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Raiz Invest Ltd.
(Sydney:RZI)
Raiz Invest Ltd. (RZI) vs. iShares MSCI Australia ETF (EWA)
Raiz Invest Ltd. Business Overview & Revenue Model
Raiz Invest Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 24.07M | 24.07M | 21.66M | 19.17M | 19.34M | 13.97M |
| Gross Profit | 17.89M | 17.89M | 20.55M | 16.07M | 16.03M | 11.23M |
| EBITDA | 134.00K | 134.00K | 524.00K | -3.15M | -7.66M | -1.95M |
| Net Income | -310.00K | -310.00K | -1.87M | -6.90M | -9.63M | -3.52M |
Balance Sheet | ||||||
| Total Assets | 47.48M | 47.48M | 42.88M | 44.75M | 54.19M | 42.04M |
| Cash, Cash Equivalents and Short-Term Investments | 13.62M | 13.62M | 9.90M | 9.13M | 16.14M | 19.67M |
| Total Debt | 1.33M | 1.33M | 1.11M | 637.00K | 1.34M | 705.00K |
| Total Liabilities | 7.38M | 7.38M | 6.52M | 6.17M | 8.16M | 4.80M |
| Stockholders Equity | 40.10M | 40.10M | 37.99M | 41.44M | 47.95M | 38.25M |
Cash Flow | ||||||
| Free Cash Flow | 2.72M | 2.72M | 342.00K | -6.62M | -5.79M | -2.57M |
| Operating Cash Flow | 2.72M | 2.72M | 3.61M | -3.00M | -2.76M | -604.00K |
| Investing Cash Flow | -3.13M | -3.13M | -3.27M | -3.62M | -3.03M | -2.06M |
| Financing Cash Flow | 3.70M | 3.70M | 951.00K | -488.00K | 2.09M | 9.16M |
Raiz Invest Ltd. Technical Analysis
Raiz Invest Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | AU$487.27M | 24.44 | 12.36% | 2.53% | -26.30% | 40.12% | |
| ― | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
| ― | AU$190.00M | 7.83 | 14.15% | ― | -4.69% | -18.65% | |
| ― | AU$397.09M | 29.33 | 12.27% | 2.46% | 24.56% | 59.32% | |
| ― | €88.00M | -134.68 | -0.15% | ― | 5.03% | 52.31% | |
| ― | AU$9.03M | ― | -34.88% | ― | 43.00% | -6078.57% | |
| ― | AU$3.96M | ― | -444.41% | ― | -37.25% | 27.45% |
Raiz Invest Ltd. Corporate Events
Raiz Invest Ltd. announced its participation in the Australian MicroCap Investment Conference, highlighting its growth with 335,542 active customers and $2.0 billion in funds under management as of September 2025. The company’s award-winning platform has been acknowledged for its innovation and excellence in wealth management, positioning Raiz as a leading fintech player in the industry.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Limited has announced the dispatch of documents related to its 2025 Annual General Meeting, which will be held as a hybrid meeting on November 19, 2025. This meeting will allow shareholders to participate both in-person and virtually, with voting conducted via a poll. The company emphasizes the importance of shareholder engagement and provides detailed instructions for virtual attendance and proxy voting, reflecting its commitment to transparency and accessibility for its stakeholders.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. has announced the quotation of 18,294 fully paid ordinary securities on the Australian Securities Exchange (ASX) as of October 20, 2025. This move is part of the company’s strategy to enhance its market presence and provide more liquidity for its investors, potentially strengthening its position in the financial services sector.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. reported a record $2 billion in Funds Under Management (FUM) for Q1 FY26, driven by strong net inflows and positive market movements. The company saw an 8% year-over-year increase in active customers, reaching 335,542, and introduced new products like Raiz Lite and Raiz Academy to boost customer engagement and financial literacy. Strategic partnerships, including a joint marketing campaign with State Street Investment Management and an alliance with KFC, are expected to further strengthen Raiz’s market position.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. announced its achievements in the fintech industry, including winning the 2025 Canstar Innovation Excellence Award for its Raiz Plus Portfolios and being named one of CNBC World’s Top Fintech Companies 2025. The company boasts 333,866 active customers and $1.95 billion in funds under management as of August 2025, highlighting its strong market presence and commitment to financial innovation.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. has announced the quotation of 19,335 fully paid ordinary securities on the Australian Securities Exchange (ASX), effective from September 18, 2025. This move is part of the company’s strategy to enhance its market presence and provide more liquidity to its investors, potentially strengthening its position in the financial services sector.