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Ignite Limited (IGN) Fair Value & Analysis

Industrials · AU · Market cap A$12.7M

IL Ignite Limited IGN · AU
PriceA$0.6600
Fair ValueA$1.20
Upside+81.6%
Quality59/100
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Weak Growth
Thin margins · 1.1% net margin
Low debt · generates free cash flow
8.44% dividend yield
Ranks above peers (10/15)
Narrow moat 36/100
Evidence: High Range A$0.9690 – A$1.43 Share as image

Fair value as of: Jul 19, 2026

From 24 valuation models · updated 22 days ago

Share price −12.0% over the past month.

A solid business, screening 82% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (A$0.9690). The market is more pessimistic than our downside scenario.
  • Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

A$2.08 A$0.0401 Fair Value A$1.20 Feb 2016 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range A$0.0401 – A$2.08 · fair‑value band A$0.9690 – A$1.43 · the A$0.6600 price screens below the A$1.20 fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Ignite Limited (IGN) currently trades at A$0.6600, while our model-based Fair Value estimate is A$1.20, implying the stock looks roughly 81.6% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Ignite Limited generated revenue of A$81.6M at a net margin of 1.1%. Revenue declined 18.2% year over year. It earns a return on equity of 11.1%. The balance sheet holds a net cash position of A$5.3M. Fundamentals as of Jul 19, 2026

Our scenario range runs from A$0.9690 (bear case) to A$1.43 (bull case); at A$0.6600, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 57% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 23% fair-value upside, at 82%, IGN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF A$1.18 A$1.38 A$1.69 80
Residual Income A$0.4600 A$0.5300 A$0.8500 76
Rev-Margin DCF A$1.02 A$1.30 A$1.64 74
All 24 models by family
DCF Models
FCF DCF A$1.16 A$1.37 A$1.72 38
Owner Earnings A$0.9300 A$1.09 A$1.34 31
5Y Revenue Exit A$1.02 A$1.27 A$1.64 39
5Y EBITDA Exit A$1.09 A$1.38 A$1.77 41
5Y P/E Exit A$1.25 A$1.66 A$2.15 38
10Y Revenue Exit A$1.07 A$1.24 A$1.42 36
10Y EBITDA Exit A$1.12 A$1.30 A$1.48 37
10Y P/E Exit A$1.20 A$1.44 A$1.68 35
Earnings-Based
Graham-Dodd A$0.5100 A$0.6200 A$0.7000 54
EPV A$0.7700 A$0.8200 A$0.8700 59
Dividend Discount
Gordon GGM A$0.2400 A$0.2600 A$0.2800 70
DDM Multi-Stage A$0.2400 A$0.2800 A$0.3300 61
Multiples
P/E Multiple A$1.18 A$1.57 A$1.96 63
P/S Multiple A$0.9500 A$1.27 A$1.59 58
P/B Multiple A$0.9500 A$1.27 A$1.59 55
EV/EBIT A$1.21 A$1.51 A$1.80 53
EV/EBITDA A$1.14 A$1.41 A$1.68 54
EV/Revenue A$0.9600 A$1.23 A$1.50 43
Asset-Based
NCAV (Graham) A$0.2600 A$0.3400 A$0.5100 50
Growth DCF
Growth DCF A$1.18 A$1.38 A$1.69 80
Rev-Margin DCF A$1.02 A$1.30 A$1.64 74
Economic Profit
Residual Income A$0.4600 A$0.5300 A$0.8500 76
ROIC Compounder A$0.7700 A$0.8400 A$0.8900 72
Growth Earnings
Growth-Adj P/E A$0.8300 A$1.19 A$1.54 68

Widest divergence: DCF Models (A$1.30) versus Dividend Discount (A$0.2600). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$81.6M
Revenue growth (YoY) -18.2%
Net margin 1.1%
Return on equity 11.1%
Free cash flow A$1.9M FY2025
P/E ratio 15.4
More key figures
Operating margin 0.7%
EPS (TTM) A$0.0500
Dividend yield 8.4%
EPS growth (YoY) -52.2%
Net cash A$5.3M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 63 · Market factors (momentum, volatility) 34

Profitability 67
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 89
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 16
Distance to the 52-week high (market factor)
Net Issuance 50
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Ignite Limited, together with its subsidiaries, engages in the specialist recruitment and technology solutions in Australia and New Zealand. The company offers contingent labour and permanent placement services, as well as permanent, government, contract, and temporary recruitment services.

