Anand Rathi WealthBOM:543415 +2.46%89 ROE % is 65.21% as of Jun. 2026, which is 54% above its 10-year median of 42.40. GuruFocus rates BOM:543415 with a GF Score™ of 89/100 and a GF Value™ of ₹1,553.91 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,612 Asset Management companies, Anand Rathi Wealth ranks better than 97.02% on this metric.
The historical rank and industry rank for Anand Rathi Wealth's ROE % or its related term are showing as below:
BOM:543415'
s ROE % Range Over the Past 10 Years
Min: 20.89 Med: 42.4 Max: 56.24
Current: 56.24
During the past 8 years, Anand Rathi Wealth's highest ROE % was 56.24%. The lowest was 20.89%. And the median was 42.40%.
BOM:543415's ROE % is ranked better than 97.02% of 1612
companies
in the Asset Management industry
Industry Median: 6.64
vs BOM:543415: 56.24
Anand Rathi Wealth (BOM:543415) 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 (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (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.
Anand Rathi Wealth ROE % Related Terms
Anand Rathi Wealth ROE % Historical Data
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The historical data trend for Anand Rathi Wealth'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.
For the Asset Management subindustry, Anand Rathi Wealth'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.
Anand Rathi Wealth ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Anand Rathi Wealth's ROE % distribution charts can be found below:
* The bar in red indicates where Anand Rathi Wealth'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 (Jun. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Anand Rathi Wealth (BOM:543415) has a ROE % of 65.21% 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 Anand Rathi Wealth and its competitors. This is 54% above median its historical median of 42.40. Over the past decade, Anand Rathi Wealth's ROE % has ranged from 20.89 to 56.24. According to the industry distribution chart, Anand Rathi Wealth ranks #48 out of 1612 companies in the Asset Management industry, placing it in the top 3%.
Is Anand Rathi Wealth's ROE % too high?
Anand Rathi Wealth's current ROE % of 65.21% is 54% above median its 10-year median of 42.40. Over the past 10 years, this metric has ranged from a low of 20.89 to a high of 56.24. The Asset Management industry median ROE % is 6.64. Anand Rathi Wealth's value of 65.21% is 882.1% above this industry median. Based on the distribution chart, Anand Rathi Wealth ranks #48 out of 1612 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Anand Rathi Wealth has a GF Score™ of 89/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Anand Rathi Wealth's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Anand Rathi Wealth ranks #48 out of 1612 companies for ROE %. This places Anand Rathi Wealth in the top 3% of its industry — outperforming the majority of peers. The industry median ROE % is 6.64. Anand Rathi Wealth's value of 65.21% is 882.1% above this benchmark. Historically, Anand Rathi Wealth's own ROE % has ranged from 20.89 to 56.24 over the past decade. While the company's 10-year median is 42.40 vs. the industry median of 6.64, Anand Rathi Wealth 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 6.64, based on 1,612 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. Anand Rathi Wealth's current ROE % of 65.21% is 882.1% 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 Anand Rathi Wealth and its competitors. For the Asset Management industry, the median ROE % is 6.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Anand Rathi Wealth's current ROE % is 65.21%, which is 54% above median its own 10-year median of 42.40. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Anand Rathi Wealth stock overvalued right now?
Based on GuruFocus' analysis, Anand Rathi Wealth (BOM:543415) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹1,553.91, compared to a current price of ₹2,150.35 — trading 38.4% above its estimated fair value. The current ROE % is 65.21%, which is 54% above median its 10-year median of 42.40 and 882.1% above the Asset Management industry median of 6.64. Anand Rathi Wealth's overall GF Score™ is 89/100 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 Anand Rathi Wealth (BOM:543415), the current ROE % is 65.21% 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 Anand Rathi Wealth (BOM:543415) Overvalued in 2026?
Based on GuruFocus' analysis, Anand Rathi Wealth stock appears to be overvalued.
The current stock price of ₹2,150.35 is trading 38.4% above its estimated GF Value™ of ₹1,553.91.
GuruFocus considers Anand Rathi Wealth to be Significantly Overvalued.
Key valuation signals for BOM:543415:
ROE %: 65.21% (54% above median its 10-year median of 42.40)
GF Value™: ₹1,553.91 vs. price of ₹2,150.35 (38.4% above fair value)
Industry Position: 882.1% above the Asset Management median (#48 of 1612)
No single metric tells the full story. See the BOM:543415 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Anand Rathi Wealth Ltd is a non-bank wealth solutions firm. The company focuses on High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) families, offering straightforward solutions aimed at optimizing and enhancing their wealth through a wide product portfolio of wealth solutions, financial product distributions, and technology solutions. The company operates only in one business segment, i.e., Services for the distribution and sale of financial products within India.
89GF Score
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