INV.AX
Price:
$0.115
Market Cap:
$16.41M
InvestSMART Group Limited provides financial products and services to retail investors in Australia. It primarily offers wealth and funds management, and personal insurance products and services. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016. InvestSMART Group Limited was founded in 1999 and is based in Sydney, Australia.
Industry
Financial - Conglomerates
IPO Date
2000-05-08
Stock Exchange
ASX
Ticker
INV.AX
According to InvestSMART Group Limited’s latest financial reports and current stock price. The company's current ROE is 4.46%. This represents a change of -235.05% compared to the average of -3.30% of the last 4 quarters.
The mean historical ROE of InvestSMART Group Limited over the last ten years is -35.01%. The current 4.46% ROE has changed -112.73% with respect to the historical average. Over the past ten years (40 quarters), INV.AX's ROE was at its highest in in the June 2025 quarter at 11.53%. The ROE was at its lowest in in the June 2017 quarter at -271.50%.
Average
-35.01%
Median
-14.50%
Minimum
-265.80%
Maximum
4.21%
Discovering the peaks and valleys of InvestSMART Group Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 53.43%
Maximum Annual ROE = 4.21%
Minimum Annual Increase = -46545.30%
Minimum Annual ROE = -265.80%
| Year | ROE | Change |
|---|---|---|
| 2025 | 4.21% | -125.04% |
| 2024 | -16.80% | -10.21% |
| 2023 | -18.72% | 53.43% |
| 2022 | -12.20% | -2331.72% |
| 2021 | 0.55% | -102.59% |
| 2020 | -21.13% | -9.29% |
| 2019 | -23.30% | -1017.28% |
| 2018 | 2.54% | -100.96% |
| 2017 | -265.80% | -46545.30% |
| 2016 | 0.57% | -102.38% |
The current ROE of InvestSMART Group Limited (INV.AX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
-10.44%
5-year avg
-8.59%
10-year avg
-35.01%
InvestSMART Group Limited’s ROE is less than BIR Financial Limited (57.87%), greater than Yellow Brick Road Holdings Limited (-8.96%), less than NSX Limited (127.33%), less than Fatfish Group Limited (22.83%), less than A1 Investments & Resources Ltd (72.14%), less than Advanced Share Registry Limited (20.15%), less than Keybridge Capital Limited (91.73%), greater than ICS Global Limited (-2.68%), less than Ensurance Limited (73.56%), greater than Navalo Financial Services Group Limited (-190.04%),
| Company | ROE | Market cap |
|---|---|---|
| 57.87% | $19.10M | |
| -8.96% | $20.01M | |
| 127.33% | $19.75M | |
| 22.83% | $10.88M | |
| 72.14% | $20.53M | |
| 20.15% | $22.51M | |
| 91.73% | $9.79M | |
| -2.68% | $23.22M | |
| 73.56% | $24.34M | |
| -190.04% | $3.95M |
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