InvestSMART Group Limited provides financial services and products under general advice to retail investors in Australia. More Details
Flawless balance sheet with weak fundamentals.
Share Price & News
How has InvestSMART Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: INV has not had significant price volatility in the past 3 months.
7 Day Return
AU Capital Markets
1 Year Return
AU Capital Markets
Return vs Industry: INV underperformed the Australian Capital Markets industry which returned -5.1% over the past year.
Return vs Market: INV exceeded the Australian Market which returned -11.6% over the past year.
Price Volatility Vs. Market
How volatile is InvestSMART Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 weeks ago | Simply Wall StHave Insiders Been Buying InvestSMART Group Limited (ASX:INV) Shares?
4 months ago | Simply Wall StDo Insiders Own Lots Of Shares In InvestSMART Group Limited (ASX:INV)?
5 months ago | Simply Wall StInvestors Who Bought InvestSMART Group (ASX:INV) Shares Three Years Ago Are Now Down 79%
Is InvestSMART Group undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) 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 unprofitable, so we can't compare its PE Ratio to the AU Capital Markets industry average.
PE vs Market: INV is unprofitable, so we can't compare its PE Ratio to the Australian market.
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 (1.5x) compared to the AU Capital Markets industry average (1.2x).
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.
- Examine InvestSMART Group's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
- InvestSMART Group competitive advantages and company strategy can generally be found in its financial reports archived here.
- Explore growth companies in the Diversified Financials industry.
How has InvestSMART Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INV is currently unprofitable.
Growing Profit Margin: INV is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: INV is unprofitable, but has reduced losses over the past 5 years at a rate of 11.2% per year.
Accelerating Growth: Unable to compare INV's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: INV is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (-7.9%).
Return on Equity
High ROE: INV has a negative Return on Equity (-21.13%), as it is currently unprofitable.
How is InvestSMART Group's financial position?
Financial Position Analysis
Short Term Liabilities: INV's short term assets (A$8.0M) exceed its short term liabilities (A$4.0M).
Long Term Liabilities: INV's short term assets (A$8.0M) exceed its long term liabilities (A$1.3M).
Debt to Equity History and Analysis
Debt Level: INV is debt free.
Reducing Debt: INV has not had any debt for past 5 years.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable INV has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: INV is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 2% per year.
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 (50 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 ($USD203.17K) is about average for companies of similar size in the Australian market ($USD278.79K).
Compensation vs Earnings: Ron's compensation has been consistent with company performance over the past year.
|MD, CEO & Executive Director||4.58yrs||AU$281.94k||6.49% |
|Chief Technology Officer||5.42yrs||AU$239.49k||3.29% |
|Head of Funds Management||no data||AU$233.37k||3.87% |
|Chief Financial Officer||2.75yrs||no data||no data|
|Company Secretary & General Counsel||1.58yrs||no data||no data|
|Editor-in-Chief||no data||no data||no data|
|Chief Market Strategist||no data||no data||no data|
|Head of Research & Portfolio Management||1.67yrs||no data||no data|
|Deputy Head of Research||no data||no data||no data|
Experienced Management: INV's management team is considered experienced (2.8 years average tenure).
|MD, CEO & Executive Director||4.58yrs||AU$281.94k||6.49% |
|Lead Independent Non-Executive Director||no data||AU$87.00k||0.44% |
|Independent Non-Executive Chairman||5.83yrs||AU$87.00k||3.69% |
|Independent Non-Executive Director||2.75yrs||AU$58.00k||0.41% |
Experienced Board: INV's board of directors are considered experienced (5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: INV 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 company bio, 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
- Market Cap: AU$11.390m
- Shares outstanding: 135.59m
- Website: https://www.investsmart.com.au
- InvestSMART Group Limited
- 66 Clarence Street
- Suite 2
- New South Wales
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|INV||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||May 2014|
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 services. T ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/09/21 19:16|
|End of Day Share Price||2020/09/15 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.