BAJAJHLDNG:NSE-Bajaj Holdings & Investment Limited (INR)

COMMON STOCK | Asset Management | NSE

Last Closing Price

INR 3,639.55

Change

-24.90 (-0.68)%

Market Cap

INR 410.72B

Volume

0.02M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Bajaj Holdings & Investment Limited operates as an investment company in India. It invests in companies operating in the auto, construction/infra, telecom, material/resources/oil and gas, consumer/education, technology, pharmaceutical/agrochemical/healthcare, financial, and other sectors. The company was founded in 1926 and is headquartered in Pune, India. Address: Mumbai-Pune Road, Pune, India, 411035

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-03-04 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
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-34.50 (-1.08%)

INR624.71B 49.65 36.38
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IIFLWAM:NSE IIFL Wealth Management Limited

-17.30 (-1.43%)

INR106.21B 40.87 20.01
PILANIINVS:NSE Pilani Investment and Industri..

+25.10 (+1.30%)

INR21.14B 18.84 20.22
BFINVEST:NSE BF Investment Limited

+7.35 (+2.31%)

INR11.33B 10.91 5.38
KICL:NSE Kalyani Investment Company Lim..

-52.35 (-3.23%)

INR6.97B 25.86 37.22
NSIL:NSE Nalwa Sons Investments Limited

-16.15 (-1.44%)

INR5.74B 15.06 8.93
BINDALAGRO:NSE Oswal Greentech Limited

-0.35 (-1.85%)

INR5.14B 7.69 3.25
SILINV:NSE SIL Investments Limited

+0.30 (+0.14%)

INR2.15B 5.71 3.99
JINDALPHOT:NSE Jindal Photo Limited

+0.05 (+0.14%)

INR0.37B 78.75 37.89

ETFs Containing BAJAJHLDNG

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.68% 79% C+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.68% 79% C+ 68% D+
Trailing 12 Months  
Capital Gain 8.87% 50% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.87% 50% F 19% F
Trailing 5 Years  
Capital Gain 154.27% 82% B- 81% B-
Dividend Return 9.61% 25% F 73% C
Total Return 163.87% 82% B- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.75% 64% D 74% C
Dividend Return 1.10% 60% D- 69% D+
Total Return 14.86% 64% D 75% C
Risk Return Profile  
Volatility (Standard Deviation) 26.87% 86% B 75% C
Risk Adjusted Return 55.29% 86% B 89% B+
Market Capitalization 410.72B 93% A 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.39 57% F 65% D
Price/Book Ratio 1.28 38% F 57% F
Price / Cash Flow Ratio 21.39 43% F 21% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.17% 85% B 59% F
Return on Invested Capital 11.13% 86% B 74% C
Return on Assets 0.53% 31% F 34% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.13 46% F 41% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (INR)

Quarterly Financials (INR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector