Dynamic Portfolio Management & Services (BOM:530779) ROE %: 1.31% (As of Jun. 2026) — 26% Above Median

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BOM:530779 Dynamic Portfolio Management & Services Ltd BOM:530779
49 GF Score
Price ₹14.96
GF Value ₹28.73
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Dynamic Portfolio Management & Services ROE %?

Dynamic Portfolio Management & Services BOM:530779 49 ROE % is 1.31% as of Jun. 2026, which is 26% above its 10-year median of 1.04. GuruFocus rates BOM:530779 with a GF Score™ of 49/100 and a GF Value™ of ₹28.73 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 536 Credit Services companies, Dynamic Portfolio Management & Services ranks worse than 58.77% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Dynamic Portfolio Management & Services's annualized net income for the quarter that ended in Jun. 2026 was ₹1.65 Mil. Dynamic Portfolio Management & Services's average Total Stockholders Equity over the quarter that ended in Jun. 2026 was ₹125.42 Mil. Therefore, Dynamic Portfolio Management & Services's annualized ROE % for the quarter that ended in Jun. 2026 was 1.31%.

The historical rank and industry rank for Dynamic Portfolio Management & Services's ROE % or its related term are showing as below:

BOM:530779' s ROE % Range Over the Past 10 Years
Min: -5.6   Med: 1.04   Max: 4.5
Current: 4.5

During the past 13 years, Dynamic Portfolio Management & Services's highest ROE % was 4.50%. The lowest was -5.60%. And the median was 1.04%.

BOM:530779's ROE % is ranked worse than
58.77% of 536 companies
in the Credit Services industry
Industry Median: 6.815 vs BOM:530779: 4.50

Dynamic Portfolio Management & Services  (BOM:530779) 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:

ROE %(Q: Jun. 2026 )
=Net Income/Total Stockholders Equity
=1.649/125.4225
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1.649 / 3.807)*(3.807 / 152.269)*(152.269 / 125.4225)
=Net Margin %*Asset Turnover*Equity Multiplier
=43.31 %*0.025*1.214
=ROA %*Equity Multiplier
=1.08 %*1.214
=1.31 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jun. 2026 )
=Net Income/Total Stockholders Equity
=1.649/125.4225
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1.649 / 2.268) * (2.268 / 2.117) * (2.117 / 3.807) * (3.807 / 152.269) * (152.269 / 125.4225)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7271 * 1.0713 * 55.61 % * 0.025 * 1.214
=1.31 %

Note: The net income data used here is one times the annual (Jun. 2026) net income data. The Revenue data used here is one times the annual (Jun. 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.


Dynamic Portfolio Management & Services ROE % Related Terms


Dynamic Portfolio Management & Services ROE % Historical Data

* Premium members only.

The historical data trend for Dynamic Portfolio Management & Services's ROE % 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.

Dynamic Portfolio Management & Services ROE % Chart

Dynamic Portfolio Management & Services Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.04 -5.60 0.09 1.04 4.12

Dynamic Portfolio Management & Services Semi-Annual Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROE % 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 0.97 0.14 0.03 2.98 1.31

BOM:530779 vs V, MA, AXP: ROE % Comparison

For the Credit Services subindustry, Dynamic Portfolio Management & Services'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.


Dynamic Portfolio Management & Services ROE % vs Credit Services Industry

For the Credit Services industry and Financial Services sector, Dynamic Portfolio Management & Services's ROE % distribution charts can be found below:

* The bar in red indicates where Dynamic Portfolio Management & Services's ROE % falls into.


BOM:530779
49GF Score
Dynamic Portfolio Management & Services Ltd BOM:530779
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Dynamic Portfolio Management & Services ROE % Calculation

Dynamic Portfolio Management & Services's annualized ROE % for the fiscal year that ended in Mar. 2026 is calculated as

ROE %=Net Income (A: Mar. 2026 )/( (Total Stockholders Equity (A: Mar. 2025 )+Total Stockholders Equity (A: Mar. 2026 ))/ count )
=5.033/( (119.565+124.598)/ 2 )
=5.033/122.0815
=4.12 %

Dynamic Portfolio Management & Services's annualized ROE % for the quarter that ended in Jun. 2026 is calculated as

ROE %=Net Income (Q: Jun. 2026 )/( (Total Stockholders Equity (Q: Mar. 2026 )+Total Stockholders Equity (Q: Jun. 2026 ))/ count )
=1.649/( (124.598+126.247)/ 2 )
=1.649/125.4225
=1.31 %

* 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 one times the annual (Jun. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 1.31% mean?
Dynamic Portfolio Management & Services (BOM:530779) has a ROE % of 1.31% as of Jun. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Dynamic Portfolio Management & Services and its competitors. This is 26% above median its historical median of 1.04. According to the industry distribution chart, Dynamic Portfolio Management & Services ranks #315 out of 536 companies in the Credit Services industry, placing it in the top 58.8%.
Is Dynamic Portfolio Management & Services' ROE % too high?
Dynamic Portfolio Management & Services' current ROE % of 1.31% is 26% above median its 10-year median of 1.04. The Credit Services industry median ROE % is 6.82. Dynamic Portfolio Management & Services' value of 1.31% is 80.8% below this industry median. Based on the distribution chart, Dynamic Portfolio Management & Services ranks #315 out of 536 companies in the Credit Services industry, which is below the industry midpoint. Overall, Dynamic Portfolio Management & Services has a GF Score™ of 49/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Dynamic Portfolio Management & Services' ROE % compare to V and MA?
According to the Credit Services industry distribution chart, Dynamic Portfolio Management & Services ranks #315 out of 536 companies for ROE %. This places Dynamic Portfolio Management & Services in the lower half of its industry. The industry median ROE % is 6.82. Dynamic Portfolio Management & Services' value of 1.31% is 80.8% below this benchmark. While the company's 10-year median is 1.04 vs. the industry median of 6.82, Dynamic Portfolio Management & Services has consistently been below 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 Credit Services company?
The median ROE % among Credit Services companies is 6.82, based on 536 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. Dynamic Portfolio Management & Services's current ROE % of 1.31% is 80.8% below 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 Dynamic Portfolio Management & Services and its competitors. For the Credit Services industry, the median ROE % is 6.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Dynamic Portfolio Management & Services's current ROE % is 1.31%, which is 26% above median its own 10-year median of 1.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dynamic Portfolio Management & Services stock overvalued right now?
Based on GuruFocus' analysis, Dynamic Portfolio Management & Services (BOM:530779) is currently considered Significantly Undervalued. The stock's GF Value™ is ₹28.73, compared to a current price of ₹14.96 — trading 47.9% below its estimated fair value. The current ROE % is 1.31%, which is 26% above median its 10-year median of 1.04 and 80.8% below the Credit Services industry median of 6.82. Dynamic Portfolio Management & Services' overall GF Score™ is 49/100 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 Dynamic Portfolio Management & Services (BOM:530779), the current ROE % is 1.31% as of Jun. 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 Dynamic Portfolio Management & Services (BOM:530779) Overvalued in 2026?

Based on GuruFocus' analysis, Dynamic Portfolio Management & Services stock appears to be undervalued. The current stock price of ₹14.96 is trading 47.9% below its estimated GF Value™ of ₹28.73. GuruFocus considers Dynamic Portfolio Management & Services to be Significantly Undervalued.

Key valuation signals for BOM:530779:

  • ROE %: 1.31% (26% above median its 10-year median of 1.04)
  • GF Value™: ₹28.73 vs. price of ₹14.96 (47.9% below fair value)
  • GF Score™: 49/100 with 2 warning signs
  • Industry Position: 80.8% below the Credit Services median (#315 of 536)

No single metric tells the full story. See the BOM:530779 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Dynamic Portfolio Management & Services Business Description

Address 1403, Vikram Tower 16, Rajendra Place, New Delhi, IND, 110008
Dynamic Portfolio Management & Services Ltd is an India-based non-banking finance company. The company invests in the capital market and is involved in non-banking financial activities. It also provides loan syndication to high-net-worth clients. The firm generates the majority of its revenue from interest services.
49GF Score

Get the complete analysis for BOM:530779

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

₹14.96
Price
₹28.73
GF Value