Tata Investment (India) Performance
| TATAINVEST | 6,668 175.30 2.70% |
The entity has a beta of -0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Tata Investment are expected to decrease at a much lower rate. During the bear market, Tata Investment is likely to outperform the market. At this point, Tata Investment has a negative expected return of -0.15%. Please make sure to validate Tata Investment's skewness, and the relationship between the potential upside and rate of daily change , to decide if Tata Investment 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 Tata Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's technical and fundamental indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the venture sophisticated investors. ...more
Forward Dividend Yield 0.0043 | Payout Ratio 0.3845 | Last Split Factor 3:2 | Forward Dividend Rate 28 | Ex Dividend Date 2024-06-18 |
1 | Tata Chemical, Tata Investment Shares Rocket Up To 11 percent On Renewed Tata Sons IPO Buzz - Benzinga India | 10/21/2024 |
2 | Tata Investment Corporations Stock Sees Positive Growth, Outperforms Sector on November 11 - MarketsMojo | 11/11/2024 |
| Begin Period Cash Flow | 74.8 M | |
| Free Cash Flow | 2.3 B |
Tata |
Tata Investment Relative Risk vs. Return Landscape
If you would invest 738,545 in Tata Investment on August 27, 2024 and sell it today you would lose (71,795) from holding Tata Investment or give up 9.72% of portfolio value over 90 days. Tata Investment is generating negative expected returns and assumes 1.7805% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Tata, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Tata Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tata Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Tata Investment, and traders can use it to determine the average amount a Tata Investment'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 = -0.0824
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TATAINVEST |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tata Investment 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 Tata Investment by adding Tata Investment to a well-diversified portfolio.
Tata Investment Fundamentals Growth
Tata Stock prices reflect investors' perceptions of the future prospects and financial health of Tata Investment, and Tata Investment 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 Tata Stock performance.
| Return On Equity | 0.0122 | ||||
| Return On Asset | 0.0067 | ||||
| Profit Margin | 0.93 % | ||||
| Operating Margin | 0.93 % | ||||
| Current Valuation | (84.03 B) | ||||
| Shares Outstanding | 50.6 M | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 83.28 X | ||||
| Revenue | 3.86 B | ||||
| Gross Profit | 2.54 B | ||||
| EBITDA | 3.53 B | ||||
| Net Income | 4.06 B | ||||
| Total Debt | 4.08 M | ||||
| Book Value Per Share | 7,267 X | ||||
| Cash Flow From Operations | 2.35 B | ||||
| Earnings Per Share | 72.71 X | ||||
| Total Asset | 328.7 B | ||||
| Retained Earnings | 20.75 B | ||||
About Tata Investment Performance
Evaluating Tata Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tata Investment 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 Tata Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Tata Investment is entity of India. It is traded as Stock on NSE exchange.Things to note about Tata Investment performance evaluation
Checking the ongoing alerts about Tata Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Tata Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tata Investment generated a negative expected return over the last 90 days | |
| About 74.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Tata Investment Corporations Stock Sees Positive Growth, Outperforms Sector on November 11 - MarketsMojo |
- Analyzing Tata Investment'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 Tata Investment's stock is overvalued or undervalued compared to its peers.
- Examining Tata Investment'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 Tata Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tata Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Tata Investment's stock. These opinions can provide insight into Tata Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Tata Stock Analysis
When running Tata Investment's price analysis, check to measure Tata Investment'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 Tata Investment is operating at the current time. Most of Tata Investment's value examination focuses on studying past and present price action to predict the probability of Tata Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Tata Investment's price. Additionally, you may evaluate how the addition of Tata Investment to your portfolios can decrease your overall portfolio volatility.