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JM Financial Limited (JMFINANCIL) Fair Value & Analysis

Financial Services · IN · Market cap ₹124B

JF JM Financial Limited JMFINANCIL · NSE
Price₹127.91
Fair Value₹163.28
Upside+27.7%
Quality58/100
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Expensive Growth
Highly profitable · 34.4% net margin
Moderate debt · generates free cash flow
2.52% dividend yield
Ranks above peers (10/14)
Moderate moat 64/100
Evidence: High Range ₹97.09 – ₹204.10 Share as image

Fair value as of: Aug 13, 2026

From 13 valuation models · updated 4 days ago

Share price +2.9% over the past month.

A solid business, screening 28% undervalued on our models.

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What matters now

  • Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (₹97.09 to ₹204.10) leaves room in how you read the outcome.
  • 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 (5 years)

₹188.25 ₹51.57 Fair Value ₹163.28 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹51.57 – ₹188.25 · fair‑value band ₹97.09 – ₹204.10 · the ₹127.91 price screens below the ₹163.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

JM Financial Limited (JMFINANCIL) currently trades at ₹127.91, while our model-based Fair Value estimate is ₹163.28, implying the stock looks roughly 27.7% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, JM Financial Limited generated revenue of ₹35.0B at a net margin of 34.4%. It earns a return on equity of 11.1%. Net debt stands at ₹67.7B. The stock trades on a trailing P/E of 10.2. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹97.09 (bear case) to ₹204.10 (bull case); at ₹127.91, the current price sits within 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 34% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -22% fair-value upside, at 28%, JMFINANCIL screens cheaper 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹30.69 ₹82.66 ₹165.09 80
Residual Income ₹101.29 ₹117.02 ₹223.18 76
Rev-Margin DCF ₹40.56 ₹96.07 ₹173.86 74
All 13 models by family
DCF Models
Owner Earnings ₹162.64 ₹353.44 ₹721.35 31
5Y P/E Exit ₹77.72 ₹181.58 ₹309.71 38
10Y P/E Exit ₹63.05 ₹154.82 ₹302.63 35
Earnings-Based
Graham-Dodd ₹85.41 ₹503.28 ₹700.82 54
Lynch FV ₹142.79 ₹203.98 ₹265.17 50
Dividend Discount
Gordon GGM ₹38.54 ₹80.13 ₹127.12 70
DDM Multi-Stage ₹38.54 ₹67.57 ₹84.10 61
Multiples
P/E Multiple ₹122.46 ₹163.28 ₹204.10 63
P/B Multiple ₹116.94 ₹155.91 ₹194.89 55
Asset-Based
NCAV (Graham) ₹55.68 ₹74.62 ₹111.37 50
Growth DCF
Growth DCF ₹30.69 ₹82.66 ₹165.09 80
Rev-Margin DCF ₹40.56 ₹96.07 ₹173.86 74
Economic Profit
Residual Income ₹101.29 ₹117.02 ₹223.18 76

Widest divergence: Earnings-Based (₹203.98) versus Dividend Discount (₹67.57). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹35.0B
Net margin 34.4%
Return on equity 11.1%
Free cash flow ₹3.4B FY2026
P/E ratio 10.2
Operating margin 33.6%
More key figures
EPS (TTM) ₹12.55
Dividend yield 2.5%
EPS growth (YoY) -21.0%
Net debt ₹67.7B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 54 · Market factors (momentum, volatility) 36

Profitability 42
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 46
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 11
Distance to the 52-week high (market factor)
Net Issuance 81
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

JM Financial Limited, together with its subsidiaries, provides various integrated and diversified financial services to corporations, financial institutions, government organizations, high net-worth individuals, and retail customers in India and internationally.

