WEALTH FRST PORT. MG. LTD

WEALTH · Capital Goods · NSE

₹952

Current Market Price

Fairly valued

Fair Value (DCF)

₹1,095

Margin of Safety

+15.0%

Updated 2d ago

DCF Sensitivity →

YieldIQ Score

37/100

Piotroski F-Score

6/9

Economic Moat

None

Confidence

57%

ROE

Debt/Equity

0.00

WACC

11.1%

Market Cap

₹1,014 Cr

Quality & Valuation

Neutral model outputs — no recommendations.

ROCE

35.0%

Return on capital employed

EV / EBITDA

Enterprise multiple

Debt / EBITDA

Leverage vs earnings

Interest Coverage

753.2×

EBIT covers interest

Current Ratio

12.54×

Short-term liquidity

Asset Turnover

14.37×

Revenue per ₹ of assets

Revenue CAGR (3Y)

9.8%

3-year revenue growth

Revenue CAGR (5Y)

5-year revenue growth

DCF Scenario Analysis

vs CMP ₹951.9

Bear case

₹348.09

MoS -173.5%

Base case

₹1,094.68

MoS +13.0%

Bull case

₹1,149.41

MoS +17.2%

Ratio Trends

WEALTH · last 4 annual periods

ROE

26.6%

min 18.0%max 36.1%

ROCE

35.4%

min 25.0%max 47.2%

Operating Margin

min max

Debt / Equity

0.00×

min 0.00×max 0.03×

PE

21.9×

min 21.9×max 21.9×

EV / EBITDA

15.7×

min 15.7×max 15.7×

Historical Financials

WEALTH · Annual, last 5 years· amounts in ₹Cr unless noted

Metric20212022202320242025CAGR
Revenue₹23.7 Cr₹31.2 Cr₹523.3K Cr₹14.6 Cr₹1957 Cr+201.4%
EBITDA₹25.1 Cr₹19.2 Cr₹55.8 Cr₹45.5 Cr+16.1%
EBIT₹18.3 Cr₹24.8 Cr₹201.2K Cr₹17.9 Cr-0.4%
PAT₹13.0 Cr₹18.9 Cr₹148.7K Cr₹13.9 Cr₹34.1 Cr+27.4%
EPS (diluted)₹15.10₹17.69₹1.20₹13.02-3.6%
CFO₹6.7 Cr₹18.9 Cr₹2041.8K Cr₹15.5 Cr₹10.4 Cr+11.5%
CapEx₹-0.3 Cr
FCF₹10.1 Cr+0.0%
Total Assets₹71.7 Cr₹8028.6K Cr₹125 Cr₹136 Cr+17.4%
Total Debt₹3570 Cr₹0.0 Cr₹0.0 Cr
Shareholders' Equity₹7665.4K Cr₹118 Cr₹129 Cr-93.6%

CAGR computed across the visible window. Signs reverse if start value is zero or negative.

Peer Comparison

WEALTH vs 5 closest peers by market-cap band

PeerMoSScoreVerdictROEPE
AFSL

AFSL

Pending9.3%
DAMCAPITAL

DAMCAPITAL

Pending39.3%
PNBGILTS

PNBGILTS

Pending15.1%
SMCGLOBAL

SMCGLOBAL

Pending11.9%
DOLATALGO

DOLATALGO

Pending21.5%

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Dividend History

No dividend events recorded for WEALTH in the last 10 years.

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Model estimates using publicly available data. Not investment advice. YieldIQ is not registered with SEBI as an investment adviser or research analyst. Past performance does not guarantee future results.