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PAYTM - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.5

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 2.5

Stock Code PAYTM Market Cap 70,143 Cr. Current Price 1,096 ₹ High / Low 1,382 ₹
Stock P/E 212 Book Value 199 ₹ Dividend Yield 0.00 % ROCE -11.8 %
ROE -12.0 % Face Value 1.00 ₹ DMA 50 1,114 ₹ DMA 200 1,122 ₹
Chg in FII Hold -2.35 % Chg in DII Hold 2.76 % PAT Qtr 145 Cr. PAT Prev Qtr 131 Cr.
RSI 47.4 MACD 14.2 Volume 22,12,816 Avg Vol 1Wk 75,74,362
Low price 803 ₹ High price 1,382 ₹ PEG Ratio 21.0 Debt to equity 0.01
52w Index 50.6 % Qtr Profit Var 171 % EPS -9.98 ₹ Industry PE 21.9

📊 PAYTM continues to show weak fundamentals with negative ROE (-12.0%) and ROCE (-11.8%), reflecting poor capital efficiency. The P/E ratio of 212 is extremely high compared to the industry average of 21.9, signaling severe overvaluation. EPS remains negative (-9.98 ₹), and dividend yield is 0%, offering no income support. Although PAT improved to 145 Cr. from 131 Cr., overall profitability remains inconsistent. PEG ratio of 21.0 further highlights unsustainable valuations relative to growth. Debt-to-equity is very low (0.01), but this does not offset weak fundamentals.

💰 Ideal Entry Price Zone: 850 ₹ – 950 ₹, closer to its 52-week low (803 ₹), where risk-reward becomes more favorable.

📈 Long-Term Holding Guidance: Not recommended for long-term accumulation unless profitability stabilizes and ROE/ROCE turn positive. Current holders may consider short- to medium-term horizon only, with exit near 1,250–1,300 ₹ if momentum sustains. Long-term investors should wait for consistent earnings and a dividend policy before accumulation.


✅ Positive

  • Market cap of 70,143 Cr. provides scale and stability.
  • PAT improved from 131 Cr. to 145 Cr. in the latest quarter.
  • Debt-to-equity ratio of 0.01 indicates negligible leverage risk.

⚠️ Limitation

  • Extremely high P/E (212) compared to industry average (21.9).
  • Negative ROE (-12.0%) and ROCE (-11.8%).
  • No dividend yield, limiting investor returns.
  • PEG ratio of 21.0 shows poor valuation relative to growth.

📉 Company Negative News

  • FII holding decreased (-2.35%), showing reduced foreign investor confidence.
  • EPS remains negative (-9.98 ₹), reflecting continued losses.

📈 Company Positive News

  • DII holding increased (+2.76%), showing domestic institutional support.
  • MACD positive (14.2), indicating short-term bullish momentum.

🏭 Industry

  • Industry P/E at 21.9, much lower than PAYTM’s 212, highlighting overvaluation.
  • Fintech sector has strong growth potential, but profitability and regulatory compliance are critical.

🔎 Conclusion

PAYTM remains speculative with weak fundamentals and extreme overvaluation. It is not a suitable candidate for long-term investment until profitability improves. Entry near 850–950 ₹ may suit high-risk traders, but long-term investors should avoid accumulation until ROE/ROCE turn positive and earnings stabilize.

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