ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Bajaj Holdings and Investment's annualizedNet Income for the quarter that ended in Mar. 2026 was ₹103,000 Mil.
Bajaj Holdings and Investment's average Total Assets over the quarter that ended in Mar. 2026 was ₹851,874 Mil. Therefore, Bajaj Holdings and Investment's annualized ROA % for the quarter that ended in Mar. 2026 was 12.09%.
The historical rank and industry rank for Bajaj Holdings and Investment's ROA % or its related term are showing as below:
BOM:500490'
s ROA % Range Over the Past 10 Years
Min: 8.19 Med: 10.71 Max: 13.46
Current: 11.9
During the past 13 years, Bajaj Holdings and Investment's highest ROA % was 13.46%. The lowest was 8.19%. And the median was 10.71%.
BOM:500490's ROA % is ranked better than 76.41% of 1632
companies
in the Asset Management industry
Industry Median: 4
vs BOM:500490: 11.90
Bajaj Holdings and Investment (BOM:500490) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Bajaj Holdings and Investment ROA % Related Terms
Bajaj Holdings and Investment ROA % Historical Data
* 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.
For the Asset Management subindustry, Bajaj Holdings and Investment's ROA %, along with its competitors' market caps and ROA % 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.
Bajaj Holdings and Investment ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bajaj Holdings and Investment's ROA % distribution charts can be found below:
* The bar in red indicates where Bajaj Holdings and Investment's ROA % falls into.
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Bajaj Holdings and Investment (BOM:500490) has a ROA % of 12.09% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Bajaj Holdings and Investment and its competitors. This is 13% above median its historical median of 10.71. Over the past decade, Bajaj Holdings and Investment's ROA % has ranged from 8.19 to 13.46. According to the industry distribution chart, Bajaj Holdings and Investment ranks #385 out of 1632 companies in the Asset Management industry, placing it in the top 23.6%.
Is Bajaj Holdings and Investment's ROA % too high?
Bajaj Holdings and Investment's current ROA % of 12.09% is 13% above median its 10-year median of 10.71. Over the past 10 years, this metric has ranged from a low of 8.19 to a high of 13.46. The Asset Management industry median ROA % is 4.00. Bajaj Holdings and Investment's value of 12.09% is 202.3% above this industry median. Based on the distribution chart, Bajaj Holdings and Investment ranks #385 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Bajaj Holdings and Investment has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Bajaj Holdings and Investment's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Bajaj Holdings and Investment ranks #385 out of 1632 companies for ROA %. This places Bajaj Holdings and Investment in the top 24% of its industry — outperforming the majority of peers. The industry median ROA % is 4.00. Bajaj Holdings and Investment's value of 12.09% is 202.3% above this benchmark. Historically, Bajaj Holdings and Investment's own ROA % has ranged from 8.19 to 13.46 over the past decade. While the company's 10-year median is 10.71 vs. the industry median of 4.00, Bajaj Holdings and Investment has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 4.00, based on 1,632 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Bajaj Holdings and Investment's current ROA % of 12.09% is 202.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Bajaj Holdings and Investment and its competitors. For the Asset Management industry, the median ROA % is 4.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bajaj Holdings and Investment's current ROA % is 12.09%, which is 13% above median its own 10-year median of 10.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bajaj Holdings and Investment stock overvalued right now?
Based on GuruFocus' analysis, Bajaj Holdings and Investment (BOM:500490) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹14,378.84, compared to a current price of ₹10,867.40 — trading 24.4% below its estimated fair value. The current ROA % is 12.09%, which is 13% above median its 10-year median of 10.71 and 202.3% above the Asset Management industry median of 4.00. Bajaj Holdings and Investment's overall GF Score™ is 70/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Bajaj Holdings and Investment (BOM:500490), the current ROA % is 12.09% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Bajaj Holdings and Investment (BOM:500490) Overvalued in 2026?
Based on GuruFocus' analysis, Bajaj Holdings and Investment stock appears to be undervalued.
The current stock price of ₹10,867.40 is trading 24.4% below its estimated GF Value™ of ₹14,378.84.
GuruFocus considers Bajaj Holdings and Investment to be Modestly Undervalued.
Key valuation signals for BOM:500490:
ROA %: 12.09% (13% above median its 10-year median of 10.71)
GF Value™: ₹14,378.84 vs. price of ₹10,867.40 (24.4% below fair value)
Industry Position: 202.3% above the Asset Management median (#385 of 1632)
No single metric tells the full story. See the BOM:500490 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bajaj Holdings and Investment Business Description
Bajaj Holdings and Investment Ltd is an investment holding company that chooses equities from both the public and private equity markets. The company is essentially a holding and investment company focusing on earning income through dividends, interest, and gains on investments held. The company's sectoral allocations to equity investments include Consumer Discretionary, Consumer Staples, Financials, Industrials, Materials, Real estate, Technology, Energy, Healthcare, and Communication Services.
70GF Score
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