Investsmart Group

Investsmart Group ROE

The Return on Equity (ROE) of Investsmart Group (INV.AX) as of Nov 11, 2026 is -12.76 %. In the previous year, Return on Equity (ROE) was 4.21 % — a change of -403.19% (lower).

ROE

-12.76 %

YoY

-403.19%

Last updated:

In 2026, Investsmart Group's return on equity (ROE) was -12.76 %, a -403.19% increase from the 4.21 % ROE in the previous year.

The Investsmart Group ROE history

  • 3 Years

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  • 25 Years

  • Max

ROE
Date
ROE
Jan 1, 2019
-23.30 AUD
Jan 1, 2020
-21.13 AUD
Jan 1, 2021
0.55 AUD
Jan 1, 2022
-12.20 AUD
Jan 1, 2023
-18.72 AUD
Jan 1, 2024
-16.80 AUD
Jan 1, 2025
4.21 AUD
Jan 1, 2026
-12.76 AUD
The Investsmart Group ROE history
YEARROEYoY
-12.76 %-403.19%
4.21 %-125.04%
-16.80 %-10.21%
-18.72 %+53.43%
-12.20 %-2,331.72%
0.55 %-102.59%
-21.13 %-9.29%
-23.30 %-1,017.28%
2.54 %-100.96%
-265.80 %-46,545.30%
0.57 %-102.38%
-24.06 %+32.55%
-18.15 %—

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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.

ROE Details

Decoding Investsmart Group's Return on Equity (ROE)

Investsmart Group's Return on Equity (ROE) is a fundamental metric evaluating the company's profitability relative to its equity. Calculated by dividing net income by shareholder's equity, ROE illustrates how effectively the company is generating profits from shareholders’ investments. A higher ROE represents enhanced efficiency and profitability.

Year-to-Year Comparison

Analyzing Investsmart Group's ROE on a yearly basis aids in tracking its profitability trends and financial performance. An increasing ROE suggests enhanced profitability and value generation for shareholders, whereas a declining ROE may indicate issues in profit generation or equity management.

Impact on Investments

Investsmart Group's ROE is instrumental for investors assessing the company's profitability, efficiency, and investment attractiveness. A robust ROE indicates the firm’s adeptness at converting equity investments into profits, thereby enhancing its appeal to potential and current investors.

Interpreting ROE Fluctuations

Changes in Investsmart Group’s ROE can emanate from variations in net income, equity capital, or both. These fluctuations are scrutinized to evaluate management’s effectiveness, financial strategies, and the inherent risks and opportunities, aiding investors in making informed decisions.

Frequently Asked Questions about Investsmart Group stock

Return on Equity (ROE) of Investsmart Group is -12.76 % in 2026.

Return on Equity (ROE) of Investsmart Group changed from 4.21 % to -12.76 %, representing a -403.19% change. The value is lower than the previous year.

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

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

To evaluate Return on Equity (ROE)'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 Equity (ROE).

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Profitability — Investsmart Group

ROEROAROCEROICAsset TurnoverInventory TurnoverReceivables TurnoverDays Sales OutstandingDays Inventory OutstandingDays Payable OutstandingCash Conversion CycleCROICGross Profit/AssetsFixed Asset TurnoverEquity TurnoverWorking Capital TurnoverPayables TurnoverCapital IntensityReceivables/RevenueInventory/RevenueEBIT/Assets

All Key Metrics — Investsmart Group