The historical rank and industry rank for Bajaj Holdings and Investment's ROE % or its related term are showing as below:
BOM:500490'
s ROE % Range Over the Past 10 Years
Min: 10.14 Med: 11.34 Max: 14.77
Current: 14.19
During the past 13 years, Bajaj Holdings and Investment's highest ROE % was 14.77%. The lowest was 10.14%. And the median was 11.34%.
BOM:500490's ROE % is ranked better than 73.21% of 1609
companies
in the Asset Management industry
Industry Median: 6.52
vs BOM:500490: 14.19
Bajaj Holdings and Investment (BOM:500490) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Bajaj Holdings and Investment ROE % Related Terms
Bajaj Holdings and Investment ROE % 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 ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bajaj Holdings and Investment's ROE % distribution charts can be found below:
* The bar in red indicates where Bajaj Holdings and Investment's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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.
ROE % is displayed in the 30-year financial page.
Bajaj Holdings and Investment (BOM:500490) has a ROE % of 14.08% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Bajaj Holdings and Investment and its competitors. This is 24% above median its historical median of 11.34. Over the past decade, Bajaj Holdings and Investment's ROE % has ranged from 10.14 to 14.77. According to the industry distribution chart, Bajaj Holdings and Investment ranks #431 out of 1609 companies in the Asset Management industry, placing it in the top 26.8%.
Is Bajaj Holdings and Investment's ROE % too high?
Bajaj Holdings and Investment's current ROE % of 14.08% is 24% above median its 10-year median of 11.34. Over the past 10 years, this metric has ranged from a low of 10.14 to a high of 14.77. The Asset Management industry median ROE % is 6.52. Bajaj Holdings and Investment's value of 14.08% is 116% above this industry median. Based on the distribution chart, Bajaj Holdings and Investment ranks #431 out of 1609 companies in the Asset Management industry, which is above the industry midpoint. 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 ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Bajaj Holdings and Investment ranks #431 out of 1609 companies for ROE %. This puts Bajaj Holdings and Investment in the upper half of its industry. The industry median ROE % is 6.52. Bajaj Holdings and Investment's value of 14.08% is 116% above this benchmark. Historically, Bajaj Holdings and Investment's own ROE % has ranged from 10.14 to 14.77 over the past decade. While the company's 10-year median is 11.34 vs. the industry median of 6.52, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Bajaj Holdings and Investment's current ROE % of 14.08% is 116% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Bajaj Holdings and Investment and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bajaj Holdings and Investment's current ROE % is 14.08%, which is 24% above median its own 10-year median of 11.34. 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 ₹14,371.35, compared to a current price of ₹10,867.40 — trading 24.4% below its estimated fair value. The current ROE % is 14.08%, which is 24% above median its 10-year median of 11.34 and 116% above the Asset Management industry median of 6.52. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Bajaj Holdings and Investment (BOM:500490), the current ROE % is 14.08% 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 ₹14,371.35.
GuruFocus considers Bajaj Holdings and Investment to be Modestly Undervalued.
Key valuation signals for BOM:500490:
ROE %: 14.08% (24% above median its 10-year median of 11.34)
GF Value™: ₹14,371.35 vs. price of ₹10,867.40 (24.4% below fair value)
Industry Position: 116% above the Asset Management median (#431 of 1609)
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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