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IBC

Ironbark Balanced Income Limited
Chart
0.43 AUD
Latest Week 2026-06-05
Financial ServicesAsset ManagementNANO
Snapshot 2026-06-07 · 0.0w · Fresh
0.95
OS Score
90.0%
Value
88.0%
Quality
82.0%
Momentum
4/9
F-Score
0.890
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
6 of 23 passing
★
OS Composite
OS 0.950
↗
Trending Value
✗
◆
Quality × Value
QV 0.890
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +17%
🔄
Shareholder Yield
7.5%
💰
High Yield
Div 5.8%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 9%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
90.0%ile
P/E
14.7×
P/S
11.5×
P/B
0.8×
FCF Yield
0.164
SH Yield
0.075
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
15.00000000
/100 — 1=cheapest
VC2 (Trending Value)
12.00000000
/100
VC3 (Buyback)
13.00000000
/100
FCF yield of 16.4% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
88.0%ile
ROE
0.051
ROA
0.050
Net Margin
0.786
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.166
Earn Growth
0.196
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
82.0%ile
6M Return
3.3%
12M Return
5.2%
12-1 Mom
4.9%
Risk-Adj
0.53
Vol 252d
9.3%
Vol 60d
21.4%
↑ Expanding
Max DD 12M
-4.5%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (21%) is expanding vs long-term (9%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.95
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 158 peers
Sector Value %ile
84.3%
Sector Quality %ile
80.5%
P/E z-score
-0.21
P/B z-score
-0.09
Sector Avg OS
57.9%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
TWR Tower Limited 99.0% 98.0% 97.0% 90.0%
HLI Helia Group Limited 99.0% 97.0% 97.0% 86.0%
HUM Humm Group Limited 98.0% 95.0% 91.0% 91.0%
LFG Liberty Financial Group Limited 98.0% 93.0% 97.0% 86.0%
KSL Kina Securities Limited 97.0% 96.0% 85.0% 87.0%
NGE NGE Capital Limited 97.0% 93.0% 92.0% 86.0%
BFL BSP Financial Group Limited 97.0% 95.0% 90.0% 87.0%
ACQ Acorn Capital Investment Fund Limited 97.0% 92.0% 89.0% 90.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (90th) and quality (88th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (90th value) with strong momentum (82th). The market is starting to recognise the value.
Growth at Reasonable Price
Revenue growing 17% with P/E of 15×. Growth isn't fully priced in.
Strong Capital Return
Shareholder yield 7.5% backed by 16.4% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (21%) significantly exceeds 252-day (9%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
78.7% avg (5 factors)
Quality
C
46.5% avg (3 factors)
Momentum
D
39.7% avg (4 factors)
Risk
A
100.0% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.950—1—
Value %ile0.900—1—
Quality %ile0.880—1—
Momentum %ile0.820—1—
F-Score4.000—1—
Confidence0.387—1—
Volatility0.093—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
14.68
Price / Sales
11.54
Price / Book
0.75
FCF Yield
16.4%
Sales Yield (1/P·S)
0.0956
Shareholder Yield
Div + net buyback / mktcap
7.5%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
5.1%
Return on Assets
5.0%
Net Margin
78.6%
MomentumPrice trend strength over different horizons
6M Return
3.3%
12M Return
5.2%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
4.9%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.53
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
16.6%
Earnings Growth (YoY)
19.6%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
5.8%
Buyback Yield
1.8%
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
15
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
12
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
13
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
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity