Top Wealth and Financial Services Stocks Compared: JM Financial vs Anand Rathi Wealth vs Prudent Corporate vs CAMS vs KFin Technologies on Price, Valuation, Q2 FY27 Results and Risks
- November 12, 2026
- Posted by: Kunal Singla
- Category: Best Stocks
Previous close: JM Financial Rs 114.52, Anand Rathi Wealth Rs 2,385.00, Prudent Corporate Rs 2,945.90, CAMS Rs 723.50, KFin Technologies Rs 935.00.
Quick Answer
This wealth and financial services stocks compared snapshot checks five names on price, valuation and Q2 FY27 results: JM Financial, Anand Rathi Wealth, Prudent Corporate, CAMS and KFin Technologies. Anand Rathi Wealth is the largest by market capitalisation at Rs 39,468 crore. CAMS reports the highest return on equity at 35.48%. Asset-light distributors and advisers earn high returns, so check whether each premium is backed by profitability.
Wealth and financial services stocks compared here means JM Financial, Anand Rathi Wealth, Prudent Corporate, CAMS and KFin Technologies on one page, checked on previous close, market value, valuation and the latest quarterly numbers. The group mixes a financial services firm with investment banking, wealth and lending arms, a wealth adviser for high net worth families, a mutual fund distributor and two registrar and technology firms, so each name earns from a different fee stream, which is exactly why a side-by-side look helps.
All five companies have filed their September 2026 quarter, so every result below is Q2 FY27. Wealth and financial services names follow market levels, investor activity and mutual fund flows, so a glance at the Nifty Fin Service page and the Sensex page before you read the tables gives useful backdrop.
Click Here – Get Free Investment Predictions
Wealth and Financial Services Stocks Compared: Advisers, Distributors and Registrars
The wealth and financial services stocks compared here are JM Financial, Anand Rathi Wealth, Prudent Corporate, CAMS and KFin Technologies. Anand Rathi Wealth is the largest by market capitalisation at Rs 39,468 crore. Previous closes run from Rs 114.52 for JM Financial to Rs 2,945.90 for Prudent Corporate, which is why a side-by-side look at value rather than price is more useful. This wealth and financial services stocks compared list is the base for every table that follows.
| Stock | Previous close (Rs) | Market cap (Rs crore) |
|---|---|---|
| JM Financial | 114.52 | 10,953 |
| Anand Rathi Wealth | 2,385.00 | 39,468 |
| Prudent Corporate | 2,945.90 | 12,208 |
| CAMS | 723.50 | 17,968 |
| KFin Technologies | 935.00 | 16,167 |
A quick look at the business behind each ticker puts the numbers in context. JM Financial offers investment banking, wealth, asset management and lending services, while Anand Rathi Wealth offers wealth advice and asset management to high net worth families. Prudent Corporate distributes mutual funds and other financial products through a wide advisor network, and CAMS is a leading registrar and transfer agent for mutual funds. To compare wealth and financial services stocks properly, line up return on equity, price to earnings and dividend yield before forming a view.
Rounding out the group, KFin Technologies offers registrar and technology services to mutual funds and companies. A fair wealth and financial services stock comparison looks at what each company actually earns from, not only at the share price. Registrar firms, distributors and wealth advisers belong in separate mental boxes whenever you compare wealth and financial services stocks fairly.
Wealth and Financial Services Stocks Valuation: Multiples, Returns and Payouts
JM Financial trades at the lowest price to earnings ratio in this group at 10.17. CAMS reports the highest return on equity at 35.48%. JM Financial has the lowest price to book value at 0.99. These wealth and financial services stocks valuation readings come from the previous close and the latest reported financials. That is the idea behind this wealth and financial services stocks compared table: return on equity and price to earnings sit side by side so a high or low reading stands out at once.
| Stock | Price to earnings | Price to book | ROE (%) | Dividend yield (%) |
|---|---|---|---|---|
| JM Financial | 10.17 | 0.99 | 9.14 | 2.84 |
| Anand Rathi Wealth | 86.56 | 30.75 | 35.43 | 0.27 |
| Prudent Corporate | 46.39 | 12.00 | 25.88 | 0.12 |
| CAMS | 35.39 | 12.47 | 35.48 | 1.73 |
| KFin Technologies | 46.36 | 9.95 | 21.47 | 1.28 |
Wealth and financial services stocks often trade at premium price to earnings multiples because fee income recurs. Price to book, return on equity and dividend yield help you judge how the market values each company and how much it pays back. Earnings per share and book value per share are the building blocks behind price to earnings and price to book, so a glance at both in each filing is time well spent. A simple wealth and financial services stock comparison like this one is only as useful as the context behind it, which is why dividend yield is worth checking as well.
In this group, price to earnings runs from 10.17 for JM Financial to 86.56 for Anand Rathi Wealth. JM Financial offers the highest dividend yield at 2.84%. Industry price to earnings readings differ by sub-sector: JM Financial and Anand Rathi Wealth at 17.75; Prudent Corporate at 33.56; CAMS and KFin Technologies at 44.49. The industry price to earnings is a handy anchor: a stock above it is priced for faster growth, and one below it is priced for steadier earnings. A well-built wealth and financial services stock comparison also notes that market levels and investor activity can move results between quarters. Run the same wealth and financial services stock comparison on your own watchlist and the pattern in these numbers will be easier to spot. Whenever you compare wealth and financial services stocks, note whether a premium is backed by returns or only by size.
