Anand Rathi Wealth Limited
Quality (99/100) does the heavy lifting; valuation (1/100) is the drag.
ExpensiveOvervaluedAnand Rathi Wealth Limited earns a Hold from StocksWizard, with a blended score of 45/100. At ₹2,035 it trades above our blended DCF and relative-multiples fair value of ₹1,017.5, about 50% downside to that estimate — we read it as overvalued by 50%. On 80.8x trailing earnings it sits pricier than the Financial Services median of about 24.3x. The price is about 5% below its 52-week high of ₹2,146.8 and 58% above the low of ₹1,288.87. Financial health scores 100/100, with a Piotroski F-score of 5/9. The average analyst target of ₹1,540 implies about 24% downside across 2 analysts. It clears 9 of 12 investability checks, with durability 99, valuation 1 and momentum 81 on our 0–100 scales.
Analysis by Ankit Sharma · StocksWizard's own estimates from end-of-day public data — see how we calculate them. For information only, not investment advice.
With a 20% margin of safety, our buy-below price is ₹814.
Analyst views
1-year price
EOD · 2026-07-2952-week range
-5.21% from the 52-week high.
Price above both moving averages reads as an intact uptrend; below both, the trend is against you.
Verdict pillars
Hold45Piotroski F-score 5/9 — quality of earnings & balance sheet.
Our scores
Durability rewards strong, low-debt, profitable businesses; Valuation rewards stocks cheap vs their sector; Momentum rewards strong price trends.
Investability checklist
- Pass: ROE above 15%: 46.7%
- Pass: Low debt (D/E < 0.5): 0.08x
- Pass: Positive free cash flow
- Pass: Revenue growth > 10%: 48%
- Pass: Earnings growing: 38%
- Pass: Net margin ≥ 10%: 31.6%
- Pass: Current ratio > 1.5: 3.83
- Fail: Below our fair value
- Fail: Margin of safety ≥ 20%
- Pass: Above 200-day average
- Pass: Above 50-day average
- No data: Positive 1-year return
- No data: Altman Z in safe zone
- Fail: Piotroski ≥ 7: 5/9
Quarterly results
Annual financials
Shareholding
- Promoter29.7%
- Institutions30.3%
- Public & other40.0%
Promoter holding via insider stake; institutional via reported holdings.
Key fundamentals
Bull case vs bear case
Bull case
Strengths
- Strong return on equity (46.7%).
- Lightly leveraged balance sheet.
- Healthy profit margin (31.6%).
Opportunities
- Earnings growing (38% YoY).
- Revenue growing (48% YoY).
Bear case
Threats
- Rich valuation versus sector peers.
- Trades ~50% above our estimated fair value.
About Anand Rathi Wealth Limited
Anand Rathi Wealth Limited distributes financial products in India, offering wealth solutions through its Omni Financial Advisor technology platform. The platform serves mutual fund distributors and independent financial advisors with client reporting, business dashboards, client engagement tools, online mutual fund transactions, and goal planning products.
Anand Rathi Wealth Limited — frequently asked questions
Is Anand Rathi Wealth Limited a buy, hold or sell?
StocksWizard currently rates Anand Rathi Wealth Limited (ANANDRATHI) a Hold, based on a blended score of 45/100 across valuation, quality, momentum and price trend. This is our own model-based view, not investment advice.
What is Anand Rathi Wealth Limited's fair value?
Our blended DCF and relative-valuation model estimates Anand Rathi Wealth Limited's fair value at about ₹1,017.5, versus a current price of ₹2,035 — roughly 50% downside. On that basis the stock looks overvalued by 50%.
Is Anand Rathi Wealth Limited financially healthy?
Anand Rathi Wealth Limited scores 100/100 on our financial-health model, with a Piotroski F-score of 5/9.
How has Anand Rathi Wealth Limited's share price performed?
Anand Rathi Wealth Limited is up 13% over three months, and last traded at ₹2,035. Past performance doesn't predict future returns.
More in Financial Services
View allOur verdict, fair value, financial-health and checklist are StocksWizard's own estimates, computed from public end-of-day data using standard models (DCF, relative valuation, Altman Z, Piotroski). For information only — not investment advice or a recommendation. Verify independently before investing.