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TATA

Tata Investment NSEI:TATAINVEST Stock Report

Last Price

₹1.30k

Market Cap

₹65.7b

7D

-0.7%

1Y

15.0%

Updated

24 Jun, 2022

Data

Company Financials
TATAINVEST fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance3/6
Financial Health6/6
Dividends3/6

TATAINVEST Stock Overview

Tata Investment Corporation Limited is a publicly owned investment manager.

Tata Investment Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for Tata Investment
Historical stock prices
Current Share Price₹1,299.10
52 Week High₹1,733.90
52 Week Low₹1,104.95
Beta0.62
1 Month Change-10.75%
3 Month Change-2.99%
1 Year Change14.96%
3 Year Change46.21%
5 Year Change75.52%
Change since IPO209.16%

Recent News & Updates

Shareholder Returns

TATAINVESTIN Capital MarketsIN Market
7D-0.7%0.8%2.3%
1Y15.0%-11.2%-0.9%

Return vs Industry: TATAINVEST exceeded the Indian Capital Markets industry which returned -12.5% over the past year.

Return vs Market: TATAINVEST exceeded the Indian Market which returned -1.7% over the past year.

Price Volatility

Is TATAINVEST's price volatile compared to industry and market?
TATAINVEST volatility
TATAINVEST Average Weekly Movement4.5%
Capital Markets Industry Average Movement7.0%
Market Average Movement6.9%
10% most volatile stocks in IN Market9.9%
10% least volatile stocks in IN Market4.5%

Stable Share Price: TATAINVEST is less volatile than 75% of Indian stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: TATAINVEST's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
193722n/ahttps://www.tatainvestment.com

Tata Investment Corporation Limited is a publicly owned investment manager. The firm operates as an investment company in India. Its activities primarily include investing in long-term investments in equity shares, equity-related securities and other securities of companies in a range of industries.

Tata Investment Fundamentals Summary

How do Tata Investment's earnings and revenue compare to its market cap?
TATAINVEST fundamental statistics
Market Cap₹65.67b
Earnings (TTM)₹2.14b
Revenue (TTM)₹2.54b

30.6x

P/E Ratio

25.9x

P/S Ratio

Is TATAINVEST overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
TATAINVEST income statement (TTM)
Revenue₹2.54b
Cost of Revenue₹236.00k
Gross Profit₹2.54b
Other Expenses₹397.28m
Earnings₹2.14b

Last Reported Earnings

Mar 31, 2022

Next Earnings Date

n/a

Earnings per share (EPS)42.34
Gross Margin99.99%
Net Profit Margin84.35%
Debt/Equity Ratio0%

How did TATAINVEST perform over the long term?

See historical performance and comparison

Dividends

4.2%

Current Dividend Yield

130%

Payout Ratio
We’ve recently updated our valuation analysis.

Valuation

Is TATAINVEST undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • PEG Ratio

Key Valuation Metric

Which metric is best to use when looking at relative valuation for TATAINVEST?

Other financial metrics that can be useful for relative valuation.

TATAINVEST key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenuen/a
Enterprise Value/EBITDAn/a
PEG Ration/a

Price to Earnings Ratio vs Peers

How does TATAINVEST's PE Ratio compare to its peers?

TATAINVEST PE Ratio vs Peers
The above table shows the PE ratio for TATAINVEST vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average19.2x

Price-To-Earnings vs Peers: TATAINVEST is expensive based on its Price-To-Earnings Ratio (30.6x) compared to the peer average (19.2x).


Price to Earnings Ratio vs Industry

How does TATAINVEST's PE Ratio compare vs other companies in the Indian Capital Markets Industry?

Price-To-Earnings vs Industry: TATAINVEST is expensive based on its Price-To-Earnings Ratio (30.6x) compared to the Indian Capital Markets industry average (17.2x)


Price to Earnings Ratio vs Fair Ratio

What is TATAINVEST's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TATAINVEST PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio30.6x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate TATAINVEST's Price-To-Earnings Fair Ratio for valuation analysis.


