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IGM Financial Inc. (IGM.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CA4495861060

CUSIP

449586106

Sector

Financial Services

Highlights

Market Cap

CA$10.73B

EPS (TTM)

CA$3.93

PE Ratio

11.50

PEG Ratio

4.09

Total Revenue (TTM)

CA$3.34B

Gross Profit (TTM)

CA$845.20M

EBITDA (TTM)

CA$975.13M

Year Range

CA$31.63 - CA$47.38

Target Price

CA$51.14

Short %

3.87%

Short Ratio

10.02

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IGM.TO vs. GWO.TO IGM.TO vs. MFC.TO IGM.TO vs. POW.TO
Popular comparisons:
IGM.TO vs. GWO.TO IGM.TO vs. MFC.TO IGM.TO vs. POW.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in IGM Financial Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2025February
21.16%
13.89%
IGM.TO (IGM Financial Inc.)
Benchmark (^GSPC)

Returns By Period

IGM Financial Inc. had a return of -1.59% year-to-date (YTD) and 36.27% in the last 12 months. Over the past 10 years, IGM Financial Inc. had an annualized return of 6.56%, while the S&P 500 had an annualized return of 11.29%, indicating that IGM Financial Inc. did not perform as well as the benchmark.


IGM.TO

YTD

-1.59%

1M

0.83%

6M

21.19%

1Y

36.27%

5Y*

8.75%

10Y*

6.56%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of IGM.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.57%-1.59%
20243.88%-1.98%-0.42%-1.49%5.81%5.29%3.57%1.43%3.68%3.08%13.10%-1.77%38.83%
20239.87%-0.02%-1.35%2.95%-4.09%2.56%1.88%-6.25%-9.15%-9.38%7.91%5.57%-1.70%
2022-2.10%0.83%-0.68%-7.83%-4.30%-10.02%7.77%-3.85%-2.13%5.96%7.02%-1.68%-12.03%
2021-1.80%2.45%11.91%14.57%1.39%-0.39%0.62%4.50%-0.45%8.60%-6.04%0.01%39.13%
20202.66%-6.48%-33.12%26.25%10.92%2.69%-0.18%-3.34%-2.35%-4.19%17.44%2.10%-0.05%
20198.86%1.78%1.64%7.62%-0.86%3.48%-2.49%-1.37%6.18%-1.20%2.77%-0.95%27.70%
2018-0.50%-10.79%-2.44%4.62%-2.77%0.92%2.47%-6.76%-0.95%-8.93%5.41%-7.26%-25.10%
20174.69%1.80%-1.21%3.40%-3.97%3.55%4.33%-2.55%3.96%8.42%-1.96%0.31%21.99%
20161.61%0.00%10.56%0.97%-2.78%-6.91%3.33%2.12%-3.02%1.64%8.06%-0.32%14.99%
2015-5.83%1.56%2.89%1.38%-7.74%-4.23%-2.92%-2.51%-8.60%11.64%0.71%-5.68%-19.14%
2014-3.73%-0.02%-2.43%4.70%-6.06%0.68%0.70%0.86%-5.87%-6.67%5.41%-1.35%-13.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, IGM.TO is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IGM.TO is 8686
Overall Rank
The Sharpe Ratio Rank of IGM.TO is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of IGM.TO is 8585
Sortino Ratio Rank
The Omega Ratio Rank of IGM.TO is 8484
Omega Ratio Rank
The Calmar Ratio Rank of IGM.TO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of IGM.TO is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for IGM Financial Inc. (IGM.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IGM.TO, currently valued at 1.75, compared to the broader market-2.000.002.004.001.751.77
The chart of Sortino ratio for IGM.TO, currently valued at 2.42, compared to the broader market-6.00-4.00-2.000.002.004.006.002.422.39
The chart of Omega ratio for IGM.TO, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.32
The chart of Calmar ratio for IGM.TO, currently valued at 1.28, compared to the broader market0.002.004.006.001.282.66
The chart of Martin ratio for IGM.TO, currently valued at 10.18, compared to the broader market0.0010.0020.0030.0010.1810.85
IGM.TO
^GSPC

The current IGM Financial Inc. Sharpe ratio is 1.75. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of IGM Financial Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.75
2.33
IGM.TO (IGM Financial Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

IGM Financial Inc. provided a 4.96% dividend yield over the last twelve months, with an annual payout of CA$2.24 per share. The company has been increasing its dividends for 5 consecutive years.


5.00%5.50%6.00%6.50%7.00%CA$0.00CA$0.50CA$1.00CA$1.50CA$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendCA$2.24CA$2.24CA$2.24CA$2.24CA$2.24CA$2.24CA$2.24CA$2.25CA$2.25CA$2.26CA$2.25CA$2.18

Dividend yield

4.96%4.88%6.40%5.93%4.91%6.49%6.01%7.25%5.10%5.91%6.37%4.70%

Monthly Dividends

The table displays the monthly dividend distributions for IGM Financial Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CA$0.00CA$0.00CA$0.00
2024CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2023CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2022CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2021CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2020CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2019CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.24
2018CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.25
2017CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.25
2016CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.01CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.26
2015CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$0.00CA$0.00CA$0.56CA$2.25
2014CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.56CA$2.18

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%700.0%5.0%
IGM Financial Inc. has a dividend yield of 4.96%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%56.7%
IGM Financial Inc. has a payout ratio of 56.71%, which is quite average when compared to the overall market. This suggests that IGM Financial Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.40%
-1.11%
IGM.TO (IGM Financial Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IGM Financial Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the IGM Financial Inc. was 51.72%, occurring on Mar 9, 2009. Recovery took 495 trading sessions.

The current IGM Financial Inc. drawdown is 4.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.72%May 23, 2007451Mar 9, 2009495Feb 28, 2011946
-47.65%Feb 21, 202022Mar 23, 2020242Mar 10, 2021264
-47.55%May 14, 1998446Mar 7, 2000189Dec 8, 2000635
-37.96%Jan 23, 2014516Feb 11, 20161009Feb 20, 20201525
-36.7%Mar 16, 1994112Aug 29, 1994529Oct 16, 1996641

Volatility

Volatility Chart

The current IGM Financial Inc. volatility is 5.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
5.80%
3.61%
IGM.TO (IGM Financial Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of IGM Financial Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of IGM Financial Inc. compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0300.011.5
The chart displays the price to earnings (P/E) ratio for IGM.TO in comparison to other companies of the Asset Management industry. Currently, IGM.TO has a PE value of 11.5. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.04.1
The chart displays the price to earnings to growth (PEG) ratio for IGM.TO in comparison to other companies of the Asset Management industry. Currently, IGM.TO has a PEG value of 4.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for IGM Financial Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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