InvestSMART Group (ASX:INV) Cyclically Adjusted PS Ratio: 0.64 (As of Jul. 17, 2026) — 27% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:INV InvestSMART Group Ltd ASX:INV
51 GF Score
Price A$0.14
GF Value A$0.16
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is InvestSMART Group Cyclically Adjusted PS Ratio?

InvestSMART Group ASX:INV -3.57% 51 Cyclically Adjusted PS Ratio is 0.64 as of Jul. 17, 2026, which is 27% below its 10-year median of 0.88. GuruFocus rates ASX:INV with a GF Score™ of 51/100 and a GF Value™ of A$0.16 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 74 Diversified Financial Services companies, InvestSMART Group ranks worse than 1351350% on this metric.

InvestSMART Group does not have a history long enough to calculate Cyclically Adjusted Revenue per Share. Therefore GuruFocus does not calculate Cyclically Adjusted PS Ratio for this company.

Shiller PE for Stocks: The True Measure of Stock Valuation


InvestSMART Group  (ASX:INV) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


InvestSMART Group Cyclically Adjusted PS Ratio Related Terms


InvestSMART Group Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for InvestSMART Group's Cyclically Adjusted PS Ratio 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 Cyclically Adjusted PS Ratio Chart

InvestSMART Group Annual Data
Trend Jun23 Jun24 Jun25
Cyclically Adjusted PS Ratio
2.14 0.74 0.49

InvestSMART Group Semi-Annual Data
Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial 0.00 0.74 0.00 0.49 0.00

ASX:INV vs VOYA, FRHC: Cyclically Adjusted PS Ratio Comparison

For the Financial Conglomerates subindustry, InvestSMART Group's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio 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 Cyclically Adjusted PS Ratio vs Diversified Financial Services Industry

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

* The bar in red indicates where InvestSMART Group's Cyclically Adjusted PS Ratio falls into.


ASX:INV
51GF Score
InvestSMART Group Ltd ASX:INV
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

InvestSMART Group Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

InvestSMART Group does not have a history long enough to calculate Cyclically Adjusted Revenue per Share. Therefore GuruFocus does not calculate Cyclically Adjusted PS Ratio for this company.

What does a Cyclically Adjusted PS Ratio of 0.64 mean?
InvestSMART Group (ASX:INV) has a Cyclically Adjusted PS Ratio of 0.64 as of Jul. 17, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on InvestSMART Group and its competitors. This is 27% below median its historical median of 0.88. Over the past decade, InvestSMART Group's Cyclically Adjusted PS Ratio has ranged from 0.40 to 2.19. According to the industry distribution chart, InvestSMART Group ranks #999999 out of 74 companies in the Diversified Financial Services industry.
Is InvestSMART Group's Cyclically Adjusted PS Ratio too high?
InvestSMART Group's current Cyclically Adjusted PS Ratio of 0.64 is 27% below median its 10-year median of 0.88. Over the past 10 years, this metric has ranged from a low of 0.40 to a high of 2.19. The Diversified Financial Services industry median Cyclically Adjusted PS Ratio is 2.60. InvestSMART Group's value of 0.64 is 75.4% below this industry median. Based on the distribution chart, InvestSMART Group ranks #999999 out of 74 companies in the Diversified Financial Services industry, which is in the bottom quartile relative to peers. Overall, InvestSMART Group has a GF Score™ of 51/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does InvestSMART Group's Cyclically Adjusted PS Ratio compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, InvestSMART Group ranks #999999 out of 74 companies for Cyclically Adjusted PS Ratio. This places InvestSMART Group in the lower half of its industry. The industry median Cyclically Adjusted PS Ratio is 2.60. InvestSMART Group's value of 0.64 is 75.4% below this benchmark. Historically, InvestSMART Group's own Cyclically Adjusted PS Ratio has ranged from 0.40 to 2.19 over the past decade. While the company's 10-year median is 0.88 vs. the industry median of 2.60, InvestSMART Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for a Diversified Financial Services company?
The median Cyclically Adjusted PS Ratio among Diversified Financial Services companies is 2.60, based on 74 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. InvestSMART Group's current Cyclically Adjusted PS Ratio of 0.64 is 75.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on InvestSMART Group and its competitors. For the Diversified Financial Services industry, the median Cyclically Adjusted PS Ratio is 2.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. InvestSMART Group's current Cyclically Adjusted PS Ratio is 0.64, which is 27% below median its own 10-year median of 0.88. 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 15.6% below its estimated fair value. The current Cyclically Adjusted PS Ratio is 0.64, which is 27% below median its 10-year median of 0.88 and 75.4% below the Diversified Financial Services industry median of 2.60. InvestSMART Group's overall GF Score™ is 51/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For InvestSMART Group (ASX:INV), the current Cyclically Adjusted PS Ratio is 0.64 as of Jul. 17, 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 15.6% below its estimated GF Value™ of A$0.16. GuruFocus considers InvestSMART Group to be Modestly Undervalued.

Key valuation signals for ASX:INV:

  • Cyclically Adjusted PS Ratio: 0.64 (27% below median its 10-year median of 0.88)
  • GF Value™: A$0.16 vs. price of A$0.14 (15.6% below fair value)
  • GF Score™: 51/100 with 2 warning signs
  • Industry Position: 75.4% below the Diversified Financial Services median (#999999 of 74)

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.
51GF Score

Get the complete analysis for ASX:INV

Cyclically Adjusted PS Ratio 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