What is INVESTVIEW INC PFD SER B's earnings per share (EPS)?

INVESTVIEW INC PFD SER B (INVUP) reported diluted earnings per share of -$0.01 for fiscal year 2025. EPS represents the portion of a company's net income allocated to each outstanding share of common stock and is widely used to evaluate profitability on a per-share basis.

INVESTVIEW INC PFD SER B (INVUP) Financials

INVUP

Trailing 12 months to June 30, 2026

Revenue $23.4M -45.4% YoY

Net Income -$15.8M -1138.9% YoY

EPS (Diluted) -$0.01 YoY not available

Free Cash Flow -$6.1M -543.1% YoY

Source SEC Filings (10-K/10-Q) Latest period Q2 FY2026, ended Jun 30, 2026 Reported Aug 14, 2026 Currency USD FYE December

Newest figures come from the 10-Q for Q2 FY2026, filed Aug 14, 2026. Each column of the statement tables below links to the filing it was taken from, and every filing is listed on the INVUP SEC filings page.

INVESTVIEW INC PFD SER B (INVUP) reported $23.4M in revenue over the twelve months to Jun 30, 2026, down 45.4% from the prior twelve months. This page shows its income statement, balance sheet, cash flow statement, and key financial ratios. View 15 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).

Rhea AI INVUP FY2025 2026-08-29

The business’s dominant mechanic is abrupt operating deleverage: falling revenue meets persistent overhead, reversing earnings and cash generation.

FY2024’s cash conversion was unusually favorable: net income of $1.2M became operating cash flow of $14.0M. In FY2025, revenue fell 30.8% while operating cash flow turned to -$3.7M, showing that the earnings profile is highly sensitive to operating conditions rather than a stable cash-conversion pattern.

Revenue fell 30.8% in FY2025 while SG&A rose 19.3%, showing overhead did not resize with demand. Operating margin moved from 3.2% in FY2024 to -22.8%, so the sales contraction translated disproportionately into losses.

At FY2025 year-end, the reported liquidity comparison equaled 36.5 months of latest annual operating outflow, while the current ratio was 2.1x; this indicates period-end liquidity alongside negative annual cash generation. But assets fell 31.9% and equity fell 48.1%, indicating that cushion sits on a shrinking balance-sheet base.

Financial Health Signals

Financial health score not available

INVESTVIEW INC PFD SER B does not currently provide enough eligible data for a peer-relative financial health score, so none is published. The signals and metrics below are current.

Piotroski F-Score Partial

3/7

INVESTVIEW INC PFD SER B passes 3 of 7 computable financial strength tests (2 of the nine could not be computed from available data). 1 of 4 profitability signals pass, 1 of 2 leverage/liquidity signals pass, both operating efficiency signals pass.

Earnings Quality No Cash Backing

N/A

INVESTVIEW INC PFD SER B reported a net loss of $8.9M while operations used $3.7M of cash. With neither figure positive, the ratio between the two carries no quality signal.

Key Financial Metrics

Export CSV

Earnings & Revenue

Revenue

$2.5M

YoY-73.1%

QoQ-36.5%

INVESTVIEW INC PFD SER B generated $2.5M in revenue in Q2 2026. This represents a decrease of 73.1% from the same quarter a year earlier. Against the prior quarter it is down 36.5%.

EBITDA

-$2.1M

YoY-837.1%

QoQ+21.5%

INVESTVIEW INC PFD SER B's EBITDA was -$2.1M in Q2 2026, measuring earnings before interest, taxes, depreciation, and amortization. This represents a decrease of 837.1% from the same quarter a year earlier. Against the prior quarter it is up 21.5%.

Net Income

-$3.2M

YoY-855.3%

QoQ+17.4%

INVESTVIEW INC PFD SER B reported -$3.2M in net income in Q2 2026. This represents a decrease of 855.3% from the same quarter a year earlier. Against the prior quarter it is up 17.4%.

EPS (Diluted)

$0.00

INVESTVIEW INC PFD SER B earned $0.00 per diluted share (EPS) in Q2 2026.

Cash & Balance Sheet

Free Cash Flow

-$2.9M

YoY-445.7%

QoQ+0.8%

INVESTVIEW INC PFD SER B recorded an outflow of $2.9M in free cash flow in Q2 2026, representing a cash shortfall after capex. This represents a decrease of 445.7% from the same quarter a year earlier. Against the prior quarter it is up 0.8%.

Cash & Debt

$2.0M

YoY-87.7%

QoQ-56.0%

5Y CAGR-31.9%

INVESTVIEW INC PFD SER B held $2.0M in cash as of Q2 2026; long-term debt is not reported for that period.

Shares Outstanding

1.84B

YoY-0.5%

QoQ-0.1%

5Y CAGR-9.2%

10Y CAGR+53.9%

INVESTVIEW INC PFD SER B had 1.84B shares outstanding in Q2 2026. This represents a decrease of 0.5% from the same quarter a year earlier. Against the prior quarter it is down 0.1%.

Dividends Per Share

Not reported for Q2 2026.

Margins & Returns

Operating Margin

-83.2%

YoY-87.9pp

QoQ-11.7pp

INVESTVIEW INC PFD SER B's operating margin was -83.2% in Q2 2026, reflecting core business profitability. This is down 87.9 percentage points from the same quarter a year earlier. Against the prior quarter it is down 11.7 percentage points.

Return on Equity

-202.3%

YoY-204.8pp

QoQ-127.4pp

INVESTVIEW INC PFD SER B's ROE was -202.3% in Q2 2026, measuring profit generated per dollar of shareholder equity. This is down 204.8 percentage points from the same quarter a year earlier. Against the prior quarter it is down 127.4 percentage points.

Gross Margin

Not reported for Q2 2026.

Net Margin

Not shown for Q2 2026: the reported ratio is below -100.0% of revenue, so it does not read as a share of revenue.

Capital Allocation

Capital Expenditures

$71K

YoY-61.1%

QoQ+14.2%

5Y CAGR+2.8%

INVESTVIEW INC PFD SER B invested $71K in capex in Q2 2026, funding long-term assets and infrastructure. This represents a decrease of 61.1% from the same quarter a year earlier. Against the prior quarter it is up 14.2%.

R&D Spending

Not reported for Q2 2026.

Share Buybacks

Not reported for Q2 2026.

INVUP Income Statement

Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.

INVUP quarterly income statement

Metric	TTM	FY2510-K	FY2410-K	FY2310-K	FY2210-K	FY2110-K	FY2010-K	FY1910-K	FY1810-K	FY1710-K	FY1610-K	FY1510-K	FY1410-K	FY1310-K	FY1210-K	FY1110-K
Revenue	$23.4M	$36.3M-30.8%	$52.4M-22.9%	$67.9M+9.8%	$61.8M+61.6%	$38.3M+58.3%	$24.2M-18.5%	$29.7M+65.5%	$17.9M	N/A	N/A	$709K-32.4%	$1.0M-36.9%	$1.7M-23.7%	$2.2M+8.2%	$2.0M
Cost of Revenue	N/A	N/A	N/A	N/A	N/A	N/A	$2.5M+112.3%	$1.2M-82.4%	$6.7M+678.0%	$863K+1884.3%	$43K-46.9%	$82K+42.1%	$58K-88.4%	$498K-30.0%	$711K+1.0%	$704K
Gross Profit	N/A	N/A	N/A	N/A	N/A	N/A	$21.7M-23.9%	$28.5M+154.2%	$11.2M	N/A	N/A	$627K-36.7%	$991K-14.8%	$1.2M-20.7%	$1.5M+12.1%	$1.3M
SG&A Expenses	$9.4M	$9.6M+19.3%	$8.0M+1332.3%	$560K+855.5%	$59K-93.4%	$891K-47.5%	$1.7M+93.0%	$879K+93.5%	$454K-62.1%	$1.2M	N/A	N/A	$4.0M-51.0%	$8.1M+33.0%	$6.1M+9.9%	$5.6M
Operating Income	-$13.1M	-$8.3M-587.4%	$1.7M-63.2%	$4.6M+153.5%	-$8.6M-1478.5%	$625K+104.7%	-$13.3M-238.1%	-$3.9M+63.1%	-$10.7M-451.0%	-$1.9M	N/A	-$4.9M-57.8%	-$3.1M+57.6%	-$7.3M-51.0%	-$4.9M+3.7%	-$5.0M
EBITDA	N/A	-$7.5M-235.2%	$5.6M-38.5%	$9.1M+274.4%	-$5.2M-571.5%	$1.1M+108.8%	-$12.6M-240.3%	-$3.7M+65.4%	-$10.7M-451.5%	-$1.9M	N/A	-$4.8M-55.2%	-$3.1M+55.3%	-$7.0M-49.9%	-$4.6M-9.2%	-$4.3M
Interest Expense	N/A	N/A	N/A	N/A	N/A	$30K0.0%	$30K-41.2%	$51K-32.0%	$75K-63.5%	$205K	N/A	$124K+45.6%	$85K+101.3%	$42K-98.2%	$2.4M-30.7%	$3.4M
Income Tax	N/A	-$59K-106.6%	$895K-58.9%	$2.2M+567.1%	$327K+118.3%	$150K+1925.9%	$7K-89.6%	$71K+387.8%	-$25K-708.8%	$4K	N/A	N/A	$103K	N/A	N/A	N/A
Net Income	-$15.8M	-$8.9M-848.3%	$1.2M-57.9%	$2.8M+121.9%	-$12.9M-2387.9%	$566K+102.7%	-$21.3M-324.8%	-$5.0M+66.4%	-$14.9M	N/A	N/A	N/A	-$4.2M	N/A	-$9.1M+8.7%	-$10.0M
EPS (Basic)	N/A	-$0.01	$0.00	$0.00+100.0%	-$0.01	$0.00	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
EPS (Diluted)	-$0.01	-$0.01	$0.00	$0.00+100.0%	-$0.01	$0.00	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Diluted Shares (Avg)	N/A	1.85B-37.0%	2.94B-18.1%	3.60B+34.3%	2.68B-14.7%	3.14B	N/A	N/A	N/A	N/A	19M+42.9%	13M+69.9%	8M	6M+43.1%	4M	N/A

