Case study

TATAINVEST

Tata Investment Corporation Limited

Tread carefully1y model +7.0%

Each stock's 10,000-path forecast, rendered as light.

33Score

Tata Investment Corporation Limited (TATAINVEST) Stock Analysis & Case Study

Is TATAINVEST a good buy? The data-driven verdict.

Tata Investment Corporation Limited (TATAINVEST) trades at ₹667,on the numbers it tread carefully, a Downstox Snapshot Score of 33/100.

On the numbers, Tata Investment Corporation Limited (TATAINVEST) tread carefully, a Downstox Snapshot Score of 33/100, weighing expensive at 78.2× earnings, ROE of 1.4%, a 57% model probability of trading higher in a year. Below: the full bull case, bear case, sector-relative valuation, and a probability-weighted price target for 2027-2031.

Last updated . Data snapshot for research, not investment advice.

TATAINVEST fundamentals at a glance, PE, PB, ROE, ROCE, market cap, dividend yield

Market cap
₹33,714 Cr
Current price
₹667
P/E ratio
78.2×
P/B ratio
1.15×
Book value
₹578
Dividend yield
0.51%
ROCE
1.6%
ROE
1.4%
Piotroski F-Score
6/8

How TATAINVEST ranks against the 2,373 companies in our screener

We do not hold a debt-to-equity ratio figure for TATAINVEST, as of 9 Aug 2026, so it is not ranked here.

Is TATAINVEST overvalued? TATAINVEST P/E vs peers

TATAINVEST trades at 78.2× earnings. We don't have a verified sector peer group for this stock yet, so no sector peer median or peer comparison table is shown here. Showing one anyway would compare it against an arbitrary set of large-cap names, not real sector peers.

TATAINVEST share price target 2027, 2028, 2029, 2030, 2031, a probability view

Unlike a single guessed number, this is a probability-weighted range from a 10,000-path Monte-Carlo simulation on 9.8y of TATAINVEST history (27%/yr drift, 39%/yr volatility).

YearLow (P10)Median target (P50)High (P90)Upside vs today
TATAINVEST 2027₹443₹742₹1,242+7%
TATAINVEST 2028₹386₹794₹1,630+14%
TATAINVEST 2029₹354₹849₹2,036+22%
TATAINVEST 2030₹334₹908₹2,468+31%
TATAINVEST 2031₹323₹971₹2,918+40%

Median (P50) is the central estimate; the P10-P90 band is the 80% confidence range. Probabilities, not promises.

What is the probability TATAINVEST goes up, or doubles?

57%
Higher in 1 year
Modelled chance the price is above today in 12 months
65%
Higher in 5 years
Modelled chance the price is above today in 5 years
34%
Doubles in 5 years
Modelled chance of reaching ₹1,387 within 5 years

The bull case for TATAINVEST

  • Low price-to-book of 1.15×, the market is paying little over the company's net assets.
  • Upside scenario: the model's optimistic (P90) 3-year path reaches ₹2,036.

The bear case & risks

  • TATAINVEST's P/E of 81.4x is lower than 14% of the 2,373 NSE companies in our screener, as of 9 Aug 2026.
  • TATAINVEST's return on equity of 1.4% ranks in the 17th percentile of the 2,373 NSE companies in our screener, as of 9 Aug 2026.
  • Downside scenario: the model's pessimistic (P10) 3-year path falls to ₹354.

TATAINVEST volatility & expected range, how bumpy is the ride?

Over the last 9.8 years TATAINVEST compounded at 27%/year with annualized volatility of 39%. That volatility implies a 1-year 80% range of ₹443-₹1,242, the honest backbone behind any single price target.

TATAINVEST price forecast, the full 60-month probability fan

Spot Price · Today
₹0
Based on 9.8 years of daily NSE data ·0.0% annualised volatility
5-yr median forecast
₹0
P(price ↑ in 5y)
0%
1-Year Forecast
2027
₹0
Median (P50)
7.0%
80% range₹443-₹1,242
P(price ↑)57%
P(price 2×)6%
3-Year Forecast
2029
₹0
Median (P50)
22.4%
80% range₹354-₹2,036
P(price ↑)61%
P(price 2×)24%
5-Year Forecast
2031
₹0
Median (P50)
40.0%
80% range₹323-₹2,918
P(price ↑)65%
P(price 2×)34%

TATAINVEST price probability fan

Each band shows where 10,000 simulated paths land. The wider the fan, the more uncertainty.

