Bajaj Finance (India) Performance
| BAJFINANCE | 6,576 66.50 1.02% |
The firm shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bajaj Finance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bajaj Finance is expected to be smaller as well. At this point, Bajaj Finance Limited has a negative expected return of -0.18%. Please make sure to confirm Bajaj Finance's total risk alpha, kurtosis, market facilitation index, as well as the relationship between the value at risk and rate of daily change , to decide if Bajaj Finance Limited performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Bajaj Finance Limited has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Forward Dividend Yield 0.0055 | Payout Ratio 0.1449 | Last Split Factor 5:1 | Forward Dividend Rate 36 | Ex Dividend Date 2024-06-21 |
1 | Bajaj Housing Finance shares hit 10 percent upper circuit limit after blockbuster debut - The Hindu | 09/17/2024 |
2 | Bajaj Finance Share Price Prediction An Upside Breakout In The Making - InvestingCube | 09/25/2024 |
3 | Bajaj Finance shares tumble 3 percent after Q2 update - The Economic Times | 10/03/2024 |
4 | Bajaj Finance shares in focus ahead of Q2FY25 earnings. Heres what to expect - The Economic Times | 10/22/2024 |
5 | Share Market Highlights 22nd November 2024 Sensex closes higher by 1961.32 pts at 79,117.11, Nifty at 23,874.40 Top Gainers SBI, Bajaj Finance - BusinessLine | 11/22/2024 |
| Begin Period Cash Flow | 15.5 B |
Bajaj |
Bajaj Finance Relative Risk vs. Return Landscape
If you would invest 744,005 in Bajaj Finance Limited on September 2, 2024 and sell it today you would lose (86,415) from holding Bajaj Finance Limited or give up 11.61% of portfolio value over 90 days. Bajaj Finance Limited is generating negative expected returns and assumes 1.577% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Bajaj, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bajaj Finance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bajaj Finance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bajaj Finance Limited, and traders can use it to determine the average amount a Bajaj Finance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1145
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| Negative Returns | BAJFINANCE |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bajaj Finance is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bajaj Finance by adding Bajaj Finance to a well-diversified portfolio.
Bajaj Finance Fundamentals Growth
Bajaj Stock prices reflect investors' perceptions of the future prospects and financial health of Bajaj Finance, and Bajaj Finance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bajaj Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0415 | ||||
| Profit Margin | 0.45 % | ||||
| Operating Margin | 0.60 % | ||||
| Current Valuation | 6.55 T | ||||
| Shares Outstanding | 618.49 M | ||||
| Price To Book | 4.69 X | ||||
| Price To Sales | 11.89 X | ||||
| Revenue | 343.26 B | ||||
| Gross Profit | 237.65 B | ||||
| EBITDA | 342.63 B | ||||
| Net Income | 144.51 B | ||||
| Cash And Equivalents | 43.05 B | ||||
| Total Debt | 2.33 T | ||||
| Book Value Per Share | 1,403 X | ||||
| Cash Flow From Operations | (727.6 B) | ||||
| Earnings Per Share | 248.57 X | ||||
| Total Asset | 3.76 T | ||||
| Retained Earnings | 370.8 B | ||||
About Bajaj Finance Performance
By analyzing Bajaj Finance's fundamental ratios, stakeholders can gain valuable insights into Bajaj Finance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bajaj Finance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Bajaj Finance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Bajaj Finance is entity of India. It is traded as Stock on NSE exchange.Things to note about Bajaj Finance Limited performance evaluation
Checking the ongoing alerts about Bajaj Finance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bajaj Finance Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bajaj Finance generated a negative expected return over the last 90 days | |
| Bajaj Finance is unlikely to experience financial distress in the next 2 years | |
| Bajaj Finance Limited has accumulated about 43.05 B in cash with (727.6 B) of positive cash flow from operations. | |
| Roughly 55.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Share Market Highlights 22nd November 2024 Sensex closes higher by 1961.32 pts at 79,117.11, Nifty at 23,874.40 Top Gainers SBI, Bajaj Finance - BusinessLine |
- Analyzing Bajaj Finance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Bajaj Finance's stock is overvalued or undervalued compared to its peers.
- Examining Bajaj Finance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Bajaj Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bajaj Finance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bajaj Finance's stock. These opinions can provide insight into Bajaj Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bajaj Stock analysis
When running Bajaj Finance's price analysis, check to measure Bajaj Finance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bajaj Finance is operating at the current time. Most of Bajaj Finance's value examination focuses on studying past and present price action to predict the probability of Bajaj Finance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bajaj Finance's price. Additionally, you may evaluate how the addition of Bajaj Finance to your portfolios can decrease your overall portfolio volatility.
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