InvestSMART Group (ASX:INV) Enterprise Value: A$-1.67 Mil (As of Jun. 28, 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 Enterprise Value?

InvestSMART Group ASX:INV -6.67% 52 Enterprise Value is A$-1.67 Mil as of Jun. 28, 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.

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, InvestSMART Group's Enterprise Value is A$-1.67 Mil. InvestSMART Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2025 was A$9.01 Mil. Therefore, InvestSMART Group's EV-to-Revenue ratio for today is -0.19.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, InvestSMART Group's Enterprise Value is A$-1.67 Mil. InvestSMART Group's Cash Flow from Operations for the trailing twelve months (TTM) ended in Dec. 2025 was A$-5.46 Mil. Therefore, InvestSMART Group's EV-to-OCF ratio for today is 0.31.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, InvestSMART Group's Enterprise Value is A$-1.67 Mil. InvestSMART Group's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2025 was A$-5.46 Mil. Therefore, InvestSMART Group's EV-to-FCF ratio for today is 0.31.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


InvestSMART Group  (ASX:INV) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

InvestSMART Group's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=-1.671/9.012
=-0.19

InvestSMART Group's current Enterprise Value is A$-1.67 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. InvestSMART Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2025 was A$9.01 Mil.

2. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

InvestSMART Group's EV-to-OCF for today is:

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=-1.671/-5.456
=0.31

InvestSMART Group's current Enterprise Value is A$-1.67 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. InvestSMART Group's Cash Flow from Operations for the trailing twelve months (TTM) ended in Dec. 2025 was A$-5.46 Mil.

3. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

InvestSMART Group's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=-1.671/-5.456
=0.31

InvestSMART Group's current Enterprise Value is A$-1.67 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. InvestSMART Group's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2025 was A$-5.46 Mil.

* 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 Enterprise Value Related Terms


InvestSMART Group Enterprise Value Historical Data

* Premium members only.

The historical data trend for InvestSMART Group's Enterprise Value 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 Enterprise Value Chart

InvestSMART Group Annual Data
Trend Jun23 Jun24 Jun25
Enterprise Value
-2.81 -1.92 -5.39

InvestSMART Group Semi-Annual Data
Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Enterprise Value Get a 7-Day Free Trial -0.41 -1.92 -3.80 -5.39 -2.03

ASX:INV vs FRHC, VOYA: Enterprise Value Comparison

For the Financial Conglomerates subindustry, InvestSMART Group's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value vs Diversified Financial Services Industry

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

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


ASX:INV
52GF Score
InvestSMART Group Ltd ASX:INV
Enterprise Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

InvestSMART Group Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

InvestSMART Group's Enterprise Value for the fiscal year that ended in Jun. 2025 is calculated as

InvestSMART Group's Enterprise Value for the quarter that ended in Dec. 2025 is calculated as

* 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.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of A$-1.67 Mil mean?
InvestSMART Group (ASX:INV) has a Enterprise Value of A$-1.67 Mil as of Jun. 28, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on InvestSMART Group and its competitors.
Is InvestSMART Group's Enterprise Value too high?
InvestSMART Group's current Enterprise Value is A$-1.67 Mil. Overall, InvestSMART Group has a GF Score™ of 52/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does InvestSMART Group's Enterprise Value compare to FRHC and VOYA?
InvestSMART Group's Enterprise Value of A$-1.67 Mil 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 Enterprise Value for a Diversified Financial Services company?
A good Enterprise Value depends on the Diversified Financial Services industry context. However, Enterprise Value 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 Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on InvestSMART Group and its competitors. InvestSMART Group's current Enterprise Value is A$-1.67 Mil. 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$0.14 — trading 12.5% below its estimated fair value. The current Enterprise Value is A$-1.67 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For InvestSMART Group (ASX:INV), the current Enterprise Value is A$-1.67 Mil as of Jun. 28, 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:

  • Enterprise Value: A$-1.67 Mil
  • 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

Enterprise Value 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