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. has announced a change in the interest of its director, Jon Brett, who has increased his indirect holding by acquiring 33,000 ordinary fully paid shares through an on-market transaction. This change reflects a growing confidence in the company’s performance and potential, as the director’s total shareholding has risen to 93,000 shares, valued at A$20,475.35. Such moves can signal positive expectations for the company’s future and may influence stakeholder perceptions.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. announced its FY25 financial results, highlighting a strong customer base of 333,866 active users and $1.95 billion in funds under management as of August 26, 2025. The company has been recognized with several prestigious awards, including the 2025 Canstar Innovation Excellence Award and being named one of CNBC’s World’s Top Fintech Companies, underscoring its significant impact and positioning in the fintech industry.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd reported strong financial results for the fiscal year ending June 30, 2025, highlighted by a 15% revenue increase to $24.1 million and a 147% rise in underlying EBITDA to $2.8 million. The company achieved significant growth in funds under management, reaching $1.82 billion, and improved customer metrics, including a 7% increase in active customers. Raiz’s strategic initiatives, such as the launch of new products and partnerships, have bolstered its market position, while successful marketing strategies utilizing AI tools have enhanced customer engagement. The company anticipates continued growth in FY26, with projected UEBITDA between $4.5 million and $5.5 million.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. reported a 14.5% increase in revenue from ordinary activities for the year ended 30 June 2025, with underlying EBITDA rising by 147.5%. Despite a net loss after tax of $310,000, the company significantly reduced its losses compared to the previous year. Raiz has completed the divestment of its Southeast Asian operations, marking a strategic shift to focus on its core markets. This move is expected to streamline operations and potentially improve financial performance in the future.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Limited has released its Corporate Governance Statement, emphasizing its commitment to strong governance as a foundation for achieving strategic goals and ensuring business success. The statement outlines the roles and responsibilities of the board and management, highlighting the board’s focus on leadership, strategic oversight, and risk management. This governance framework aims to protect stakeholder interests and promote sustainable growth, with the board reserving key responsibilities such as setting strategic objectives, overseeing management performance, and ensuring sound governance practices.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Ltd. has released its corporate governance statement for the financial year ending June 30, 2025, which is now available on their website. The statement details the company’s adherence to the ASX Corporate Governance Council’s principles and recommendations, including the roles and responsibilities of the board and management, and the accountability of the company secretary to the board. This release is part of Raiz Invest’s commitment to transparency and compliance with ASX listing rules, ensuring stakeholders are informed about the company’s governance practices.
The most recent analyst rating on (AU:RZI) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on Raiz Invest Ltd. stock, see the AU:RZI Stock Forecast page.
Raiz Invest Limited has launched Raiz Lite, a new investment plan aimed at first-time investors, offering three portfolio options and a lower monthly fee to encourage consistent investing habits. Additionally, Raiz has expanded the investment options for its Raiz Plus plan and will launch Raiz Academy to enhance financial literacy among Australians, reflecting the company’s commitment to providing innovative solutions and maintaining a competitive edge.
Raiz Invest Limited reported strong growth in its Q4 FY25 business update, with active customers increasing by 7.3% year-over-year to 329,277 and a 6.9% rise in annualized revenue per user to $77.2. The company’s funds under management reached a record $1.82 billion, driven by net inflows and positive market movements, while strategic partnerships and recognition as a top fintech company further bolster its market position.