Metric	Q2'2610-Q	Q1'2610-Q	Q4'2510-Q	Q3'2510-Q	Q2'2510-Q	Q1'2510-Q	Q4'2410-K	Q3'2410-Q
Revenue	$2.5M-73.1%	$3.9M-61.2%	$8.0M-32.7%	$9.1M-22.9%	$9.2M-29.8%	$10.0M-36.0%	$11.9M-33.8%	$11.7M-38.7%
SG&A Expenses	$1.2M+9.8%	$1.1M-22.6%	$5.7M+47.0%	$1.3M-36.8%	$1.1M-45.7%	$1.4M+11906.5%	$3.9M+181.4%	$2.0M-18.8%
Operating Income	-$2.1M-574.7%	-$2.8M-574.4%	-$7.2M-10797.1%	-$1.0M-48.6%	$434K-4.7%	-$413K-122.1%	$68K-91.1%	-$698K-131.1%
EBITDA	-$2.1M-837.1%	-$2.7M-1307.6%	-$7.1M-1274.0%	-$513K-251.9%	$283K-82.1%	-$189K-106.2%	$606K-69.0%	$337K-90.1%
Interest Expense	$5K-36.2%	N/A	N/A	N/A	$7K	N/A	N/A	N/A
Income Tax	$520-48.0%	$2K-79.7%	N/A	N/A	$1K-99.6%	$10K-98.0%	$31K-97.2%	$95K-68.7%
Net Income	-$3.2M-855.3%	-$3.9M-467.5%	-$7.8M-3780.4%	-$854K-5.4%	$425K-20.1%	-$686K-141.1%	-$201K-10.6%	-$811K-140.4%
EPS (Basic)	$0.00	$0.00	-$0.01	$0.00	$0.00	$0.00	$0.00	$0.00
EPS (Diluted)	$0.00	$0.00	-$0.01	$0.00	$0.00	$0.00	$0.00	$0.00
Diluted Shares (Avg)	1.85B-36.2%	1.85B-0.7%	N/A	1.85B-0.4%	2.90B-0.1%	1.86B-39.8%	N/A	1.86B-49.3%

Not reported in any period shown, so not listed: Cost of Revenue, Gross Profit, R&D Expenses.

