ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Wealth First Portfolio Managers's annualizedNet Income for the quarter that ended in Mar. 2026 was ₹420.8 Mil.
Wealth First Portfolio Managers's average Total Assets over the quarter that ended in Mar. 2026 was ₹1,799.4 Mil. Therefore, Wealth First Portfolio Managers's annualized ROA % for the quarter that ended in Mar. 2026 was 23.38%.
NSE:WEALTH'
s ROA % Range Over the Past 10 Years
Min: 3.22 Med: 23.26 Max: 41.61
Current: 24.36
During the past 12 years, Wealth First Portfolio Managers's highest ROA % was 41.61%. The lowest was 3.22%. And the median was 23.26%.
NSE:WEALTH's ROA % is ranked better than 97.31% of 819
companies
in the Capital Markets industry
Industry Median: 1.5
vs NSE:WEALTH: 24.36
Wealth First Portfolio Managers (NSE:WEALTH) 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.
Wealth First Portfolio Managers ROA % Related Terms
Wealth First Portfolio Managers 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, Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's ROA % distribution charts can be found below:
* The bar in red indicates where Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers (NSE:WEALTH) has a ROA % of 23.38% 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 Wealth First Portfolio Managers and its competitors. This is near median its historical median of 23.26. Over the past decade, Wealth First Portfolio Managers' ROA % has ranged from 3.22 to 41.61. According to the industry distribution chart, Wealth First Portfolio Managers ranks #22 out of 819 companies in the Capital Markets industry, placing it in the top 2.7%.
Is Wealth First Portfolio Managers' ROA % too high?
Wealth First Portfolio Managers' current ROA % of 23.38% is near median its 10-year median of 23.26. Over the past 10 years, this metric has ranged from a low of 3.22 to a high of 41.61. The Capital Markets industry median ROA % is 1.50. Wealth First Portfolio Managers' value of 23.38% is 1458.7% above this industry median. Based on the distribution chart, Wealth First Portfolio Managers ranks #22 out of 819 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Wealth First Portfolio Managers has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Wealth First Portfolio Managers ranks #22 out of 819 companies for ROA %. This places Wealth First Portfolio Managers in the top 3% of its industry — outperforming the majority of peers. The industry median ROA % is 1.50. Wealth First Portfolio Managers' value of 23.38% is 1458.7% above this benchmark. Historically, Wealth First Portfolio Managers' own ROA % has ranged from 3.22 to 41.61 over the past decade. While the company's 10-year median is 23.26 vs. the industry median of 1.50, Wealth First Portfolio Managers 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 819 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. Wealth First Portfolio Managers's current ROA % of 23.38% is 1458.7% 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 Wealth First Portfolio Managers 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. Wealth First Portfolio Managers's current ROA % is 23.38%, which is near median its own 10-year median of 23.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth First Portfolio Managers stock overvalued right now?
Based on GuruFocus' analysis, Wealth First Portfolio Managers (NSE:WEALTH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹130.36, compared to a current price of ₹992.40 — trading 661.3% above its estimated fair value. The current ROA % is 23.38%, which is near median its 10-year median of 23.26 and 1458.7% above the Capital Markets industry median of 1.50. Wealth First Portfolio Managers' overall GF Score™ is 61/100 with 3 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 Wealth First Portfolio Managers (NSE:WEALTH), the current ROA % is 23.38% 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 Wealth First Portfolio Managers (NSE:WEALTH) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth First Portfolio Managers stock appears to be overvalued.
The current stock price of ₹992.40 is trading 661.3% above its estimated GF Value™ of ₹130.36.
GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.
Key valuation signals for NSE:WEALTH:
ROA %: 23.38% (near median its 10-year median of 23.26)
GF Value™: ₹130.36 vs. price of ₹992.40 (661.3% above fair value)
Industry Position: 1458.7% above the Capital Markets median (#22 of 819)
No single metric tells the full story. See the NSE:WEALTH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth First Portfolio Managers Business Description
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.
61GF Score
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