- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
- Latest weekly return ranks in the strongest part of its sector group.
NGI
ASX
Week ended 07 Aug 2026
Weekly Investor Report
Navigator Global Investments Limited · Financial Services · Asset Management
Latest close
2.57 AUD
10.8%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is 2.4% above the Trend Line and sits at 47.0% of its 52-week range. The latest completed week returned 10.8%, after a 4.9% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers. The latest news-sentiment score is 51/100.
Setup score
39
out of 100
Latest Close
2.57 AUD
7 Aug 2026
1W Return
10.8%
latest completed week
4W Return
4.9%
short-term follow-through
12W Return
1.6%
quarterly tape
Trend Breadth
57.7%
30 of 52 weeks active
Volume Ratio
1.0x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Activity pressure is weak, so confirmation is not yet broad enough.
- The share remains more than 20% below its 52-week high.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
10.8%
Latest completed week; four-week move 4.9%.
Indicator stack
32/45
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
51/100
23 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is 2.4% above the Trend Line and sits at 47.0% of its 52-week range. The latest completed week returned 10.8%, after a 4.9% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.1712-week average 0.17
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure11/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership5/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.17Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 4.9% over four weeks, 1.6% over 12 weeks, and 34.3% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year30
Trend breadth57.7%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.05Latest activity-pressure read.
Pressure change-79.8%Four-week change in activity pressure.
Leadership-2.67Latest relative-leadership reading.
RS change-217.3%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2025
Field coverage 85%
Model confidence 43%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength54/100Blend of value, momentum, and quality. Underlying universe rank 47; rank 1 is best.
Value15/100Relative valuation strength. Underlying universe rank 86; rank 1 is best.
Quality85/100Profitability and accounting quality. Underlying universe rank 16; rank 1 is best.
Momentum93/100Medium-term price momentum. Underlying universe rank 8; rank 1 is best.
Growth99/100Revenue and earnings growth. Underlying universe rank 2; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 13.1x Price divided by trailing earnings.
- Price / sales
- 4.3x Market value relative to trailing revenue.
- EV / EBITDA
- 10.4x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 6.3% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 100.0% Gross profit retained from each unit of revenue.
- Operating margin
- 7.6% Operating profit retained from revenue.
- Free-cash-flow margin
- 26.4% Free cash flow generated from revenue.
- Return on invested capital
- 2.7% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 32.4% Latest one-year revenue growth.
- EPS growth
- 79.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 88.4% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 3/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 1.7% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 1.7% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -0.2x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment51/100
Weighted news tone is neutral across 23 relevant articles.
5 positive · 16 neutral · 2 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-23.1%Distance below the 52-week high.
13-week volatility5.2%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher12 of 2613 weeks finished lower.
Best week+10.8%Week of 7 Aug.
Worst week-16.2%Week of 27 Feb.
Latest week+10.8%Week of 7 Aug.
Shape of recent returns
Strong gains7
Modest gains5
Flat weeks1
Modest losses6
Sharp losses7
Recent vol5.2%13-week weekly-return volatility.
Base vol5.8%52-week weekly-return volatility.
Up/down split27/23Count of positive and negative weeks in the 52-week window.
Average skew5.0% / -4.2%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorAU Financial Services
4-week rank24 / 100
Group average2.0%
Trend breadth43.0%
Trend43.0%active weekly trend signals
MD80.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
IndustryAU Asset Management
4-week rank20 / 100
Group average0.7%
Trend breadth29.0%
Trend29.0%active weekly trend signals
MD72.0%positive activity pressure
RS25.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape36/100
Trend, activity pressure, participation, and risk combine to a 36/100 tape read.
Indicator analysis38/100Latest 12-week confirmation: trend 0/12, activity pressure 11/12, relative leadership 5/12.
Activity pressure 0.17; No reversal markers Factors61/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 14; Small Cap Core rank 26 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment51/100Weighted news tone is neutral across 23 relevant articles.
Navigator Global Investments Ltd (NGI) Q2 2025 Earnings Report - Results, Call & Slides Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 2.57 AUD | 10.8% | 2.51 AUD | 1.87 AUD | 0.05 | -2.67 | 1.8M | Off |
| 31 Jul 2026 | 2.32 AUD | -2.1% | 2.52 AUD | 1.86 AUD | 0.08 | -8.96 | 1.9M | Off |
| 24 Jul 2026 | 2.37 AUD | 0.4% | 2.54 AUD | 1.86 AUD | 0.22 | -4.56 | 1.9M | Off |
| 17 Jul 2026 | 2.36 AUD | -3.7% | 2.57 AUD | 1.85 AUD | 0.30 | -4.80 | 2.7M | Off |
| 10 Jul 2026 | 2.45 AUD | -2.8% | 2.59 AUD | 1.84 AUD | 0.25 | -0.84 | 1.9M | Off |
| 3 Jul 2026 | 2.52 AUD | -0.4% | 2.60 AUD | 1.83 AUD | 0.14 | 2.17 | 462.6K | Off |
| 26 Jun 2026 | 2.53 AUD | 6.8% | 2.61 AUD | 1.82 AUD | 0.11 | 4.12 | 226.5K | Off |
| 19 Jun 2026 | 2.37 AUD | 0.0% | 2.62 AUD | 1.82 AUD | 0.15 | -2.55 | 765.2K | Off |
| 12 Jun 2026 | 2.37 AUD | -1.7% | 2.64 AUD | 1.81 AUD | 0.10 | -1.68 | 169.3K | Off |
| 5 Jun 2026 | 2.41 AUD | -7.3% | 2.66 AUD | 1.80 AUD | 0.07 | 2.68 | 1.9M | Off |
| 29 May 2026 | 2.60 AUD | 7.4% | 2.67 AUD | 1.79 AUD | 0.01 | 10.17 | 4.9M | Off |
| 22 May 2026 | 2.42 AUD | -4.3% | 2.67 AUD | 1.78 AUD | -0.29 | 4.23 | 2.3M | Off |
| 15 May 2026 | 2.53 AUD | -6.3% | 2.67 AUD | 1.77 AUD | -0.49 | 9.94 | 1.7M | Off |
| 8 May 2026 | 2.70 AUD | 9.3% | 2.65 AUD | 1.76 AUD | -0.70 | 16.52 | 2.8M | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.