4 reasons this ASX All Ords stock could surge 47%

A leading broker expects big returns from this resurgent ASX All Ords stock.

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The All Ordinaries Index (ASX: XAO) is unlikely to rocket 47% in a year, but this promising ASX All Ords stock just might.

The promising stock in question is security, monitoring, and risk management services provider Intelligent Monitoring Group Ltd (ASX: IMB).

IMB shares closed up 2.26% on Monday, trading for 68 cents apiece.

That sees shares in the ASX All Ords stock up 21% year to date.

And according to the analysts at Canaccord Genuity, those gains could be just the tip of the iceberg.

Here's why.

ASX All Ords stock tipped to outperform

IMB reported its fourth-quarter update (Q4 FY 2025) on 25 July. And investors responded by sending the ASX All Ords stock up 32.0% on the day.

Canaccord was impressed as well.

"IMB released a strong 4Q25 result given market expectations of a potential [earnings before interest, taxes, depreciation and amortisation] EBITDA miss," the broker said.

Although quarterly EBITDA of $38.6 million fell short of Canaccord's own estimate of $40 million, the broker cited the first reason to buy the stock, saying:

Importantly, this was the first quarter since 1Q25 that was not heavily impacted by non-recurring items (4Q25: -$0.1m, 3Q25: -$13.5m, 2Q25: -$6.1m, 1Q25: -$0.6m). In our view, this represents a major milestone reached by the company.

Canaccord noted that the impacts from the refinancing of IMB's debt through a new facility with National Australia Bank Ltd (ASX: NAB) and its acquisition-related costs "have now washed through". This means the company's cash generation potential has become clearer.

The second reason the ASX All Ords stock could leap higher is its cash flow growth and improving balance sheet.

"IMB remains well capitalised, with $24 million in cash-on-hand and access to a $35 million undrawn acquisition facility," Canaccord said.

The broker added:

Operating cash flow of +$17m for 4Q25 was a notable acceleration compared to previous underlying cash flow (ex. non-recurring items) in 3Q25 (+$7m) and 1H25 (+$9m), bringing the underlying FY25 result to +$32m (FY24: +$8m).

Which brings us to the third reason you may want to add this ASX All Ords stock to your portfolio.

According to Canaccord:

The roll-out of IMB's new video-based monitoring product (ADT/Video Guard) is gathering pace, having reached 300 sites around Australia, up from ~80 sites in 3Q25. In our view, video guard signifies substantial opportunity to improve an outdated signal-based system in the industry.

As for the fourth reason IMB shares could outperform in the year ahead, Canaccord said the company has "refined its go-to-market strategy in Australia with clearer operational business divisions in ADT: Direct, Signature: Industry Partnerships and IMS: Wholesale".

Connecting the dots, the broker said, "We believe the company is positioned for strong top-line organic growth in FY26 (CGe: +8%) driving impressive free cash flow generation."

Canaccord maintained its buy rating on the ASX All Ords stock with a $1.00 price target. That represents a potential upside of 47% from Monday's closing price.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Intelligent Monitoring Group. The Motley Fool Australia has recommended Intelligent Monitoring Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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