Tata Investment (India) Performance
| TATAINVEST | 889.00 17.00 1.88% |
Tata Investment holds a performance score of 12 on a scale of zero to a hundred. The entity has a beta of -32.17, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Tata Investment are expected to decrease by larger amounts. On the other hand, during market turmoil, Tata Investment is expected to outperform it. Use Tata Investment skewness, and the relationship between the potential upside and rate of daily change , to analyze future returns on Tata Investment.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Tata Investment are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady technical and fundamental indicators, Tata Investment showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -1.7 B | |
| Free Cash Flow | 2.1 B |
Tata |
Tata Investment Relative Risk vs. Return Landscape
If you would invest 67,595 in Tata Investment on July 20, 2025 and sell it today you would earn a total of 21,305 from holding Tata Investment or generate 31.52% return on investment over 90 days. Tata Investment is generating 28.2781% of daily returns and assumes 175.3955% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than Tata on the basis of their historical return distribution, and most 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 = 0.1612
| Best Portfolio | Best Equity | TATAINVEST | ||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 175.4 actual daily | 96 96% of assets are less volatile |
Expected Return
| 4.96 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Tata Investment is performing at about 12% of its full potential. 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 it 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 | 0.0102 | |||
| Return On Asset | 0.0049 | |||
| Profit Margin | 1.06 % | |||
| Operating Margin | 0.92 % | |||
| Current Valuation | 103.42 B | |||
| Shares Outstanding | 505.95 M | |||
| Price To Book | 1.63 X | |||
| Price To Sales | 145.70 X | |||
| Revenue | 4.09 B | |||
| EBITDA | 3.7 B | |||
| Total Debt | 22.16 M | |||
| Book Value Per Share | 614.50 X | |||
| Cash Flow From Operations | 2.06 B | |||
| Earnings Per Share | 6.43 X | |||
| Total Asset | 348.42 B | |||
| Retained Earnings | 24.98 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.
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 is way too risky over 90 days horizon | |
| Tata Investment appears to be risky and price may revert if volatility continues | |
| About 74.0% of the company outstanding shares are owned by corporate insiders |
- 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.