INVUP Balance Sheet

INVUP quarterly balance sheet

Metric	FY2510-K	FY2410-K	FY2310-K	FY2210-K	FY2110-K	FY2010-K	FY1910-K	FY1810-K	FY1710-K	FY1610-K	FY1510-K	FY1410-K	FY1310-K	FY1210-K	FY1110-K
Total Assets	$21.5M-31.9%	$31.6M-6.3%	$33.7M-5.3%	$35.6M+82.0%	$19.6M+88.0%	$10.4M-7.8%	$11.3M+142.4%	$4.7M+884.3%	$472K+4878.5%	$9K-99.1%	$1.1M+234.2%	$327K-48.3%	$634K-7.0%	$681K-55.6%	$1.5M
Current Assets	$13.0M-52.6%	$27.4M+12.0%	$24.5M-6.0%	$26.0M+111.1%	$12.3M+86.8%	$6.6M-14.3%	$7.7M+208.7%	$2.5M+446.6%	$456K+4707.4%	$9K-99.0%	$988K+344.8%	$222K-17.0%	$268K-13.5%	$310K-55.3%	$693K
Cash & Equivalents	$10.0M-55.5%	$22.5M+7.4%	$20.9M+2.9%	$20.3M+277.0%	$5.4M+3829.0%	$137K+2.6%	$134K-91.0%	$1.5M+92145.4%	$2K	N/A	$806K+311.5%	$196K+11.1%	$176K-2.0%	$180K+45.1%	$124K
Short-Term Investments	$0	$0	$0	$0	$0	$0	$0	$0	$0	N/A	$0	$0	$0	$0	$0
Inventory	$663K+33.7%	$496K	$0-100.0%	$249K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Accounts Receivable	$570K-77.5%	$2.5M+406.9%	$500K-35.5%	$775K	N/A	N/A	N/A	$473K+6.3%	$445K	N/A	$57K+280.5%	$15K+54.6%	$10K	N/A	N/A
Long-Term Investments	$1.3M	$0	$0	$0	$0	$0	$0	$0	$0	N/A	$0	$0	$0	$0	$0
Goodwill	N/A	$874K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	$124K	N/A	N/A
Total Liabilities	$12.6M-12.5%	$14.4M-3.5%	$14.9M-18.1%	$18.2M-21.7%	$23.3M-5.7%	$24.7M+148.6%	$9.9M+54.7%	$6.4M+36.3%	$4.7M+28.3%	$3.7M-5.8%	$3.9M-40.4%	$6.5M+9.9%	$5.9M+160.5%	$2.3M-63.1%	$6.2M
Current Liabilities	$6.1M-50.3%	$12.3M+2.1%	$12.0M+2.3%	$11.8M+14.0%	$10.3M-50.2%	$20.7M+108.9%	$9.9M+54.7%	$6.4M+36.3%	$4.7M+66.0%	$2.8M+29.2%	$2.2M-59.7%	$5.4M+59.8%	$3.4M+169.9%	$1.3M-60.2%	$3.2M
Non-Current Liabilities	$6.5M+210.1%	$2.1M-27.1%	$2.9M-55.6%	$6.4M-50.2%	$12.9M+228.5%	$3.9M	$0	$0	$0-100.0%	$833K-51.0%	$1.7M+56.1%	$1.1M-57.1%	$2.5M+148.9%	$1.0M-66.1%	$3.0M
Long-Term Debt	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	$1.8M+3.5%	$1.7M+56.1%	$1.1M-57.1%	$2.5M+148.9%	$1.0M-66.1%	$3.0M
Total Equity	$8.9M-48.1%	$17.2M-8.5%	$18.8M+8.1%	$17.4M+569.9%	-$3.7M+74.1%	-$14.3M-1193.9%	$1.3M+173.2%	-$1.8M+57.9%	-$4.2M-15.7%	-$3.7M-30.6%	-$2.8M+54.9%	-$6.2M-16.8%	-$5.3M-231.8%	-$1.6M+65.5%	-$4.6M
Retained Earnings	-$96.8M-11.0%	-$87.2M+0.4%	-$87.6M+2.2%	-$89.6M-94.6%	-$46.0M+0.7%	-$46.4M-84.8%	-$25.1M-24.9%	-$20.1M-289.7%	-$5.2M+94.9%	-$100.6M-2.1%	-$98.5M-10.3%	-$89.4M-4.9%	-$85.2M-12.3%	-$75.9M-13.6%	-$66.8M

