Computer Age Management Services Ltd.
NSE: CAMSComputer Age Management Services Ltd.: A 30-second snapshot
CAMS trades at ₹789.45, up 5.18% over 1 year and 0.98% over 3 months, sitting 6.08% below its 52-week high and above both its 50-day (₹779.24) and 200-day (₹743.38) moving averages with RSI at a neutral 51.63. Q1 FY27 results announced Aug 3, 2026 showed PAT up 17.6% YoY to ₹127 cr alongside a ₹2.50 dividend declaration, feeding mostly positive recent news flow (5 of 8 items positive). The stock carries a trailing PE of 39.62x against a 5-year revenue CAGR of 11.5%, with a mean analyst rating of 1.32 across 19 analysts (1-5 scale, lower = more constructive).
P/E
39.6
Forward P/E
30.2
ROE
—
Debt / Equity
4.86
Profit Margin
+31.8%
Div. Yield
+1.6%
5Y ROE > 15%
4/5
5Y FCF > 0
4/5
Quality
77/100
News
8 headlines · 5 positive · 1 negative
Buy Computer Age Management Services Ltd for the Target Rs 940 by Motilal Oswal Financial Services Ltd - Investment Guru
Investment Guru
PhonePe Daily SIP base crosses 500,000; CAMS profit jumps 17.6% to ₹127 cr - business-standard.com
business-standard.com
CAMS: Q1 FY'27 delivered robust growth in revenue, profitability, and market leadership - TradingView
TradingView
CAMS Q1 Results 2027: PAT Rises 18% YoY, Announces ₹2.50 Dividend - Sahi
Sahi
CAMS accepts Kaushik Narayan Badri's resignation as Fintuple CEO - scanx.trade
scanx.trade
Recent context
- ·Q1 FY27 results (Aug 3, 2026): PAT rose to ₹127 cr, up 17.6% YoY, with revenue and profitability described as showing robust growth, and a ₹2.50 dividend was declared.
- ·Motilal Oswal Financial Services issued a "Buy" rating with a ₹940 price target on Aug 5, 2026, following the results.
- ·CAMS accepted the resignation of Kaushik Narayan Badri as CEO of Fintuple (Jul 26, 2026), the sample's one negative-sentiment item; separately, PhonePe's daily SIP base crossing 500,000 was cited alongside the results coverage as a distribution-scale data point.
Strengths
- +Profit margin of 31.79% with free cash flow positive in 4 of the last 5 tracked years and a consistency score of 98/100 on that persistence history.
- +ROE above 15% in 4 of the last 5 tracked years (current single-year ROE not reported) alongside 5-year earnings growth of 17%, ahead of the 11.5% revenue CAGR over the same period.
- +Debt-to-equity of roughly 0.05x with a falling debt trend, indicating minimal balance-sheet leverage.
- +Price sits above both the 50-day (₹779.24) and 200-day (₹743.38) moving averages, and Q1 FY27 PAT grew 17.6% YoY to ₹127 cr with a ₹2.50 dividend declared.
Weaknesses
- −Sector/peer classification lists CAMS under 'Banking' alongside Axis Bank, Bajaj Finserv, Bajaj Finance, HDFC Bank and HDFC Life -- none share CAMS's asset-light RTA model, so its 5th-of-6 PE ranking and 3rd-of-6 quality-score ranking reflect a mismatched peer set rather than direct comparables.
- −Trailing PE of 39.62x and forward PE of 30.16x sit well above the 5-year revenue CAGR of 11.5%, pricing in continued above-trend growth tied to mutual-fund AUM/SIP trends and market share.
- −No current single-year ROE figure is available in the dataset (null), leaving the 15%+ ROE persistence claim (4 of 5 years) without a live print to check against.
- −The positive recent news flow is concentrated -- 4 of 5 positive headlines trace to the single Aug 3, 2026 Q1 results release rather than multiple independent developments -- while 3-month price change is only +0.98% despite that news cluster.
Open questions
- ?Does the 98/100 persistence consistency score and 4-of-5-year 15%+ ROE track record reflect a structural moat in CAMS's RTA franchise, or does it depend on continued mutual-fund industry AUM growth?
- ?How does a trailing PE of 39.62x compare with CAMS's own historical PE range, given that the current peer set (Banking-sector names) may not be a like-for-like valuation benchmark?
- ?What is driving the gap between the positive Q1 FY27 results news flow and the relatively muted 0.98% 3-month price change?
- ?What was the context and business impact, if any, of the Fintuple CEO resignation on CAMS's broader fintech/subsidiary strategy?
Peer comparison: Banking
Ranks 3 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| CAMS | Computer Age Management Services Ltd.You're viewing | 39.6 | — | 53 |
| Industry avg | across 5 peers | 30.8 | +12.7% | 51 |
| AXISBANK | Axis Bank Ltd. | 13.8 | +13.3% | 70 |
| HDFCBANK | HDFC Bank Ltd. | 15.9 | +13.8% | 66 |
| BAJFINANCE | Bajaj Finance Ltd. | 33.6 | — | 47 |
| BAJAJFINSV | Bajaj Finserv Ltd. | 32.1 | — | 37 |
| HDFCLIFE | HDFC Life Insurance Company Ltd. | 58.7 | +10.8% | 33 |
Technical state
Current price
₹789.45
SMA 50
₹779.24
SMA 200
₹743.38
RSI (14)
51.6 (neutral)
From 52w high
-6.1%
1Y return
+5.2%
3M return
+1.0%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- mediumCAMS is classified under a 'Banking' sector grouping and benchmarked against Axis Bank, Bajaj Finserv, Bajaj Finance, HDFC Bank and HDFC Life Insurance -- none of which share CAMS's fee-based, asset-light mutual-fund RTA (registrar and transfer agent) business model. Peer rankings drawn from this set (5th of 6 on PE at 39.62x, 3rd of 6 on quality score at 53, with ROE and 1Y price-change rankings unavailable/null) should be read with this business-model mismatch in mind.
- lowTrailing PE of 39.62x and forward PE of 30.16x sit well above the 5-year revenue CAGR of 11.5% (5-year earnings CAGR 17%), pricing in continued above-trend growth tied to mutual-fund industry AUM/SIP trends and CAMS's market share holding up.
- lowThe dataset carries no current single-year ROE figure (null) for CAMS, even though the 5-year persistence history shows ROE above 15% in 4 of the tracked years with a 98/100 consistency score -- no live ROE print is available to corroborate that historical trend.
- lowThe 8-item news sample skews to a single cluster: 4 of the 5 positive headlines are dated Aug 3, 2026 and trace to the same Q1 FY27 results release (PAT +17.6% YoY), rather than reflecting independent stories spread over time.
Cross-section contradictions
- News flow over the sample is entirely non-negative in aggregate (5 positive, 2 neutral, 1 negative of 8) and centred on the Aug 3, 2026 Q1 FY27 results (PAT +17.6% YoY), yet the stock's 3-month price change is just +0.98% and it sits 6.08% below its 52-week high -- the positive results news is recent and has not yet shown up materially in the medium-term price trend.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 12 Aug 2026 · rotates through NIFTY 500 every ~5 days