InvestSMART Group's ROE % for the quarter that ended in Dec. 2025 was 9.63%. InvestSMART Group's PB Ratio for the quarter that ended in Dec. 2025 was 0.03.
InvestSMART Group's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 321.00%.
InvestSMART Group ROE % Adjusted to Book Value Related Terms
InvestSMART Group ROE % Adjusted to Book Value Historical Data
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The historical data trend for InvestSMART Group's ROE % Adjusted to Book 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 ROE % Adjusted to Book Value Chart
ASX:INV vs VOYA, FRHC: ROE % Adjusted to Book Value Comparison
For the Financial Conglomerates subindustry, InvestSMART Group's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book 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 ROE % Adjusted to Book Value vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, InvestSMART Group's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where InvestSMART Group's ROE % Adjusted to Book Value falls into.
* 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.
What does a ROE % Adjusted to Book Value of 321.00% mean?
InvestSMART Group (ASX:INV) has a ROE % Adjusted to Book Value of 321.00% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on InvestSMART Group and its competitors.
Is InvestSMART Group's ROE % Adjusted to Book Value too high?
InvestSMART Group's current ROE % Adjusted to Book Value is 321.00%. Overall, InvestSMART Group has a GF Score™ of 53/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does InvestSMART Group's ROE % Adjusted to Book Value compare to VOYA and FRHC?
InvestSMART Group's ROE % Adjusted to Book Value of 321.00% 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 ROE % Adjusted to Book Value for a Diversified Financial Services company?
A good ROE % Adjusted to Book Value depends on the Diversified Financial Services industry context. However, ROE % Adjusted to Book 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on InvestSMART Group and its competitors. InvestSMART Group's current ROE % Adjusted to Book Value is 321.00%. 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 ROE % Adjusted to Book Value is 321.00%. InvestSMART Group's overall GF Score™ is 53/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For InvestSMART Group (ASX:INV), the current ROE % Adjusted to Book Value is 321.00% 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:
ROE % Adjusted to Book Value: 321.00%
GF Value™: A$0.16 vs. price of A$0.14 (12.5% below fair value)
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 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.
53GF Score
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