Jackson Investments (BOM:538422) ROE %: 30.24% (As of Mar. 2026) — 20060% Above Median

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BOM:538422 Jackson Investments Ltd BOM:538422
33 GF Score
Price ₹0.40
GF Value ₹0.46
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Jackson Investments ROE %?

Jackson Investments BOM:538422 33 ROE % is 30.24% as of Mar. 2026, which is 20060% above its 10-year median of 0.15. GuruFocus rates BOM:538422 with a GF Score™ of 33/100 and a GF Value™ of ₹0.46 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 793 Capital Markets companies, Jackson Investments ranks better than 56.87% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Jackson Investments's annualized net income for the quarter that ended in Mar. 2026 was ₹85.74 Mil. Jackson Investments's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was ₹283.57 Mil. Therefore, Jackson Investments's annualized ROE % for the quarter that ended in Mar. 2026 was 30.24%.

The historical rank and industry rank for Jackson Investments's ROE % or its related term are showing as below:

BOM:538422' s ROE % Range Over the Past 10 Years
Min: -6.78   Med: 0.15   Max: 8.08
Current: 8.05

During the past 13 years, Jackson Investments's highest ROE % was 8.08%. The lowest was -6.78%. And the median was 0.15%.

BOM:538422's ROE % is ranked better than
56.87% of 793 companies
in the Capital Markets industry
Industry Median: 6.03 vs BOM:538422: 8.05

Jackson Investments  (BOM:538422) 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
=85.74/283.574
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(85.74 / 4.948)*(4.948 / 288.144)*(288.144 / 283.574)
=Net Margin %*Asset Turnover*Equity Multiplier
=1732.82 %*0.0172*1.0161
=ROA %*Equity Multiplier
=29.8 %*1.0161
=30.24 %

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
=85.74/283.574
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (85.74 / 52.404) * (52.404 / -4.6) * (-4.6 / 4.948) * (4.948 / 288.144) * (288.144 / 283.574)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1.6361 * -11.3922 * -92.97 % * 0.0172 * 1.0161
=30.24 %

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.


Jackson Investments ROE % Related Terms


Jackson Investments ROE % Historical Data

* Premium members only.

The historical data trend for Jackson Investments'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.

Jackson Investments ROE % Chart

Jackson Investments 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 0.65 0.97 -6.78 -3.11 8.08

Jackson Investments Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 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 0.74 -14.44 0.56 1.05 30.24

BOM:538422 vs MS, GS, SCHW: ROE % Comparison

For the Capital Markets subindustry, Jackson Investments'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.


Jackson Investments ROE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Jackson Investments's ROE % distribution charts can be found below:

* The bar in red indicates where Jackson Investments's ROE % falls into.


BOM:538422
33GF Score
Jackson Investments Ltd BOM:538422
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Jackson Investments ROE % Calculation

Jackson Investments'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 )
=22.885/( (272.764+293.993)/ 2 )
=22.885/283.3785
=8.08 %

Jackson Investments's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Sep. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=85.74/( (273.155+293.993)/ 2 )
=85.74/283.574
=30.24 %

* 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 30.24% mean?
Jackson Investments (BOM:538422) has a ROE % of 30.24% 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 Jackson Investments and its competitors. This is 20060% above median its historical median of 0.15. According to the industry distribution chart, Jackson Investments ranks #342 out of 793 companies in the Capital Markets industry, placing it in the top 43.1%.
Is Jackson Investments' ROE % too high?
Jackson Investments' current ROE % of 30.24% is 20060% above median its 10-year median of 0.15. The Capital Markets industry median ROE % is 6.03. Jackson Investments' value of 30.24% is 401.5% above this industry median. Based on the distribution chart, Jackson Investments ranks #342 out of 793 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Jackson Investments has a GF Score™ of 33/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jackson Investments' ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Jackson Investments ranks #342 out of 793 companies for ROE %. This puts Jackson Investments in the upper half of its industry. The industry median ROE % is 6.03. Jackson Investments' value of 30.24% is 401.5% above this benchmark. While the company's 10-year median is 0.15 vs. the industry median of 6.03, Jackson Investments 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 6.03, based on 793 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. Jackson Investments's current ROE % of 30.24% is 401.5% 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 Jackson Investments and its competitors. For the Capital Markets industry, the median ROE % is 6.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Investments's current ROE % is 30.24%, which is 20060% above median its own 10-year median of 0.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jackson Investments stock overvalued right now?
Based on GuruFocus' analysis, Jackson Investments (BOM:538422) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹0.46, compared to a current price of ₹0.40 — trading 13% below its estimated fair value. The current ROE % is 30.24%, which is 20060% above median its 10-year median of 0.15 and 401.5% above the Capital Markets industry median of 6.03. Jackson Investments' overall GF Score™ is 33/100 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 Jackson Investments (BOM:538422), the current ROE % is 30.24% 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 Jackson Investments (BOM:538422) Overvalued in 2026?

Based on GuruFocus' analysis, Jackson Investments stock appears to be undervalued. The current stock price of ₹0.40 is trading 13% below its estimated GF Value™ of ₹0.46. GuruFocus considers Jackson Investments to be Modestly Undervalued.

Key valuation signals for BOM:538422:

  • ROE %: 30.24% (20060% above median its 10-year median of 0.15)
  • GF Value™: ₹0.46 vs. price of ₹0.40 (13% below fair value)
  • GF Score™: 33/100 with 2 warning signs
  • Industry Position: 401.5% above the Capital Markets median (#342 of 793)

No single metric tells the full story. See the BOM:538422 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jackson Investments Business Description

Address 7A, Bentinck Street, 3rd Floor, Room No. 310A, Kolkata, WB, IND, 700 001
Jackson Investments Ltd is an India-based company engaged in the business of Investments in Capital Market. The Company also does financing activities and provides finance to both Corporate and HNI categories of Clients. The company is engaged in the single business of trading in shares and securities.
33GF Score

Get the complete analysis for BOM:538422

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

₹0.40
Price
₹0.46
GF Value