Edelweiss Financial Services (BOM:532922) ROE %: 7.58% (As of Mar. 2026) — Near Median

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BOM:532922 Edelweiss Financial Services Ltd BOM:532922
67 GF Score
Price ₹117.60
GF Value ₹129.95
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Edelweiss Financial Services ROE %?

Edelweiss Financial Services BOM:532922 +0.34% 67 ROE % is 7.58% as of Mar. 2026, which is 5% below its 10-year median of 8.00. GuruFocus rates BOM:532922 with a GF Score™ of 67/100 and a GF Value™ of ₹129.95 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 481 Diversified Financial Services companies, Edelweiss Financial Services ranks better than 91.27% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Edelweiss Financial Services's annualized net income for the quarter that ended in Mar. 2026 was ₹3,504 Mil. Edelweiss Financial Services's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was ₹46,231 Mil. Therefore, Edelweiss Financial Services's annualized ROE % for the quarter that ended in Mar. 2026 was 7.58%.

The historical rank and industry rank for Edelweiss Financial Services's ROE % or its related term are showing as below:

BOM:532922' s ROE % Range Over the Past 10 Years
Min: -29.63   Med: 8   Max: 15.4
Current: 12.18

During the past 13 years, Edelweiss Financial Services's highest ROE % was 15.40%. The lowest was -29.63%. And the median was 8.00%.

BOM:532922's ROE % is ranked better than
91.27% of 481 companies
in the Diversified Financial Services industry
Industry Median: 1.64 vs BOM:532922: 12.18

Edelweiss Financial Services  (BOM:532922) 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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=3504/46231.2
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(3504 / 56393.2)*(56393.2 / 437414.5)*(437414.5 / 46231.2)
=Net Margin %*Asset Turnover*Equity Multiplier
=6.21 %*0.1289*9.4615
=ROA %*Equity Multiplier
=0.8 %*9.4615
=7.58 %

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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=3504/46231.2
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (3504 / -1160.8) * (-1160.8 / 56393.2) * (56393.2 / 437414.5) * (437414.5 / 46231.2)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= -3.0186 * -2.06 % * 0.1289 * 9.4615
=7.58 %

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.


Edelweiss Financial Services ROE % Related Terms


Edelweiss Financial Services ROE % Historical Data

* Premium members only.

The historical data trend for Edelweiss Financial 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.

Edelweiss Financial Services ROE % Chart

Edelweiss Financial 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 2.88 5.18 7.31 8.68 12.08

Edelweiss Financial Services Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 9.52 6.04 11.63 23.89 7.58

BOM:532922 vs FRHC, VOYA: ROE % Comparison

For the Financial Conglomerates subindustry, Edelweiss Financial 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.


Edelweiss Financial Services ROE % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Edelweiss Financial Services's ROE % distribution charts can be found below:

* The bar in red indicates where Edelweiss Financial Services's ROE % falls into.


BOM:532922
67GF Score
Edelweiss Financial Services Ltd BOM:532922
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Edelweiss Financial Services ROE % Calculation

Edelweiss Financial 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 )
=5466.3/( (44247.31+46231.2)/ 2 )
=5466.3/45239.255
=12.08 %

Edelweiss Financial Services's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=3504/( (0+46231.2)/ 1 )
=3504/46231.2
=7.58 %

* 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.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 7.58% mean?
Edelweiss Financial Services (BOM:532922) has a ROE % of 7.58% 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 Edelweiss Financial Services and its competitors. This is near median its historical median of 8.00. According to the industry distribution chart, Edelweiss Financial Services ranks #42 out of 481 companies in the Diversified Financial Services industry, placing it in the top 8.7%.
Is Edelweiss Financial Services' ROE % too high?
Edelweiss Financial Services' current ROE % of 7.58% is near median its 10-year median of 8.00. The Diversified Financial Services industry median ROE % is 1.64. Edelweiss Financial Services' value of 7.58% is 362.2% above this industry median. Based on the distribution chart, Edelweiss Financial Services ranks #42 out of 481 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Edelweiss Financial Services has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Edelweiss Financial Services' ROE % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, Edelweiss Financial Services ranks #42 out of 481 companies for ROE %. This places Edelweiss Financial Services in the top 9% of its industry — outperforming the majority of peers. The industry median ROE % is 1.64. Edelweiss Financial Services' value of 7.58% is 362.2% above this benchmark. While the company's 10-year median is 8.00 vs. the industry median of 1.64, Edelweiss Financial Services 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 Diversified Financial Services company?
The median ROE % among Diversified Financial Services companies is 1.64, based on 481 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. Edelweiss Financial Services's current ROE % of 7.58% is 362.2% 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 Edelweiss Financial Services and its competitors. For the Diversified Financial Services industry, the median ROE % is 1.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Edelweiss Financial Services's current ROE % is 7.58%, which is near median its own 10-year median of 8.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edelweiss Financial Services stock overvalued right now?
Based on GuruFocus' analysis, Edelweiss Financial Services (BOM:532922) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹129.95, compared to a current price of ₹117.60 — trading 9.5% below its estimated fair value. The current ROE % is 7.58%, which is near median its 10-year median of 8.00 and 362.2% above the Diversified Financial Services industry median of 1.64. Edelweiss Financial Services' overall GF Score™ is 67/100 with 5 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 Edelweiss Financial Services (BOM:532922), the current ROE % is 7.58% 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 Edelweiss Financial Services (BOM:532922) Overvalued in 2026?

Based on GuruFocus' analysis, Edelweiss Financial Services stock appears to be undervalued. The current stock price of ₹117.60 is trading 9.5% below its estimated GF Value™ of ₹129.95. GuruFocus considers Edelweiss Financial Services to be Modestly Undervalued.

Key valuation signals for BOM:532922:

  • ROE %: 7.58% (near median its 10-year median of 8.00)
  • GF Value™: ₹129.95 vs. price of ₹117.60 (9.5% below fair value)
  • GF Score™: 67/100 with 5 warning signs
  • Industry Position: 362.2% above the Diversified Financial Services median (#42 of 481)

No single metric tells the full story. See the BOM:532922 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Edelweiss Financial Services Business Description

Other Exchanges EDELWEISS:India
Address Edelweiss House, Off. C.S.T. Road, Kalina, Mumbai, MH, IND, 400098
Edelweiss Financial Services Ltd is mainly involved in providing investment banking services and holding company activities. The company's businesses are divided into Alternatives business, Capital business, Insurance business, Asset reconstruction business, Mutual fund business and Other business. Alternatives business includes advisory and other fee based business; Capital business, that derives maximum revenue, represents lending business and investment activities; Asset reconstruction business represents purchase and resolution of distress assets; Insurance business represents life insurance business and general insurance business. Mutual fund business represents income from asset management activities and Other business which includes custodian and CSR.
67GF Score

Get the complete analysis for BOM:532922

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

₹117.60
Price
₹129.95
GF Value