Metric	Q2'2610-Q	Q1'2610-Q	Q4'2510-Q	Q3'2510-Q	Q2'2510-Q	Q1'2510-Q	Q4'2410-K	Q3'2410-Q
Total Assets	$13.5M-54.4%	$17.5M-41.5%	$21.5M-31.9%	$27.5M-16.5%	$29.5M-12.2%	$29.9M-16.4%	$31.6M-6.3%	$32.9M-14.7%
Current Assets	$4.6M-81.0%	$7.6M-69.9%	$13.0M-52.6%	$20.9M-32.3%	$24.0M-18.5%	$25.2M-9.5%	$27.4M+12.0%	$30.8M+10.0%
Cash & Equivalents	$2.0M-87.7%	$4.5M-74.2%	$10.0M-55.5%	$15.1M-38.3%	$16.2M-31.7%	$17.5M-28.3%	$22.5M+7.4%	$24.5M+8.6%
Short-Term Investments	$0	$0	$0	$0	$0	$0	$0	$0
Inventory	$977K-8.0%	$798K-6.8%	$663K+33.7%	$1.1M	$1.1M	$856K	$496K	$0
Accounts Receivable	$148K-94.1%	$374K-83.2%	$570K-77.5%	$2.7M+43.6%	$2.5M+35.0%	$2.2M+19.2%	$2.5M+406.9%	$1.9M+274.4%
Long-Term Investments	$3.3M	$0	$1.3M	$0	$0	$0	$0	$0
Goodwill	N/A	N/A	N/A	$874K0.0%	$874K	$874K	$874K	$874K
Total Liabilities	$11.9M-2.0%	$12.3M-6.1%	$12.6M-12.5%	$10.8M-31.1%	$12.1M-23.0%	$13.1M-29.9%	$14.4M-3.5%	$15.7M-21.1%
Current Liabilities	$5.5M-45.0%	$5.9M-45.9%	$6.1M-50.3%	$8.5M-36.1%	$9.9M-21.6%	$11.0M-26.1%	$12.3M+2.1%	$13.4M-3.9%
Non-Current Liabilities	$6.4M+189.5%	$6.4M+196.4%	$6.5M+210.1%	$2.3M-2.3%	$2.2M-28.6%	$2.2M-44.5%	$2.1M-27.1%	$2.4M-60.9%
Total Equity	$1.6M-90.9%	$5.2M-69.1%	$8.9M-48.1%	$16.6M-3.2%	$17.4M-2.7%	$16.8M-1.7%	$17.2M-8.5%	$17.2M-7.8%
Retained Earnings	-$104.3M-18.9%	-$100.9M-14.7%	-$96.8M-11.0%	-$88.8M-2.3%	-$87.7M-2.3%	-$87.9M-2.1%	-$87.2M+0.4%	-$86.8M+0.4%

Not reported in any period shown, so not listed: Long-Term Debt.

INVUP Cash Flow Statement

INVUP quarterly cash flow statement

Metric	TTM	FY2510-K	FY2410-K	FY2310-K	FY2210-K	FY2110-K	FY2010-K	FY1910-K	FY1810-K	FY1710-K	FY1610-K	FY1510-K	FY1410-K	FY1310-K	FY1210-K	FY1110-K
Operating Cash Flow	-$5.6M	-$3.7M-126.4%	$14.0M+130.9%	$6.1M-35.2%	$9.4M+35.9%	$6.9M+48.9%	$4.6M+255.0%	-$3.0M-185.3%	-$1.0M+36.3%	-$1.6M	N/A	-$2.6M-123.1%	-$1.2M-15.2%	-$1.0M+26.4%	-$1.4M+11.0%	-$1.6M
Depreciation & Amortization	N/A	$730K-81.2%	$3.9M-12.9%	$4.5M+30.1%	$3.4M+617.7%	$476K-36.2%	$747K+205.3%	$245K+9170.4%	$3K+16.3%	$2K	$0-100.0%	$80K	$0-100.0%	$371K+76.2%	$211K-73.2%	$785K
Stock-Based Compensation	N/A	N/A	$10K-99.6%	$2.8M	N/A	$0	$0	N/A	N/A	N/A	-$93K+94.4%	-$1.6M-49.3%	-$1.1M+26.7%	-$1.5M-1297.4%	-$108K	N/A
Capital Expenditures	$535K	$545K+17.9%	$462K-82.0%	$2.6M-83.2%	$15.3M+420.4%	$2.9M-44.1%	$5.2M	N/A	$11K	$0	N/A	$65K	N/A	N/A	N/A	N/A
Free Cash Flow	-$6.1M	-$4.2M-131.3%	$13.5M+286.4%	$3.5M+159.3%	-$5.9M-249.4%	$4.0M+736.8%	-$621K	N/A	-$1.1M+35.6%	-$1.6M	N/A	-$2.7M	N/A	N/A	N/A	N/A
Investing Cash Flow	-$5.7M	-$4.2M+42.4%	-$7.3M-187.8%	-$2.5M+82.1%	-$14.2M-383.1%	-$2.9M+44.1%	-$5.2M-140356.8%	$4K+148.5%	-$8K-104.2%	$185K	N/A	$1.1M+15940.5%	$7K+225.6%	-$5K	N/A	N/A
Financing Cash Flow	-$2.9M	-$4.6M+15.0%	-$5.4M-38.7%	-$3.9M+38.6%	-$6.3M-345.7%	$2.6M+311.7%	$624K-61.6%	$1.6M-35.9%	$2.5M+82.8%	$1.4M	N/A	$2.2M+81.3%	$1.2M+16.2%	$1.0M-29.1%	$1.5M-11.7%	$1.6M
Dividends Paid	$735K	$662K+0.4%	$659K+5.0%	$628K+0.2%	$627K+2362.2%	$25K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Share Buybacks	N/A	$3.0M-11.8%	$3.4M+750.3%	$397K+748.8%	$47K+17076.5%	$272+166.7%	$102-99.9%	$91K	N/A	N/A	N/A	N/A	N/A	N/A	$9K	N/A

