INV Stock Overview
Provides financial services and products to retail investors in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
My Notes
Capture your thoughts, links and company narrative
InvestSMART Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$0.13 |
| 52 Week High | AU$0.17 |
| 52 Week Low | AU$0.094 |
| Beta | 0.96 |
| 1 Month Change | -3.85% |
| 3 Month Change | 13.64% |
| 1 Year Change | -10.71% |
| 3 Year Change | -65.28% |
| 5 Year Change | 38.89% |
| Change since IPO | -59.02% |
Recent News & Updates
Recent updates
The MD, CEO & Executive Director of InvestSMART Group Limited (ASX:INV), Peter Hodge, Just Bought 5.7% More Shares
Mar 08
Peter Hodge Is The MD, CEO & Executive Director of InvestSMART Group Limited (ASX:INV) And They Just Picked Up 35% More Shares
Dec 20
A Quick Analysis On InvestSMART Group's (ASX:INV) CEO Salary
Dec 10Shareholder Returns
| INV | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | 0% | 5.5% | 2.5% |
| 1Y | -10.7% | 24.2% | 10.4% |
Return vs Industry: INV underperformed the Australian Capital Markets industry which returned 24.2% over the past year.
Return vs Market: INV underperformed the Australian Market which returned 10.4% over the past year.
Price Volatility
| INV volatility | |
|---|---|
| INV Average Weekly Movement | 13.8% |
| Capital Markets Industry Average Movement | 4.2% |
| Market Average Movement | 8.0% |
| 10% most volatile stocks in AU Market | 16.5% |
| 10% least volatile stocks in AU Market | 2.9% |
Stable Share Price: INV's share price has been volatile over the past 3 months compared to the Australian market.
Volatility Over Time: Insufficient data to determine INV's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | n/a | Ron Hodge | www.investsmart.com.au |
InvestSMART Group Limited provides financial services and products 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 Limited Fundamentals Summary
| INV fundamental statistics | |
|---|---|
| Market cap | AU$13.86m |
| Earnings (TTM) | -AU$764.35k |
| Revenue (TTM) | AU$9.96m |
1.4x
P/S Ratio-18.1x
P/E RatioIs INV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INV income statement (TTM) | |
|---|---|
| Revenue | AU$9.96m |
| Cost of Revenue | AU$375.87k |
| Gross Profit | AU$9.58m |
| Other Expenses | AU$10.35m |
| Earnings | -AU$764.35k |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.0069 |
| Gross Margin | 96.23% |
| Net Profit Margin | -7.68% |
| Debt/Equity Ratio | 0% |
How did INV perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/23 17:59 |
| End of Day Share Price | 2025/01/23 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
InvestSMART Group Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
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