Photon Capital Advisors (BOM:509084) 5-Year RORE % : -161.01% (As of Mar. 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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

BOM:509084 Photon Capital Advisors Ltd BOM:509084
67 GF Score
Price ₹337.90
GF Value ₹410.83
Valuation Modestly Undervalued
! 4 Warning Signs
View Full Analysis

What is Photon Capital Advisors 5-Year RORE %?

Photon Capital Advisors BOM:509084 67 5-Year RORE % is -161.01 as of Mar. 2026. GuruFocus rates BOM:509084 with a GF Score™ of 67/100 and a GF Value™ of ₹410.83 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,407 Asset Management companies, Photon Capital Advisors ranks worse than 91.76% 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. Photon Capital Advisors's 5-Year RORE % for the quarter that ended in Mar. 2026 was -161.01%.

The industry rank for Photon Capital Advisors's 5-Year RORE % or its related term are showing as below:

BOM:509084's 5-Year RORE % is ranked worse than
91.76% of 1407 companies
in the Asset Management industry
Industry Median: -1.95 vs BOM:509084: -161.01

Photon Capital Advisors  (BOM:509084) 5-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, 5-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.


Photon Capital Advisors 5-Year RORE % Related Terms


Photon Capital Advisors 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Photon Capital Advisors's 5-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.

Photon Capital Advisors 5-Year RORE % Chart

Photon Capital Advisors Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -375.41 -48.82 127.51 39.69 -161.01

Photon Capital Advisors Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
5-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 39.69 77.25 113.37 67.32 -161.01

BOM:509084 vs BLK, BX, KKR: 5-Year RORE % Comparison

For the Asset Management subindustry, Photon Capital Advisors's 5-Year RORE %, along with its competitors' market caps and 5-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.


Photon Capital Advisors 5-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Photon Capital Advisors's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Photon Capital Advisors's 5-Year RORE % falls into.


BOM:509084
67GF Score
Photon Capital Advisors Ltd BOM:509084
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Photon Capital Advisors 5-Year RORE % Calculation

Photon Capital Advisors's 5-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 9.24-12.486 )/( 2.016-0 )
=-3.246/2.016
=-161.01 %

* 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 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of -161.01 mean?
Photon Capital Advisors (BOM:509084) has a 5-Year RORE % of -161.01 as of Mar. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Photon Capital Advisors and its competitors. According to the industry distribution chart, Photon Capital Advisors ranks #1291 out of 1407 companies in the Asset Management industry, placing it in the top 91.8%.
Is Photon Capital Advisors' 5-Year RORE % too high?
Photon Capital Advisors' current 5-Year RORE % is -161.01. Based on the distribution chart, Photon Capital Advisors ranks #1291 out of 1407 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Photon Capital Advisors has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Photon Capital Advisors' 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Photon Capital Advisors ranks #1291 out of 1407 companies for 5-Year RORE %. This places Photon Capital Advisors in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for an Asset Management company?
A good 5-Year RORE % depends on the Asset Management industry context. However, 5-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 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Photon Capital Advisors and its competitors. Photon Capital Advisors's current 5-Year RORE % is -161.01. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Photon Capital Advisors stock overvalued right now?
Based on GuruFocus' analysis, Photon Capital Advisors (BOM:509084) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹410.83, compared to a current price of ₹337.90 — trading 17.8% below its estimated fair value. The current 5-Year RORE % is -161.01. Photon Capital Advisors' overall GF Score™ is 67/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Photon Capital Advisors (BOM:509084), the current 5-Year RORE % is -161.01 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 Photon Capital Advisors (BOM:509084) Overvalued in 2026?

Based on GuruFocus' analysis, Photon Capital Advisors stock appears to be undervalued. The current stock price of ₹337.90 is trading 17.8% below its estimated GF Value™ of ₹410.83. GuruFocus considers Photon Capital Advisors to be Modestly Undervalued.

Key valuation signals for BOM:509084:

  • 5-Year RORE %: -161.01
  • GF Value™: ₹410.83 vs. price of ₹337.90 (17.8% below fair value)
  • GF Score™: 67/100 with 4 warning signs

No single metric tells the full story. See the BOM:509084 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Photon Capital Advisors Business Description

Address Road No. 9, Jubilee Hills, Plot No. 90-A, Hyderabad, TG, IND, 500 033
Photon Capital Advisors Ltd is an adviser to hedge funds, family offices, high net worth individuals, and investment partnerships that invest in India. It aims to generate superior returns by guiding investments across asset classes including equities, equity derivatives, index derivatives, debt, commodities, and real estate. The company also manages proprietary funds which are presently closed to external investors. The company generates maximum revenue from the sale of Investments.
67GF Score

Get the complete analysis for BOM:509084

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

₹337.90
Price
₹410.83
GF Value