Metric	Q2'2610-Q	Q1'2610-Q	Q4'2510-Q	Q3'2510-Q	Q2'2510-Q	Q1'2510-Q	Q4'2410-K	Q3'2410-Q
Operating Cash Flow	-$2.8M-716.5%	-$2.8M+16.7%	-$593K-160.6%	$609K-77.8%	-$341K-106.2%	-$3.4M-170.3%	$979K+269.5%	$2.7M+51.8%
Depreciation & Amortization	-$28K+81.3%	$129K-42.6%	$131K-75.6%	$525K-49.3%	-$151K-113.4%	$224K-81.0%	$538K-54.9%	$1.0M-12.4%
Capital Expenditures	$71K-61.1%	$62K-80.9%	$30K-93.4%	$373K	-$182K+5171.1%	$324K+11057.8%	$456K+1334.3%	$0-100.0%
Free Cash Flow	-$2.9M-445.7%	-$2.9M+22.3%	-$623K-219.0%	$236K-91.4%	-$523K-109.5%	-$3.7M-177.1%	$523K+124.5%	$2.7M+62.7%
Investing Cash Flow	$642K+160.4%	-$2.3M-546.7%	-$3.7M-129.9%	-$453K+40.8%	$247K+105.0%	-$350K-11943.1%	-$1.6M-4903.3%	-$765K-534.2%
Financing Cash Flow	-$395K+68.4%	-$395K+68.1%	-$841K+38.8%	-$1.2M+7.5%	-$1.3M+3.9%	-$1.2M+8.8%	-$1.4M+31.0%	-$1.3M-114.2%
Dividends Paid	$205K0.0%	$163K+0.5%	$163K+0.5%	$205K0.0%	$205K0.0%	$162K-7.4%	$162K+10.2%	$205K0.0%
Share Buybacks	N/A	N/A	$446K-47.0%	$843K0.0%	$843K0.0%	$843K0.0%	$843K	$843K

Not reported in any period shown, so not listed: Stock-Based Compensation.

INVUP Financial Ratios

Margins and returns are percentages; the remaining ratios are unitless multiples. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.

INVUP quarterly financial ratios

Metric	FY2510-K	FY2410-K	FY2310-K	FY2210-K	FY2110-K	FY2010-K	FY1910-K	FY1810-K	FY1710-K	FY1610-K	FY1510-K	FY1410-K	FY1310-K	FY1210-K	FY1110-K
Gross Margin	N/A	N/A	N/A	N/A	N/A	89.6%-6.4pp	96.0%+33.5pp	62.5%	N/A	N/A	88.5%-6.0pp	94.5%+24.5pp	70.0%+2.7pp	67.3%+2.3pp	65.0%
Operating Margin	-22.8%-26.0pp	3.2%-3.5pp	6.8%+20.7pp	-13.9%-15.6pp	1.6%+56.7pp	-55.1%-41.8pp	-13.3%+46.3pp	-59.6%	N/A	N/A	-692.2%	-296.7%	-441.7%	-223.0%	-250.5%
Net Margin	-24.6%-26.9pp	2.3%-1.9pp	4.2%+25.1pp	-20.9%-22.4pp	1.5%+89.5pp	-88.0%-71.1pp	-16.9%+66.3pp	-83.2%	N/A	N/A	N/A	-396.1%	N/A	-418.4%	-495.7%
Return on Equity	-99.9%-106.8pp	6.9%-8.1pp	15.1%+89.6pp	-74.5%	N/A	N/A	-384.4%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Assets	-41.5%-45.2pp	3.8%-4.6pp	8.4%+44.8pp	-36.4%-39.3pp	2.9%+207.6pp	-204.7%-160.2pp	-44.4%+276.2pp	-320.7%	N/A	N/A	N/A	-1269.0%	N/A	-1337.1%-687.4pp	-649.7%
Current Ratio	2.13-0.1x	2.23+0.2x	2.03-0.2x	2.21+1.0x	1.19+0.9x	0.32-0.5x	0.78+0.4x	0.39+0.3x	0.10+0.1x	0.00-0.4x	0.45+0.4x	0.040.0x	0.08-0.2x	0.250.0x	0.22
Debt-to-Equity	1.41+0.6x	0.840.0x	0.79-0.3x	1.05	N/A	N/A	7.61	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Asset Turnover	1.690.0x	1.66-0.4x	2.02+0.3x	1.74-0.2x	1.96-0.4x	2.33-0.3x	2.63-1.2x	3.85	N/A	N/A	0.65-2.6x	3.20+0.6x	2.62-0.6x	3.20+1.9x	1.31
FCF Margin	-11.7%-37.5pp	25.9%+20.7pp	5.2%+14.7pp	-9.6%-19.9pp	10.3%+12.9pp	-2.6%	N/A	-5.9%	N/A	N/A	-382.6%	N/A	N/A	N/A	N/A

