Top Page
Raiz Invest Ltd.
(Sydney:RZI)
Raiz Invest Ltd. (RZI) vs. S&P 500 (SPY)
Raiz Invest Ltd. Business Overview & Revenue Model
Raiz Invest Ltd. Financial Statement Overview
| Breakdown | |||||
| TTM | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 23.23M | 22.60M | 19.17M | 19.34M | 13.97M | 10.29M | Gross Profit |
| 19.13M | 17.05M | 16.07M | 16.03M | 11.23M | 7.82M | EBIT |
| 1.80M | 524.00K | -7.88M | -10.97M | -4.64M | -4.73M | EBITDA |
| 1.53M | 524.00K | -3.15M | -7.66M | -1.95M | -2.31M | Net Income Common Stockholders |
| -948.00K | -1.87M | -6.90M | -9.63M | -3.52M | -4.53M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 12.77M | 10.25M | 13.19M | 22.09M | 19.67M | 13.39M | Total Assets |
| 46.71M | 42.88M | 44.75M | 54.19M | 42.04M | 35.59M | Total Debt |
| 1.43M | 1.11M | 637.00K | 1.34M | 705.00K | 800.00K | Net Debt |
| -10.61M | -8.62M | -7.81M | -14.20M | -18.49M | -12.10M | Total Liabilities |
| 7.59M | 6.52M | 6.17M | 8.16M | 4.80M | 3.85M | Stockholders Equity |
| 39.12M | 37.99M | 41.44M | 47.95M | 38.25M | 31.40M |
| Cash Flow | Free Cash Flow | ||||
| 1.33M | 342.00K | -6.62M | -5.79M | -2.57M | -2.86M | Operating Cash Flow |
| 2.79M | 3.61M | -3.00M | -2.76M | -604.00K | -1.06M | Investing Cash Flow |
| -1.68M | -3.27M | -3.40M | -2.39M | -2.06M | 644.00K | Financing Cash Flow |
| 3.88M | 951.00K | -706.00K | 1.45M | 9.16M | 6.50M |
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 |
|---|---|---|---|---|---|---|---|
71 Outperform | $27.65B | 132.68 | 12.98% | ― | 23.95% | ― | |
64 Neutral | $12.82B | 9.83 | 7.68% | 17000.34% | 12.38% | -5.56% | |
51 Neutral | $368.73M | 31.54 | 7.22% | ― | -27.00% | ― | |
50 Neutral | €73.72M | ― | -0.11% | ― | 12.91% | 73.27% | |
44 Neutral | AU$385.81M | ― | -19.32% | ― | -13.61% | 86.37% | |
42 Neutral | $36.80M | ― | -43.63% | ― | -67.07% | -47.32% |
Raiz Invest Ltd. Corporate Events
Raiz Invest Ltd. reported strong growth in Q3 FY25, with a 6.9% increase in active customers and a 5.9% rise in ARPU. The company saw significant inflows of $60 million, boosting its funds under management to $1.65 billion, a 23.1% year-over-year increase. The launch of new products like Raiz Jars and the recognition from the Canstar Innovation Excellence Awards have bolstered its market position. Despite market volatility in March, Raiz maintained a positive cash flow and a strong cash balance, indicating robust financial health and continued expansion across all customer segments.
Raiz Invest Ltd. reported solid growth in Q3 FY25, with a 6.9% year-over-year increase in active customers and a 5.9% rise in annualized revenue per user. The company achieved strong net inflows of $60 million, boosting funds under management to $1.65 billion, a 23.1% increase from the previous year. The successful launch of Raiz Jars and recognition from the 2025 Canstar Innovation Excellence Awards highlight Raiz’s commitment to product innovation. Despite market volatility, the company maintained a strong cash position and continued to expand its customer base across all segments, particularly in Raiz Kids and Plus Portfolios.
Raiz Invest Ltd. has announced a change in the interest of its director, Jon Brett, who has increased his indirect holdings by acquiring 40,000 fully paid ordinary shares through an on-market transaction. This change, which raises his total holdings to 60,000 shares, reflects a potential vote of confidence in the company’s future prospects and could influence stakeholder perceptions positively.
Raiz Invest Limited has appointed Ms. Farhaana Desai as the new Chief Risk Officer and Company Secretary, replacing Ms. Dietrich and ending its corporate secretarial services with Automic Group. Ms. Desai’s extensive experience in risk management and corporate governance is expected to enhance Raiz’s operational capabilities and strengthen its communications with the ASX.
Raiz Invest Ltd. announced a change in the director’s interest, with Paul Douglas Rogan acquiring 200,000 fully paid ordinary shares through on-market trades. This acquisition reflects a significant personal investment by a key director, potentially indicating confidence in the company’s future prospects and stability, which may positively influence stakeholder perceptions.
Raiz Invest Ltd. reported strong financial results for the first half of FY25, showcasing significant growth and improved profitability. Key highlights include a 14.3% increase in revenue to $11.6 million, a 579% rise in underlying EBITDA to $706,000, and a 256% surge in net flows to $106 million. The company also achieved its third consecutive half of positive free cash flow, with a cash balance of $12 million, and an 8.5% increase in active customers to 317,995. These results underscore Raiz’s successful growth momentum and its strengthened position in the financial services sector.
Raiz Invest Ltd. reported strong financial results for the first half of FY25, with a 14% increase in revenue to $11.6 million and a significant rise in Funds Under Management by 32% to $1.61 billion. The company has also formed a strategic partnership with State Street Global Advisors to enhance market awareness and develop new products, indicating a positive trajectory towards profitability and market expansion.
Raiz Invest Limited reported a 14.3% increase in revenue from ordinary activities for the half-year ended 31 December 2024, despite a loss attributed to owners of the parent entity reducing by 18.1% compared to the previous year. The company completed the divestment of its Southeast Asian operations in December 2024, following a strategic review, indicating a shift in focus towards its core markets.