BSE:503659

Stock Analysis Report

Executive Summary

SW Investments Limited engages in investment and financing businesses in India.

Snowflake

Fundamentals

Fair value with questionable track record.

Share Price & News

How has SW Investments's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

0%

503659

-0.9%

IN Capital Markets

1.4%

IN Market


1 Year Return

n/a

503659

-31.7%

IN Capital Markets

2.3%

IN Market

Return vs Industry: Insufficient data to determine how 503659 performed against the Indian Capital Markets industry.

Return vs Market: Insufficient data to determine how 503659 performed against the Indian Market.


Shareholder returns

503659IndustryMarket
7 Day0%-0.9%1.4%
30 Day0%-6.7%2.7%
90 Day21.0%-20.7%-1.4%
1 Yearn/a-30.6%-31.7%4.3%2.3%
3 Year-87.8%-87.8%-21.2%-24.0%20.9%14.9%
5 Year-90.6%-90.7%8.8%2.2%41.2%28.2%

Price Volatility Vs. Market

How volatile is SW Investments's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is SW Investments undervalued compared to its fair value and its price relative to the market?

8.09x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: Insufficient data to calculate 503659's fair value to establish if it is undervalued.

Significantly Undervalued: Insufficient data to calculate 503659's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: 503659 is good value based on its PE Ratio (8.1x) compared to the Capital Markets industry average (13.6x).

PE vs Market: 503659 is good value based on its PE Ratio (8.1x) compared to the Indian market (13x).


Price to Earnings Growth Ratio

Low PEG Ratio: Insufficient data to calculate 503659's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: 503659 is good value based on its PB Ratio (0.3x) compared to the IN Capital Markets industry average (0.5x).


Next Steps

Future Growth

How is SW Investments forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

3.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: 503659's forecast earnings growth (3.4% per year) is below the savings rate (7.6%).

Earnings vs Market: 503659's earnings (3.4% per year) are forecast to grow slower than the Indian market (18.1% per year).

High Growth Earnings: 503659's earnings are forecast to grow, but not significantly.

Revenue vs Market: Insufficient data to determine if 503659's revenue is forecast to grow faster than the Indian market.

High Growth Revenue: Insufficient data to determine if 503659's revenue is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High Future ROE: Insufficient data to determine if 503659's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has SW Investments performed over the past 5 years?

10.0%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: 503659's earnings have grown by 10% per year over the past 5 years.

Accelerating Growth: 503659's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: 503659 had negative earnings growth (-47.9%) over the past year, making it difficult to compare to the Capital Markets industry average (-17.8%).


Return on Equity

High ROE: 503659's Return on Equity (4.1%) is considered low.


Return on Assets

ROA vs Industry: 503659 has a higher Return on Assets than the Capital Markets industry average last year.


Return on Capital Employed

ROCE Improving: 503659's Return on Capital Employed has declined over the past 3 years.


Next Steps

Financial Health

How is SW Investments's financial position? (This company is analysed differently as a bank or financial institution)


Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet

Inventory Level: 503659 has a low level of unsold assets or inventory.

Debt Coverage by Assets: Insufficient data to determine if 503659's debt is covered by short term assets.


Financial Institutions Analysis

Asset Level: 503659's level of assets compared to its equity is low.

Allowance for Bad Loans: Insufficient data to determine if 503659 has a sufficient allowance for bad loans.

Low Risk Liabilities: 503659 reports no customer deposits, loans are made up entirely of externally borrowed funds.

Loan Level: Insufficient data to determine if 503659 has an acceptable proportion of non-loan assets held.

Low Risk Deposits: 503659 has advanced significantly more loans than the customer deposits it holds.

Level of Bad Loans: Insufficient data to determine if 503659 has an appropriate level of bad loans.


Next Steps

Dividend

What is SW Investments's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

company0%marketbottom25%0.6%markettop25%2.5%industryaverage2.3%forecastin3Yearsn/a

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: Unable to evaluate 503659's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate 503659's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.

Stable Dividend: Insufficient data to determine if 503659's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if 503659's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: 503659 is not paying a notable dividend for the Indian market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of 503659's dividend in 3 years as they are not forecast to pay a notable one for the Indian market.


Next Steps

Management

What is the CEO of SW Investments's salary, the management and board of directors tenure and is there insider trading?

3.1yrs

Average board tenure


CEO

Lalitha Cheripalli (36yo)

0.4yrs

Tenure

0

Mrs. Lalitha Cheripalli has been the Whole Time Director of SW Investments Limited since May 30, 2019. Mrs. Cheripalli served as Non-Executive Non-Independent Director of SW Investments Limited since Novem ...


Board Age and Tenure

3.1yrs

Average Tenure

40yo

Average Age

Experienced Board: 503659's board of directors are considered experienced (3.1 years average tenure).


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown


Management Team

  • Devendra Khandelwal

    Head of Finance Department

    • Tenure: 0yrs
  • Lalitha Cheripalli (36yo)

    Whole Time Director

    • Tenure: 0.4yrs
  • Sapna Patel

    Compliance Officer & Company Secretary

    • Tenure: 0yrs
    • Compensation: ₹460.00k
  • Amit Pitale (39yo)

    Chief Financial Officer

    • Tenure: 0.4yrs

Board Members

  • Sandhya Malhotra (41yo)

    Additional Non-Executive Independent Director

    • Tenure: 0.4yrs
  • Pankaj Jain (51yo)

    Non-Executive Non-Independent Director

    • Tenure: 7.9yrs
  • Lalitha Cheripalli (36yo)

    Whole Time Director

    • Tenure: 0.4yrs
  • Gautam Panchal (39yo)

    Additional Director

    • Tenure: 2.3yrs
    • Compensation: ₹15.00k

Company Information

SW Investments Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: SW Investments Limited
  • Ticker: 503659
  • Exchange: BSE
  • Founded: 1980
  • Industry: Investment Banking and Brokerage
  • Sector: Diversified Financials
  • Market Cap: ₹19.215m
  • Shares outstanding: 900.00k
  • Website: https://www.sw1india.com

Location

  • SW Investments Limited
  • Sunteck Centre
  • 5th Floor
  • Mumbai
  • Maharashtra
  • 400057
  • India

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
503659BSE (Mumbai Stock Exchange)YesEquity SharesININRFeb 2009

Biography

SW Investments Limited engages in investment and financing businesses in India. The company was formerly known as Sunteck Wealthmax Investments Limited and changed its name to SW Investments Limited in Oct ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/16 12:44
End of Day Share Price2019/10/04 00:00
Earnings2019/06/30
Annual Earnings2019/03/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.