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Home CompaniesInvestsmart Group Ltd

Investsmart Group Ltd

Financial Services Financial Conglomerates
PortfolioPortfolio WatchlistWatchlist
Company price
0.105 AUD -0.01 ( 8.70%)
Last update at 2026-11-06T03:25:00Z
VOLUME
50000
Market Cap
16.31M

Momentum Score

…

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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
0.10
Low
0.11
High
52 Week Price Range
0.08
Low
0.17
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Investsmart Group Ltd operates digital financial information platforms in Australia providing investment research, product comparisons and subscription investor services. Long-term growth drivers include rising self-directed investing, greater demand for online financial content and scalable subscription and advertising revenue that could support margin improvement.

Principal risks are strong competition from larger fintech and media platforms, regulatory changes to financial advice and comparison services, and reliance on online traffic and subscription retention.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
0.12
Dividend Yield
-
Revenue TTM
10.11M
Revenue Per Share
0.09
Gross Profit TTM
9.64M
Debt / Equity
0.03
ROE
-12.41%
Net Debt
-7.66M
ROCE
-6.45%
Diluted EPS TTM
-0.16

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax -0.60M 0.15M -0.90M -1.14M -0.86M
Net income -0.58M 0.20M -0.76M -0.97M -0.74M
Selling general administrative 7.82M 2.43M 7.14M 8.15M 6.27M
Selling and marketing expenses - 0.62M 0.66M - 1.00M
Gross profit 8.04M 9.83M 9.59M - 8.83M
Reconciled depreciation 0.18M 0.44M 0.77M 0.80M 0.82M
Ebit -0.60M 0.15M -0.90M - -0.86M
Ebitda -0.42M 0.44M -0.13M - -0.05M
Depreciation and amortization 0.18M 0.29M 0.77M - 0.82M
Operating income -0.60M 0.96M -1.02M - -0.86M
Other operating expenses 10.71M 9.27M 9.84M - 7.55M
Interest expense - - - - 0.00M
Tax provision -0.02M -0.05M -0.14M -0.17M -0.12M
Interest income 0.30M 0.07M 0.26M 0.14M 0.00M
Net interest income 0.30M 0.07M 0.26M 0.14M 0.00M
Income tax expense -0.02M 0.05M -0.14M - -0.12M
Total revenue 10.12M 10.23M 9.96M 9.79M 8.83M
Total operating expenses 8.63M 8.87M 9.46M - 7.55M
Cost of revenue 2.08M 0.40M 0.38M - 0.45M
Total other income expense net - -0.82M 0.12M - -
Net income from continuing ops -0.58M 10.85M -0.76M -0.97M -0.74M
Net income applicable to common shares - 0.20M -0.76M - -0.74M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 9.36M 11.17M 10.53M 10.84M 11.64M
Intangible assets - - - 0.80M 1.37M
Other current assets 0.05M - -8.94M - 0.70M
Total liab 4.85M 6.41M 5.98M 5.63M 5.57M
Total stockholder equity 4.51M 4.76M 4.55M 5.21M 6.07M
Other current liab -0.50M - -0.15M - 2.47M
Common stock 58.54M - 58.56M - 58.54M
Capital stock 58.54M 58.55M - 58.56M 58.54M
Retained earnings -54.04M -53.82M -56.45M -55.68M -54.71M
Other liab - - - - 0.93M
Other assets - - 10.53M - 13.91M
Cash 7.78M 8.30M 7.74M 7.81M 8.08M
Total current liabilities 0.12M - 0.15M - 0.68M
Net debt -7.66M - -7.30M - -7.25M
Short term debt 0.12M - 0.15M - 0.19M
Short long term debt 0.12M 0.17M - 0.19M 0.19M
Short long term debt total 0.12M - 0.44M - 0.83M
Other stockholder equity - - - - 2.23M
Property plant equipment - - - - 0.89M
Total current assets 8.35M - - - 9.37M
Long term investments 0.08M 0.07M - 0.04M 0.01M
Net tangible assets - - - - 4.69M
Net receivables 0.51M 1.51M 1.20M 0.76M 0.59M
Long term debt - 0.12M - 0.45M 0.64M
Accounts payable 0.50M 0.58M - 0.51M 0.49M
Accumulated other comprehensive income 0.01M - 2.43M - 2.23M
Non currrent assets other 0.42M - -0.83M - -
Non current assets total 1.01M - 1.26M - 2.27M
Long term debt total - - - - 0.64M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments -0.01M 0.01M -0.16M -0.10M -0.01M
Change to liabilities - - - - -1.41M
Total cashflows from investing activities 0.19M -0.12M -0.16M - 3.15M
Net borrowings -0.17M -0.15M -0.20M - -0.19M
Total cash from financing activities -0.18M -0.15M -0.20M -0.17M -0.15M
Change to operating activities - - - - 0.00M
Net income -0.58M 0.20M -0.76M -0.97M -0.74M
Change in cash -0.51M 0.56M -0.08M -0.27M 1.60M
Begin period cash flow 8.30M 7.74M 7.81M 8.08M 6.48M
End period cash flow 7.78M 8.30M 7.74M 7.81M 8.08M
Total cash from operating activities -0.52M 0.84M 0.28M - 0.08M
Issuance of capital stock - 12.13M 21.29M - -
Depreciation 0.18M 0.44M 0.77M - 0.82M
Other cashflows from investing activities 0.23M -0.12M -0.13M - 3.18M
Dividends paid - 0.14M - - -
Change to account receivables 0.99M -0.47M -0.21M - -0.15M
Sale purchase of stock -0.01M -0.01M -0.00M - 0.00M
Other cashflows from financing activities -0.17M - -0.20M - 0.05M
Change to netincome - - - - 0.08M
Capital expenditures 0.03M 0.01M 0.01M 0.03M 0.03M
Change in working capital -0.46M -0.44M 0.32M - 0.10M
Stock based compensation - 5.47M 0.10M - -
Other non cash items 0.33M -4.83M -0.14M - -0.08M
Free cash flow -0.55M 0.83M 0.27M -0.03M 0.05M

Peer Comparison*

Sector: Financial Services Industry: Financial Conglomerates

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
INV
Investsmart Group Ltd		 -0.01
8.70%		 0.10 - - 1.61 0.04 1.67 -5.50
AMP
AMP Ltd		 0.01
0.45%		 2.22 27.63 17.99 1.87 1.38 36.99 18.05
KSL
Kina Securities Ltd		 -
-%		 1.06 7.57 - 1.88 1.43 1.96 -
SEQ
Sequoia Financial Group Ltd		 -
-%		 0.05 - 16.05 0.06 0.15 0.01 0.12

Profile*

Investsmart Group Ltd

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.

66 Clarence Street, Sydney, NSW, Australia, 2000

61 1300 880 160

https://www.investsmart.com.au

Name Title Year Born
Mr. Peter Ronald Hodge B.Com., F.FIN, M.Sc. MD, CEO & Exec. Director 1970
Mr. Nigel Andrew Poole Chief Technology Officer NA
Mr. Alastair John Davidson Head of Funds Management 1958
Mr. Andrew Ward Chief Financial Officer NA
Ms. Catherine Teo B.Com., L.L.B. Company Sec. & Gen. Counsel NA
Mr. Evan Lucas Chief Market Strategist NA
Mr. Nathan Bell CFA Head of Research & Portfolio Management NA
Mr. Gaurav Sodhi Deputy Head of Research NA
Mr. Peter Ronald Hodge B.Com., F.FIN, M.Sc. MD, CEO & Executive Director 1970
Ms. Effie Zahos Chief Content Officer & Money Commentator 1973

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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