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Jio Financial Services Limited (JIOFIN) Fair Value & Analysis

Financial Services · IN · Market cap ₹1.6T

JF Jio Financial Services Limited JIOFIN · NSE
Price₹264.80
Fair Value₹40.19
Upside-84.8%
Quality57/100
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Mixed Growth
Highly profitable · 55.0% net margin
Low debt · generates free cash flow
Trails peers (4/14)
Moderate moat 60/100
Evidence: High Range ₹30.14 – ₹50.23 Share as image

Fair value as of: Jul 18, 2026

From 23 valuation models · updated 20 days ago

Share price +8.9% over the past month.

A solid business, but screening 85% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹50.23). The favourable scenario is already priced in.
  • Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (3 years)

₹387.35 ₹200.61 Fair Value ₹40.19 Aug 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

36‑month range ₹200.61 – ₹387.35 · fair‑value band ₹30.14 – ₹50.23 · the ₹264.80 price screens above the ₹40.19 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Jio Financial Services Limited (JIOFIN) currently trades at ₹264.80, while our model-based Fair Value estimate is ₹40.19, implying the stock looks roughly 84.8% overvalued today. We read business quality at 57/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Jio Financial Services Limited generated revenue of ₹27.0B at a net margin of 57.8%. Revenue grew 39.4% year over year. It earns a return on equity of 1.2%. Net debt stands at ₹182B. Fundamentals as of Jul 18, 2026

Our scenario range runs from ₹30.14 (bear case) to ₹50.23 (bull case); at ₹264.80, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 22% below its 52-week high and 19% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -51% fair-value upside, at -85%, JIOFIN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ₹28.97 ₹78.31 80
Residual Income ₹141.11 ₹131.70 ₹99.53 76
Rev-Margin DCF ₹0.6400 ₹24.63 74
All 23 models by family
DCF Models
FCF DCF ₹1.24 ₹18.85 ₹76.42 38
Owner Earnings ₹9.90 ₹60.16 ₹170.38 31
5Y Revenue Exit ₹16.36 39
5Y EBITDA Exit ₹20.20 ₹61.39 41
5Y P/E Exit ₹7.39 ₹53.19 ₹116.08 38
10Y Revenue Exit ₹9.71 ₹19.97 36
10Y EBITDA Exit ₹0.3800 ₹34.91 ₹95.20 37
10Y P/E Exit ₹6.49 ₹52.96 ₹130.49 35
Earnings-Based
Graham-Dodd ₹16.07 ₹112.10 ₹157.32 54
Lynch FV ₹57.91 ₹82.74 ₹107.56 50
PEG = 1.0 ₹57.91 ₹82.74 ₹107.56 46
Dividend Discount
Gordon GGM ₹4.63 ₹10.10 ₹17.00 70
DDM Multi-Stage ₹4.63 ₹8.28 ₹10.53 61
Multiples
P/E Multiple ₹35.46 ₹47.28 ₹59.10 63
P/S Multiple ₹10.06 ₹13.41 ₹16.77 58
P/B Multiple ₹30.14 ₹40.19 ₹50.23 55
EV/EBIT ₹6.31 ₹17.58 ₹28.86 53
EV/EBITDA ₹5.63 ₹13.92 54
Asset-Based
NCAV (Graham) ₹101.36 ₹135.82 ₹202.71 50
Growth DCF
Growth DCF ₹28.97 ₹78.31 80
Rev-Margin DCF ₹0.6400 ₹24.63 74
Economic Profit
Residual Income ₹141.11 ₹131.70 ₹99.53 76
Growth Earnings
Growth-Adj P/E ₹74.63 ₹106.61 ₹138.59 68

Widest divergence: Asset-Based (₹135.82) versus Growth DCF (₹0.6400). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) ₹37.6B
Revenue growth (YoY) +208%
Net margin 55.0%
Return on equity 1.2%
Free cash flow ₹10.6B FY2026
P/E ratio 74.1
More key figures
Operating margin 63.3%
EPS (TTM) ₹3.28
EPS growth (YoY) +170%
Net debt ₹182B FY2026

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 62 · Market factors (momentum, volatility) 46

Profitability 29
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Jio Financial Services Limited, through its subsidiaries, engages in the business of investing and financing, insurance broking, payment bank and payment aggregator, and payment gateway services in India.