Full company description

JM Financial Limited, together with its subsidiaries, provides various integrated and diversified financial services to corporations, financial institutions, government organizations, high net-worth individuals, and retail customers in India and internationally. The company operates through Investment Bank; Mortgage Lending; Alternative & Distressed Credit; and Asset Management, Wealth Management & Securities Business (Platform AWS) segments. The Investment Bank segment manages capital markets transactions, as well as advises on mergers and acquisitions, and private equity syndication. This segment also provides institutional equities business and research, portfolio management, private equity funds, fixed income, syndication, and finance services. The Mortgage Lending segment offers finance against commercial and residential real estate to a range of corporate and non-corporate clients; housing finance; and lending services to educational institutions. The Alternative & Distressed Credit segment provides securitization and reconstruction of financial assets and manages alternative credit funds. The Platform AWS segment offers investment advisory and distribution services, which include equity brokerage, elite and retail wealth management, and margin trade financing; distributes financial products; and manages mutual fund assets through various schemes. The company also provides real estate consulting and capital market lending services. The company was formerly known as J.M. Share and Stock Brokers Private Limited and changed its name to JM Financial Limited in September 2004. JM Financial Limited was founded in 1973 and is headquartered in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

JM Financial Limited reported revenue of ₹42.6B in FY2026 versus ₹37.5B in FY2022, a compound +3.2%/yr. Reported net income was ₹12.0B in FY2026, compounding +11.7%/yr from FY2022.

Growth Quality 60/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹42.6B
Latest YoY
+5.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.7%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+31.4%
Revenue +3.2%/yr
FY22 ₹37.5B
FY23 ₹32.5B
FY24 ₹42.5B
FY25 ₹40.3B
FY26 ₹42.6B
Net income +11.7%/yr
FY22 ₹7.7B
FY23 ₹6.0B
FY24 ₹4.1B
FY25 ₹8.2B
FY26 ₹12.0B
Character of growth · EPS growth decomposed (2015-2026) +5.9 % p.a.
Revenue per share +7.4 pp

of which total revenue +9.7 pp · buybacks/dilution −2.3 pp

EBIT margin −6.6 pp
Tax rate +1.5 pp
Residual (interest, one-offs) +3.6 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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

Peer Group

Capital Markets · 425 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 59 · Above median
Fair Value upside +28% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 5% · Top 25%
Net margin (TTM) 34% · Above median
Operating margin (TTM) 34% · Above median
Revenue growth 0% · Below median
Dividend yield (TTM) 2.5% · Above median
Debt / equity 0.63× · Higher than 75% of peers

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 10.2× · Cheaper than median
P/B 1.16× · Pricier than median
P/S (TTM) 3.54× · Pricier than median
P/FCF 0.4× · Cheaper than median
EV/EBITDA 8.5× · Cheaper than median

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 70 · sector 15
FUTURE 0 · sector 96
PAST 45 · sector 31
HEALTH 68 · sector 93
DIVIDEND 50 · sector 42

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
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Korea Investment Holdings 071050 200,500 KRW 189,335 KRW -6%
NH Investment & Securities Co 005940 28,550 KRW 22,396 KRW -22%
Samsung Securities Co 016360 93,100 KRW 75,573 KRW -19%
Kiwoom Securities Co 039490 299,000 KRW 214,812 KRW -28%
SSI Securities Corporation SSI 25,300 VND 17,375 VND -31%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 294.30 ARS -6%
Daishin Securities Co 003540 26,950 KRW 48,790 KRW +81%
SK Securities Co 001515 4,285 KRW 1,395 KRW -67%

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Frequently asked questions

Is JM Financial Limited (JMFINANCIL) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹163.28 versus a price of ₹127.91, about +28% (undervalued).
What is the fair value of JMFINANCIL?
Our model-based fair value for JM Financial Limited is ₹163.28 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹127.91.
What is the quality score of JMFINANCIL?
JM Financial Limited has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of JM Financial Limited (JMFINANCIL)?
JM Financial Limited reported trailing-twelve-month revenue of about ₹35.0B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of JMFINANCIL?
The net profit margin of JM Financial Limited is about 34.4%, meaning it keeps roughly 34.4% of revenue as net income. Based on the latest reported figures.
Does JM Financial Limited pay a dividend?
JM Financial Limited currently shows a dividend yield of about 2.52% relative to its recent price (as of Aug 13, 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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