iFAST vs SGX: Which Growth Stock Could Deliver Better Returns in 2026?

The Smart Investor11-17

Singapore investors love growth stocks and few have captured this story better than iFAST Corporation (SGX: AIY) and Singapore Exchange (SGX: S68), or SGX. One is a fast-rising fintech platform; the ...

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the other, a blue-chip exchange giant expanding into global markets.\n\nAs we head into 2026, with interest rates set to fall, and markets hovering near record highs.\n\nWhich of these growth stocks looks more promising?\n\niFAST: Fintech Platform With Expanding Margins\niFAST has evolved from a fund distribution platform into a digital wealth infrastructure player with strong regional presence.\n\nRecent government contracts (e.g., Hong Kong eMPF platform) and growth in its recurring AUA (assets under administration) are driving higher profitability.\n\nFor iFAST’s 2025 third quarter (3Q 2025) results, net revenue grew 39.9% year-on-year to S$89.53 million and net profit increased by 54.7% year-on-year to S$26 million.\n\nWith the growth in iFAST’s core wealth management platform business across all markets, iFAST’s AUA grew 29.6% year-on-year to an all-time high of S$30.62 billion at the end of 3Q2025.\n\nAt the group level, iFAST’s profit before tax margin stood at 34.5% for 9M2025, compared to 22.6% in 2023 and 33.5% in 2024.\n\nSome of the recent initiatives include the introduction of payment services, which include multi-currency debit cards, online payment services, and cross-border spending and transfer solutions. \n\nOn international expansion, In August 2025, iFAST Pay Malaysia received approval-in-principle from Bank Negara Malaysia to operate as an Electronic Money (E-Money) Issuer and to hold a Money Services Business (MSB) Class A licence.\n\nThe key takeaway is that iFAST is entering a new profitability phase, but valuation remains rich and execution will be key in 2025.\n\nSGX: The Established Growth Compounder\nSGX remains the backbone of Singapore’s capital markets, with stable income from trading, clearing, and data businesses.\n\nThe bourse operator’s long-term strategy focuses on derivatives growth, global partnerships, and recurring data revenue.\n\nHow does SGX earn its keep?\n\nIn terms of revenue breakdown, the Equities-Cash segment accounted for 30.3% of total net revenue for the fiscal year ended 30 June 2025 (FY25) while the Equities-Derivatives segment contributed 26.6% of SGX’s total net revenue. \n\nMeanwhile, Platform and Others accounted for 18.3% of the total net revenue.\n\nBoth profit and dividend growth trends for SGX are healthy as well. \n\nFrom FY2021 to FY2025, SGX’s net profit attributable to equity holders grew from $445 million to $648 million. \n\nAcross the same period, dividends distributed to shareholders grew from $0.32 to $0.375 in FY2025.\n\nRecent acquisitions or partnerships by SGX include partnership with Climate Impact X (CIX), which is a Singapore-based global carbon exchange and marketplace that aims to scale the voluntary carbon market. The expansion in Foreign Exchange derivatives will also spur more interest from traders who specialise in forex trading.\n\nCurrently, SGX’s dividend yield is 2.2%.\n\nThe key takeaway from this is that SGX’s steady cash flows and growing global reach make it a reliable, income-generating growth play.\n\n\nComparing the Two: Growth, Stability, and Valuation\niFAST offers higher growth potential but greater volatility; SGX offers predictable cash flow and modest capital gains.\n\nFalling interest rates could support both by boosting investor activity and platform inflows.\n\niFAST CorporationSingapore Exchange LimitedRevenue growth rate (CAGR 3 years) (%)29.57.6Profit Margin (%)18.547.3Dividend Yield (%)0.72.2Dividend Payout Ratio (%)23.959.7P/E Ratio (times)32.528.2\nCurrently, iFAST has a market capitalisation of S$2.8 billion while SGX’s market capitalisation came in at S$18.4 billion.\n\nBoth iFAST and SGX are quality growth stocks, but the right pick depends on investor preference. \n\nFor those who prefer growth acceleration, iFAST will be the top pick while SGX will be a good pick for investors who prefer stable compounding.\n\nKey Catalysts and Risks for 2025\nFor iFAST, the successful rollout of digital platforms and margin expansion could drive upside. \n\nHowever, any delays or contract risks may hurt its valuation. \n\nFor SGX, market turnover and derivatives volume recovery will be key growth levers — but lower volatility could also limit near-term momentum.\n\nMeanwhile, some of the common catalysts for both companies would be the introduction of new products/services and policy changes could put forward new growth ideas for them.\n\nOn the macro trends, further rate cuts, improvement in investor sentiment, and the growth in the ETF could potentially have an impact on both companies.\n\nHowever, potential valuation compression, individual execution risk or even competition could hamper their growth potential in the long term.\n\nThe key takeaway is that both face different growth paths — iFAST’s success depends on scale-up, while SGX’s on consistency.\n\nWhat Investors Should Watch\nInvestors should track earnings growth and dividend policy for both companies through 2025.\n\nApart from tracking, investors should also compare valuation movements post-rate cut as SGX may re-rate more slowly, while iFAST reacts faster to sentiment.\n\nDiversified investors could consider owning both for a balance of growth and stability.\n\nGet Smart: Gain exposure in both counters\nBoth iFAST and SGX can play a role in your portfolio — one for growth, one for resilience.\n\niFAST and SGX both offer growth, but of different flavours — one driven by digital scale, the other by steady market leadership.\n\n2026 could favour disciplined investors who balance higher growth exposure with dependable dividend yield.\n\nWhen the market is unpredictable, where can you park your money with confidence? Our latest FREE report reveals 5 Singapore dividend-payers built to withstand global storms. Get it now and see what’s still worth holding.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: Zheng Long does not own shares of iFAST Corporation and SGX.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584464645","isCrawlerRequest":true}