INVU · INVESTVIEW INC COM
What's happening
- INVU is up 0.00% today, trading at $0.02. — Live quote
- Reports earnings on 2026-11-11, 20 days away. (Finnhub earnings calendar)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
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Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 10-Q, filed 2026-08-14; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -75.3% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is -69.8%. Finnhub fundamentals ↗
- Trailing 52-week price return is -42.1%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on INVU
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.5M | $3.9M | $9.1M | $9.2M | $10.0M | $11.7M | $13.1M | $15.7M |
| Operating income | -$2.1M | -$2.8M | -$1.0M | $433.6K | -$413.1K | -$698.5K | $455.1K | $1.9M |
| Net income | -$3.2M | -$3.9M | -$854.1K | $425.5K | -$685.9K | -$810.6K | $532.8K | $1.7M |
| EPS (diluted) | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| EPS (basic) | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Operating margin | -$83 | -$72 | -$11 | $5 | -$4 | -$6 | $3 | $12 |
| Net margin | -$130 | -$100 | -$9 | $5 | -$7 | -$7 | $4 | $11 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Oct '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $13.5M | $17.5M | $21.5M | $27.5M | $29.5M | $29.9M | $31.6M | — |
| Total liabilities | $11.9M | $12.3M | $12.6M | $10.8M | $12.1M | $13.1M | $14.4M | — |
| Stockholders' equity | $1.6M | $5.2M | $8.9M | $16.6M | $17.4M | $16.8M | $17.2M | — |
| Total current assets | $4.6M | $7.6M | $13.0M | $20.9M | $24.0M | $25.2M | $27.4M | — |
| Total current liabilities | $5.5M | $5.9M | $6.1M | $8.5M | $9.9M | $11.0M | $12.3M | — |
| Cash & equivalents | $2.0M | $4.5M | $10.0M | $15.1M | $16.2M | $17.5M | $22.5M | — |
| Accounts receivable | $148.0K | $374.4K | $569.6K | $2.7M | $2.5M | $2.2M | $2.5M | — |
| Inventory | $977.0K | $798.2K | $663.0K | $1.1M | $1.1M | $856.1K | $495.9K | — |
| Other current assets | — | — | — | — | — | — | $1.1M | — |
| Marketable securities (non-current) | $3.2M | — | $1.2M | — | — | — | — | — |
| Property, plant & equipment | $1.6M | $1.6M | $1.5M | $1.8M | $1.6M | $2.0M | $1.9M | — |
| Goodwill | — | — | — | $873.7K | $873.7K | $873.7K | $873.7K | $873.7K |
| Intangible assets | $10.8K | $10.8K | $10.8K | $40.3K | $40.3K | $40.3K | $40.3K | — |
| Other non-current assets | $7.3M | $8.4M | $6.9M | $4.9M | $4.0M | $2.8M | $2.3M | — |
| Accounts payable | — | — | — | — | — | — | — | — |
| Accrued liabilities | — | — | — | — | — | — | — | — |
| Deferred revenue (current) | $623.3K | $718.7K | $953.0K | $2.2M | $2.7M | $2.8M | $3.0M | — |
| Short-term debt | — | — | — | — | — | — | — | — |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — |
| Other non-current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $1.9M | $1.9M | $1.9M | $1.9M | $1.9M | $1.9M | $1.9M | — |
| Retained earnings | -$104.3M | -$100.9M | -$96.8M | -$88.8M | -$87.7M | -$87.9M | -$87.2M | — |
| Accumulated other comprehensive income (loss) | -$23.2K | -$23.2K | -$23.2K | -$23.2K | -$23.2K | -$23.2K | -$23.2K | — |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$2.8M | -$2.8M | -$592.9K | $609.3K | -$340.6K | -$3.4M | $978.8K | $2.7M |
| Investing cash flow | $642.2K | -$2.3M | -$3.7M | -$452.9K | $246.6K | -$349.6K | -$1.6M | -$764.7K |
| Financing cash flow | -$395.1K | -$395.1K | -$841.5K | -$1.2M | -$1.3M | -$1.2M | -$1.4M | -$1.3M |
| Free cash flow | -$2.9M | -$2.9M | -$622.8K | $236.4K | -$158.5K | -$3.7M | $523.2K | $2.7M |
| Capital expenditures | $70.8K | $62.0K | $29.8K | $372.8K | -$182.0K | $323.9K | $455.6K | $0 |
| Depreciation & amortization | — | — | — | — | — | — | — | — |
| Share-based compensation | — | — | — | — | — | — | $0 | $10.0K |
| Change in accounts receivable | -$226.4K | -$195.1K | -$2.1M | $160.0K | $296.2K | -$303.1K | $54.0K | $160.7K |
| Change in inventory | $178.8K | $135.2K | -$431.2K | $32.6K | $205.5K | $360.3K | $327.0K | — |
| Purchases of investments | — | — | — | — | — | — | $1.1M | — |
| Dividends paid | $162.6K | $162.6K | $162.6K | $162.6K | $174.8K | $161.9K | $161.8K | $161.2K |
| Share repurchases | — | — | — | — | — | — | — | — |
| Debt repaid | — | — | — | — | — | — | $1.3M | — |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Mar '21 |
|---|---|---|---|---|---|
| Revenue | $36.3M | $52.4M | $67.9M | $61.8M | $38.3M |
| Operating income | -$8.3M | $1.7M | $4.6M | -$8.6M | $774.4K |
| Net income | -$8.9M | $1.2M | $2.8M | -$12.9M | $565.8K |
| EPS (diluted) | $-0.01 | $0.00 | $0.00 | $-0.01 | — |
