ScoreWhy is Wealth First Portfolio Managers Ltd ?
1
Weak Long Term Fundamental Strength with a 6.64% CAGR growth in Operating Profits
2
Flat results in Jun 26
- NET SALES(Q) At Rs 14.32 cr has Fallen at -42.28%
- PBT LESS OI(Q) At Rs 9.08 cr has Fallen at -57.61%
- CASH AND CASH EQUIVALENTS(HY) Lowest at Rs 1.30 cr
3
With ROE of 25.7, it has a Very Expensive valuation with a 5.9 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -32.03%, its profits have fallen by -11.3%
4
Despite the size of the company, domestic mutual funds hold only 0% of the company
- Domestic mutual funds have capability to do in-depth on-the-ground research on companies- their small stake may signify either they are not comfortable at the price or the business
5
Underperformed the market in the last 1 year
- Even though the market (BSE500) has generated returns of 2.51% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -32.03% returns
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Wealth First Por for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
Wealth First Por
-29.85%
-0.77
38.55%
Sensex
-4.14%
-0.32
13.42%
Management Risk
Growth
Capital StructureValuationValuation Key Factors 
Factor
Value
P/E Ratio
27
Industry P/E
Price to Book Value
5.90
EV to EBIT
24.16
EV to EBITDA
23.82
EV to Capital Employed
5.94
EV to Sales
15.31
PEG Ratio
NA
Dividend Yield
0.96%
ROCE (Latest)
32.85%
ROE (Latest)
25.70%
Loading Valuation Snapshot...
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
RSI
No Signal
Bollinger Bands
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend6What is working for the Company
NET SALES(Latest six months)
At Rs 30.83 cr has Grown at 43.06%
PAT(Latest six months)
At Rs 20.85 cr has Grown at 78.66%
-8What is not working for the Company
NET SALES(Q)
At Rs 14.32 cr has Fallen at -42.28%
PBT LESS OI(Q)
At Rs 9.08 cr has Fallen at -57.61%
CASH AND CASH EQUIVALENTS(HY)
Lowest at Rs 1.30 cr
NON-OPERATING INCOME(Q)
is 33.92 % of Profit Before Tax (PBT
Loading Valuation Snapshot...
Here's what is working for Wealth First Por
Profit After Tax (PAT) - Latest six months
At Rs 20.85 cr has Grown at 78.66%
Year on Year (YoY)MOJO Watch
Near term PAT trend is very positive
PAT (Rs Cr)
Here's what is not working for Wealth First Por
Net Sales - Quarterly
At Rs 14.32 cr has Fallen at -42.28%
Year on Year (YoY)MOJO Watch
Near term sales trend is very negative
Net Sales (Rs Cr)
Profit Before Tax less Other Income (PBT) - Quarterly
At Rs 9.08 cr has Fallen at -57.61%
Year on Year (YoY)MOJO Watch
Near term PBT trend is very negative
PBT less Other Income (Rs Cr)
Non Operating Income - Quarterly
is 33.92 % of Profit Before Tax (PBT)
MOJO Watch
The company's income from non business activities is high; which is not a sustainable business model
Non Operating Income to PBT
Cash and Cash Equivalents - Half Yearly
Lowest at Rs 1.30 cr
in the last six half yearly periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Non Operating Income - Quarterly
Highest at Rs 4.66 cr
in the last five quartersMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating Income
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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