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IGG

IG Group Holdings plc
Chart
1,806.00 GBp
Latest Week 2026-07-10
Snapshot 2026-07-12 · 0.7w · Fresh
0.58
OS Score
11.0%
Value
98.0%
Quality
95.0%
Momentum
8/9
F-Score
0.328
QV
Strategy Eligibility
7 of 23 passing
OS Composite
Trending Value
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
11.0%
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
Rev +11%
🔄
Shareholder Yield
7.5%
💰
High Yield
Div 3.4%
🚀
Momentum Leaders
12-1 83%
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
CAQ 0.67
Risk-Adj Momentum
RAM 2.60
V
Value Analysis
Cheapness relative to fundamentals
11.0%ile
P/E
15.7×
P/S
6.3×
P/B
3.2×
E/P
0.0624
FCF Yield
0.089
EBITDA/EV
0.110
SH Yield
0.075
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
91.00000000
/100 — 1=cheapest
VC2 (Trending Value)
85.00000000
/100
VC3 (Buyback)
86.00000000
/100
FCF yield of 8.9% is strong — the business generates significant free cash relative to price. VC2 score of 85.00000000/100 — expensive across all six composite measures.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
98.0%ile
ROE
0.206
ROA
0.124
Net Margin
0.401
Op Margin
0.359
GPA
0.253
Current
3.43
F-Score
8/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.113
Earn Growth
0.322
Accruals
-0.036
lower=better
5yr Consist
No
ROE of 21% is exceptional. F-Score of 8/9 indicates strong fundamental improvement across multiple dimensions.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
95.0%ile
6M Return
38.3%
12M Return
70.6%
12-1 Mom
83.1%
Risk-Adj
2.60
Vol 252d
31.9%
Vol 60d
77.3%
↑ Expanding
Max DD 12M
-10.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 83% is very strong — a clear uptrend. Risk-adjusted momentum of 2.60 is excellent — strong returns relative to volatility. Near-term vol (77%) is expanding vs long-term (32%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.58
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Financial Services · 185 peers
Sector Value %ile
7.5%
Sector Quality %ile
100.0%
P/E z-score
0.02
P/B z-score
0.75
Sector Avg OS
55.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CRE Conduit Holdings Limited 98.0% 98.0% 84.0% 82.0%
JUP Jupiter Fund Management Plc 97.0% 90.0% 86.0% 89.0%
BGEO Lion Finance Group PLC 97.0% 93.0% 71.0% 94.0%
BEZ Beazley plc 97.0% 88.0% 88.0% 90.0%
CLIG City of London Investment Group Plc 96.0% 83.0% 96.0% 87.0%
FEML Fidelity Emerging Markets Limited 96.0% 84.0% 80.0% 96.0%
PEEL Peel Hunt Limited 96.0% 96.0% 84.0% 74.0%
LRE Lancashire Holdings Limited 96.0% 96.0% 80.0% 75.0%
Factor Interactions
Quality Momentum — Expensive
Strong quality (98th) and momentum (95th) but expensive (11th value). Premium priced — watch for mean reversion.
Strong Capital Return
Shareholder yield 7.5% backed by 8.9% FCF yield. Returns are well-funded.
Quality at a Premium
High quality (98th) but expensive (11th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (77%) significantly exceeds 252-day (32%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
66.9% avg (7 factors)
Quality
A
78.0% avg (7 factors)
Momentum
A
93.9% avg (4 factors)
Risk
B
63.5% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is confirming the value — this is the Trending Value signal that O'Shaughnessy found to be among the most powerful.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.580—0
Value %ile0.110—6
Quality %ile0.980—6
Momentum %ile0.950—6
F-Score8.000—6
Confidence0.461—0
Volatility0.319—0
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
15.68
Earnings Yield (E/P)
0.0624
Price / Sales
6.28
Price / Book
3.24
Price / Cash Flow
12.12
FCF Yield
8.9%
EBITDA / EV
11.0%
Sales Yield (1/P·S)
0.1739
Shareholder Yield
Div + net buyback / mktcap
7.5%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
20.6%
Return on Assets
12.4%
Net Margin
40.1%
Operating Margin
35.9%
Gross Profit / Assets
Novy-Marx GPA
25.3%
Current Ratio
3.43
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.036
MomentumPrice trend strength over different horizons
6M Return
38.3%
12M Return
70.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
83.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.60
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
11.3%
Earnings Growth (YoY)
32.2%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
8
Dividend Yield
3.4%
Buyback Yield
4.1%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
91
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
85
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
86
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity