ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. The Investment Trust Of India's annualizedNet Income for the quarter that ended in Mar. 2026 was ₹246 Mil.
The Investment Trust Of India's average Total Assets over the quarter that ended in Mar. 2026 was ₹9,981 Mil. Therefore, The Investment Trust Of India's annualized ROA % for the quarter that ended in Mar. 2026 was 2.46%.
The historical rank and industry rank for The Investment Trust Of India's ROA % or its related term are showing as below:
NSE:THEINVEST'
s ROA % Range Over the Past 10 Years
Min: -0.38 Med: 1.91 Max: 5.69
Current: 2.22
During the past 13 years, The Investment Trust Of India's highest ROA % was 5.69%. The lowest was -0.38%. And the median was 1.91%.
NSE:THEINVEST's ROA % is ranked better than 58.68% of 818
companies
in the Capital Markets industry
Industry Median: 1.495
vs NSE:THEINVEST: 2.22
The Investment Trust Of India (NSE:THEINVEST) 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.
The Investment Trust Of India ROA % Related Terms
The Investment Trust Of India 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 Capital Markets subindustry, The Investment Trust Of India'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.
The Investment Trust Of India ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, The Investment Trust Of India's ROA % distribution charts can be found below:
* The bar in red indicates where The Investment Trust Of India'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.
The Investment Trust Of India (NSE:THEINVEST) has a ROA % of 2.46% 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 The Investment Trust Of India and its competitors. This is 29% above median its historical median of 1.91. According to the industry distribution chart, The Investment Trust Of India ranks #338 out of 818 companies in the Capital Markets industry, placing it in the top 41.3%.
Is The Investment Trust Of India's ROA % too high?
The Investment Trust Of India's current ROA % of 2.46% is 29% above median its 10-year median of 1.91. The Capital Markets industry median ROA % is 1.50. The Investment Trust Of India's value of 2.46% is 64.5% above this industry median. Based on the distribution chart, The Investment Trust Of India ranks #338 out of 818 companies in the Capital Markets industry, which is above the industry midpoint. Overall, The Investment Trust Of India has a GF Score™ of 76/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Investment Trust Of India's ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, The Investment Trust Of India ranks #338 out of 818 companies for ROA %. This puts The Investment Trust Of India in the upper half of its industry. The industry median ROA % is 1.50. The Investment Trust Of India's value of 2.46% is 64.5% above this benchmark. While the company's 10-year median is 1.91 vs. the industry median of 1.50, The Investment Trust Of India 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 a Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 818 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. The Investment Trust Of India's current ROA % of 2.46% is 64.5% 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 The Investment Trust Of India and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Investment Trust Of India's current ROA % is 2.46%, which is 29% above median its own 10-year median of 1.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Investment Trust Of India stock overvalued right now?
Based on GuruFocus' analysis, The Investment Trust Of India (NSE:THEINVEST) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹119.29, compared to a current price of ₹98.69 — trading 17.3% below its estimated fair value. The current ROA % is 2.46%, which is 29% above median its 10-year median of 1.91 and 64.5% above the Capital Markets industry median of 1.50. The Investment Trust Of India's overall GF Score™ is 76/100 with 5 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 The Investment Trust Of India (NSE:THEINVEST), the current ROA % is 2.46% 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 The Investment Trust Of India (NSE:THEINVEST) Overvalued in 2026?
Based on GuruFocus' analysis, The Investment Trust Of India stock appears to be undervalued.
The current stock price of ₹98.69 is trading 17.3% below its estimated GF Value™ of ₹119.29.
GuruFocus considers The Investment Trust Of India to be Modestly Undervalued.
Key valuation signals for NSE:THEINVEST:
ROA %: 2.46% (29% above median its 10-year median of 1.91)
GF Value™: ₹119.29 vs. price of ₹98.69 (17.3% below fair value)
Industry Position: 64.5% above the Capital Markets median (#338 of 818)
No single metric tells the full story. See the NSE:THEINVEST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
The Investment Trust Of India Business Description
The Investment Trust Of India Ltd, through its subsidiaries, is in the business of the corporate finance and broking spectrum in India. The company's service portfolio consists of investment banking and corporate finance activities on the capital market side as well as advisory services, broking services in the cash and future and options segments, currency derivatives, and commodities, along with offering depository services, loans, portfolio management services, and other wealth and distribution related products. The firm operates through the segments of Advisory services Investment activities and Trading Activities. The company generates the majority of its revenue from Advisory services and Investment activities.
76GF Score
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