Wealth First Portfolio Managers Limited Fundamental Analysis (NSE: WEALTH.NS)
Wealth First Portfolio Managers Limited Fundamental Analysis (NSE: WEALTH.NS)
Wealth First Portfolio Managers Limited (NSE: WEALTH.NS) shows moderate financial fundamentals with a PE ratio of 26.42, profit margin of 54.59%, and ROE of 26.65%. The company generates $0.7B in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 93.0/100 based on profitability, valuation, growth, and balance sheet metrics. The A grade reflects excellent fundamentals and strong overall stability.
Fundamental Health Score
We analyze WEALTH.NS's fundamental strength across five key dimensions:
Efficiency Score
ExcellentWEALTH.NS demonstrates superior asset utilization.
Valuation Score
ModerateWEALTH.NS shows balanced valuation metrics.
Growth Score
ModerateWEALTH.NS shows steady but slowing expansion.
Financial Health Score
ExcellentWEALTH.NS maintains a strong and stable balance sheet.
Profitability Score
ExcellentWEALTH.NS achieves industry-leading margins.
Key Financial Metrics
Is WEALTH.NS Expensive or Cheap?
P/E Ratio
WEALTH.NS trades at 26.42 times earnings. This indicates a fair valuation.
PEG Ratio
When adjusting for growth, WEALTH.NS's PEG of 1.91 indicates fair valuation.
Price to Book
The market values Wealth First Portfolio Managers Limited at 6.79 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at 19.64 times EBITDA. This signals the market has high growth expectations.
How Well Does WEALTH.NS Make Money?
Net Profit Margin
For every $100 in sales, Wealth First Portfolio Managers Limited keeps $54.59 as profit after all expenses.
Operating Margin
Core operations generate 75.42 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $26.65 in profit for every $100 of shareholder equity.
ROA
Wealth First Portfolio Managers Limited generates $21.49 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Wealth First Portfolio Managers Limited produces operating cash flow of $103.65M, showing steady but balanced cash generation.
Free Cash Flow
Wealth First Portfolio Managers Limited generates strong free cash flow of $99.88M, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $9.37 in free cash annually.
FCF Yield
WEALTH.NS converts 0.98% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
26.42
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
1.91
vs 25 benchmark
P/B Ratio
Price to book value ratio
6.79
vs 25 benchmark
P/S Ratio
Price to sales ratio
14.43
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.00
vs 25 benchmark
Current Ratio
Current assets to current liabilities
1.06
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.27
vs 25 benchmark
ROA
Return on assets percentage
0.21
vs 25 benchmark
ROCE
Return on capital employed
0.31
vs 25 benchmark
How WEALTH.NS Stacks Against Its Sector Peers
| Metric | WEALTH.NS Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 26.42 | 21.04 | Worse (Expensive) |
| ROE | 26.65% | 654.00% | Weak |
| Net Margin | 54.59% | -780.00% (disorted) | Strong |
| Debt/Equity | 0.00 | 0.87 | Strong (Low Leverage) |
| Current Ratio | 1.06 | 877.76 | Neutral |
| ROA | 21.49% | 6586.00% | Weak |
WEALTH.NS outperforms its industry in 2 out of 6 key metrics, particularly excelling in Net Margin, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Wealth First Portfolio Managers Limited's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
N/A
Industry Style: Value, Dividend, Cyclical
EPS CAGR
N/A
Industry Style: Value, Dividend, Cyclical
FCF CAGR
N/A
Industry Style: Value, Dividend, Cyclical