InvestSMART Group (ASX:INV) Beta: 0.8553 (As of Jun. 26, 2026)


ASX:INV InvestSMART Group Ltd ASX:INV
52 GF Score
Price A$0.14
GF Value A$0.16
Valuation Modestly Undervalued
! 2 Warning Signs
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What is InvestSMART Group Beta?

InvestSMART Group ASX:INV -6.67% 52 Beta is 0.8553 as of Jun. 26, 2026. GuruFocus rates ASX:INV with a GF Score™ of 52/100 and a GF Value™ of A$0.16 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-26), InvestSMART Group's Beta is 0.8553.

InvestSMART Group  (ASX:INV) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

InvestSMART Group Beta Related Terms

InvestSMART Group Beta Historical Data

* Premium members only.

The historical data trend for InvestSMART Group's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

InvestSMART Group Beta Chart

InvestSMART Group Annual Data
Trend Jun23 Jun24 Jun25
Beta
1.14 0.54 1.25

InvestSMART Group Semi-Annual Data
Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Beta Get a 7-Day Free Trial 0.84 0.54 0.88 1.25 0.91

ASX:INV vs FRHC, VOYA: Beta Comparison

For the Financial Conglomerates subindustry, InvestSMART Group's Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

InvestSMART Group Beta vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, InvestSMART Group's Beta distribution charts can be found below:

* The bar in red indicates where InvestSMART Group's Beta falls into.


ASX:INV
52GF Score
InvestSMART Group Ltd ASX:INV
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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InvestSMART Group Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Frequently Asked Questions Learn more about Beta →
What does a Beta of 0.8553 mean?
InvestSMART Group (ASX:INV) has a Beta of 0.8553 as of Jun. 26, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for InvestSMART Group and its competitors.
Is InvestSMART Group's Beta too high?
InvestSMART Group's current Beta is 0.8553. Overall, InvestSMART Group has a GF Score™ of 52/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does InvestSMART Group's Beta compare to FRHC and VOYA?
InvestSMART Group's Beta of 0.8553 can be compared against companies in the Diversified Financial Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for a Diversified Financial Services company?
A good Beta depends on the Diversified Financial Services industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for InvestSMART Group and its competitors. InvestSMART Group's current Beta is 0.8553. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InvestSMART Group stock overvalued right now?
Based on GuruFocus' analysis, InvestSMART Group (ASX:INV) is currently considered Modestly Undervalued. The stock's GF Value™ is A$0.16, compared to a current price of A$0.14 — trading 12.5% below its estimated fair value. The current Beta is 0.8553. InvestSMART Group's overall GF Score™ is 52/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For InvestSMART Group (ASX:INV), the current Beta is 0.8553 as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is InvestSMART Group (ASX:INV) Overvalued in 2026?

Based on GuruFocus' analysis, InvestSMART Group stock appears to be undervalued. The current stock price of A$0.14 is trading 12.5% below its estimated GF Value™ of A$0.16. GuruFocus considers InvestSMART Group to be Modestly Undervalued.

Key valuation signals for ASX:INV:

  • Beta: 0.8553
  • GF Value™: A$0.16 vs. price of A$0.14 (12.5% below fair value)
  • GF Score™: 52/100 with 2 warning signs

No single metric tells the full story. See the ASX:INV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

InvestSMART Group Business Description

Address 66 Clarence Street, Suite 2, Level 2, Sydney, NSW, AUS, 2000
InvestSMART Group Ltd is mainly involved in operating businesses that deliver financial services to retail investors in Australia, predominantly in wealth and funds management. It offers a proprietary digital wealth platform that operates within a content and tools ecosystem, offering investment products like InvestSMART (Professionally Managed Accounts), Fundlater (lending service), White label, and Intelligent Investor. In addition, the platform provides investment content and tools like Intelligent Investor (research and investment advisory service), and organizes bootcamps for investors, among others.
52GF Score

Get the complete analysis for ASX:INV

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$0.14
Price
A$0.16
GF Value