Edelweiss Financial Services
Market Cap
₹78.8b
Last Updated
2020/02/16 12:51 UTC
Data Sources
Company Financials +
Executive Summary
Edelweiss Financial Services Limited provides financial products and services to individuals and institutions in India.
Rewards
Risk Analysis
Snowflake Analysis
Average dividend payer with moderate growth potential.
Similar Companies
Share Price & News
How has Edelweiss Financial Services's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: EDELWEISS's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-2.6%
EDELWEISS
0.2%
IN Capital Markets
-0.4%
IN Market
1 Year Return
-37.0%
EDELWEISS
7.9%
IN Capital Markets
11.1%
IN Market
Return vs Industry: EDELWEISS underperformed the Indian Capital Markets industry which returned 7.9% over the past year.
Return vs Market: EDELWEISS underperformed the Indian Market which returned 11.1% over the past year.
Shareholder returns
| EDELWEISS | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.6% | 0.2% | -0.4% |
| 30 Day | -16.3% | -0.02% | -1.2% |
| 90 Day | -31.4% | 12.7% | 3.3% |
| 1 Year | -36.9%-37.0% | 9.6%7.9% | 13.0%11.1% |
| 3 Year | -24.7%-25.8% | -2.3%-6.1% | 25.3%18.6% |
| 5 Year | 32.6%26.1% | 17.1%9.6% | 35.4%23.1% |
Price Volatility Vs. Market
How volatile is Edelweiss Financial Services's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall St
How Does Edelweiss Financial Services Limited (NSE:EDELWEISS) Stand Up To These Simple Dividend Safety Checks?3 weeks ago | Simply Wall St
Could Edelweiss Financial Services Limited's (NSE:EDELWEISS) Investor Composition Influence The Stock Price?1 month ago | Simply Wall St
Our Take On Edelweiss Financial Services Limited's (NSE:EDELWEISS) CEO SalaryValuation
Is Edelweiss Financial Services undervalued compared to its fair value and its price relative to the market?
18.2x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: EDELWEISS (₹88.55) is trading above our estimate of fair value (₹14.88)
Significantly Below Fair Value: EDELWEISS is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: EDELWEISS is poor value based on its PE Ratio (18.2x) compared to the Capital Markets industry average (11.2x).
PE vs Market: EDELWEISS is poor value based on its PE Ratio (18.2x) compared to the Indian market (13.4x).
Price to Earnings Growth Ratio
PEG Ratio: EDELWEISS is good value based on its PEG Ratio (0.4x)
Price to Book Ratio
PB vs Industry: EDELWEISS is overvalued based on its PB Ratio (1x) compared to the IN Capital Markets industry average (0.5x).
Next Steps
Future Growth
How is Edelweiss Financial Services forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
48.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: EDELWEISS's forecast earnings growth (48.9% per year) is above the savings rate (6.5%).
Earnings vs Market: EDELWEISS's earnings (48.9% per year) are forecast to grow faster than the Indian market (20.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: Insufficient data to determine if EDELWEISS's revenue is forecast to grow faster than the Indian market.
High Growth Revenue: Insufficient data to determine if EDELWEISS's revenue is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: EDELWEISS's Return on Equity is forecast to be low in 3 years time (10.9%).
Next Steps
Past Performance
How has Edelweiss Financial Services performed over the past 5 years?
19.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: EDELWEISS has high quality earnings.
Growing Profit Margin: EDELWEISS's current net profit margins (8.1%) are lower than last year (14.6%).
Past Earnings Growth Analysis
Earnings Trend: EDELWEISS's earnings have grown by 19.7% per year over the past 5 years.
Accelerating Growth: EDELWEISS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: EDELWEISS had negative earnings growth (-57.6%) over the past year, making it difficult to compare to the Capital Markets industry average (-3.7%).
Return on Equity
High ROE: EDELWEISS's Return on Equity (5.5%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is Edelweiss Financial Services'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: EDELWEISS has a low level of unsold assets or inventory.
Debt Coverage by Assets: EDELWEISS's debt is covered by short term assets (assets are 1.1x debt).
Financial Institutions Analysis
Asset Level: EDELWEISS's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if EDELWEISS has a sufficient allowance for bad loans.