| EPS (basic) | $-0.01 | $0.00 | $0.00 | $-0.01 | — |
| Operating margin | -$23 | $3 | $7 | -$14 | $2 |
| Net margin | -$25 | $2 | $4 | -$21 | $1 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Oct '24 | Dec '23 | Dec '22 |
|---|---|---|---|---|---|
| Total assets | $21.5M | $31.6M | — | $33.7M | $35.6M |
| Total liabilities | $12.6M | $14.4M | — | $14.9M | $18.2M |
| Stockholders' equity | $8.9M | $17.2M | — | $18.8M | $17.4M |
| Total current assets | $13.0M | $27.4M | — | $24.5M | $26.0M |
| Total current liabilities | $6.1M | $12.3M | — | $12.0M | $11.8M |
| Cash & equivalents | $10.0M | $22.5M | — | $20.9M | $20.3M |
| Accounts receivable | $569.6K | $2.5M | — | $2.2M | $1.3M |
| Inventory | $663.0K | $495.9K | — | — | $249.5K |
| Other current assets | — | $1.1M | — | $585.6K | $2.4M |
| Property, plant & equipment | $1.6M | $1.9M | — | $6.5M | $8.5M |
| Goodwill | — | $873.7K | $873.7K | — | — |
| Intangible assets | $10.8K | $40.3K | — | — | $7.2M |
| Other non-current assets | $6.9M | $2.3M | — | $2.7M | $1.1M |
| Accounts payable | — | — | — | — | — |
| Accrued liabilities | — | — | — | — | — |
| Deferred revenue (current) | $953.0K | $3.0M | — | $2.7M | $2.1M |
| Short-term debt | — | — | — | — | — |
| Other current liabilities | — | — | — | $1.2M | $1.2M |
| Long-term debt | — | — | — | — | — |
| Other non-current liabilities | — | — | — | $1.2M | $824.6K |
| Common stock & paid-in capital | $1.9M | $1.9M | — | $2.3M | $2.6M |
| Retained earnings | -$96.8M | -$87.2M | — | -$87.6M | -$89.6M |
| Accumulated other comprehensive income (loss) | -$23.2K | -$23.2K | — | -$23.2K | -$23.2K |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Mar '21 |
|---|---|---|---|---|---|
| Operating cash flow | -$3.7M | $14.0M | $6.1M | $9.4M | $6.9M |
| Investing cash flow | -$4.2M | -$7.3M | -$2.5M | -$14.2M | -$2.9M |
| Financing cash flow | -$4.6M | -$5.4M | -$3.9M | -$6.3M | $2.6M |
| Free cash flow | -$4.2M | $13.5M | $3.5M | -$5.9M | $4.0M |
| Capital expenditures | $544.6K | $461.9K | $2.6M | $15.3M | $2.9M |
| Depreciation & amortization | — | — | — | — | — |
| Share-based compensation | — | $10.0K | $2.8M | — | $0 |
| Change in accounts receivable | -$2.0M | $302.0K | $977.2K | -$660.6K | $761.7K |
| Change in inventory | $167.1K | $327.0K | -$74.6K | $304.7K | — |
| Purchases of investments | — | $1.1M | — | — | — |
| Dividends paid | $661.9K | $659.0K | $627.9K | $626.8K | $25.5K |
| Share repurchases | — | — | — | $46.7K | $272 |
| Debt repaid | — | $1.3M | — | — | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding INVU as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2019-07-24 to 2022-06-24
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Valvano Ralph R. | Chief Financial Officer | Disposition to issuer | 2022-06-24 | 5,200,000 |
| Rothrock David B. | Director | Disposition to issuer | 2022-06-24 | 33,333,334 |
| Bell James R. | President, Acting COO. | Disposition to issuer | 2022-06-24 | 30,000,000 |
| Raynor Annette | Chief Operating Officer | Disposition to issuer | 2022-01-06 | 85,000,000 |
| Romano Mario | Director of Finance | Disposition to issuer | 2022-01-06 | 85,000,000 |
| McWidener Jayme L | Chief Accounting Officer | Disposition to issuer | 2021-09-15 | 6,666,667 |
| Miller Chad | 10% owner | Open market sale | 2020-09-01 | 106,000,000 |
| Smith Ryan Robins | 10% owner | Open market sale | 2020-09-01 | 106,000,000 |
| KOSOFF WILLIAM C | Corporate Secretary | Open market sale | 2020-04-26 | 1,000,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-21 23:08 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-14 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-05-15 | 10-Q | 2026-03-31 | View on SEC.gov → |
| 2026-03-31 | 10-K | 2025-12-31 | View on SEC.gov → |
| 2026-02-03 | 8-K | 2026-01-28 | View on SEC.gov → |
| 2026-01-30 | 4 | 2026-01-28 | View on SEC.gov → |
| 2026-01-05 | 8-K | 2025-12-29 | View on SEC.gov → |
| 2025-11-13 | 10-Q | 2025-09-30 | View on SEC.gov → |
| 2025-08-13 | 10-Q | 2025-06-30 | View on SEC.gov → |
| 2025-05-14 | 10-Q | 2025-03-31 | View on SEC.gov → |
| 2025-05-01 | 8-K | 2025-05-01 | View on SEC.gov → |
| 2025-03-28 | 10-K | 2024-12-31 | View on SEC.gov → |
| 2025-03-28 | 8-K | 2025-03-28 | View on SEC.gov → |
Recent news
Headlines about INVU (INVESTVIEW INC COM). Links open the publisher — we don’t host full articles.
-
Investview reports Q2 results
Seeking Alpha · 2026-08-17 -
ConectivGlobal Unveils Expanded Platform with Launch of ConeqtX and MyLife Wellness
Yahoo Finance · 2026-06-24
No headlines in this category right now — try “All”.