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Bajaj Holdings & Investment Limited (500490) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Bajaj Holdings & Investment Limited

500490Market cap $12BPrice $110.1

Country🇮🇳India

SectorFinancials

Holds strategic stakes in Bajaj Finserv and Bajaj Auto, functioning as the group's core investment arm rather than an operating business. Its portfolio value quietly rivals many listed companies, making it a proxy bet on India's insurance and auto finance boom.

In Bastion Portfolios?

52W Return-23%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+23%9

Revenue Forecast

Rev CAGR (1y)+31%9

Rev CAGR (3y)+22%9

Rev CAGR (5y)+15%9

Earnings Forecast

EPS Growth Y+1+26%8

EPS Growth Y+2+20%8

EPS Growth Y+3+13%7

Quality

Margins

EBIT Margin83%10

Net Income Margin735%10

Free Cash Flow Margin397%10

Debt

Net Debt/EBITDA-0.110

Efficiency

ROE13%6

ROAna–

Earnings Stability88

GEAR+VERY STRONG100

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)99

P/E Ratio (Forward 3y)79

P/BV1.68

EV Multiples

EV/EBITDA Fwd1059

EV/EBIT Fwd1059

Yield

Free Cash Flow Yield0.0%8

Dividend Yieldna–

Momentum

Short term

1 month return-4%5

3 month return-1%6

YTD return-5%4

Mid term

Price vs 52wHigh82%5

1 year return-10%3

Long term

3 year return+59%6

5 year return+139%8

Risk Shield

Price Risk

Beta0.76

Volatility28%7

Free Cash Flow

Free Cash Flow Margin397%10

Free Cash Flow Yield0.0%8

Quality

ROCE2%–

Earnings Stability88

Net Debt/EBITDA-0.110

02Growth

Is it actually growing, and how fast?

500490Bajaj Holdings & Investment

Revenue FY26$120M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y+31%9

Revenue, next 3Y, CAGR+22%9

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+26%8

EPS growth, FY28E+20%8

EPS growth, FY29E+13%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 22%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 23%/yr over the last 3 years and is set to keep growing around 22%/yr.

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 20%/yr vs revenue 22%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

500490Bajaj Holdings & Investment

Total return Current288%

Price return Current229%

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high82%5

1-year return-10%3

3-year return+59%6

5-year return+139%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +59% over three years and +139% over five, ahead of 60% of the market.

WATCH

It's down 10% over the past year, now 18% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%), over three months (-1%) and so far this year (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Bajaj Holdings. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

500490Bajaj Holdings & Investment

Revenue FY26$120M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+23%9

Revenue, next 1Y+31%9

Revenue, next 3Y, CAGR+22%9

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+26%8

EPS growth, FY28E+20%8

EPS growth, FY29E+13%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 22%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 23%/yr over the last 3 years and is set to keep growing around 22%/yr.

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 20%/yr vs revenue 22%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

500490Bajaj Holdings & Investment

Total return Current288%

Price return Current229%

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high82%5

1-year return-10%3

3-year return+59%6

5-year return+139%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +59% over three years and +139% over five, ahead of 60% of the market.

WATCH

It's down 10% over the past year, now 18% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%), over three months (-1%) and so far this year (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Bajaj Holdings. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community