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IGM.TO (IGM) Fair Value & Analysis

Financial Services · CA · Market cap C$19.5B (≈ $14.1B) · ISIN CA4495861060

What is IGM.TO really worth?

IT IGM.TO IGM · TO
PriceC$87.00
Fair ValueC$46.25
Upside−46.8%
Quality66/100

A solid business, but trading 88% above our fair value of C$46.25.

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Strengths

Healthy Growth (revenue 5y +3.9 %/yr)
Highly profitable · 25.9% net margin
Moderate debt · generates free cash flow
Wide moat 72/100

Risks

!Mixed vs. peers (6/15)

For context

·2.59% dividend yield
Evidence: High Range C$32.21 – C$76.32

Fair value as of: Aug 13, 2026

From 12 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from C$53.87 to C$46.25 (−14.1%) since Jul 13, 2026. Share price −4.3% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (C$76.32). The favourable scenario is already priced in.
  • Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (C$32.21 to C$76.32) leaves room in how you read the outcome.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

C$90.93 C$26.76 Fair Value C$46.25 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range C$26.76 – C$90.93 · fair‑value band C$32.21 – C$76.32 · the C$87.00 price screens above the C$46.25 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

IGM.TO (IGM) currently trades at C$87.00, while our model-based Fair Value estimate is C$46.25, implying the stock looks roughly 88.1% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Financial Services sector. Bull case: the Earnings-Based group reads highest at a median of C$78.54 per share, and 0 of the 12 models we run sit above the C$87.00 price. Bear case: the Asset-Based group reads lowest at C$25.78, and 12 of the 12 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, IGM.TO generated revenue of C$4.4B at a net margin of 25.9%. Revenue grew 12.9% year over year. It earns a return on equity of 13.6%. Net debt stands at C$6.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from C$32.21 (bear case) to C$76.32 (bull case); at C$87.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 113% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −28% fair-value upside, at −47%, IGM screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly C$1.77 per share, which is 3.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF best evidence C$27.43 C$45.28 C$69.80 77
Owner Earnings C$33.83 C$56.62 C$89.39 75
Residual Income C$36.00 C$42.58 C$80.00 73
All 12 models by family
DCF Models
Owner Earnings C$33.83 C$56.62 C$89.39 75
5Y P/E Exit C$25.12 C$46.93 C$68.71 69
10Y P/E Exit C$25.15 C$43.52 C$64.21 63
Earnings-Based
Graham-Dodd C$32.21 C$78.54 C$101.58 65
Dividend Discount
Gordon GGM C$21.05 C$38.11 C$60.45 66
DDM Multi-Stage C$21.05 C$31.59 C$43.10 66
Multiples
P/E Multiple C$46.18 C$61.57 C$76.96 63
P/B Multiple C$40.40 C$53.87 C$67.34 55
Asset-Based
NCAV (Graham) C$19.24 C$25.78 C$38.48 54
Growth DCF
Growth DCF best evidence C$27.43 C$45.28 C$69.80 77
Rev-Margin DCF C$13.06 C$25.95 C$40.07 71
Economic Profit
Residual Income C$36.00 C$42.58 C$80.00 73

Widest divergence: Earnings-Based (C$78.54) versus Asset-Based (C$25.78). Highest evidence: Growth DCF (77).

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Key figures & financial health

P/E ratio 17.9
P/S ratio 5.16 P/E × margin
EPS (TTM) C$4.86 price ÷ EPS = P/E 17.9
Dividend yield 2.6% payout 46.3%
Net margin 28.8% FY2025
Return on equity 13.6% TTM
More key figures
Profitability
Return on assets (EBIT) 6.3% avg 5y
Operating margin 36.8% TTM
Growth
Revenue (TTM) C$4.4B TTM
Revenue growth (YoY) +12.9% 3y avg +6.7%
EPS growth (YoY) +22.4%
Balance sheet & cash flow
Free cash flow C$915M FY2025
Net debt C$6.1B FY2025 · ≈ 6.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 62 · Market factors (momentum, volatility) 80

Profitability 43
Margins and returns on capital today
Quality Growth 71
Are margins and returns improving?
Cashflow 77
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 78
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

IGM Financial Inc. engages in the wealth and asset management business in Canada. The company provides investment management services to a suite of investment funds distributed through third party dealers and financial advisors; and administrative services. It also offers insurance and banking products and services.

