NSE:WEALTH'
s ROE % Range Over the Past 10 Years
Min: 3.74 Med: 27.7 Max: 43.79
Current: 26.99
During the past 12 years, Wealth First Portfolio Managers's highest ROE % was 43.79%. The lowest was 3.74%. And the median was 27.70%.
NSE:WEALTH's ROE % is ranked better than 88.54% of 794
companies
in the Capital Markets industry
Industry Median: 6.005
vs NSE:WEALTH: 26.99
Wealth First Portfolio Managers (NSE:WEALTH) 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.
Wealth First Portfolio Managers ROE % Related Terms
Wealth First Portfolio Managers 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, Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's ROE % distribution charts can be found below:
* The bar in red indicates where Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers (NSE:WEALTH) has a ROE % of 27.96% 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 Wealth First Portfolio Managers and its competitors. This is near median its historical median of 27.70. Over the past decade, Wealth First Portfolio Managers' ROE % has ranged from 3.74 to 43.79. According to the industry distribution chart, Wealth First Portfolio Managers ranks #91 out of 794 companies in the Capital Markets industry, placing it in the top 11.5%.
Is Wealth First Portfolio Managers' ROE % too high?
Wealth First Portfolio Managers' current ROE % of 27.96% is near median its 10-year median of 27.70. Over the past 10 years, this metric has ranged from a low of 3.74 to a high of 43.79. The Capital Markets industry median ROE % is 6.01. Wealth First Portfolio Managers' value of 27.96% is 365.6% above this industry median. Based on the distribution chart, Wealth First Portfolio Managers ranks #91 out of 794 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Wealth First Portfolio Managers has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Wealth First Portfolio Managers ranks #91 out of 794 companies for ROE %. This places Wealth First Portfolio Managers in the top 12% of its industry — outperforming the majority of peers. The industry median ROE % is 6.01. Wealth First Portfolio Managers' value of 27.96% is 365.6% above this benchmark. Historically, Wealth First Portfolio Managers' own ROE % has ranged from 3.74 to 43.79 over the past decade. While the company's 10-year median is 27.70 vs. the industry median of 6.01, Wealth First Portfolio Managers 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 6.01, based on 794 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. Wealth First Portfolio Managers's current ROE % of 27.96% is 365.6% 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 Wealth First Portfolio Managers 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. Wealth First Portfolio Managers's current ROE % is 27.96%, which is near median its own 10-year median of 27.70. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth First Portfolio Managers stock overvalued right now?
Based on GuruFocus' analysis, Wealth First Portfolio Managers (NSE:WEALTH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹130.36, compared to a current price of ₹992.40 — trading 661.3% above its estimated fair value. The current ROE % is 27.96%, which is near median its 10-year median of 27.70 and 365.6% above the Capital Markets industry median of 6.01. Wealth First Portfolio Managers' overall GF Score™ is 61/100 with 3 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 Wealth First Portfolio Managers (NSE:WEALTH), the current ROE % is 27.96% 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 Wealth First Portfolio Managers (NSE:WEALTH) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth First Portfolio Managers stock appears to be overvalued.
The current stock price of ₹992.40 is trading 661.3% above its estimated GF Value™ of ₹130.36.
GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.
Key valuation signals for NSE:WEALTH:
ROE %: 27.96% (near median its 10-year median of 27.70)
GF Value™: ₹130.36 vs. price of ₹992.40 (661.3% above fair value)
Industry Position: 365.6% above the Capital Markets median (#91 of 794)
No single metric tells the full story. See the NSE:WEALTH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth First Portfolio Managers Business Description
Wealth First Portfolio Managers Ltd is a financial service provider for various types of financial products available in the Indian market. The company offers research for products that deliver compatible performance in terms of yield. The product portfolio of the company consists of government bonds and securities, direct equity, cash management services, derivative products, mutual funds, insurance products, commodities, and market-making services. The mutual fund brokerage generates maximum revenue for the company. It offers its services only to the Indian market.
61GF Score
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