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InvestSMART Group Limited Stock AnalysisComprehensive stock analysis for InvestSMART Group Limited (INV.AX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisINV.AX
INV.AX
InvestSMART Group Limited
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
INV.AX
Home🔹Stocks🔹InvestSMART Group Limited

InvestSMART Group Limited

🇦🇺INV.AX•ASX

InvestSMART Group Limited

🇦🇺INV.AX•ASX
Sentiment

Your view on INV.AX

Sentiment
Your view
INV.AX
InvestSMART Group Limited
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
INV.AX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About InvestSMART Group Limited

Industry
Investment - Banking & Investment Services
Sector
Financial Services
CEO
Peter Ronald Hodge
Headquarters
66 Clarence Street, Sydney, NSW, AU
Industry
Investment - Banking & Investment Services
Sector
Financial Services
CEO
Peter Ronald Hodge
Headquarters
66 Clarence Street, Sydney, NSW, AU
Description

InvestSMART Group Limited provides financial services and products to retail investors in Australia. It offers fund management, wealth management, and personal insurance products. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016.

The company was founded in 1999 and is based in Sydney, Australia.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for InvestSMART Group Limited, and the rating behind it. INV.AX last traded at AUD 0.12; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for InvestSMART Group Limited. Starting points for InvestSMART Group Limited: EPS -AUD 0.0052, beta 0.23 — an Investment - Banking & Investment Services name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for InvestSMART Group Limited. InvestSMART Group Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for InvestSMART Group Limited. Trailing twelve-month EPS for InvestSMART Group Limited stands at -AUD 0.0052. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for InvestSMART Group Limited. InvestSMART Group Limited has reported as a listed company since 2000. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

InvestSMART Group Limited valued side by side against its closest peers. InvestSMART Group Limited is measured against Investment - Banking & Investment Services peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold InvestSMART Group Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by InvestSMART Group Limited executives and directors. Shares of InvestSMART Group Limited have traded between AUD 0.08 and AUD 0.17 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming InvestSMART Group Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming InvestSMART Group Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for InvestSMART Group Limited. Coverage tracks InvestSMART Group Limited within Investment - Banking & Investment Services (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • AMP.AX — AMP Limited
  • ARC.AX — ARC Funds Limited
  • CAF.AX — Centrepoint Alliance Limited
  • GOW.AX — Gowing Bros. Limited
  • KSL.AX — Kina Securities Limited
  • SEQ.AX — Sequoia Financial Group Limited

More Investment - Banking & Investment Services companies

  • MEGL — Magic Empire Global Limited
  • MQBKY — Macquarie Group Limited
  • MQG.AX — Macquarie Group Limited
  • NTFL — Network 1 Financial Group, Inc.
  • PIPR — Piper Sandler Companies
  • PJT — PJT Partners Inc.
  • RZI.AX — Raiz Invest Limited
  • SCP.AX — Scalare Partners Holdings Limited
  • SF — Stifel Financial Corp.
  • SFB — Stifel Financial Corporation 5.20% Senior Notes due 2047
  • STEX — Streamex Corp.
  • TCAPF — TP ICAP Group PLC

News

Latest Market News