STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Revenue growth
-30.8%
XBRL, annual
Net margin
-24.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$22.6M
four quarters, 2025-07-01 to 2026-06-30
History
FY Dec 2025
$36.3M
FY Dec 2024
$52.4M
FY Dec 2023
$67.9M
FY Dec 2022
$61.8M
FY Mar 2021
$38.3M
Jun 2026
$2.5M
Mar 2026
$3.9M
Dec 2025
$7.1M
Sep 2025
$9.1M
Jun 2025
$10.0M
Mar 2025
$10.0M
Dec 2024
$11.9M
Sep 2024
$11.7M
At each fiscal year end
Single quarter
Net margin, TTM
-69.8%
net income over revenue, 2025-07-01 to 2026-06-30
History
FY Dec 2025
-24.6%
FY Dec 2024
+2.3%
FY Dec 2023
+4.2%
FY Dec 2022
-20.9%
FY Mar 2021
+1.5%
Jun 2026
-129.9%
Mar 2026
-99.9%
Dec 2025
-109.1%
Sep 2025
-9.4%
Jun 2025
+4.2%
Mar 2025
-6.8%
Dec 2024
-1.7%
Sep 2024
-6.9%
At each fiscal year end
Single quarter
Free cash flow, TTM
-$6.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
History
FY Dec 2025
-$4.2M
FY Dec 2024
$13.5M
FY Dec 2023
$3.5M
FY Dec 2022
-$5.9M
FY Mar 2021
n/a
Jun 2026
-$2.9M
Mar 2026
-$2.9M
Dec 2025
-$622.8K
Sep 2025
$236.4K
Jun 2025
-$158.5K
Mar 2025
-$3.7M
Dec 2024
$523.2K
Sep 2024
$2.7M
At each fiscal year end
Single quarter
Debt to equity
0.22x
current debt only, 2020-12-31 (66 months older than the period end); equity 2026-06-30
History
FY Dec 2025
0.04x
FY Dec 2024
0.02x
FY Dec 2023
0.02x
FY Dec 2022
0.02x
FY Mar 2021
n/a
Jun 2026
0.22x
Mar 2026
0.07x
Dec 2025
0.04x
Sep 2025
0.02x
Jun 2025
0.02x
Mar 2025
0.02x
Dec 2024
0.02x
Sep 2024
0.02x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-15.93x
TTM operating cash flow over current debt only, 2020-12-31 (66 months older than the period end)
History
FY Dec 2025
-10.57x
FY Dec 2024
40.01x
FY Dec 2023
17.33x
FY Dec 2022
26.74x
FY Mar 2021
n/a
Jun 2026
-15.93x
Mar 2026
-8.96x
Dec 2025
-10.57x
Sep 2025
-6.08x
Jun 2025
0.03x
Mar 2025
16.65x
Dec 2024
40.01x
Sep 2024
37.97x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-165.9%
TTM net income over average of 2025-06-30 and 2026-06-30
History
FY Dec 2025
-68.2%
FY Dec 2024
+6.6%
FY Dec 2023
+15.7%
FY Dec 2022
-55.9%
FY Mar 2021
n/a
Jun 2026
-165.9%
Mar 2026
-110.1%
Dec 2025
-68.2%
Sep 2025
-7.8%
Jun 2025
-7.2%
Mar 2025
-6.9%
Dec 2024
+6.6%
Sep 2024
+6.8%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-73.3%
TTM net income over average of 2025-06-30 and 2026-06-30
History
FY Dec 2025
-33.6%
FY Dec 2024
+3.7%
FY Dec 2023
+8.2%
FY Dec 2022
-29.7%
FY Mar 2021
+3.8%
Jun 2026
-73.3%
Mar 2026
-51.1%
Dec 2025
-33.6%
Sep 2025
-4.4%
Jun 2025
-4.0%
Mar 2025
-3.5%
Dec 2024
+3.7%
Sep 2024
+3.4%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
History
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Mar 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
History
FY Dec 2025
n/a
FY Dec 2024
+8.3%
FY Dec 2023
+20.3%
FY Dec 2022
-27.9%
FY Mar 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
-4.9%
Jun 2025
-3.0%
Mar 2025
-2.9%
Dec 2024
+8.3%
Sep 2024
+10.8%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
History
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Mar 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$30.6M
market value at close 2026-10-09 on 2026-08-07 shares, plus current debt only, 2020-12-31 (66 months older than the period end), minus cash 2026-06-30
History
FY Dec 2025
$43.6M
FY Dec 2024
-$4.5M
FY Dec 2023
$18.5M
FY Dec 2022
$13.0M
FY Mar 2021
$1.3B
Jun 2026
$48.2M
Mar 2026
$47.7M
Dec 2025
$43.6M
Sep 2025
$29.8M
Jun 2025
$3.5M
Mar 2025
$17.4M
Dec 2024
-$4.5M
Sep 2024
-$12.5M
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-18.9%
TTM free cash flow over market value at close 2026-10-09
History
FY Dec 2025
-8.0%
FY Dec 2024
+76.7%
FY Dec 2023
+9.0%
FY Dec 2022
-17.9%
FY Mar 2021
n/a
Jun 2026
-12.3%
Mar 2026
-6.6%
Dec 2025
-8.0%
Sep 2025
-7.0%
Jun 2025
-3.0%
Mar 2025
+14.6%
Dec 2024
+76.7%
Sep 2024
+113.9%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
History
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Mar 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-09. Hover a figure to see how it was computed.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
INVU ranks highest on risk and compliance (60th percentile) and financial health (29th), and lowest on growth (10th), among Services peers.
Profitability
11
Inputs
Return on equity-165.9% · 5 pct, sector of 209
Return on assets-73.3% · 16 pct, sector of 270
Return on invested capitalthe filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on capital employedthe filed year and its quarters do not reconcile, so the trailing figure is withheld
Financial health
29
Inputs
Debt to equity0.22x · 56 pct, sector of 229
Cash flow to debt-15.93x · 3 pct, sector of 200
Growth
10
Inputs
Revenue growth, YoY-30.8% · 10 pct, sector of 343
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Risk and compliance
60
Inputs
Short interest, % of float+0.0% · 100 pct, sector of 385
Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
New text in Risk Factors, latest 10-K+19.9% · 21 pct, sector of 228
3 not measured: Insider conviction, Institutional and government, US patents
Insider conviction needs 1 of 2 inputs, 0 present: no insider trades in 180 days; no open-market insider trades in 180 days
Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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