Tata Investment (NSEI:TATAINVEST) - Share price, News & Analysis

TATAINVEST fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	3/6
Financial Health	6/6
Dividends	3/6

TATAINVEST Stock Overview

Tata Investment Corporation Limited is a publicly owned investment manager.

Rewards

Earnings have grown 4.9% per year over the past 5 years

Risk Analysis

Dividend of 4.24% is not well covered by earnings or forecast to be in the next 3 years

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
Beta	0.62
1 Month Change	-10.75%
3 Month Change	-2.99%
1 Year Change	14.96%
3 Year Change	46.21%
5 Year Change	75.52%
Change since IPO	209.16%

Shareholder Returns

	TATAINVEST	IN Capital Markets	IN Market
7D	-0.7%	0.8%	2.3%
1Y	15.0%	-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 Movement	4.5%
Capital Markets Industry Average Movement	7.0%
Market Average Movement	6.9%
10% most volatile stocks in IN Market	9.9%
10% least volatile stocks in IN Market	4.5%

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

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

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 Margin	99.99%
Net Profit Margin	84.35%
Debt/Equity Ratio	0%

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.

The above table shows the n/a ratio for TATAINVEST. This is calculated by dividing TATAINVEST's market cap by their current preferred multiple.
What is TATAINVEST's n/a Ratio?
n/a Ratio	0x
n/a	n/a
Market Cap	₹65.67b

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/Revenue	n/a
Enterprise Value/EBITDA	n/a
PEG Ratio	n/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.
Company	PE	Estimated Growth	Market Cap
Peer Average	19.2x

Forward PE

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 Ratio	30.6x
Fair PE Ratio	n/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.

Data	Last Updated (UTC time)
Company Analysis	2022/06/24 00:00
End of Day Share Price	2022/06/24 00:00
Earnings	2022/03/31
Annual Earnings	2022/03/31