Share Price vs Fair Value

What is the Fair Price of TATAINVEST when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: Insufficient data to calculate TATAINVEST's fair value for valuation analysis.

Significantly Below Fair Value: Insufficient data to calculate TATAINVEST's fair value for valuation analysis.


Price to Earnings Growth Ratio

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


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Future Growth

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

Future Growth Score

0/6

Future Growth Score 0/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


13.9%

Forecasted Diversified Financials industry annual growth in earnings

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Tata Investment has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


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  • Examine Tata Investment's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
  • Tata Investment competitive advantages and company strategy can generally be found in its financial reports archived here.

Past Performance

How has Tata Investment performed over the past 5 years?

Past Performance Score

3/6

Past Performance Score 3/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


4.9%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: TATAINVEST has high quality earnings.

Growing Profit Margin: TATAINVEST's current net profit margins (84.3%) are lower than last year (94.3%).


Past Earnings Growth Analysis

Earnings Trend: TATAINVEST's earnings have grown by 4.9% per year over the past 5 years.

Accelerating Growth: TATAINVEST's earnings growth over the past year (39.1%) exceeds its 5-year average (4.9% per year).

Earnings vs Industry: TATAINVEST earnings growth over the past year (39.1%) underperformed the Capital Markets industry 43.3%.


Return on Equity

High ROE: TATAINVEST's Return on Equity (1.1%) is considered low.


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Financial Health

How is Tata Investment's financial position?

Financial Health Score

6/6

Financial Health Score 6/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: TATAINVEST's short term assets (₹209.7B) exceed its short term liabilities (₹224.7M).

Long Term Liabilities: TATAINVEST's short term assets (₹209.7B) exceed its long term liabilities (₹12.9B).


Debt to Equity History and Analysis

Debt Level: TATAINVEST is debt free.

Reducing Debt: TATAINVEST had no debt 5 years ago.

Debt Coverage: TATAINVEST has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: TATAINVEST has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet


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Dividend

What is Tata Investment current dividend yield, its reliability and sustainability?

Dividend Score

3/6

Dividend Score 3/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Future Dividend Coverage


4.24%

Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: TATAINVEST's dividend (4.24%) is higher than the bottom 25% of dividend payers in the Indian market (0.44%).

High Dividend: TATAINVEST's dividend (4.24%) is in the top 25% of dividend payers in the Indian market (1.9%)


Stability and Growth of Payments

Stable Dividend: TATAINVEST's dividend payments have been volatile in the past 10 years.

Growing Dividend: TATAINVEST's dividend payments have increased over the past 10 years.


Earnings Payout to Shareholders

Earnings Coverage: With its high payout ratio (129.9%), TATAINVEST's dividend payments are not well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its high cash payout ratio (227.5%), TATAINVEST's dividend payments are not well covered by cash flows.


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Management

How experienced are the management team and are they aligned to shareholders interests?

3.4yrs

Average board tenure


CEO

Tata Investment has no CEO, or we have no data on them.


Board Members

Experienced Board: TATAINVEST's board of directors are considered experienced (3.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

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


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Tata Investment Corporation Limited's employee growth, exchange listings and data sources


Key Information

  • Name: Tata Investment Corporation Limited
  • Ticker: TATAINVEST
  • Exchange: NSEI
  • Founded: 1937
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Implied Market Cap: ₹65.665b
  • Shares outstanding: 50.60m
  • Website: https://www.tatainvestment.com

Number of Employees


Location

  • Tata Investment Corporation Limited
  • Elphinstone Building
  • 2nd Floor
  • Mumbai
  • Maharashtra
  • 400001
  • India

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/06/24 00:00
End of Day Share Price2022/06/24 00:00
Earnings2022/03/31
Annual Earnings2022/03/31


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.