| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
TATAINVEST Overview
Tata Investment Corporation Limited is a publicly owned investment manager.
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | ₹1,547.25 |
| 52 Week High | ₹830.00 |
| 52 Week Low | ₹1,733.90 |
| Beta | 0.66 |
| 1 Month Change | 21.93% |
| 3 Month Change | 32.57% |
| 1 Year Change | 80.69% |
| 3 Year Change | 134.47% |
| 5 Year Change | 168.74% |
| Change since IPO | 268.22% |
Recent News & Updates
If You Like EPS Growth Then Check Out Tata Investment (NSE:TATAINVEST) Before It's Too Late
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Shareholder Returns
| TATAINVEST | IN Capital Markets | IN Market | |
|---|---|---|---|
| 7D | -7.3% | -3.3% | -2.4% |
| 1Y | 80.7% | 68.1% | 62.6% |
Return vs Industry: TATAINVEST exceeded the Indian Capital Markets industry which returned 70.4% over the past year.
Return vs Market: TATAINVEST exceeded the Indian Market which returned 63.7% over the past year.
Price Volatility
| TATAINVEST volatility | |
|---|---|
| TATAINVEST Beta | 0.66 |
| Industry Beta | 0.78 |
| Market Beta | 1 |
Stable Share Price: TATAINVEST is not significantly more volatile than the rest of Indian stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: TATAINVEST's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1937 | 22 | n/a | https://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
| TATAINVEST fundamental statistics | |
|---|---|
| Market Cap | ₹78.32b |
| Earnings (TTM) | ₹1.90b |
| Revenue (TTM) | ₹1.94b |
41.3x
P/E Ratio40.3x
P/S RatioIs TATAINVEST overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TATAINVEST income statement (TTM) | |
|---|---|
| Revenue | ₹1.94b |
| Cost of Revenue | ₹164.00k |
| Gross Profit | ₹1.94b |
| Expenses | ₹45.77m |
| Earnings | ₹1.90b |
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
n/a
| Earnings per share (EPS) | 37.48 |
| Gross Margin | 99.99% |
| Net Profit Margin | 97.64% |
| Debt/Equity Ratio | 0.002% |
How did TATAINVEST perform over the long term?
See historical performance and comparisonDividends
1.6%
Current Dividend Yield64%
Payout RatioValuation
Is Tata Investment undervalued compared to its fair value and its price relative to the market?
41.3x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate TATAINVEST's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate TATAINVEST's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: TATAINVEST is poor value based on its PE Ratio (41.3x) compared to the Indian Capital Markets industry average (17.8x).
PE vs Market: TATAINVEST is poor value based on its PE Ratio (41.3x) compared to the Indian market (21.5x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate TATAINVEST's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: TATAINVEST is good value based on its PB Ratio (0.6x) compared to the IN Capital Markets industry average (0.9x).
Future Growth
How is Tata Investment forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
12.4%
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.
Past Performance
How has Tata Investment performed over the past 5 years?
-6.3%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TATAINVEST has high quality earnings.
Growing Profit Margin: TATAINVEST's current net profit margins (97.6%) are higher than last year (60.5%).
Past Earnings Growth Analysis
Earnings Trend: TATAINVEST's earnings have declined by 6.3% per year over the past 5 years.
Accelerating Growth: TATAINVEST's earnings growth over the past year (110.4%) exceeds its 5-year average (-6.3% per year).
Earnings vs Industry: TATAINVEST earnings growth over the past year (110.4%) exceeded the Capital Markets industry 65.7%.
Return on Equity
High ROE: TATAINVEST's Return on Equity (1.3%) is considered low.
Financial Health
How is Tata Investment's financial position?
Financial Position Analysis
Short Term Liabilities: TATAINVEST's short term assets (₹148.6B) exceed its short term liabilities (₹144.9M).
Long Term Liabilities: TATAINVEST's short term assets (₹148.6B) exceed its long term liabilities (₹6.3B).
Debt to Equity History and Analysis
Debt Level: TATAINVEST's debt to equity ratio (0%) is considered satisfactory.
Reducing Debt: Insufficient data to determine if TATAINVEST's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: TATAINVEST's debt is well covered by operating cash flow (23856.8%).
Interest Coverage: TATAINVEST's interest payments on its debt are well covered by EBIT (2308.8x coverage).
Balance Sheet
Dividend
What is Tata Investment current dividend yield, its reliability and sustainability?
1.55%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: TATAINVEST's dividend (1.55%) is higher than the bottom 25% of dividend payers in the Indian market (0.34%).
High Dividend: TATAINVEST's dividend (1.55%) is in the top 25% of dividend payers in the Indian market (1.38%)
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.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (64%), TATAINVEST's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
5.0yrs
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 (5 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
- Market Cap: ₹78.324b
- 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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/10/21 18:03 |
| End of Day Share Price | 2021/10/21 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2021/03/31 |
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.