INA Stock Overview
Ingenia Communities (Ingenia) is a leading Australian property group that owns, operates and develops a growing portfolio of lifestyle and holiday communities across key urban and coastal markets.
Ingenia Communities Group Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$3.78|
|52 Week High||AU$6.77|
|52 Week Low||AU$3.40|
|1 Month Change||-10.43%|
|3 Month Change||-10.43%|
|1 Year Change||-41.21%|
|3 Year Change||-7.81%|
|5 Year Change||41.57%|
|Change since IPO||-36.36%|
Recent News & Updates
|INA||AU REITs||AU Market|
Return vs Industry: INA underperformed the Australian REITs industry which returned -22.7% over the past year.
Return vs Market: INA underperformed the Australian Market which returned -10.8% over the past year.
|INA Average Weekly Movement||3.7%|
|REITs Industry Average Movement||3.5%|
|Market Average Movement||9.4%|
|10% most volatile stocks in AU Market||16.5%|
|10% least volatile stocks in AU Market||4.2%|
Stable Share Price: INA is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: INA's weekly volatility (4%) has been stable over the past year.
About the Company
Ingenia Communities (Ingenia) is a leading Australian property group that owns, operates and develops a growing portfolio of lifestyle and holiday communities across key urban and coastal markets. We are committed to creating communities where our residents and visitors can truly belong. Ingenia is an S&P/ASX 200 entity with a market capitalisation of over $1.2 billion and listed on the Australian Securities Exchange under the stock market trading code ‘INA’.
Ingenia Communities Group Fundamentals Summary
|INA fundamental statistics|
Is INA overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|INA income statement (TTM)|
|Cost of Revenue||AU$121.52m|
Last Reported Earnings
Jun 30, 2022
Next Earnings Date
|Earnings per share (EPS)||0.25|
|Net Profit Margin||29.05%|
How did INA perform over the long term?See historical performance and comparison
2.9%Current Dividend Yield
Is INA undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 3/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for INA?
Other financial metrics that can be useful for relative valuation.
|What is INA's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does INA's PE Ratio compare to its peers?
|INA PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
USQ US Student Housing REIT
ARF Arena REIT
CMW Cromwell Property Group
WPR Waypoint REIT
INA Ingenia Communities Group
Price-To-Earnings vs Peers: INA is expensive based on its Price-To-Earnings Ratio (15.3x) compared to the peer average (6.9x).
Price to Earnings Ratio vs Industry
How does INA's PE Ratio compare vs other companies in the AU REITs Industry?
Price-To-Earnings vs Industry: INA is expensive based on its Price-To-Earnings Ratio (15.3x) compared to the Australian REITs industry average (6.2x)
Price to Earnings Ratio vs Fair Ratio
What is INA's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||15.3x|
|Fair PE Ratio||12.3x|
Price-To-Earnings vs Fair Ratio: INA is expensive based on its Price-To-Earnings Ratio (15.3x) compared to the estimated Fair Price-To-Earnings Ratio (12.3x).
Share Price vs Fair Value
What is the Fair Price of INA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: INA (A$3.78) is trading below our estimate of fair value (A$7.94)
Significantly Below Fair Value: INA is trading below fair value by more than 20%.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.
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How is Ingenia Communities Group forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Future Growth Score3/6
Future Growth Score 3/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: INA's forecast earnings growth (9.4% per year) is above the savings rate (1.8%).
Earnings vs Market: INA's earnings (9.4% per year) are forecast to grow faster than the Australian market (6.4% per year).
High Growth Earnings: INA's earnings are forecast to grow, but not significantly.
Revenue vs Market: INA's revenue (7.3% per year) is forecast to grow faster than the Australian market (3.6% per year).
High Growth Revenue: INA's revenue (7.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: INA's Return on Equity is forecast to be low in 3 years time (7.7%).
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How has Ingenia Communities Group performed over the past 5 years?
Past Performance Score3/6
Past Performance Score 3/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INA has a large one-off gain of A$37.1M impacting its June 30 2022 financial results.
Growing Profit Margin: INA's current net profit margins (29%) are higher than last year (24.6%).
Past Earnings Growth Analysis
Earnings Trend: INA's earnings have grown significantly by 26% per year over the past 5 years.
Accelerating Growth: INA's earnings growth over the past year (38.2%) exceeds its 5-year average (26% per year).
Earnings vs Industry: INA earnings growth over the past year (38.2%) underperformed the REITs industry 47.6%.
Return on Equity
High ROE: INA's Return on Equity (6.6%) is considered low.
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How is Ingenia Communities Group's financial position?
Financial Health Score4/6
Financial Health Score 4/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: INA's short term assets (A$52.7M) do not cover its short term liabilities (A$117.2M).
Long Term Liabilities: INA's short term assets (A$52.7M) do not cover its long term liabilities (A$536.4M).
Debt to Equity History and Analysis
Debt Level: INA's net debt to equity ratio (27.6%) is considered satisfactory.
Reducing Debt: INA's debt to equity ratio has reduced from 32.1% to 28.5% over the past 5 years.
Debt Coverage: INA's debt is well covered by operating cash flow (26.3%).
Interest Coverage: INA's interest payments on its debt are well covered by EBIT (12x coverage).
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What is Ingenia Communities Group current dividend yield, its reliability and sustainability?
