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

COMMON STOCK | Asset Management | NSE

Last Closing Price

INR 4,719.20

Change

+37.35 (+0.80)%

Market Cap

INR 526.08B

Volume

0.14M

Avg Analyst Target

N/A

Avg User Target

INR
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Bajaj Holdings & Investment Limited operates as a non-banking financial company ? investment and credit company in India. It invests in listed equities, as well as in unlisted equities and alternate investment funds. The company was incorporated in 1945 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: 2021-09-22 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
HDFCAMC:NSE HDFC Asset Management Company ..

+9.15 (+0.29%)

INR684.90B 50.06 36.75
NAM-INDIA:NSE Nippon Life India Asset Manage..

+5.65 (+1.32%)

INR270.08B 38.66 28.09
IIFLWAM:NSE IIFL Wealth Management Limited

+47.45 (+3.08%)

INR141.00B 34.91 17.71
IDFC:NSE IDFC Limited

+1.15 (+2.11%)

INR88.92B N/A N/A
PILANIINVS:NSE Pilani Investment and Industri..

-4.75 (-0.25%)

INR20.67B 16.75 17.09
BFINVEST:NSE BF Investment Limited

+8.95 (+2.51%)

INR13.78B 4.53 3.21
KICL:NSE Kalyani Investment Company Lim..

+16.30 (+0.77%)

INR9.33B 22.03 590.25
NSIL:NSE Nalwa Sons Investments Limited

-2.00 (-0.12%)

INR8.77B 19.25 18.10
BINDALAGRO:NSE Oswal Greentech Limited

-0.15 (-0.63%)

INR6.09B 14.27 5.74
SILINV:NSE SIL Investments Limited

+9.45 (+3.65%)

INR3.00B 16.32 12.98

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 51.30% 67% D+ 62% D-
Dividend Return 1.28% 67% D+ 59% F
Total Return 52.58% 67% D+ 62% D-
Trailing 12 Months  
Capital Gain 89.17% 67% D+ 56% F
Dividend Return 1.60% 50% F 56% F
Total Return 90.77% 67% D+ 56% F
Trailing 5 Years  
Capital Gain 152.09% 92% A- 79% C+
Dividend Return 7.75% 40% F 73% C
Total Return 159.84% 92% A- 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 15.81% 60% D- 61% D-
Dividend Return 1.02% 43% F 67% D+
Total Return 16.83% 60% D- 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 30.17% 87% B+ 83% B
Risk Adjusted Return 55.79% 87% B+ 84% B
Market Capitalization 526.08B 93% A 95% 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 14.01 64% D 65% D
Price/Book Ratio 1.34 36% F 64% D
Price / Cash Flow Ratio 193.65 7% F 2% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 9.56% 60% D- 54% F
Return on Invested Capital 11.06% 73% C 72% C-
Return on Assets 0.51% 36% F 30% 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 47% F 34% 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 Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

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.

Positive cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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 Revenue Growth

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