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Swastika InvestsmartBOM:530585 +10.00%55 ROE % is 8.51% as of Mar. 2026, which is 51% below its 10-year median of 17.43. GuruFocus rates BOM:530585 with a GF Score™ of 55/100 and a GF Value™ of ₹68.31 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 794 Capital Markets companies, Swastika Investsmart ranks better than 64.48% on this metric.
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.
* 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, Swastika Investsmart'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.
Swastika Investsmart ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Swastika Investsmart's ROE % distribution charts can be found below:
* The bar in red indicates where Swastika Investsmart'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.
Swastika Investsmart (BOM:530585) has a ROE % of 8.51% 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 Swastika Investsmart and its competitors. This is 51% below median its historical median of 17.43. Over the past decade, Swastika Investsmart's ROE % has ranged from 2.52 to 34.36. According to the industry distribution chart, Swastika Investsmart ranks #282 out of 794 companies in the Capital Markets industry, placing it in the top 35.5%.
Is Swastika Investsmart's ROE % too high?
Swastika Investsmart's current ROE % of 8.51% is 51% below median its 10-year median of 17.43. Over the past 10 years, this metric has ranged from a low of 2.52 to a high of 34.36. The Capital Markets industry median ROE % is 6.02. Swastika Investsmart's value of 8.51% is 41.4% above this industry median. Based on the distribution chart, Swastika Investsmart ranks #282 out of 794 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Swastika Investsmart has a GF Score™ of 55/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swastika Investsmart's ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Swastika Investsmart ranks #282 out of 794 companies for ROE %. This puts Swastika Investsmart in the upper half of its industry. The industry median ROE % is 6.02. Swastika Investsmart's value of 8.51% is 41.4% above this benchmark. Historically, Swastika Investsmart's own ROE % has ranged from 2.52 to 34.36 over the past decade. While the company's 10-year median is 17.43 vs. the industry median of 6.02, Swastika Investsmart 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 a Capital Markets company?
The median ROE % among Capital Markets companies is 6.02, based on 794 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. Swastika Investsmart's current ROE % of 8.51% is 41.4% 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 Swastika Investsmart and its competitors. For the Capital Markets industry, the median ROE % is 6.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swastika Investsmart's current ROE % is 8.51%, which is 51% below median its own 10-year median of 17.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swastika Investsmart stock overvalued right now?
Based on GuruFocus' analysis, Swastika Investsmart (BOM:530585) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹68.31, compared to a current price of ₹106.49 — trading 55.9% above its estimated fair value. The current ROE % is 8.51%, which is 51% below median its 10-year median of 17.43 and 41.4% above the Capital Markets industry median of 6.02. Swastika Investsmart's overall GF Score™ is 55/100 with 9 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 Swastika Investsmart (BOM:530585), the current ROE % is 8.51% 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 Swastika Investsmart (BOM:530585) Overvalued in 2026?
Based on GuruFocus' analysis, Swastika Investsmart stock appears to be overvalued.
The current stock price of ₹106.49 is trading 55.9% above its estimated GF Value™ of ₹68.31.
GuruFocus considers Swastika Investsmart to be Significantly Overvalued.
Key valuation signals for BOM:530585:
ROE %: 8.51% (51% below median its 10-year median of 17.43)
GF Value™: ₹68.31 vs. price of ₹106.49 (55.9% above fair value)
Industry Position: 41.4% above the Capital Markets median (#282 of 794)
No single metric tells the full story. See the BOM:530585 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swastika Investsmart Ltd is a fintech company. The company offers services like Stock broking, Algo trading, in-house Research Facility, Mutual Funds, Investment Banking, insurance broking and Loan facilities to clients. The company's operating segment include Stock Broking and Merchant Banking. The company generates maximum of its revenue from the Broking and Related Activities segment.
55GF Score
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