InvestSMART Group (ASX:INV) OCF Margin %: -26.49% (As of Dec. 2025)


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 OCF Margin %?

InvestSMART Group ASX:INV -6.67% 52 OCF Margin % is -26.49% as of Dec. 2025. 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. Among 113 Diversified Financial Services companies, InvestSMART Group ranks worse than 81.42% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. InvestSMART Group's Cash Flow from Operations for the six months ended in Dec. 2025 was A$-0.93 Mil. InvestSMART Group's Revenue for the six months ended in Dec. 2025 was A$3.50 Mil. Therefore, InvestSMART Group's OCF Margin % for the quarter that ended in Dec. 2025 was -26.49%.

As of today, InvestSMART Group's current OCF Yield % is -215.23%.

The historical rank and industry rank for InvestSMART Group's OCF Margin % or its related term are showing as below:

ASX:INV' s OCF Margin % Range Over the Past 10 Years
Min: -1531   Med: -373.1   Max: -14.57
Current: -60.54


During the past 3 years, the highest OCF Margin % of InvestSMART Group was -14.57%. The lowest was -1531.00%. And the median was -373.10%.

ASX:INV's OCF Margin % is ranked worse than
81.42% of 113 companies
in the Diversified Financial Services industry
Industry Median: 4.93 vs ASX:INV: -60.54


InvestSMART Group OCF Margin % Related Terms


InvestSMART Group OCF Margin % Historical Data

* Premium members only.

The historical data trend for InvestSMART Group's OCF Margin % 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 OCF Margin % Chart

InvestSMART Group Annual Data
Trend Jun23 Jun24 Jun25
OCF Margin %
-1,531.00 -373.10 -14.57

InvestSMART Group Semi-Annual Data
Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
OCF Margin % Get a 7-Day Free Trial -153.78 -797.73 40.73 -82.17 -26.49

ASX:INV vs FRHC, VOYA: OCF Margin % Comparison

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

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

* The bar in red indicates where InvestSMART Group's OCF Margin % falls into.


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

InvestSMART Group OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

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

OCF Margin=Cash Flow from Operations (A: Jun. 2025 )/Revenue (A: Jun. 2025 )
=-1.785/12.249
=-14.57 %

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

OCF Margin=Cash Flow from Operations (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=-0.927/3.5
=-26.49 %

* 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 OCF Margin % →
What does a OCF Margin % of -26.49% mean?
InvestSMART Group (ASX:INV) has a OCF Margin % of -26.49% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on InvestSMART Group and its competitors. According to the industry distribution chart, InvestSMART Group ranks #92 out of 113 companies in the Diversified Financial Services industry, placing it in the top 81.4%.
Is InvestSMART Group's OCF Margin % too high?
InvestSMART Group's current OCF Margin % is -26.49%. Based on the distribution chart, InvestSMART Group ranks #92 out of 113 companies in the Diversified Financial Services industry, which is in the bottom quartile relative to peers. 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 OCF Margin % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, InvestSMART Group ranks #92 out of 113 companies for OCF Margin %. This places InvestSMART Group in the lower half of its industry. The industry median OCF Margin % is 4.93. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for a Diversified Financial Services company?
The median OCF Margin % among Diversified Financial Services companies is 4.93, based on 113 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on InvestSMART Group and its competitors. For the Diversified Financial Services industry, the median OCF Margin % is 4.93 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. InvestSMART Group's current OCF Margin % is -26.49%. 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 OCF Margin % is -26.49%. 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 OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For InvestSMART Group (ASX:INV), the current OCF Margin % is -26.49% as of Dec. 2025. 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:

  • OCF Margin %: -26.49%
  • 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

OCF Margin % 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