Metric	Q2'2610-Q	Q1'2610-Q	Q4'2510-Q	Q3'2510-Q	Q2'2510-Q	Q1'2510-Q	Q4'2410-K	Q3'2410-Q
Operating Margin	-83.2%-87.9pp	-71.5%-67.4pp	-90.8%-91.4pp	-11.5%-5.5pp	4.7%+1.2pp	-4.1%-16.1pp	0.6%-3.7pp	-5.9%-17.6pp
Net Margin	-129.9%	-99.9%-93.0pp	-97.8%-96.1pp	-9.4%-2.5pp	4.6%+0.6pp	-6.8%-17.5pp	-1.7%-0.7pp	-6.9%-17.4pp
Return on Equity	-202.3%-204.8pp	-75.0%-70.9pp	-87.4%-86.2pp	-5.1%-0.4pp	2.4%-0.5pp	-4.1%-13.8pp	-1.2%-0.2pp	-4.7%-15.5pp
Return on Assets	-23.8%-25.3pp	-22.2%-19.9pp	-36.3%-35.6pp	-3.1%-0.6pp	1.4%-0.1pp	-2.3%-7.0pp	-0.6%-0.1pp	-2.5%-7.7pp
Current Ratio	0.84-1.6x	1.27-1.0x	2.13-0.1x	2.44+0.1x	2.42+0.1x	2.29+0.4x	2.23+0.2x	2.30+0.3x
Debt-to-Equity	7.49+6.8x	2.37+1.6x	1.41+0.6x	0.65-0.3x	0.70-0.2x	0.78-0.3x	0.840.0x	0.91-0.2x
Asset Turnover	0.18-0.1x	0.22-0.1x	0.370.0x	0.330.0x	0.31-0.1x	0.34-0.1x	0.38-0.2x	0.36-0.1x
FCF Margin	-115.3%	-73.8%-36.9pp	-7.8%-12.2pp	2.6%-20.8pp	-5.7%-47.4pp	-36.9%-67.5pp	4.4%+3.1pp	23.4%+14.6pp

Not reported in any period shown, so not listed: Gross Margin.

Reported as filed but not readable as a share of revenue in the periods where the ratio runs further from zero than a revenue base allows; no change figure is given where either compared period is one of those: Net Margin, FCF Margin.

Similar Companies

Newest fiscal year on record for each company. The health score is the peer-relative Financial Health Score for that year; a dash means no score is published for it.

Company	Fiscal year	Revenue	Net income	Net margin	Market cap	Health score
INVESTVIEW INC PFD SER B INVUP	FY2025	$36.3M	-$8.9M	-24.6%	N/A	—
SPRINGBIG HLDGS INC WTS SBIGW	FY2025	$22.8M	-$3.2M	-14.2%	N/A	—
INVESTVIEW INC INVU	FY2025	$36.3M	-$8.9M	-24.6%	$27.3M	—
MOATABLE INC MTBLY	FY2024	$63.5M	-$2.1M	-3.4%	$9.8M	—

Where INVESTVIEW INC PFD SER B Ranks

Frequently Asked Questions

What is INVESTVIEW INC PFD SER B's annual revenue?

INVESTVIEW INC PFD SER B (INVUP) reported $36.3M in total revenue for fiscal year 2025. This represents a -30.8% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.

