Investsmart Group

Investsmart Group ROCE

The Return on Capital Employed (ROCE) of Investsmart Group (INV.AX) as of Nov 11, 2026 is -13.21 %. In the previous year, Return on Capital Employed (ROCE) was 20.25 % — a change of -165.25% (lower).

ROCE

-13.21 %

YoY

-165.25%

Last updated:

In 2026, Investsmart Group's return on capital employed (ROCE) was -13.21 %, a -165.25% increase from the 20.25 % ROCE in the previous year.

The Investsmart Group ROCE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROCE
Date
ROCE
Jan 1, 2019
4.56 AUD
Jan 1, 2020
14.59 AUD
Jan 1, 2021
-2.41 AUD
Jan 1, 2022
-18.49 AUD
Jan 1, 2023
-23.25 AUD
Jan 1, 2024
-22.52 AUD
Jan 1, 2025
20.25 AUD
Jan 1, 2026
-13.21 AUD
The Investsmart Group ROCE history
YEARROCEYoY
-13.21 %-165.25%
20.25 %-189.93%
-22.52 %-3.16%
-23.25 %+25.76%
-18.49 %+665.98%
-2.41 %-116.55%
14.59 %+220.19%
4.56 %-77.26%
20.04 %-48.98%
39.28 %+326.31%
9.21 %+86.61%
4.94 %+141.10%
2.05 %—

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Investsmart Group Stock analysis

What does Investsmart Group do? Investsmart Group Ltd provides financial services to retail investors through its digital wealth platform, offering low-cost funds, content, and tools. The company's products include the Intelligent Investor platform, Eureka reports, and free portfolio management services. Subsidiaries such as Intelligent Investor Holdings Pty Ltd and Eureka Report Pty Ltd contribute to the content and tool ecosystem. Retail investors, particularly those seeking digital investment advice, are the primary customers. The firm's focus on free content, calculators, and education supports its strategy to attract and retain clients. The company generates revenue through its subsidiaries, including InvestSMART Funds Management Ltd and InvestSMART Insurance Pty Ltd, which manage funds and provide insurance products. The Intelligent Investor Distribution Pty Ltd facilitates the distribution of financial products. The digital platform's ecosystem, featuring free services, drives client engagement, while premium offerings like Eureka reports likely contribute to revenue. Retail investors in Australia are the key market segment, benefiting from the company's low-cost approach to wealth management. InvestSMART Advice Pty Ltd offers personalized financial advice, complementing the free tools and content. The platform's content ecosystem, including intelligent investor and Eureka reports, supports client education and decision-making. Subsidiaries like Yourshare Financial Services Pty Ltd and van Eyck Group Holdings Pty Ltd expand the service offerings, enhancing the company's ability to serve retail investors. The focus on digital investment advice aligns with market trends, positioning the company to capture growing demand for accessible financial services. Investsmart Group is one of the most popular companies on Eulerpool.

ROCE Details

Unraveling Investsmart Group's Return on Capital Employed (ROCE)

Investsmart Group's Return on Capital Employed (ROCE) is a financial metric that measures the company's profitability and efficiency with respect to the capital employed. It is calculated by dividing earnings before interest and tax (EBIT) by the employed capital. A higher ROCE indicates that the company is effectively utilizing its capital to generate profits.

Year-to-Year Comparison

Analyzing Investsmart Group's ROCE annually provides valuable insights into its efficiency in using its capital to generate profits. An increasing ROCE indicates improved profitability and operational efficiency, whereas a decrease might signal potential issues in capital utilization or business operations.

Impact on Investments

Investsmart Group's ROCE is a critical factor for investors and analysts for evaluating the company’s efficiency and profitability. A higher ROCE can make the company an attractive investment, as it often signifies that the firm is generating adequate profits from its employed capital.

Interpreting ROCE Fluctuations

Changes in Investsmart Group’s ROCE are attributed to variations in EBIT or the capital employed. These fluctuations offer insights into the company’s operational efficiency, financial performance, and strategic financial management, assisting investors in making informed investment decisions.

Frequently Asked Questions about Investsmart Group stock

Return on Capital Employed (ROCE) of Investsmart Group is -13.21 % in 2026.

Return on Capital Employed (ROCE) of Investsmart Group changed from 20.25 % to -13.21 %, representing a -165.25% change. The value is lower than the previous year.

On Eulerpool you can find the complete historical development of Return on Capital Employed (ROCE) Investsmart Group since 2006 – with annual values, charts, and detailed analysis.

ROCE is a profitability measure and stands for Return on Capital Employed or the return on invested capital. The measure shows the ratio of operating profit to the interest-bearing capital employed. The higher the return on capital employed, the more profitable a company operates and the higher the important free cash flow. The free cash flow refers to the portion of profits that is not needed for expanding the company at the end of a period, but is available to shareholders.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Capital Employed (ROCE)'s Investsmart Group with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Capital Employed (ROCE)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Capital Employed (ROCE).

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Profitability — Investsmart Group

All Key Metrics — Investsmart Group