Nuvama Wealth Management (NSE:NUVAMA) 3-Year RORE % : 21.53% (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

NSE:NUVAMA Nuvama Wealth Management Ltd NSE:NUVAMA
30 GF Score
Price ₹1,731.20
GF Value ₹1,585.18
Valuation Fairly Valued
! 4 Warning Signs
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What is Nuvama Wealth Management 3-Year RORE %?

Nuvama Wealth Management NSE:NUVAMA +3.66% 30 3-Year RORE % is 21.53 as of Jun. 2026. GuruFocus rates NSE:NUVAMA with a GF Score™ of 30/100 and a GF Value™ of ₹1,585.18 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,527 Asset Management companies, Nuvama Wealth Management ranks better than 55.73% 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. Nuvama Wealth Management's 3-Year RORE % for the quarter that ended in Jun. 2026 was 21.53%.

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

NSE:NUVAMA's 3-Year RORE % is ranked better than
55.73% of 1527 companies
in the Asset Management industry
Industry Median: 12.05 vs NSE:NUVAMA: 21.53

Nuvama Wealth Management  (NSE:NUVAMA) 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.


Nuvama Wealth Management 3-Year RORE % Related Terms


Nuvama Wealth Management 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Nuvama Wealth Management'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.

Nuvama Wealth Management 3-Year RORE % Chart

Nuvama Wealth Management Annual Data
Trend Mar23 Mar24 Mar25 Mar26
3-Year RORE %
0.00 0.00 0.00 23.69

Nuvama Wealth Management Quarterly Data
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 45.43 36.10 32.19 23.69 21.53

NSE:NUVAMA vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, Nuvama Wealth Management'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.


Nuvama Wealth Management 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Nuvama Wealth Management's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Nuvama Wealth Management's 3-Year RORE % falls into.


NSE:NUVAMA
30GF Score
Nuvama Wealth Management Ltd NSE:NUVAMA
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Nuvama Wealth Management 3-Year RORE % Calculation

Nuvama Wealth Management'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 )
=( 57.988-40.092 )/( 153.83-70.7 )
=17.896/83.13
=21.53 %

* 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 21.53 mean?
Nuvama Wealth Management (NSE:NUVAMA) has a 3-Year RORE % of 21.53 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 Nuvama Wealth Management and its competitors. According to the industry distribution chart, Nuvama Wealth Management ranks #676 out of 1527 companies in the Asset Management industry, placing it in the top 44.3%.
Is Nuvama Wealth Management's 3-Year RORE % too high?
Nuvama Wealth Management's current 3-Year RORE % is 21.53. The Asset Management industry median 3-Year RORE % is 12.05. Nuvama Wealth Management's value of 21.53 is 78.7% above this industry median. Based on the distribution chart, Nuvama Wealth Management ranks #676 out of 1527 companies in the Asset Management industry, which is above the industry midpoint. Overall, Nuvama Wealth Management has a GF Score™ of 30/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Nuvama Wealth Management's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Nuvama Wealth Management ranks #676 out of 1527 companies for 3-Year RORE %. This puts Nuvama Wealth Management in the upper half of its industry. The industry median 3-Year RORE % is 12.05. Nuvama Wealth Management's value of 21.53 is 78.7% above this benchmark. 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 an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.05, based on 1,527 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. Nuvama Wealth Management's current 3-Year RORE % of 21.53 is 78.7% 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 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 Nuvama Wealth Management and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuvama Wealth Management's current 3-Year RORE % is 21.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuvama Wealth Management stock overvalued right now?
Based on GuruFocus' analysis, Nuvama Wealth Management (NSE:NUVAMA) is currently considered Fairly Valued. The stock's GF Value™ is ₹1,585.18, compared to a current price of ₹1,731.20 — trading 9.2% above its estimated fair value. The current 3-Year RORE % is 21.53 and 78.7% above the Asset Management industry median of 12.05. Nuvama Wealth Management's overall GF Score™ is 30/100 with 4 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 Nuvama Wealth Management (NSE:NUVAMA), the current 3-Year RORE % is 21.53 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 Nuvama Wealth Management (NSE:NUVAMA) Overvalued in 2026?

Based on GuruFocus' analysis, Nuvama Wealth Management stock appears to be overvalued. The current stock price of ₹1,731.20 is trading 9.2% above its estimated GF Value™ of ₹1,585.18. GuruFocus considers Nuvama Wealth Management to be Fairly Valued.

Key valuation signals for NSE:NUVAMA:

  • 3-Year RORE %: 21.53
  • GF Value™: ₹1,585.18 vs. price of ₹1,731.20 (9.2% above fair value)
  • GF Score™: 30/100 with 4 warning signs
  • Industry Position: 78.7% above the Asset Management median (#676 of 1527)

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


Nuvama Wealth Management Business Description

Other Exchanges 543988:India
Address G Block, 801-804, Wing A, Building No. 3, Inspire BKC, Bandra Kurla Complex, Bandra (East), Mumbai, MH, IND, 400051
Nuvama Wealth Management Ltd is an India-based wealth management solution provider with a presence across wealth and investment management, institutional securities, and custodial and advisory services. The company's reporting segments are: Wealth Management, Asset Management, and Capital Markets. Maximum revenue is generated from its Wealth Management segment, which is engaged in the distribution of financial products, Investment advisory, lending against securities, and securities broking for clients. The Capital Market business comprises institutional broking business, merchant banking business, advisory, and clearing services, and the Asset management business comprises investment management for alternative investment funds, and portfolio management services (PMS) across strategies.
30GF Score

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

₹1,731.20
Price
₹1,585.18
GF Value