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Wealth First Portfolio Managers Ltd
Fundamental Score
Wealth First Portfolio Managers Ltd Share Price Live NSE/BSE
Profitability Metrics
Return on Equity
Return on Capital Employed
Operating Profit Margin (5Y)
Dividend Yield
Valuation Metrics
Price to Earnings
Market Capitalization
Industry P/E
Growth Metrics
YoY Quarterly Profit Growth
YoY Quarterly Sales Growth
Sales Growth (5Y)
EPS Growth (5Y)
Profit Growth (5Y)
Financial Health
Debt to Equity
Interest Coverage
Free Cash Flow (5Y)
Ownership Structure
Promoter Holding
FII Holding
DII Holding
Pledged Percentage
Labels (e.g., "Excellent", "Good") are peer-based vs industry/sector averages — data-only, not advice
Market Data Analysis & Educational Insights
Educational evaluation of WEALTH across key market metrics for learning purposes.
Positive Indicators
11 factors identified
Strong Return on Equity (28.60%)
Observation: Efficient use of shareholders' capital generating superior returns.
Analysis: ROE >15% indicates strong profitability and effective management. This metric suggests the company can generate substantial returns on invested capital.
Excellent ROCE Performance (37.87%)
Observation: Superior returns on capital employed across business operations.
Analysis: ROCE >15% demonstrates efficient capital deployment and strong operational performance. This indicates quality business fundamentals.
Strong Operating Margins (77.21%)
Observation: Healthy 5-year operating margins indicate pricing power and cost control.
Analysis: OPM >15% suggests operational efficiency and competitive advantages. This indicates sustainable profitability potential.
Consistent Growth Track Record (43.40% CAGR)
Observation: Strong 5-year sales compound annual growth rate.
Analysis: Consistent sales CAGR >12% demonstrates sustainable growth model and market opportunity execution over time.
Excellent EPS Growth (94.29% CAGR)
Observation: Outstanding 5-year earnings per share compound growth.
Analysis: EPS CAGR >15% indicates strong wealth creation potential and effective capital allocation over extended periods.
Strong Profit Growth Track Record (94.13% CAGR)
Observation: Consistent 5-year profit compound annual growth rate.
Analysis: Profit CAGR >15% demonstrates scalable business model and effective operational leverage over time.
Debt-Free Balance Sheet (D/E: 0.00)
Observation: Low leverage provides financial flexibility and reduced risk.
Analysis: Conservative debt structure offers resilience during economic downturns and flexibility for growth investments.
Strong Interest Coverage (645.14x)
Observation: Earnings comfortably cover interest obligations.
Analysis: Interest coverage >5x indicates low financial distress risk and strong debt servicing capability.
Strong Cash Generation (₹72.26 Cr over 5Y)
Observation: Healthy free cash flow generation supports growth and returns.
Analysis: Strong FCF provides flexibility for dividends, debt reduction, and growth investments.
Balanced Promoter Holding (74.04%)
Observation: Optimal balance between promoter control and public float.
Analysis: Promoter holding in 50-75% range provides management alignment while ensuring adequate liquidity.
Zero Share Pledging Risk
Observation: No promoter shares pledged as collateral, reducing forced-selling risk.
Analysis: Absence of share pledging eliminates potential forced-selling pressure during market stress.
Risk Factors
2 factors identified
Profit Decline Concern (-26.98%)
Observation: Significant year-over-year profit contraction observed.
Analysis: Declining profitability requires investigation into underlying causes. Monitor for recovery signs and management guidance.
High P/E Ratio
Observation: Stock may be overvalued relative to earnings.
Analysis: P/E above 30 requires strong growth execution to justify current valuations.
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Financial Statements
Comprehensive financial data for Wealth First Portfolio Managers Ltd
About WEALTH
Business Overview
Wealth First Portfolio Managers Limited provides share and stock broking services in India. It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services. The company's products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products. In addition, it offers investment strategizing asset research, asset allocation, trade-execution-broking, tax and retirement planning, treasury management, portfolio review and accounting, and inheritance planning services. Further, the company invests in, buys, sells, and deals in various securities and other related activities. The company was founded in 1990 and is based in Ahmedabad, India.
