Swastika Investsmart (BOM:530585) 3-Year RORE % : -16.96% (As of Jun. 2026)

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BOM:530585 Swastika Investsmart Ltd BOM:530585
51 GF Score
Price ₹155.35
GF Value ₹85.26
Valuation Significantly Overvalued
! 11 Warning Signs
View Full Analysis

What is Swastika Investsmart 3-Year RORE %?

Swastika Investsmart BOM:530585 -3.42% 51 3-Year RORE % is -16.96 as of Jun. 2026. GuruFocus rates BOM:530585 with a GF Score™ of 51/100 and a GF Value™ of ₹85.26 (Significantly Overvalued). The stock has 11 warning signs investors should review. Among 766 Capital Markets companies, Swastika Investsmart ranks worse than 73.63% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Swastika Investsmart's 3-Year RORE % for the quarter that ended in Jun. 2026 was -16.96%.

The industry rank for Swastika Investsmart's 3-Year RORE % or its related term are showing as below:

BOM:530585's 3-Year RORE % is ranked worse than
73.63% of 766 companies
in the Capital Markets industry
Industry Median: 15.37 vs BOM:530585: -16.96

Swastika Investsmart  (BOM:530585) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Swastika Investsmart 3-Year RORE % Related Terms


Swastika Investsmart 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Swastika Investsmart's 3-Year RORE % 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.

Swastika Investsmart 3-Year RORE % Chart

Swastika Investsmart Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 44.91 -19.47 8.16 37.45 -5.78

Swastika Investsmart Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
3-Year RORE % 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 28.76 10.37 -2.57 -5.78 -16.96

BOM:530585 vs MS, GS, SCHW: 3-Year RORE % Comparison

For the Capital Markets subindustry, Swastika Investsmart's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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.


Swastika Investsmart 3-Year RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Swastika Investsmart's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Swastika Investsmart's 3-Year RORE % falls into.


BOM:530585
51GF Score
Swastika Investsmart Ltd BOM:530585
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Swastika Investsmart 3-Year RORE % Calculation

Swastika Investsmart's 3-Year RORE % for the quarter that ended in Jun. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 6.78-11.38 )/( 29.12-2 )
=-4.6/27.12
=-16.96 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -16.96 mean?
Swastika Investsmart (BOM:530585) has a 3-Year RORE % of -16.96 as of Jun. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Swastika Investsmart and its competitors. According to the industry distribution chart, Swastika Investsmart ranks #564 out of 766 companies in the Capital Markets industry, placing it in the top 73.6%.
Is Swastika Investsmart's 3-Year RORE % too high?
Swastika Investsmart's current 3-Year RORE % is -16.96. Based on the distribution chart, Swastika Investsmart ranks #564 out of 766 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Swastika Investsmart has a GF Score™ of 51/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swastika Investsmart's 3-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Swastika Investsmart ranks #564 out of 766 companies for 3-Year RORE %. This places Swastika Investsmart in the lower half of its industry. The industry median 3-Year RORE % is 15.37. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 15.37, based on 766 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Swastika Investsmart and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 15.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swastika Investsmart's current 3-Year RORE % is -16.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swastika Investsmart stock overvalued right now?
Based on GuruFocus' analysis, Swastika Investsmart (BOM:530585) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹85.26, compared to a current price of ₹155.35 — trading 82.2% above its estimated fair value. The current 3-Year RORE % is -16.96. Swastika Investsmart's overall GF Score™ is 51/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Swastika Investsmart (BOM:530585), the current 3-Year RORE % is -16.96 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 Swastika Investsmart (BOM:530585) Overvalued in 2026?

Based on GuruFocus' analysis, Swastika Investsmart stock appears to be overvalued. The current stock price of ₹155.35 is trading 82.2% above its estimated GF Value™ of ₹85.26. GuruFocus considers Swastika Investsmart to be Significantly Overvalued.

Key valuation signals for BOM:530585:

  • 3-Year RORE %: -16.96
  • GF Value™: ₹85.26 vs. price of ₹155.35 (82.2% above fair value)
  • GF Score™: 51/100 with 11 warning signs

No single metric tells the full story. See the BOM:530585 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Swastika Investsmart Business Description

Address M.Y.H. Road, 48, Jaora Compound, Indore, MP, IND, 452001
Swastika Investsmart Ltd is a fintech company. The company offers services like Stock broking, Algo trading, in-house Research Facility, Mutual Funds, Investment Banking, insurance broking and Loan facilities to clients. The company's operating segment include Stock Broking and Merchant Banking. The company generates maximum of its revenue from the Broking and Related Activities segment.
51GF Score

Get the complete analysis for BOM:530585

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

₹155.35
Price
₹85.26
GF Value