How fast is INVESTVIEW INC PFD SER B's revenue growing?

INVESTVIEW INC PFD SER B (INVUP) revenue declined by 30.8% year-over-year, from $52.4M to $36.3M in fiscal year 2025.

Is INVESTVIEW INC PFD SER B profitable?

No, INVESTVIEW INC PFD SER B (INVUP) reported a net income of -$8.9M in fiscal year 2025, with a net profit margin of -24.6%.

What is INVESTVIEW INC PFD SER B's EBITDA?

INVESTVIEW INC PFD SER B (INVUP) had EBITDA of -$7.5M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization.

What is INVESTVIEW INC PFD SER B's operating margin?

INVESTVIEW INC PFD SER B (INVUP) had an operating margin of -22.8% in fiscal year 2025, reflecting the profitability of core business operations before interest and taxes.

What is INVESTVIEW INC PFD SER B's net profit margin?

INVESTVIEW INC PFD SER B (INVUP) had a net profit margin of -24.6% in fiscal year 2025, representing the share of revenue converted into profit after all expenses.

What is INVESTVIEW INC PFD SER B's return on equity (ROE)?

INVESTVIEW INC PFD SER B (INVUP) has a return on equity of -99.9% for fiscal year 2025, measuring how efficiently the company generates profit from shareholder equity.

What is INVESTVIEW INC PFD SER B's free cash flow?

INVESTVIEW INC PFD SER B (INVUP) recorded an outflow of $4.2M in free cash flow during fiscal year 2025. This represents a -131.3% change compared to the previous fiscal year. Free cash flow represents the cash a company generates after accounting for capital expenditures, and is widely used to assess financial flexibility and shareholder value.

What is INVESTVIEW INC PFD SER B's operating cash flow?

INVESTVIEW INC PFD SER B (INVUP) recorded an outflow of $3.7M in operating cash flow during fiscal year 2025, representing cash used by core business activities.

What are INVESTVIEW INC PFD SER B's total assets?

INVESTVIEW INC PFD SER B (INVUP) had $21.5M in total assets as of fiscal year 2025, including both current and long-term assets.

What are INVESTVIEW INC PFD SER B's capital expenditures?

INVESTVIEW INC PFD SER B (INVUP) invested $545K in capital expenditures during fiscal year 2025, funding long-term assets and infrastructure.

Does INVESTVIEW INC PFD SER B buy back shares?

Yes, INVESTVIEW INC PFD SER B (INVUP) spent $3.0M on share buybacks during fiscal year 2025, returning capital to shareholders by reducing shares outstanding.

How many shares does INVESTVIEW INC PFD SER B have outstanding?

INVESTVIEW INC PFD SER B (INVUP) had 1.85B shares outstanding as of fiscal year 2025.

What is INVESTVIEW INC PFD SER B's current ratio?

INVESTVIEW INC PFD SER B (INVUP) had a current ratio of 2.13 as of fiscal year 2025, which is generally considered healthy.

What is INVESTVIEW INC PFD SER B's debt-to-equity ratio?

INVESTVIEW INC PFD SER B (INVUP) had a debt-to-equity ratio of 1.41 as of fiscal year 2025, measuring the company's financial leverage by comparing total debt to shareholder equity.

What is INVESTVIEW INC PFD SER B's return on assets (ROA)?

INVESTVIEW INC PFD SER B (INVUP) had a return on assets of -41.5% for fiscal year 2025, measuring how efficiently the company uses its assets to generate profit.

How does INVESTVIEW INC PFD SER B's liquidity compare with its operating cash outflow?

At the end of fiscal year 2025, INVESTVIEW INC PFD SER B (INVUP) held $11.2M in cash, cash equivalents and investments, and reported an operating cash outflow of $3.7M over that year. Dividing the one by the other, the reported balance equals about 36 months of the outflow reported that year. This is arithmetic over figures already filed, not a projection: it assumes nothing about future spending, financing or operations.

What is INVESTVIEW INC PFD SER B's Piotroski F-Score?

INVESTVIEW INC PFD SER B (INVUP) has a Piotroski F-Score of 3 out of 7 computable signals; 2 of the nine could not be computed from available data, so the full-scale strength rating is not shown. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7 to 9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.

Are INVESTVIEW INC PFD SER B's earnings high quality?

INVESTVIEW INC PFD SER B (INVUP) reported a net loss of $8.9M while operations used $3.7M of cash. With neither figure positive, the ratio between the two carries no quality signal. This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.