BAJAJ-AUTO vs TVSMOTOR
Side-by-side comparison of Bajaj Auto Ltd. and TVS Motor Company Ltd.. Descriptive only — not investment advice.
Bajaj Auto Ltd.
Auto
Quality Score: 74/100
TVS Motor Company Ltd.
Auto
Quality Score: 53/100
At a glance
| Metric | BAJAJ-AUTO | TVSMOTOR |
|---|---|---|
| Quality Score | 74/100 | 53/100 |
| P/E (trailing) | 26.9 | 57.0 |
| Forward P/E | 22.2 | 31.3 |
| ROE | +28.1% | +31.6% |
| Profit margin | +16.5% | +5.4% |
| Debt-to-equity | 56.29 | 306.09 |
| Dividend yield | +1.45% | +0.34% |
| 1Y price return | +25.6% | +32.9% |
| From 52w high | -3.8% | -10.8% |
| Analyst rating1 = Strong Buy, 5 = Strong Sell | 2.35 | 2.03 |
Highlighted value = better on the metric (lower for P/E, D/E, drawdown, analyst rating; higher elsewhere). Descriptive only.
Snapshots
Bajaj Auto trades at ₹10,342, up 25.58% over the past year, sitting above both its 50-DMA (₹9,820) and 200-DMA (₹9,244) with RSI at 54.51. The company reported Q4 PAT growth of 34% and May 2026 domestic sales growth of 20% alongside a 34% jump in exports, while announcing a ₹150/share dividend and a share buyback. Trailing PE stands at 26.9x against a forward PE of 22.2x, with 5-year earnings growth of 103.1% and ROE of 28.05%.
TVS Motor Company (₹3,527) trades at a trailing PE of 57.0 — the highest among its 6 Auto sector peers — supported by 5-year revenue growth of 31.3% and an ROE of 31.62% that ranks first among peers with available data. The stock is up 32.88% over 12 months and holds above the 200-DMA (₹3,514), though it has slipped 5.98% over the past 3 months and sits below the 50-DMA (₹3,593). A debt-to-equity of 306.09 with a rising trend and free cash flow positive in just 1 of the measured years are the defining balance-sheet characteristics.
Pros
- ✓ROE of 28.05% ranks 1st among the 6-stock Auto peer group, ahead of Eicher Motors (23.77%), M&M (18.75%), Bosch (19.35%), and MARUTI (14.43%).
- ✓5-year revenue growth of 48.8% and 5-year earnings growth of 103.1% indicate sustained compounding of both top- and bottom-line over the medium term.
- ✓Forward PE of 22.2x represents a 17.5% compression versus the trailing PE of 26.9x, reflecting analyst expectations of continued near-term earnings expansion.
- ✓Profit margin of 16.51% and a consistency score of 83 (out of 100) in the persistence module point to stable earnings quality across the available historical window.
- ✓ROE of 31.62% is the highest among Auto sector peers with available ROE data (Bajaj Auto 28.05%, M&M 18.75%, Maruti 14.43%), reflecting above-sector capital efficiency on equity deployed.
- ✓Five-year revenue growth of 31.3% and earnings growth of 19.1% indicate sustained top-line and bottom-line expansion over the measurement window.
- ✓Stock has delivered 32.88% price appreciation over 12 months and trades above the 200-DMA (₹3,514), with recent news citing FY2026 record revenue, profit, and EBITDA alongside growth in ICE, EV, and international segments.
- ✓Forward PE of 31.3 compresses substantially from the trailing PE of 57.0, implying analyst consensus projects significant near-term earnings growth; mean analyst rating of 2.03 across 36 analysts (1–5 scale, lower = more constructive).
Cons
- ✗Debt-to-equity of 56.29 is anomalously elevated for a two-wheeler manufacturer and likely consolidates captive-finance or NBFC subsidiary debt, making standalone leverage assessment impossible from this figure alone.
- ✗FCF-positive years number only 3 out of an unspecified total in the persistence data, leaving the full cash-generation track record unverifiable.
- ✗Quality score of 55 is mid-pack within the peer set (2nd of 6), indicating the stock does not lead on the composite quality measure despite its ROE ranking.
- ✗The stock is within 3.8% of its 52-week high, with resistance identified at ₹10,635 and ₹10,750, offering a narrow gap between current price and the nearest supply zone.
- ✗D/E of 306.09 with a rising debt trend is materially above typical non-financial auto OEM levels; at a 5.38% profit margin, the headroom for debt servicing under a demand or margin shock is narrow.
- ✗Free cash flow was positive in only 1 of the available persistence years, meaning reported earnings growth has not consistently translated into surplus cash generation.
- ✗Composite quality score of 30 ranks last (6th of 6) in the Auto sector peer set, with peers such as BAJAJ-AUTO (55) and EICHERMOT (60) scoring nearly double on the composite metric.
- ✗Trailing PE of 57.0 ranks highest among 6 sector peers (sector range: 20.9–36.0), a 58–174% premium to peer multiples that depends on earnings growth continuing at an above-peer rate.
Want the full analysis for either stock?
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Comparison reflects current public data; consult a registered adviser before any investment decision.