The historical rank and industry rank for The Investment Trust Of India's ROE % or its related term are showing as below:
NSE:THEINVEST'
s ROE % Range Over the Past 10 Years
Min: -0.89 Med: 3.52 Max: 15.41
Current: 4.17
During the past 13 years, The Investment Trust Of India's highest ROE % was 15.41%. The lowest was -0.89%. And the median was 3.52%.
NSE:THEINVEST's ROE % is ranked worse than 57.12% of 793
companies
in the Capital Markets industry
Industry Median: 6.01
vs NSE:THEINVEST: 4.17
The Investment Trust Of India (NSE:THEINVEST) 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 (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.
The Investment Trust Of India ROE % Related Terms
The Investment Trust Of India ROE % Historical Data
* 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 Capital Markets subindustry, The Investment Trust Of India'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.
The Investment Trust Of India ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, The Investment Trust Of India's ROE % distribution charts can be found below:
* The bar in red indicates where The Investment Trust Of India'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.
The Investment Trust Of India (NSE:THEINVEST) has a ROE % of 3.34% 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 The Investment Trust Of India and its competitors. This is near median its historical median of 3.52. According to the industry distribution chart, The Investment Trust Of India ranks #453 out of 793 companies in the Capital Markets industry, placing it in the top 57.1%.
Is The Investment Trust Of India's ROE % too high?
The Investment Trust Of India's current ROE % of 3.34% is near median its 10-year median of 3.52. The Capital Markets industry median ROE % is 6.01. The Investment Trust Of India's value of 3.34% is 44.4% below this industry median. Based on the distribution chart, The Investment Trust Of India ranks #453 out of 793 companies in the Capital Markets industry, which is below the industry midpoint. Overall, The Investment Trust Of India has a GF Score™ of 76/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Investment Trust Of India's ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, The Investment Trust Of India ranks #453 out of 793 companies for ROE %. This places The Investment Trust Of India in the lower half of its industry. The industry median ROE % is 6.01. The Investment Trust Of India's value of 3.34% is 44.4% below this benchmark. While the company's 10-year median is 3.52 vs. the industry median of 6.01, The Investment Trust Of India 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 Capital Markets company?
The median ROE % among Capital Markets companies is 6.01, 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. The Investment Trust Of India's current ROE % of 3.34% is 44.4% 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 The Investment Trust Of India and its competitors. For the Capital Markets industry, the median ROE % is 6.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Investment Trust Of India's current ROE % is 3.34%, which is near median its own 10-year median of 3.52. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Investment Trust Of India stock overvalued right now?
Based on GuruFocus' analysis, The Investment Trust Of India (NSE:THEINVEST) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹119.29, compared to a current price of ₹98.69 — trading 17.3% below its estimated fair value. The current ROE % is 3.34%, which is near median its 10-year median of 3.52 and 44.4% below the Capital Markets industry median of 6.01. The Investment Trust Of India's overall GF Score™ is 76/100 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 The Investment Trust Of India (NSE:THEINVEST), the current ROE % is 3.34% 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 The Investment Trust Of India (NSE:THEINVEST) Overvalued in 2026?
Based on GuruFocus' analysis, The Investment Trust Of India stock appears to be undervalued.
The current stock price of ₹98.69 is trading 17.3% below its estimated GF Value™ of ₹119.29.
GuruFocus considers The Investment Trust Of India to be Modestly Undervalued.
Key valuation signals for NSE:THEINVEST:
ROE %: 3.34% (near median its 10-year median of 3.52)
GF Value™: ₹119.29 vs. price of ₹98.69 (17.3% below fair value)
Industry Position: 44.4% below the Capital Markets median (#453 of 793)
No single metric tells the full story. See the NSE:THEINVEST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
The Investment Trust Of India Business Description
The Investment Trust Of India Ltd, through its subsidiaries, is in the business of the corporate finance and broking spectrum in India. The company's service portfolio consists of investment banking and corporate finance activities on the capital market side as well as advisory services, broking services in the cash and future and options segments, currency derivatives, and commodities, along with offering depository services, loans, portfolio management services, and other wealth and distribution related products. The firm operates through the segments of Advisory services Investment activities and Trading Activities. The company generates the majority of its revenue from Advisory services and Investment activities.
76GF Score
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