Full company description

Jio Financial Services Limited, through its subsidiaries, engages in the business of investing and financing, insurance broking, payment bank and payment aggregator, and payment gateway services in India. The company provides loans, savings accounts, recharges, digital insurance, financial tracking, management tools, digital banking, unified payments interface transactions, bill payments, and insurance advisory; and asset and wealth management, and broking services, as well as operating lease solutions to consumers and businesses through a Device-as-a-Service model. It also provides insurance broking services, such as car, bike, health, term, investment, SMEs, MSMEs, property, cyber risk, commercial lines, corporate, and education. In addition, it offers digital banking services, including zero balance, savings, salary, wallet, and online and offline payment solutions; debit cards; payment systems, including aadhaar enabled payment and domestic money transfer; digital payment solutions. Further, it provides home loan; home loan against balance transfer; loan against property, mutual funds, and shares; solar financing; corporate loans and lease; and distribution of life, non-life, and health insurance products. The company was formerly known as Reliance Strategic Investments Limited and changed its name to Jio Financial Services Limited in July 2023. Jio Financial Services Limited was incorporated in 1999 and is based in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Jio Financial Services Limited reported revenue of ₹35.4B in FY2026 versus ₹629K in FY2022, a compound +1,440.5%/yr. Reported net income was ₹15.6B in FY2026, compounding +452.1%/yr from FY2022.

Growth Quality 84/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹35.4B
Latest YoY
+100.5%
Avg. growth/yr (3Y)
+450.9%
Avg. growth/yr (5Y)
+716.9%
Avg. growth/yr (12Y)
+54.7%
Revenue +1,440.5%/yr
FY22 ₹629K
FY23 ₹212M
FY24 ₹18.0B
FY25 ₹17.7B
FY26 ₹35.4B
Net income +452.1%/yr
FY22 ₹16.8M
FY23 ₹313M
FY24 ₹16.0B
FY25 ₹16.1B
FY26 ₹15.6B

JIOFIN screens 85% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Jio Financial Services Limited Fair Value". https://www.fairvalue-calculator.com/stock/JIOFIN

Peer Group

Asset Management · 963 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 56 · Below median
Fair Value upside −85% · Bottom 25%
Return on equity (TTM) 1% · Below median
Return on assets 1% · Below median
Net margin (TTM) 55% · Above median
Operating margin (TTM) 63% · Above median
Revenue growth 208% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.16× · Higher than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 74.1× · Pricier than 75% of peers
P/B 1.20× · Pricier than median
P/S (TTM) 42.71× · Pricier than 75% of peers
P/FCF 1.6× · Cheaper than 75% of peers
EV/EBITDA 92.0× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 37
FUTURE 100 · sector 6
PAST 5 · sector 26
HEALTH 92 · sector 95
DIVIDEND 0 · sector 70

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,036 $504.81 -51%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 394.40 kr 788.80 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%
HDFC Asset Management Company HDFCAMC ₹2,729 ₹301.41 -89%
360 One Wam Limited 360ONE ₹1,099 ₹338.59 -69%

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Frequently asked questions

Is Jio Financial Services Limited (JIOFIN) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of ₹40.19 versus a price of ₹264.80, about −85% (overvalued).
What is the fair value of JIOFIN?
Our model-based fair value for Jio Financial Services Limited is ₹40.19 (as of Jul 18, 2026), built from audited fundamentals. The current price is ₹264.80.
What is the quality score of JIOFIN?
Jio Financial Services Limited has a Quality Score of 57/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Jio Financial Services Limited (JIOFIN)?
Jio Financial Services Limited reported trailing-twelve-month revenue of about ₹27.0B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of JIOFIN?
The net profit margin of Jio Financial Services Limited is about 57.8%, meaning it keeps roughly 57.8% of revenue as net income. Based on the latest reported figures.
Does Jio Financial Services Limited pay a dividend?
Jio Financial Services Limited currently shows a dividend yield of about 0.25% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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