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Raiz Invest Limited (RZI) Fair Value & Analysis

Technology · AU · Market cap A$55.9M

RI Raiz Invest Limited RZI · AU
PriceA$0.6000
Fair ValueA$0.5015
Upside-16.4%
Quality50/100
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Mixed Growth
Solidly profitable · 16.4% net margin
Low debt · generates free cash flow
Ranks above peers (11/13)
Moderate moat 46/100
Evidence: High Range A$0.3485 – A$0.7480 Share as image

Fair value as of: Jul 15, 2026

From 5 valuation models · updated 25 days ago

Share price +14.3% over the past month.

A solid business, but screening 16% overvalued on our models.

What matters now

  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (A$0.3485 to A$0.7480) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

A$2.06 A$0.3150 Fair Value A$0.5015 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range A$0.3150 – A$2.06 · fair‑value band A$0.3485 – A$0.7480 · the A$0.6000 price screens above the A$0.5015 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Raiz Invest Limited (RZI) currently trades at A$0.6000, while our model-based Fair Value estimate is A$0.5015, implying the stock looks roughly 16.4% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Raiz Invest Limited generated revenue of A$26.8M at a net margin of 16.4%. Revenue grew 23.9% year over year. It earns a return on equity of 10.6%. The balance sheet holds a net cash position of A$11.7M. Fundamentals as of Jul 15, 2026

Our scenario range runs from A$0.3485 (bear case) to A$0.7480 (bull case); at A$0.6000, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 38% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -50% fair-value upside, at -16%, RZI screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF A$0.4100 A$0.5800 A$0.8600 80
Rev-Margin DCF A$0.4900 A$0.7800 A$1.39 74
Gordon GGM A$0.1400 A$0.2300 A$0.2900 70
All 5 models by family
Dividend Discount
Gordon GGM A$0.1400 A$0.2300 A$0.2900 70
DDM Multi-Stage A$0.1400 A$0.2200 A$0.2400 61
Asset-Based
NCAV (Graham) A$0.1900 A$0.2500 A$0.3800 50
Growth DCF
Growth DCF A$0.4100 A$0.5800 A$0.8600 80
Rev-Margin DCF A$0.4900 A$0.7800 A$1.39 74

Widest divergence: Growth DCF (A$0.5800) versus Dividend Discount (A$0.2200). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$26.8M
Revenue growth (YoY) +23.9%
Net margin 16.4%
Return on equity 10.6%
Free cash flow A$2.7M FY2025
P/E ratio 13.8
More key figures
Operating margin 6.2%
EPS (TTM) A$0.0400
Net cash A$11.7M FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 51 · Market factors (momentum, volatility) 34

Profitability 27
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 98
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 43
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 23
Distance to the 52-week high (market factor)
Net Issuance 24
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Raiz Invest Limited provides financial services and products through its mobile micro investing platform in Australia. Its platform enables customers to save and invest money through the Raiz mobile application and website.

Full company description

Raiz Invest Limited provides financial services and products through its mobile micro investing platform in Australia. Its platform enables customers to save and invest money through the Raiz mobile application and website. The company offers various products, including Raiz rewards, Raiz kids, Raiz property fund, and offsetters, as well as jars on its platform. Raiz Invest Limited was incorporated in 2016 and is based in Sydney, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Raiz Invest Limited reported revenue of A$24.1M in FY2025 versus A$14.0M in FY2021, a compound +14.6%/yr. Reported net income was −A$310K in FY2025.

Growth Quality 78/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$24.1M
Latest YoY
+11.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.5%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+75.3%
Revenue +14.6%/yr
FY21 A$14.0M
FY22 A$19.3M
FY23 A$19.2M
FY24 A$21.7M
FY25 A$24.1M
Net income
FY21 −A$3.5M
FY22 −A$9.6M
FY23 −A$6.9M
FY24 −A$1.9M
FY25 −A$310K

RZI screens 16% overvalued. Compare with Microsoft Corporation →

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Cite: Fair Value Calculator (2026). "Raiz Invest Limited Fair Value". https://www.fairvalue-calculator.com/stock/RZI

Peer Group

Software - Infrastructure · 370 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 50 · Below median
Fair Value upside −16% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 2% · Above median
Net margin (TTM) 16% · Top 25%
Operating margin (TTM) 6% · Above median
Revenue growth 24% · Above median
Debt / equity 0.00× · Lower than median

Valuation Multiples vs Software - Infrastructure median · lower = cheaper

P/E (TTM) 13.3× · Cheaper than 75% of peers
P/B 0.98× · Cheaper than median
P/S (TTM) 1.47× · Cheaper than median
P/FCF 14.5× · Pricier than median
EV/EBITDA 11.5× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 11 · sector 0
FUTURE 100 · sector 46
PAST 42 · sector 15
HEALTH 100 · sector 98
DIVIDEND 0 · sector 28

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Microsoft Corporation MSFT $384.00 $274.17 -29%
Oracle Corporation ORAC C$9.08 C$2.94 -68%
Fortinet, Inc FTNT $160.78 $44.96 -72%
Synopsys, Inc 1SNPS €354.50 €93.61 -74%
Block, Inc XYZ A$114.53 A$70.69 -38%
CoreWeave, Inc CRWV $79.94 $44.89 -44%
Range Intelligent Computing Technology Group 300442 ¥71.60 ¥34.00 -53%
Oracle Financial Services Software Limited OFSS ₹11,651 ₹5,821 -50%
360 Security Technology Inc 601360 ¥9.64 ¥5.05 -48%
One97 Communications Limited PAYTM ₹1,342 ₹181.50 -86%

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Frequently asked questions

Is Raiz Invest Limited (RZI) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of A$0.5015 versus a price of A$0.6000, about −16% (overvalued).
What is the fair value of RZI?
Our model-based fair value for Raiz Invest Limited is A$0.5015 (as of Jul 15, 2026), built from audited fundamentals. The current price is A$0.6000.
What is the quality score of RZI?
Raiz Invest Limited has a Quality Score of 50/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Raiz Invest Limited (RZI)?
Raiz Invest Limited reported trailing-twelve-month revenue of about A$26.8M (latest available figure, as of Jul 15, 2026).
What is the net profit margin of RZI?
The net profit margin of Raiz Invest Limited is about 16.4%, meaning it keeps roughly 16.4% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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