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JM Financial Ltd Stock Analysis

Mid Cap
Evaluated by 1476 users | BSE: 523405 | NSE: JMFINANCIL |
Finance - Investment
JM Financial incorporated on January 30, 1986, is a financial services company. The company was incorporated under the name JM Share & Stock Brokers (JMSSB). It offers services to corporations, financial institutions, high net-worth individuals and retail investors.The company offers its...

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
JM Financial Ltd has not performed well majority of the past ten years indicating its past ten year financial track record is not good
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Operating Income (Rs. Cr.)27.624.111.12129.635.147.3299150257
Y-o-Y Gr. Rt.--12.7%-53.9%88.7%41.1%18.6%34.8%531.8%-49.9%71.4%
Adjusted EPS (Rs.)
Adjusted Earning per Share is the company’s net profit per share after adjusting for extra-ordinary/exceptional items
0.130.570.60.9411.421.342.291.331.51
Y-o-Y Gr. Rt.-338.5%5.3%56.7%6.4%42%-5.6%70.9%-41.9%13.5%
Book Value per Share (Rs.)
The total value that a company will fetch upon liquidation (if it is closed down), after settling all obligations is called its Book Value. Book value of a company includes only tangible assets. Book value allocated to each outstanding share is called Book Value per share
21.5821.5521.221.1420.720.7221.529.3629.1430.21
Y-o-Y Gr. Rt.--0.1%-1.6%-0.3%-2.1%0.1%3.8%36.6%-0.8%3.7%
To view Net Profit/Total Funds (%) Colour Rating Guide click here
Net Profit/Total Funds (%): Colour Rating Guide
  • >12 : Very Good
  • 8-12 : Somewhat Good
  • <8: Not Good
Net Profit/Total Funds (%)0.552.372.513.994.185.324.938.14.174.63
Standalone financials take only the parent company into account while consolidated financials take into account financials of the parent company as well as of all its subsidiaries. In most companies consolidated financials should be used for analysis.
JM Financial Ltd. should be analysed on a Standalone basis
CAGR
CAGR Colour Code Guide
  9 yrs 5 yrs 3 yrs 1 yr
Operating Income28.1%54.1%75.7%71.4%
Adjusted EPS
Adjusted Earnings per Share is the Company’s net profit per share after adjusting for extra-ordinary/exceptional items.
31.3%8.6%4.1%13.5%
Book Value per Share
3.8%7.9%12%3.7%
Share Price 23.1% 17.4% -19% -18.5%
Key Financial Ratios
RATIOS \ YEARSMar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Margins
Net Profit Margin (%) 36.39176.43403.87339.23264.25320.05225.7564.1774.3649.62
Performance Ratios
To view Performance Ratios Colour Rating Guide click here
Performance Ratios: Colour Rating Guide
  • >15 : Very Good
  • 12-15 : Somewhat Good
  • <12 : Not Good
Return on Equity (%) 0.612.632.794.454.856.896.389.24.545.1
Entity Percentage Holding
Promoters 54.81%
Institutions 33.26%
Non-Institutions 11.93%
Pledged *0.000.000.000.000.000.000.000.000.000.00
* Pledged shares as % of Promoter's holding (%)

MoneyWorks4Me analysed the past 10-year performance of JM Financial Ltd and arrived at the following conclusion:

Past 10 year's financial track record indicates that JM Financial Ltd is a below average quality company. However, for specific investment actions please connect with your investment advisor.

The 5-year analysis of JM Financial Ltd's performance infers:

JM Financial Ltd earnings have grown by 8.6%, whereas share price has appreciated 17.4% CAGR over the past five years, indicating the company's share price is likely overvalued. However, for specific investment actions please connect with your investment advisor.

We analysed the performance of JM Financial Ltd share prices over the last 10 years. Here is what we found out:

JM Financial Ltd share price has appreciated 11.5% annually over the past ten years.

JM Financial incorporated on January 30, 1986, is a financial services company. The company was incorporated under the name JM Share & Stock Brokers (JMSSB). It offers services to corporations, financial institutions, high net-worth individuals and retail investors.

The company offers its services in areas of investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management,

JM Financial incorporated on January 30, 1986, is a financial services company. The company was incorporated under the name JM Share & Stock Brokers (JMSSB). It offers services to corporations, financial institutions, high net-worth individuals and retail investors.

The company offers its services in areas of investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management, commodity broking, NBFC (Non Banking Finance Company) activities, private equity and asset reconstruction.

The name of the company was changed to present one on October 29, 2004.

Business areas

  • JM Financial Consultants- This is a private limited company which is an investment banking arm of the company that offers services such as capital raising, mergers, acquisitions, restructuring, financial advisory and private equity.
  • Investment Advisory- The company offers services such as wealth management, equity broking and also acts as a financial advisor.
  • JM Financial Institutional Securities- This is a private limited company that provides research and analysis-based broking services to domestic and offshore institutional clients.
  • JM Financial Asset Management- This company offers mutual fund business that has distributor network of 10,000 spread across in 52 locations in India. It offers 30 products to more than 4 lakh investors that comprise institutional and individual.
  • JM Financial Investment Managers is a private equity fund business arm of the company.
  • JM Financial Ventures invests in listed equities, pre-IPO and venture capital opportunities.
  • JM Financial Asset Reconstruction Company is engaged in the asset reconstruction and securitisation business.
  • JM Financial Commtrade is engaged in the business of the commodities trading, which is supported by a team of experienced research analysts who track and provide advice to clients on bullion, base metals, crude and other soft commodities.
  • JM Financial Products is a non-banking finance company (NBFC) that has engaged in borrowing and lending activities like loan against securities and IPO funding.
  • JM Financial Securities offers debt financing solutions.

Awards

  • 2013 - M&A Atlas Awards
  • 2012 - UTI MF and CNBC TV-18 Financial Advisor Awards 2012
    The Great Place to Work Awards 2012 conducted by The Great Place to Work Institute, India in Partnership with Economic Times
    India's best  dealmakers 2012 (Business World)
  • 2011 - IFLR India Awards - JM Financial wins ''Team of the Year'' in the Indian Investment Banks category.
  • 2010 - BSE - D&B Equity Broking Awards 2010
  • The company was awarded the Best Merchant Banker-Runners Up by Outlook Money NDTV Profit Awards in 2008.
  • It was judged as the Best M&A House, India by Euro Money Awards of Excellence in the year 2006.
  • The company was awarded Best Overall Strategy – Brokers by Asia Money in 2004
  • JM Financial was given 5 Star award in the aggressive equity category at the ICRA Mutual Funds awards.

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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