INV Stock Overview
InvestSMART Group Limited provides financial services and products under general advice to retail investors in Australia.
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$0.41|
|52 Week High||AU$0.52|
|52 Week Low||AU$0.083|
|1 Month Change||-10.00%|
|3 Month Change||15.71%|
|1 Year Change||376.47%|
|3 Year Change||189.29%|
|5 Year Change||30.65%|
|Change since IPO||32.79%|
Recent News & Updates
The MD, CEO & Executive Director of InvestSMART Group Limited (ASX:INV), Peter Hodge, Just Bought 5.7% More Shares
Even if it's not a huge purchase, we think it was good to see that Peter Hodge, the MD, CEO & Executive Director of...
|INV||AU Capital Markets||AU Market|
Return vs Industry: INV exceeded the Australian Capital Markets industry which returned 24.2% over the past year.
Return vs Market: INV exceeded the Australian Market which returned 10.4% over the past year.
|INV Average Weekly Movement||9.3%|
|Capital Markets Industry Average Movement||4.6%|
|Market Average Movement||8.4%|
|10% most volatile stocks in AU Market||15.2%|
|10% least volatile stocks in AU Market||3.6%|
Stable Share Price: INV is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 9% a week.
Volatility Over Time: INV's weekly volatility has decreased from 19% to 9% over the past year.
About the Company
InvestSMART Group Limited provides financial services and products under general advice to retail investors in Australia. It primarily offers wealth and funds management, and personal insurance products and services. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016.
InvestSMART Group Fundamentals Summary
|INV fundamental statistics|
Is INV overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|INV income statement (TTM)|
|Cost of Revenue||AU$482.34k|
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
|Earnings per share (EPS)||0.00032|
|Net Profit Margin||0.37%|
How did INV perform over the long term?See historical performance and comparison
Is InvestSMART Group undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate INV's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate INV's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: INV is poor value based on its PE Ratio (1265.6x) compared to the Australian Capital Markets industry average (15.5x).
PE vs Market: INV is poor value based on its PE Ratio (1265.6x) compared to the Australian market (19.3x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate INV's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: INV is overvalued based on its PB Ratio (6.9x) compared to the AU Capital Markets industry average (1.4x).
How is InvestSMART Group forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as InvestSMART Group has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has InvestSMART Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INV has a large one-off gain of A$70.0K impacting its June 30 2021 financial results.
Growing Profit Margin: INV became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: INV has become profitable over the past 5 years, growing earnings by 40.1% per year.
Accelerating Growth: INV has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: INV has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (25.8%).
Return on Equity
High ROE: INV's Return on Equity (0.5%) is considered low.
How is InvestSMART Group's financial position?
Financial Position Analysis
Short Term Liabilities: INV's short term assets (A$10.4M) exceed its short term liabilities (A$5.0M).
Long Term Liabilities: INV's short term assets (A$10.4M) exceed its long term liabilities (A$1.5M).
Debt to Equity History and Analysis
Debt Level: INV is debt free.
Reducing Debt: INV has not had any debt for past 5 years.
Debt Coverage: INV has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: INV has no debt, therefore coverage of interest payments is not a concern.
What is InvestSMART Group current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate INV's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate INV's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if INV's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if INV's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of INV's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Ron Hodge (51 yo)
Mr. Peter Ronald Hodge, also known as Ron, B.Com, B.Econ, MSc. Info Tech, GAICD, SF FIN has been the Chief Executive Officer and Managing Director at InvestSMART Group Limited since February 24, 2016 and h...
CEO Compensation Analysis
Compensation vs Market: Ron's total compensation ($USD218.48K) is about average for companies of similar size in the Australian market ($USD291.63K).
Compensation vs Earnings: Ron's compensation has been consistent with company performance over the past year.
Experienced Management: INV's management team is considered experienced (4.1 years average tenure).
Experienced Board: INV's board of directors are considered experienced (6.8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
InvestSMART Group Limited's employee growth, exchange listings and data sources
- Name: InvestSMART Group Limited
- Ticker: INV
- Exchange: ASX
- Founded: 1999
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: AU$45.124m
- Shares outstanding: 111.42m
- Website: https://www.investsmart.com.au
- InvestSMART Group Limited
- 66 Clarence Street
- Suite 2
- New South Wales
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/01/17 16:37|
|End of Day Share Price||2022/01/17 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.