Probability Fan
TATAINVEST simulated paths · 60 months · 10,000 trials
P10-P90 (80%)P25-P75 (50%)Median (P50)

Probability of key outcomes

What are the odds TATAINVEST hits common targets within the simulated horizon?

0%
P(↑ 1Y)
Above today's price in 1 year
0%
P(↑ 5Y)
Above today's price in 5 years
0%
P(2×)
Doubles within 5 years
0%
P(↓)
Falls below today in 5 years

Full multi-horizon detail on the TATAINVEST price target & forecast page.

TATAINVEST Piotroski F-Score: 6/8, how financially strong is it?

6/8

The Piotroski F-Score grades financial strength on profitability, leverage and efficiency checks. Downstox scores the eight checks it can verify from published filings, so 8 is full marks. TATAINVEST scores 6/8, mixed financial health.

TATAINVEST MTF margin & leverage across 11 brokers

Margin Trading Facility lets you buy TATAINVEST with part of the capital. Lower margin % = higher leverage. Rates compared across 11 brokers (no competitor publishes this):

BrokerMargin requiredApprox. leverage
UpstoxCHEAPEST33.20%3.0×
Zerodha33.26%3.0×
Groww60.00%1.7×
Dhan33.26%3.0×
Kotak Neo33.22%3.0×
Paytm Money33.45%3.0×
Pocketful33.66%3.0×
Fyers34.48%2.9×
Anand Rathi33.26%3.0×
Bajaj Broking37.00%2.7×
Share India33.31%3.0×

Compare every broker on the TATAINVEST MTF page.

About Tata Investment Corporation Limited: sector, index & market-cap context

Tata Investment Corporation Limited (TATAINVEST) is a mid-cap NSE-listed company, and a constituent of the Nifty 500 index, with a market capitalisation of ₹33,714 Cr. See more stocks on our screener.

How the TATAINVEST Snapshot Score & forecast are built

The Downstox Snapshot Score is a transparent, rules-based read of Tata Investment Corporation Limited's public fundamentals plus a statistical forecast, not an analyst opinion. It rewards low-to-fair valuation, high ROE/ROCE, a strong Piotroski F-Score, a dividend, low volatility and a favourable probability of upside; it penalises rich valuations, weak capital efficiency, a low F-Score and high volatility. The price target is a 10,000-path Monte-Carlo simulation on real historical volatility, a distribution, not a single guess. The bull and bear cases are generated from the same data, so you always see both sides.

This is information, not investment advice. Do your own due diligence and consult a SEBI-registered adviser before investing.

TATAINVEST analysis, FAQs

Is Tata Investment Corporation Limited (TATAINVEST) a good buy?

On the numbers, Tata Investment Corporation Limited (TATAINVEST) tread carefully, a Downstox Snapshot Score of 33/100, weighing expensive at 78.2× earnings, ROE of 1.4%, a 57% model probability of trading higher in a year. This is a data snapshot for research, not investment advice.

Is TATAINVEST overvalued or undervalued?

TATAINVEST trades at 78.2× earnings, expensive versus the ~22× long-run Nifty average.

What is the TATAINVEST share price target for 2031?

TATAINVEST's probability-weighted 2031 median target is ₹971, with an 80% range of ₹323-₹2,918 (10,000-path Monte-Carlo).

What is the probability TATAINVEST doubles in 5 years?

The modelled probability of TATAINVEST reaching ₹1,387 (2×) within 5 years is 34%.

What is the bull case for TATAINVEST?

Low price-to-book of 1.15×, the market is paying little over the company's net assets.

What are the risks in TATAINVEST?

TATAINVEST's P/E of 81.4x is lower than 14% of the 2,373 NSE companies in our screener, as of 9 Aug 2026. TATAINVEST's return on equity of 1.4% ranks in the 17th percentile of the 2,373 NSE companies in our screener, as of 9 Aug 2026.

More on TATAINVEST