Low Risk Liabilities: EDELWEISS reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if EDELWEISS has an acceptable proportion of non-loan assets held.
Low Risk Deposits: EDELWEISS has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if EDELWEISS has an appropriate level of bad loans.
Next Steps
Dividend
What is Edelweiss Financial Services's current dividend yield, its reliability and sustainability?
1.58%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: EDELWEISS's dividend (1.58%) is higher than the bottom 25% of dividend payers in the Indian market (0.59%).
High Dividend: EDELWEISS's dividend (1.58%) is low compared to the top 25% of dividend payers in the Indian market (2.51%).
Stability and Growth of Payments
Stable Dividend: EDELWEISS's dividend payments have been volatile in the past 10 years.
Growing Dividend: EDELWEISS's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (6.2%), EDELWEISS's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: EDELWEISS's dividends in 3 years are forecast to be thoroughly covered by earnings (12.2% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
6.8yrs
Average board tenure
CEO
Rashesh Shah (56yo)
₹72,660,000
Compensation
Mr. Rashesh Chandrakant Shah co-founded Edelweiss Financial Services Limited (formerly, Edelweiss Capital Ltd.) in 1995. Mr. Shah serves as the Chief Executive Officer of Edelweiss Group and served as its ...
CEO Compensation Analysis
Compensation vs Market: Rashesh's total compensation ($USD1.02M) is above average for companies of similar size in the Indian market ($USD397.73K).
Compensation vs Earnings: Rashesh's compensation has been consistent with company performance over the past year.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 0yrs | ₹72.66m | 16.67% ₹13.1b | |
| Co-Founder | 0.08yrs | ₹53.70m | 7.86% ₹6.2b | |
| Executive Director & Group COO | 8.3yrs | ₹263.48m | 0.45% ₹353.1m | |
| Executive Director | 6.7yrs | ₹80.34m | 1.46% ₹1.1b | |
| Independent Director | 6.8yrs | ₹1.60m | 0.90% ₹706.1m | |
| Non-Executive Non-Independent Director | 5.5yrs | no data | 3.71% ₹2.9b | |
| Independent Director | 12.5yrs | ₹1.78m | 0.030% ₹23.9m | |
| Independent Director | 7.1yrs | ₹1.70m | no data | |
| Independent Director | 11.1yrs | ₹1.56m | 0.015% ₹12.2m | |
| Independent Director | 4.9yrs | ₹1.58m | no data |
6.8yrs
Average Tenure
56yo
Average Age
Experienced Board: EDELWEISS's board of directors are considered experienced (6.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: EDELWEISS insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Edelweiss Financial Services Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Edelweiss Financial Services Limited
- Ticker: EDELWEISS
- Exchange: NSEI
- Founded: 1995
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: ₹78.760b
- Shares outstanding: 889.44m
- Website: https://www.edelweissfin.com
Number of Employees
Location
- Edelweiss Financial Services Limited
- Edelweiss House
- Off. C.S.T. Road
- Mumbai
- Maharashtra
- 400098
- India
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| EDELWEISS | NSEI (National Stock Exchange of India) | Yes | Equity Shares | IN | INR | Dec 2007 |
| 532922 | BSE (Mumbai Stock Exchange) | Yes | Equity Shares | IN | INR | Dec 2007 |
Biography
Edelweiss Financial Services Limited provides financial products and services to individuals and institutions in India. The company operates through Agency Business, Capital Based, and Insurance Business segments. It offers retail credit products, such as home loans, SME and business loans, loans against shares, and agricultural and rural finance; corporate credit products, including structured collateralized credit and wholesale mortgage; and distressed credit. The company also provides personal and private wealth management services; asset management products and services comprising mutual funds, alternate asset advisory, multi strategy funds, and distressed assets resolution; and capital markets services that include investment banking, institutional equities, forex and rates, asset, and financial product distribution services. In addition, it offers life and general insurance products. The company was formerly known as Edelweiss Capital Limited and changed its name to Edelweiss Financial Services Limited in August 2011. Edelweiss Financial Services Limited was founded in 1995 and is based in Mumbai, India.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/16 12:51 |
| End of Day Share Price | 2020/02/14 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/03/31 |
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.