Dividend Score 5/6
Cash Flow Coverage
Current Dividend Yield
Dividend Yield vs Market
|Ingenia Communities Group Dividend Yield vs Market|
|Company (Ingenia Communities Group)||2.9%|
|Market Bottom 25% (AU)||2.8%|
|Market Top 25% (AU)||7.1%|
|Industry Average (REITs)||5.2%|
|Analyst forecast in 3 Years (Ingenia Communities Group)||3.6%|
Notable Dividend: INA's dividend (2.91%) is higher than the bottom 25% of dividend payers in the Australian market (2.8%).
High Dividend: INA's dividend (2.91%) is low compared to the top 25% of dividend payers in the Australian market (7.15%).
Stability and Growth of Payments
Stable Dividend: INA's dividends per share have been stable in the past 10 years.
Growing Dividend: INA's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (34.1%), INA's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonably low cash payout ratio (40%), INA's dividend payments are well covered by cash flows.
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Simon Richard Owen has been Chief Executive Officer at Ingenia Communities Holdings Limited since November 2009 and serves as its Managing Director and Executive Director. Mr. Owen joined Ingenia Commu...
CEO Compensation Analysis
|Simon Owen's Compensation vs Ingenia Communities Group Earnings|
|Date||Total Comp.||Salary||Company Earnings|
|Jun 30 2022||AU$2m||AU$676k|
|Mar 31 2022||n/a||n/a|
|Dec 31 2021||n/a||n/a|
|Sep 30 2021||n/a||n/a|
|Jun 30 2021||AU$1m||AU$678k|
|Mar 31 2021||n/a||n/a|
|Dec 31 2020||n/a||n/a|
|Sep 30 2020||n/a||n/a|
|Jun 30 2020||AU$1m||AU$663k|
|Mar 31 2020||n/a||n/a|
|Dec 31 2019||n/a||n/a|
|Sep 30 2019||n/a||n/a|
|Jun 30 2019||AU$1m||AU$662k|
|Mar 31 2019||n/a||n/a|
|Dec 31 2018||n/a||n/a|
|Sep 30 2018||n/a||n/a|
|Jun 30 2018||AU$1m||AU$657k|
|Mar 31 2018||n/a||n/a|
|Dec 31 2017||n/a||n/a|
|Sep 30 2017||n/a||n/a|
|Jun 30 2017||AU$1m||AU$663k|
|Mar 31 2017||n/a||n/a|
|Dec 31 2016||n/a||n/a|
|Sep 30 2016||n/a||n/a|
|Jun 30 2016||AU$1m||AU$631k|
Compensation vs Market: Simon's total compensation ($USD1.10M) is about average for companies of similar size in the Australian market ($USD1.07M).
Compensation vs Earnings: Simon's compensation has been consistent with company performance over the past year.
Experienced Management: INA's management team is seasoned and experienced (5.3 years average tenure).
Experienced Board: INA's board of directors are considered experienced (6.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: INA insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
|15 Sep 22||BuyAU$21,885,024||Cohen & Steers Capital Management, Inc.||Company||4,573,187||AU$4.79|
|13 Sep 22||SellAU$2,352,321||Cohen & Steers Capital Management, Inc.||Company||507,937||AU$4.63|
|30 Aug 22||BuyAU$89,996||Sally Evans||Individual||19,736||AU$4.56|
|27 Jul 22||BuyAU$7,093,256||Cohen & Steers Capital Management, Inc.||Company||1,571,652||AU$4.51|
|22 Jul 22||BuyAU$51,670,087||Cohen & Steers Capital Management, Inc.||Company||12,220,591||AU$4.23|
|16 May 22||BuyAU$45,225||Simon Owen||Individual||11,250||AU$4.02|
|25 Feb 22||BuyAU$29,940||Simon Owen||Individual||6,000||AU$4.99|
|23 Feb 22||BuyAU$104,092||Gregory Hayes||Individual||20,000||AU$5.20|
|23 Dec 21||SellAU$424,327||Simon Owen||Individual||70,000||AU$6.08|
|15 Nov 21||BuyAU$48,331,472||Sun Communities Operating Limited Partnership||Company||7,897,300||AU$6.12|
|12 Nov 21||BuyAU$59,996||Sally Evans||Individual||9,584||AU$6.26|
|10 Nov 21||SellAU$486,456||Simon Owen||Individual||76,020||AU$6.40|
|Owner Type||Number of Shares||Ownership Percentage|
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 23.9%.
|Ownership||Name||Shares||Current Value||Change %||Portfolio %|
Ingenia Communities Group's employee growth, exchange listings and data sources
- Name: Ingenia Communities Group
- Ticker: INA
- Exchange: ASX
- Founded: 2007
- Industry: Residential REITs
- Sector: Real Estate
- Implied Market Cap: AU$1.541b
- Shares outstanding: 407.58m
- Website: https://www.ingeniacommunities.com.au
Number of Employees
- Ingenia Communities Group
- 115 Pitt Street
- Level 9
- New South Wales
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|INA||ASX (Australian Securities Exchange)||Yes||Stapled Units||AU||AUD||Jul 2004|
|INGE.F||OTCPK (Pink Sheets LLC)||Yes||Stapled Units||US||USD||Jul 2004|
|INA||CHIA (Chi-X Australia)||Yes||Stapled Units||AU||AUD||Jul 2004|
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/10/03 00:00|
|End of Day Share Price||2022/10/03 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.