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Wealth First Portfolio Managers (NSE:WEALTH) Peter Lynch Fair Value : ₹298.36 (As of May. 17, 2024)


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What is Wealth First Portfolio Managers Peter Lynch Fair Value?

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Here, as of today, Wealth First Portfolio Managers's PEG is 1. Wealth First Portfolio Managers's 5-Year TTM EBITDA Growth Rate is 23.53. Wealth First Portfolio Managers's EPS without NRI for the trailing twelve months (TTM) ended in Dec. 2023 was ₹12.68. Therefore, the Peter Lynch Fair Value for today is ₹298.36.

As of today (2024-05-17), Wealth First Portfolio Managers's share price is ₹900.80. Wealth First Portfolio Managers's Peter Lynch fair value is ₹298.36. Therefore, Wealth First Portfolio Managers's Price to Peter Lynch Fair Value Ratio for today is 3.02.


The historical rank and industry rank for Wealth First Portfolio Managers's Peter Lynch Fair Value or its related term are showing as below:

NSE:WEALTH' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.78   Med: 0.87   Max: 3.02
Current: 3.02


During the past 9 years, the highest Price to Peter Lynch Fair Value Ratio of Wealth First Portfolio Managers was 3.02. The lowest was 0.78. And the median was 0.87.


NSE:WEALTH's Price-to-Peter-Lynch-Fair-Value is ranked worse than
83.75% of 240 companies
in the Capital Markets industry
Industry Median: 1.195 vs NSE:WEALTH: 3.02

Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.


Wealth First Portfolio Managers Peter Lynch Fair Value Historical Data

The historical data trend for Wealth First Portfolio Managers's Peter Lynch Fair Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Wealth First Portfolio Managers Peter Lynch Fair Value Chart

Wealth First Portfolio Managers Annual Data
Trend Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Peter Lynch Fair Value
Get a 7-Day Free Trial Premium Member Only - - - 348.68 298.36

Wealth First Portfolio Managers Quarterly Data
Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Peter Lynch Fair Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - 298.36 - - -

Competitive Comparison of Wealth First Portfolio Managers's Peter Lynch Fair Value

For the Capital Markets subindustry, Wealth First Portfolio Managers's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Wealth First Portfolio Managers's Price-to-Peter-Lynch-Fair-Value Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:

* The bar in red indicates where Wealth First Portfolio Managers's Price-to-Peter-Lynch-Fair-Value falls into.



Wealth First Portfolio Managers Peter Lynch Fair Value Calculation

Wealth First Portfolio Managers's Peter Lynch Fair Value for today is calculated as

Peter Lynch Fair Value=PEG Ratio*5-Year TTM EBITDA Growth Rate***EPS without NRI (TTM)
=1* 23.53 *12.68
=298.36

Wealth First Portfolio Managers's EPS without NRI for the trailing twelve months (TTM) uses the latest annual data, which was ₹12.68.

* Note that for companies that do not have enough quarterly data to calculate the 5-Year TTM EBITDA Growth Rate, we use the annual data for the calculation.


* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Please be aware that the 5-Year TTM EBITDA Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data adds up the quarterly data reported by the company within the most recent 12 months. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.

If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.

If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.


Wealth First Portfolio Managers  (NSE:WEALTH) Peter Lynch Fair Value Explanation

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.

Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.

Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of EBITDA per share over the past 5 years, which is 23.53 instead of 15 in this case.

Wealth First Portfolio Managers's Price to Peter Lynch Fair Value Ratio for today is calculated as

Price to Peter Lynch Fair Value=Share Price/Peter Lynch Fair Value
=900.80/298.36
=3.02

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Wealth First Portfolio Managers Peter Lynch Fair Value Related Terms

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Wealth First Portfolio Managers (NSE:WEALTH) Business Description

Traded in Other Exchanges
N/A
Address
Near Prahaladnagar Garden, Off S.G. Highway, Capitol House, 10 Paras-II, Anandnagar, Near Campus Corner, Ahmedabad, GJ, IND, 380015
Wealth First Portfolio Managers Ltd is a financial service provider for various types of financial products available in the Indian market. The company offers research for products that deliver compatible performance in terms of yield. The product portfolio of the company consists of government bonds and securities, direct equity, cash management services, derivative products, mutual funds, insurance products, commodities, and market-making services. The mutual fund brokerage generates maximum revenue for the company. It offers its services only to the Indian market.

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