Tata InvestmentNSE:TATAINVEST -0.04%83 ROA % is 0.78% as of Mar. 2026, which is 41% below its 10-year median of 1.32. GuruFocus rates NSE:TATAINVEST with a GF Score™ of 83/100 and a GF Value™ of ₹785.48 (Modestly Undervalued). Among 1,635 Asset Management companies, Tata Investment ranks worse than 66.06% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Tata Investment's annualizedNet Income for the quarter that ended in Mar. 2026 was ₹2,553 Mil.
Tata Investment's average Total Assets over the quarter that ended in Mar. 2026 was ₹326,521 Mil. Therefore, Tata Investment's annualized ROA % for the quarter that ended in Mar. 2026 was 0.78%.
The historical rank and industry rank for Tata Investment's ROA % or its related term are showing as below:
NSE:TATAINVEST'
s ROA % Range Over the Past 10 Years
Min: 0.92 Med: 1.32 Max: 3.82
Current: 1.26
During the past 13 years, Tata Investment's highest ROA % was 3.82%. The lowest was 0.92%. And the median was 1.32%.
NSE:TATAINVEST's ROA % is ranked worse than 66.06% of 1635
companies
in the Asset Management industry
Industry Median: 4.02
vs NSE:TATAINVEST: 1.26
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.
Tata Investment ROA % Related Terms
Tata Investment ROA % Historical Data
* Premium members only.
The historical data trend for Tata Investment's ROA % 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.
For the Asset Management subindustry, Tata 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.
Tata Investment ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Tata Investment's ROA % distribution charts can be found below:
* The bar in red indicates where Tata 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.
Tata Investment (NSE:TATAINVEST) has a ROA % of 0.78% 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 Tata Investment and its competitors. This is 41% below median its historical median of 1.32. Over the past decade, Tata Investment's ROA % has ranged from 0.92 to 3.82. According to the industry distribution chart, Tata Investment ranks #1080 out of 1635 companies in the Asset Management industry, placing it in the top 66.1%.
Is Tata Investment's ROA % too high?
Tata Investment's current ROA % of 0.78% is 41% below median its 10-year median of 1.32. Over the past 10 years, this metric has ranged from a low of 0.92 to a high of 3.82. The Asset Management industry median ROA % is 4.02. Tata Investment's value of 0.78% is 80.6% below this industry median. Based on the distribution chart, Tata Investment ranks #1080 out of 1635 companies in the Asset Management industry, which is below the industry midpoint. Overall, Tata Investment has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tata Investment's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tata Investment ranks #1080 out of 1635 companies for ROA %. This places Tata Investment in the lower half of its industry. The industry median ROA % is 4.02. Tata Investment's value of 0.78% is 80.6% below this benchmark. Historically, Tata Investment's own ROA % has ranged from 0.92 to 3.82 over the past decade. While the company's 10-year median is 1.32 vs. the industry median of 4.02, Tata Investment has consistently been below 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 4.02, based on 1,635 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. Tata Investment's current ROA % of 0.78% is 80.6% below 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 Tata Investment and its competitors. For the Asset Management industry, the median ROA % is 4.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tata Investment's current ROA % is 0.78%, which is 41% below median its own 10-year median of 1.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tata Investment stock overvalued right now?
Based on GuruFocus' analysis, Tata Investment (NSE:TATAINVEST) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹785.48, compared to a current price of ₹667.30 — trading 15% below its estimated fair value. The current ROA % is 0.78%, which is 41% below median its 10-year median of 1.32 and 80.6% below the Asset Management industry median of 4.02. Tata Investment's overall GF Score™ is 83/100. 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 Tata Investment (NSE:TATAINVEST), the current ROA % is 0.78% 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 Tata Investment (NSE:TATAINVEST) Overvalued in 2026?
Based on GuruFocus' analysis, Tata Investment stock appears to be undervalued.
The current stock price of ₹667.30 is trading 15% below its estimated GF Value™ of ₹785.48.
GuruFocus considers Tata Investment to be Modestly Undervalued.
Key valuation signals for NSE:TATAINVEST:
ROA %: 0.78% (41% below median its 10-year median of 1.32)
GF Value™: ₹785.48 vs. price of ₹667.30 (15% below fair value)
Industry Position: 80.6% below the Asset Management median (#1080 of 1635)
No single metric tells the full story. See the NSE:TATAINVEST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tata Investment Corp Ltd is a non-banking financial company engaged in the business of investing in companies, including group companies. The Company undertakes long-term investments in equity shares, equity-related securities, quoted and unquoted securities, units of mutual funds, bonds, and venture capital funds. It is a Middle Layer Non-Deposit Taking NBFC registered with the Reserve Bank of India under the Investment and Credit Company category and operates as a long-term investment company. The Company holds a diversified portfolio of quoted and unquoted securities, including Tata Companies. Its primary sources of income consist of dividend income and interest income.
83GF Score
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