Full company description

Ignite Limited, together with its subsidiaries, engages in the specialist recruitment and technology solutions in Australia and New Zealand. The company offers contingent labour and permanent placement services, as well as permanent, government, contract, and temporary recruitment services. It also provides IT & digital, cybersecurity, business support, engineering, library roles, project management, and professional service recruitment services. In addition, the company offers on demand IT services, including IT field project, network management, and software rollouts and upgrade services; managed services, such as IT solutions architect, digital and cloud solutions, IT infrastructure upgrade, and IT software rollouts and upgrade services; and professional services, which consist of IT project management, IT Solutions architect, digital and cloud solutions, IT infrastructure upgrade, data management, and cyber security services. The company was formerly known as Clarius Group Limited. Ignite Limited was incorporated in 1984 and is headquartered in Sydney, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ignite Limited reported revenue of A$90.2M in FY2025 versus A$114M in FY2021, a compound −5.7%/yr. Reported net income was A$1.2M in FY2025, compounding −15.4%/yr from FY2021.

Growth Quality 33/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$90.2M
Latest YoY
−6.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−7.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−6.5%
Avg. growth/yr (28Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.6%
Revenue −5.7%/yr
FY21 A$114M
FY22 A$114M
FY23 A$107M
FY24 A$96.6M
FY25 A$90.2M
Net income −15.4%/yr
FY21 A$2.4M
FY22 −A$285K
FY23 −A$1.5M
FY24 A$616K
FY25 A$1.2M

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Cite: Fair Value Calculator (2026). "Ignite Limited Fair Value". https://www.fairvalue-calculator.com/stock/IGN

Peer Group

Staffing & Employment Services · 85 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Above median
Fair Value upside +82% · Top 25%
Return on equity (TTM) 11% · Above median
Return on assets 5% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 1% · Below median
Revenue growth -18% · Bottom 25%
Dividend yield (TTM) 8.4% · Top 25%
Debt / equity 0.00× · Lower than median

Valuation Multiples vs Staffing & Employment Services median · lower = cheaper

P/E (TTM) 15.4× · Pricier than median
P/B 1.06× · Cheaper than median
P/S (TTM) 0.11× · Cheaper than 75% of peers
P/FCF 4.7× · Pricier than median
EV/EBITDA 3.9× · Cheaper than median
PEG 0.24× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 41
FUTURE 0 · sector 1
PAST 44 · sector 36
HEALTH 100 · sector 95
DIVIDEND 100 · sector 60

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Staffing & Employment Services stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Adecco Group ADEN CHF 20.46 CHF 23.73 +16%
Korn Ferry, KFY $78.61 $114.56 +46%
Robert Half Inc RHI $36.70 $22.10 -40%
TriNet Group TNET $57.56 $70.85 +23%
ManpowerGroup Inc MAN $39.02 $29.67 -24%
Insperity, Inc NSP $49.48 $17.34 -65%
FESCO Group 600861 ¥13.24 ¥45.46 +243%
Grupa Pracuj S.A GPP 47.40 PLN 65.45 PLN +38%
Barrett Business Services, Inc BBSI $37.43 $38.42 +3%
Maharah for Human Resources Company 1831 5.36 SAR 6.92 SAR +29%

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Frequently asked questions

Is Ignite Limited (IGN) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of A$1.20 versus a price of A$0.6600, about +82% (undervalued).
What is the fair value of IGN?
Our model-based fair value for Ignite Limited is A$1.20 (as of Jul 19, 2026), built from audited fundamentals. The current price is A$0.6600.
What is the quality score of IGN?
Ignite Limited has a Quality Score of 59/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Ignite Limited (IGN)?
Ignite Limited reported trailing-twelve-month revenue of about A$81.6M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of IGN?
The net profit margin of Ignite Limited is about 1.1%, meaning it keeps roughly 1.1% of revenue as net income. Based on the latest reported figures.
Does Ignite Limited pay a dividend?
Ignite Limited currently shows a dividend yield of about 10.00% relative to its recent price (as of Jul 19, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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