Wealth First Portfolio Managers (NSE:WEALTH) ROCE %: 32.26% (As of Mar. 2026)


NSE:WEALTH Wealth First Portfolio Managers Ltd NSE:WEALTH
63 GF Score
Price ₹984.55
GF Value ₹130.58
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Wealth First Portfolio Managers ROCE %?

Wealth First Portfolio Managers NSE:WEALTH +2.33% 63 ROCE % is 32.26% as of Mar. 2026. GuruFocus rates NSE:WEALTH with a GF Score™ of 63/100 and a GF Value™ of ₹130.58 (Significantly Overvalued). The stock has 3 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Wealth First Portfolio Managers's annualized ROCE % for the quarter that ended in Mar. 2026 was 32.26%.


Wealth First Portfolio Managers  (NSE:WEALTH) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.


Wealth First Portfolio Managers ROCE % Related Terms


Wealth First Portfolio Managers ROCE % Historical Data

* Premium members only.

The historical data trend for Wealth First Portfolio Managers's ROCE % 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.

Wealth First Portfolio Managers ROCE % Chart

Wealth First Portfolio Managers Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 43.74 26.02 56.48 36.45 34.49

Wealth First Portfolio Managers Quarterly Data
Sep20 Mar21 Sep21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROCE % 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 -16.62 66.54 40.34 3.14 32.26
NSE:WEALTH
63GF Score
Wealth First Portfolio Managers Ltd NSE:WEALTH
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Wealth First Portfolio Managers ROCE % Calculation

Wealth First Portfolio Managers's annualized ROCE % for the fiscal year that ended in Mar. 2026 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=517.201/( ( (1361.951 - 70.148) + (1799.368 - 91.702) )/ 2 )
=517.201/( (1291.803+1707.666)/ 2 )
=517.201/1499.7345
=34.49 %

Wealth First Portfolio Managers's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=550.976/( ( (0 - 0) + (1799.368 - 91.702) )/ 1 )
=550.976/( ( 0 + 1707.666 )/ 1 )
=550.976/1707.666
=32.26 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 32.26% mean?
Wealth First Portfolio Managers (NSE:WEALTH) has a ROCE % of 32.26% as of Mar. 2026.
Is Wealth First Portfolio Managers' ROCE % too high?
Wealth First Portfolio Managers' current ROCE % is 32.26%. The Capital Markets industry median ROCE % is 5.67. Wealth First Portfolio Managers' value of 32.26% is 469% above this industry median. Overall, Wealth First Portfolio Managers has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' ROCE % compare to MS and GS?
Wealth First Portfolio Managers' ROCE % of 32.26% can be compared against companies in the Capital Markets industry. The industry median ROCE % is 5.67. Wealth First Portfolio Managers' value of 32.26% is 469% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Capital Markets company?
The median ROCE % among Capital Markets companies is 5.67, based on 692 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Wealth First Portfolio Managers's current ROCE % of 32.26% is 469% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Capital Markets industry, the median ROCE % is 5.67 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wealth First Portfolio Managers's current ROCE % is 32.26%. 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 ₹130.58, compared to a current price of ₹984.55 — trading 654% above its estimated fair value. The current ROCE % is 32.26% and 469% above the Capital Markets industry median of 5.67. Wealth First Portfolio Managers' overall GF Score™ is 63/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Wealth First Portfolio Managers (NSE:WEALTH), the current ROCE % is 32.26% 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 ₹984.55 is trading 654% above its estimated GF Value™ of ₹130.58. GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.

Key valuation signals for NSE:WEALTH:

  • ROCE %: 32.26%
  • GF Value™: ₹130.58 vs. price of ₹984.55 (654% above fair value)
  • GF Score™: 63/100 with 3 warning signs
  • Industry Position: 469% above the Capital Markets median

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

Other Exchanges 544536:India
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.
63GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹984.55
Price
₹130.58
GF Value