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HDFC Asset Management Company Limited (HDFCAMC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

HDFC Asset Management Company Limited

HDFCAMCMarket cap $10BPrice $24.2

Country🇮🇳India

SectorFinancials

IndustryCapital Markets

Manages mutual funds and investment portfolios for millions of Indian savers, turning monthly SIPs into long-term wealth. It's one of India's largest asset managers, riding the country's shift from gold and fixed deposits into equity markets.

In Bastion Portfolios?

52W Return-25%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+18%9

Revenue Forecast

Rev CAGR (1y)+12%6

Rev CAGR (3y)+15%8

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+1+9%6

EPS Growth Y+2+15%7

EPS Growth Y+3+16%8

Quality

Margins

EBIT Margin80%10

Net Income Margin62%10

Free Cash Flow Margin52%10

Debt

Net Debt/EBITDA-2.310

Efficiency

ROE34%9

ROAna–

Earnings Stability88

GEAR+STRONG81

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)302

P/E Ratio (Forward 3y)232

P/BV10.92

EV Multiples

EV/EBITDA Fwd252

EV/EBIT Fwd262

Yield

Free Cash Flow Yield0.0%3

Dividend Yield2.3%6

Momentum

Short term

1 month return-4%6

3 month return-16%2

YTD return-11%3

Mid term

Price vs 52wHigh80%5

1 year return-14%3

Long term

3 year return+82%7

5 year return+79%7

Risk Shield

Price Risk

Beta0.94

Volatility32%6

Free Cash Flow

Free Cash Flow Margin52%10

Free Cash Flow Yield0.0%3

Quality

ROCE79%–

Earnings Stability88

Net Debt/EBITDA-2.310

02Growth

Is it actually growing, and how fast?

HDFCAMCHDFC Asset Management Company

Revenue FY26$495M

GROWTH RATING↗

STRONG76 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+12%6

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+9%6

EPS growth, FY28E+15%7

EPS growth, FY29E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 76% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 18%/yr over the last 3 years and is set to keep growing around 15%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 15%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

HDFCAMCHDFC Asset Management Company

Total return Current142%

Price return Current119%

MOMENTUM RATING↗

AVERAGE38 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-16%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-14%3

3-year return+82%7

5-year return+79%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +79% over five, ahead of 60% of the market.

WATCH

It's down 14% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%).

WEAKNESSES

The stock is underperforming over three months (-16%) and so far this year (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

Multi-year returns are elite even though the latest weeks are quieter. Often a quality compounder taking a breather rather than breaking down. The one thing to watch: the stock is underperforming over three months and so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on HDFC AMC. 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?

HDFCAMCHDFC Asset Management Company

Revenue FY26$495M

GROWTH RATING↗

STRONG76 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+12%6

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+9%6

EPS growth, FY28E+15%7

EPS growth, FY29E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 76% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 18%/yr over the last 3 years and is set to keep growing around 15%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 15%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

HDFCAMCHDFC Asset Management Company

Total return Current142%

Price return Current119%

MOMENTUM RATING↗

AVERAGE38 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-16%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-14%3

3-year return+82%7

5-year return+79%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +79% over five, ahead of 60% of the market.

WATCH

It's down 14% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%).

WEAKNESSES

The stock is underperforming over three months (-16%) and so far this year (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

04Value

Are you paying a fair price for it?

Stop guessing on HDFC AMC. 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