Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Income Asset Management Group Limited (IAM.AX)
Sydney, NSW, AU
Income Asset Management Group Limited (IAM.AX) is an Australian financial services firm specializing in providing a comprehensive suite of fixed income investment solutions. These offerings encompass treasury oversight, cash management, bonds, debt capital markets, and broader asset management strategies. The company operates an intuitive online platform designed to streamline investments in term deposits and at-call savings. Additionally, it facilitates direct fixed income investments, manages various investment funds, and provides diverse cash and term deposit products. IAM.AX also supports fund managers by offering asset management incubator services to help them establish and expand their portfolio management capabilities, alongside delivering specialized treasury management services. Its clientele spans self-managed super funds, financial planners, institutional fund managers, wholesale investors, custodians, and large superannuation funds. Established in 1986 and headquartered in Sydney, Australia, the company was formerly known as Cashwerkz Limited before rebranding to Income Asset Management Group Limited in August 2021.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | -10.00% | -30.77% | -35.71% | -47.06% | -14.29% | -77.91% | -91.03% | -90.00% | -84.53% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Financial Services: +14.1%+22.4% ★ Q4'25: +49.6% (vs Q4'23)
-
EPS growth Financial Services: +20.7%+73.7% ★ Q4'25: +85.2% (vs Q4'23)
-
FCF margin FCF growth · Financial Services: +34.4%-33.6% Q4'25: -30.0% (vs Q4'23)
-
EBIT margin Financial Services: +27.4%-16.6% Q4'25: -27.5% (vs Q4'23)
-
ROIC Financial Services: +5.1%-4,152.4% Q4'25: -225.7% (vs Q4'23)
-
Share dilution Financial Services: +0.0%+44.7% Q4'25: +221.6% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Financial Services: 0.06×-0.41× Q4'25: -0.90× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 1 Rev. Ana. 1 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.32M
est: 1.30M (+1.5%)
|
836.1K
est: 1.30M (-35.7%)
|
1.15M
est: 1.90M (-39.3%)
|
916.6K
est: 872.0K (+5.1%)
|
3.36M
est: 3.95M (-15.0%)
|
7.19M
est: 7.40M (-2.8%)
|
13.86M
est: 15.10M (-8.2%)
|
14.02M
est: 19.90M (-29.6%)
|
17.15M
est: 17.15M (+0.0%)
|
21.20M
21.20M – 21.20M
+23.6% YoY
|
26.40M
26.40M – 26.40M
+24.5% YoY
|
30.00M
30.00M – 30.00M
+13.6% YoY
|
| EBITDA |
-59.6K
est: -728.8K (+91.8%)
|
-719.0K
est: -728.8K (+1.3%)
|
-5.79M
est: -1.07M (-443.4%)
|
-6.22M
est: -488.8K (-1,171.4%)
|
-14.44M
est: -2.21M (-552.7%)
|
-9.65M
est: -4.15M (-132.7%)
|
-2.21M
est: -8.47M (+73.9%)
|
-6.77M
est: -11.16M (+39.3%)
|
-2.75M
est: -9.61M (+71.4%)
|
-11.88M
-11.88M – -11.88M
-23.6% YoY
|
-14.80M
-14.80M – -14.80M
-24.5% YoY
|
-16.82M
-16.82M – -16.82M
-13.6% YoY
|
| EBIT |
-241.0K
est: -857.7K (+71.9%)
|
-1.90M
est: -857.7K (-121.5%)
|
-7.10M
est: -1.25M (-466.3%)
|
-7.65M
est: -575.3K (-1,230.1%)
|
-15.86M
est: -2.60M (-509.0%)
|
-11.20M
est: -4.88M (-129.4%)
|
-3.94M
est: -9.96M (+60.4%)
|
-11.89M
est: -13.13M (+9.5%)
|
-2.85M
est: -11.31M (+74.8%)
|
-13.99M
-13.99M – -13.99M
-23.6% YoY
|
-17.42M
-17.42M – -17.42M
-24.5% YoY
|
-19.79M
-19.79M – -19.79M
-13.6% YoY
|
| Net Income |
-1.86M
|
-1.59M
est: -6.41M (+75.2%)
|
-7.31M
est: -11.03M (+33.7%)
|
-7.35M
est: -215.28M (+96.6%)
|
-15.29M
est: -15.70M (+2.6%)
|
-11.59M
est: 448.6K (-2,684.3%)
|
-6.26M
est: -4.93M (-26.9%)
|
-14.47M
est: -897.2K (-1,512.9%)
|
-5.50M
est: -3.22M (-71.0%)
|
-71.55M
-71.55M – -71.55M
-2,122.2% YoY
|
357.73M
357.73M – 357.73M
+600.0% YoY
|
429.28M
429.28M – 429.28M
+20.0% YoY
|
| SGA |
792.9K
est: 1.76M (-54.9%)
|
2.52M
est: 1.76M (+43.4%)
|
4.28M
est: 2.57M (+66.6%)
|
4.64M
est: 1.18M (+293.5%)
|
12.64M
est: 5.34M (+136.6%)
|
10.23M
est: 10.02M (+2.1%)
|
9.37M
est: 20.44M (-54.1%)
|
12.64M
est: 26.94M (-53.1%)
|
—
est: 23.21M (-100.0%)
|
28.70M
28.70M – 28.70M
+23.6% YoY
|
35.73M
35.73M – 35.73M
+24.5% YoY
|
40.61M
40.61M – 40.61M
+13.6% YoY
|
| EPS |
-0.06
|
-0.02
est: -0.01 (-133.2%)
|
-0.05
est: -0.02 (-247.6%)
|
-0.04
est: -0.30 (+86.7%)
|
-0.08
est: -0.02 (-243.7%)
|
-0.04
est: 0.00 (-6,958.1%)
|
-0.02
est: -0.01 (-219.1%)
|
-0.03
est: 0.00 (-2,236.5%)
|
-0.01
est: 0.00 (-71.1%)
|
-0.10
-0.10 – -0.10
-2,122.2% YoY
|
0.50
0.50 – 0.50
+600.0% YoY
|
0.60
0.60 – 0.60
+20.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jonathan Lechte | Managing Director | 317.2K | male |
| Cameron Coleman | In-house counsel & Chief Operating Officer | — | male |
| James Mitchell | Chief Financial Officer | — | male |
| James Shillington | Co-Head of Capital Markets | — | male |
| Jenna Hayes | Head of Sales | — | female |
| Jerome Jones | Head of Finance | — | male |
| Alexandra Coleman | Company Secretary | — | female |
| Kyle Lambert | Co-Head of Capital Markets | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for IAM.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