Full company description

IGM Financial Inc. engages in the wealth and asset management business in Canada. The company provides investment management services to a suite of investment funds distributed through third party dealers and financial advisors; and administrative services. It also offers insurance and banking products and services. The company was incorporated in 1978 and is based in Winnipeg, Canada. IGM Financial Inc. is a subsidiary of Power Financial Corporation.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

IGM.TO reported revenue of C$3.8B in FY2025 versus C$3.6B in FY2021, a compound +1.6%/yr. Reported net income was C$1.1B in FY2025, compounding +3.0%/yr from FY2021.

Growth Quality 76/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
C$3.8B
Latest YoY
+9.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.7%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.9%
Avg. revenue growth/yr (32Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.5%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+10.3% (7.7 + 2.6)
Revenue +1.6%/yr
FY21 C$3.6B
FY22 C$3.1B
FY23 C$3.7B
FY24 C$3.5B
FY25 C$3.8B
Net income +3.0%/yr
FY21 C$979M
FY22 C$867M
FY23 C$1.1B
FY24 C$934M
FY25 C$1.1B
Character of growth · EPS growth decomposed (2014-2025) +4.0 % p.a.
Revenue per share +3.1 %

of which total revenue +2.7 % · buybacks/dilution +0.4 %

EBIT margin −2.5 %
Tax rate −0.1 %
Residual (interest, one-offs) +3.6 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

IGM screens 88% overvalued. Compare with Blackstone Inc →

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Cite: Fair Value Calculator (2026). "IGM.TO Fair Value". https://www.fairvalue-calculator.com/stock/IGM

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Asset Management · 697 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Above median
Fair Value upside −47% · Bottom 25%
Return on equity (TTM) 14% · Above median
Return on assets 5% · Above median
Net margin (TTM) 26% · Above median
Operating margin (TTM) 37% · Below median
Revenue growth 13% · Above median
Dividend yield (TTM) 2.6% · Below median
Debt / equity 0.56× · Higher than 75% of peers

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 17.9× · Pricier than median
P/B 1.58× · Pricier than median
P/S (TTM) 3.18× · Cheaper than median
P/FCF 15.4× · Pricier than median
EV/EBITDA 9.6× · Pricier than median
PEG 3.82× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 40
FUTURE65 · sector 14
PAST54 · sector 24
HEALTH72 · sector 95
DIVIDEND52 · sector 81

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Blackstone Inc BX $142.39 $52.88 −63%
Investor AB INVEB kr 417.20 kr 824.66 +98%
Brookfield Corporation BN C$55.74 C$10.67 −81%
KKR & Co KKR $108.68 $19.97 −82%
Apollo Global Management, Inc APO $135.04 $101.04 −25%
State Street Corporation STT $193.33 $138.33 −28%
Ameriprise Financial, Inc AMP $559.32 $515.24 −8%
Ares Management Corporation ARES $143.10 $30.88 −78%
Northern Trust Corporation NTRS $186.79 $122.02 −35%
Raymond James Financial, Inc RJF $181.10 $142.42 −21%

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Frequently asked questions

Is IGM.TO (IGM) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of C$46.25 versus a price of C$87.00, about −47% upside (overvalued).
What is the fair value of IGM?
Our model-based fair value for IGM.TO is C$46.25 (as of Aug 13, 2026), built from audited fundamentals. The current price: C$87.00.
What is the quality score of IGM?
IGM.TO has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of IGM.TO (IGM)?
IGM.TO reported trailing-twelve-month revenue of about C$4.4B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of IGM?
The net profit margin of IGM.TO is about 25.9%, meaning it keeps roughly 25.9% of revenue as net income. Based on the latest reported figures.
Does IGM.TO pay a dividend?
IGM.TO currently shows a dividend yield of about 2.59% relative to its recent price (as of Aug 13, 2026).
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