Tata InvestmentNSE:TATAINVEST -0.04%83 ROE % is 0.87% as of Mar. 2026, which is 38% below its 10-year median of 1.41. GuruFocus rates NSE:TATAINVEST with a GF Score™ of 83/100 and a GF Value™ of ₹785.48 (Modestly Undervalued). Among 1,611 Asset Management companies, Tata Investment ranks worse than 69.89% 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.
Tata Investment ROE % Related Terms
Tata Investment ROE % Historical Data
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The historical data trend for Tata Investment'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, Tata Investment'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.
Tata Investment ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Tata Investment's ROE % distribution charts can be found below:
* The bar in red indicates where Tata Investment'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.
Tata Investment (NSE:TATAINVEST) has a ROE % of 0.87% 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 Tata Investment and its competitors. This is 38% below median its historical median of 1.41. Over the past decade, Tata Investment's ROE % has ranged from 1.02 to 4.33. According to the industry distribution chart, Tata Investment ranks #1126 out of 1611 companies in the Asset Management industry, placing it in the top 69.9%.
Is Tata Investment's ROE % too high?
Tata Investment's current ROE % of 0.87% is 38% below median its 10-year median of 1.41. Over the past 10 years, this metric has ranged from a low of 1.02 to a high of 4.33. The Asset Management industry median ROE % is 6.62. Tata Investment's value of 0.87% is 86.9% below this industry median. Based on the distribution chart, Tata Investment ranks #1126 out of 1611 companies in the Asset Management industry, which is below the industry midpoint. Overall, Tata Investment has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tata Investment's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tata Investment ranks #1126 out of 1611 companies for ROE %. This places Tata Investment in the lower half of its industry. The industry median ROE % is 6.62. Tata Investment's value of 0.87% is 86.9% below this benchmark. Historically, Tata Investment's own ROE % has ranged from 1.02 to 4.33 over the past decade. While the company's 10-year median is 1.41 vs. the industry median of 6.62, Tata Investment 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 an Asset Management company?
The median ROE % among Asset Management companies is 6.62, based on 1,611 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. Tata Investment's current ROE % of 0.87% is 86.9% 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 Tata Investment and its competitors. For the Asset Management industry, the median ROE % is 6.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tata Investment's current ROE % is 0.87%, which is 38% below median its own 10-year median of 1.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tata Investment stock overvalued right now?
Based on GuruFocus' analysis, Tata Investment (NSE:TATAINVEST) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹785.48, compared to a current price of ₹667.30 — trading 15% below its estimated fair value. The current ROE % is 0.87%, which is 38% below median its 10-year median of 1.41 and 86.9% below the Asset Management industry median of 6.62. Tata Investment's overall GF Score™ is 83/100. 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 Tata Investment (NSE:TATAINVEST), the current ROE % is 0.87% 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 Tata Investment (NSE:TATAINVEST) Overvalued in 2026?
Based on GuruFocus' analysis, Tata Investment stock appears to be undervalued.
The current stock price of ₹667.30 is trading 15% below its estimated GF Value™ of ₹785.48.
GuruFocus considers Tata Investment to be Modestly Undervalued.
Key valuation signals for NSE:TATAINVEST:
ROE %: 0.87% (38% below median its 10-year median of 1.41)
GF Value™: ₹785.48 vs. price of ₹667.30 (15% below fair value)
Industry Position: 86.9% below the Asset Management median (#1126 of 1611)
No single metric tells the full story. See the NSE:TATAINVEST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tata Investment Corp Ltd is a non-banking financial company engaged in the business of investing in companies, including group companies. The Company undertakes long-term investments in equity shares, equity-related securities, quoted and unquoted securities, units of mutual funds, bonds, and venture capital funds. It is a Middle Layer Non-Deposit Taking NBFC registered with the Reserve Bank of India under the Investment and Credit Company category and operates as a long-term investment company. The Company holds a diversified portfolio of quoted and unquoted securities, including Tata Companies. Its primary sources of income consist of dividend income and interest income.
83GF Score
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