	11.6x	10.3x	11.2x	12.4x	11.6x	24.9x
FCF Yield	7.3%	8.53%	8.63%	9.7%	8.92%	8.05%	8.61%	4.02%
Dividend per Share ²	2.25	2.25	2.25	2.25	2.25	2.25	2.25	2.25
Rate of return	6.52%	4.93%	5.95%	6.43%	4.9%	5.31%	5.31%	5.31%
EPS ²	3.21	4.08	3.63	4.82	3.93	4.213	4.57	3.8
Distribution rate	70.1%	55.1%	62%	46.7%	57.3%	53.4%	49.2%	59.2%
Net sales ¹	3,018	3,448	3,357	3,245	3,375	3,655	3,846	3,683
EBITDA ¹	1,226	1,547	1,426	1,404	1,418	1,590	1,673	1,500
EBIT ¹	1,074	1,371	1,237	1,095	1,339	1,441	1,544	1,388
Net income ¹	764.4	978.9	867.2	1,149	933.5	999.8	1,081	905
Net Debt ¹	1,328	-	-	-	1,651	1,875	1,765	1,962
Reference price ²	34.51	45.62	37.80	35.01	45.91	42.39	42.39	42.39
Nbr of stocks (in thousands)	238,308	239,646	237,668	238,132	238,039	236,318	-	-
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.	10.06x	3.25x	7.48x	5.31%	7.32B
BLACKROCK, INC.	25.72x	7.11x	16.82x	1.96%	167B
UBS GROUP AG	17.67x	2.39x	-	2.9%	108B
BROOKFIELD ASSET MANAGEMENT LTD.	32.48x	16.62x	30.09x	3.17%	89.1B
BANK OF NEW YORK MELLON CORPORATION (THE)	13.66x	6.17x	-	2.16%	66.31B
3I GROUP PLC	7.22x	7.16x	6.23x	1.95%	55B
AMERIPRISE FINANCIAL, INC.	15.91x	2.32x	7.3x	1.16%	51.05B
STATE STREET CORPORATION	11.5x	5.65x	-	2.92%	31.14B
NORTHERN TRUST CORPORATION	15.62x	4.99x	-	2.45%	24.5B
Average	16.65x	6.18x	13.58x	2.66%	66.51B
Weighted average by Cap.	20.06x	6.96x	16.94x	2.37%