Is The Invest.Trust overvalued or undervalued?

As of 7 November 2025, The Invest.Trust has moved from an attractive to a fair valuation grade. The company is currently fairly valued based on its financial metrics, which include a PE ratio of 30.41, an EV to EBITDA ratio of 31.91, and a ROE of 0.30%. In comparison to its peers, Bajaj Finance is considered very expensive with a PE ratio of 38.09, while Life Insurance stands out as very attractive with a PE of 11.44.
Despite its fair valuation, The Invest.Trust has underperformed significantly, with a year-to-date return of -34.96%, contrasting sharply with the Sensex's gain of 6.50% over the same period. This underperformance, coupled with a low Price to Book Value of 0.09 and a high EV to EBIT ratio of 37.01, suggests that the market may be cautious about the company's growth prospects. Overall, while the valuation appears fair, the company's financial ratios and recent stock performance indicate potential concerns for investors.