Company Details
Key Leadership
Corporate Events
Latest News
WEALTH Stock Details & Analysis
Key Financial Metrics
Growth & Valuation
Frequently Asked Questions
What is the current price of Wealth First Portfolio Managers Ltd (WEALTH)?
As of 19 Jan 2026, 10:07 am IST, Wealth First Portfolio Managers Ltd (WEALTH) is currently trading at ₹820.95. The stock has a market capitalization of ₹1.09K (Cr).
Is WEALTH share price Overvalued or Undervalued?
WEALTH is currently trading at a P/E ratio of 32.77x, compared to the industry average of 30.94x. Based on this relative valuation, the stock appears to be Overvalued against its sector peers.
What factors affect the Wealth First Portfolio Managers Ltd share price?
Key factors influencing WEALTH's price include its quarterly earnings growth (Sales Growth: 5.43%), raw material costs, government infrastructure spending, and institutional flows (FII/DII holding).
Is Wealth First Portfolio Managers Ltd a good stock for long-term investment?
Wealth First Portfolio Managers Ltd shows a 5-year Profit Growth of 94.13% and an ROE of 28.60%. Long-term investors should consider these fundamentals alongside the debt-to-equity ratio of 0.00 before investing.
How does Wealth First Portfolio Managers Ltd compare with its industry peers?
Wealth First Portfolio Managers Ltd competes with major peers in the Other Financial Services. Investors should compare WEALTH's P/E of 32.77x and ROE of 28.60% against the industry averages to determine its competitive standing.
What is the P/E ratio of WEALTH and what does it mean?
WEALTH has a P/E ratio of 32.77x compared to the industry average of 30.94x. The Price-to-Earnings (P/E) ratio is calculated by dividing the current share price by earnings per share (EPS). This means investors are paying ₹33 for every ₹1 of annual earnings.
How is WEALTH performing according to Bull Run's analysis?
WEALTH has a Bull Run fundamental score of 67.9/100, which indicates moderate strength with some areas for improvement. This comprehensive rating is based on 15+ financial parameters including profitability, growth metrics, and valuation ratios.
What sector and industry does WEALTH belong to?
WEALTH operates in the Other Financial Services industry. This classification helps understand the competitive landscape and sector-specific trends affecting Wealth First Portfolio Managers Ltd.
What is Return on Equity (ROE) and why is it important for WEALTH?
WEALTH has an ROE of 28.60%, which indicates excellent management efficiency and profitable operations. Return on Equity measures how efficiently Wealth First Portfolio Managers Ltd generates profits from shareholders' equity.
How is WEALTH's debt-to-equity ratio and what does it indicate?
WEALTH has a debt-to-equity ratio of 0.00, which indicates conservative financing with low financial risk. A ratio below 1.0 generally indicates conservative financing.
What is WEALTH's dividend yield and is it a good dividend stock?
WEALTH offers a dividend yield of 1.94%, which means you receive ₹1.94 annual dividend for every ₹100 invested.
How has WEALTH grown over the past 5 years?
WEALTH has achieved 5-year growth rates of: Sales Growth 43.40%, Profit Growth 94.13%, and EPS Growth 94.29%.
What is the promoter holding in WEALTH and why does it matter?
Promoters hold 74.04% of WEALTH shares, with 0.00% of promoter shares pledged. High promoter holding often indicates strong management confidence.
What is WEALTH's market capitalization category?
WEALTH has a market capitalization of ₹1086 crores, placing it in the Small-cap category.
How volatile is WEALTH stock?
WEALTH has a beta of N/A. A beta > 1 suggests the stock is more volatile than the market, while a beta < 1 suggests it is less volatile.
What is the 52-week high and low for WEALTH?
WEALTH has a 52-week high of ₹N/A and low of ₹N/A.
What is WEALTH's operating profit margin trend?
WEALTH has a 5-year average Operating Profit Margin (OPM) of 77.21%, indicating the company's operational efficiency.
How is WEALTH's quarterly performance?
Recent quarterly performance shows YoY Sales Growth of 5.43% and YoY Profit Growth of -26.98%.
What is the institutional holding pattern in WEALTH?
WEALTH has FII holding of 0.00% and DII holding of 0.00%. Significant institutional holding often suggests professional confidence in the stock.