Wealth and Financial Services Stocks Q2 FY27 Results: Revenue and Profit Check
All of the five wealth and financial services stocks compared have filed Q2 FY27 numbers. KFin Technologies posted the fastest revenue growth at 28.1% year on year. Prudent Corporate showed the sharpest rise in net profit at 33.9%. Read revenue first and quarterly profit second, since the two together show how much of the growth reaches shareholders. Treat the Q2 FY27 numbers in this wealth and financial services stocks compared review as a snapshot of one quarter, not a verdict on any financial services company.
| Stock | Q2 FY27 revenue (Rs crore) | Q2 FY26 revenue (Rs crore) | Q2 FY27 net profit (Rs crore) | Q2 FY26 net profit (Rs crore) |
|---|---|---|---|---|
| JM Financial | 1,056 | 1,044 | ||
| Anand Rathi Wealth | 356.6 | 307.1 | ||
| Prudent Corporate | 392.5 | 328.0 | 71.7 | 53.5 |
| CAMS | 428.2 | 388.9 | 130.7 | 113.9 |
| KFin Technologies | 410.0 | 320.0 | 100.3 | 93.3 |
JM Financial Results Snapshot
In the September 2026 quarter, JM Financial booked revenue of Rs 1,056 crore against Rs 1,044 crore in the same quarter last year, a rise of 1.1%.
Anand Rathi Wealth Results Snapshot
Anand Rathi Wealth’s Q2 FY27 top line stood at Rs 356.6 crore, versus Rs 307.1 crore in Q2 FY26, a rise of 16.1%.
Prudent Corporate Results Snapshot
Prudent Corporate reported Q2 FY27 revenue of Rs 392.5 crore, compared with Rs 328.0 crore a year earlier, a rise of 19.7%. Net profit rose 33.9% to Rs 71.7 crore from Rs 53.5 crore. Net profit margin improved to 18.4% from 16.7%. Earnings per share for the quarter rose to Rs 17.31 from Rs 12.93.
CAMS Results Snapshot
In the September 2026 quarter, CAMS booked revenue of Rs 428.2 crore against Rs 388.9 crore in the same quarter last year, a rise of 10.1%. Net profit rose 14.7% to Rs 130.7 crore from Rs 113.9 crore. Net profit margin improved to 31.7% from 30.5%. Earnings per share for the quarter rose to Rs 5.27 from Rs 4.62.
KFin Technologies Results Snapshot
KFin Technologies’ Q2 FY27 top line stood at Rs 410.0 crore, versus Rs 320.0 crore in Q2 FY26, a rise of 28.1%. Net profit rose 7.5% to Rs 100.3 crore from Rs 93.3 crore. Earnings per share for the quarter rose to Rs 5.78 from Rs 5.38.
Wealth and financial services results depend on assets under management, client additions, market activity and fee income, so profit can look different from revenue in a single quarter. That is why a wealth and financial services stock comparison works best when revenue and profit are read together across two or three quarters. Used this way, a wealth and financial services stocks compared review becomes a map of the sector rather than a price list. When you compare wealth and financial services stocks after each result season, track how dividend yield changes from one quarter to the next. A wealth and financial services stock comparison built on one quarter of data is a starting point, and the next set of results will update it.
Wealth and Financial Services Stocks Compared Two at a Time: Three Pairings
Readers rarely want a five-way table and nothing else, so here are three head-to-head reads drawn from the same data. Use them as a quick way to compare wealth and financial services stocks two at a time.
Anand Rathi Wealth vs Prudent Corporate
Anand Rathi Wealth advises high net worth families, while Prudent Corporate distributes mutual funds and other products through a wide advisor network. On price to earnings, Prudent Corporate carries the lower multiple at 46.39 against 86.56 for Anand Rathi Wealth. Anand Rathi Wealth reports the higher return on equity, at 35.43% against 25.88% for Prudent Corporate. For dividend income, Anand Rathi Wealth offers 0.27% against 0.12% at Prudent Corporate. Both earn from investor assets, so read growth next to valuation before you judge either multiple.
CAMS vs KFin Technologies
CAMS and KFin Technologies both act as registrar and transfer agents for mutual funds, so they are the closest pair on the list. CAMS reports the higher return on equity, at 35.48% against 21.47% for KFin Technologies. For dividend income, CAMS offers 1.73% against 1.28% at KFin Technologies. In Q2 FY27, KFin Technologies grew revenue faster, at 28.1% year on year against 10.1% for CAMS. Both ride mutual fund growth, so read returns and valuation side by side.
JM Financial vs Anand Rathi Wealth
JM Financial spans investment banking, wealth, asset management and lending, while Anand Rathi Wealth concentrates on wealth advice. Anand Rathi Wealth is about 3.6 times the size of JM Financial by market capitalisation, at Rs 39,468 crore against Rs 10,953 crore. On price to earnings, JM Financial carries the lower multiple at 10.17 against 86.56 for Anand Rathi Wealth. Anand Rathi Wealth reports the higher return on equity, at 35.43% against 9.14% for JM Financial. A diversified firm and a wealth specialist are priced differently, so read the business mix before you read the ratio.
Best Wealth and Financial Services Stocks for Each Type of Investor
People who ask for the best wealth and financial services stocks often have very different goals, so here is who leads on each measure today, row by row. Any wealth and financial services stocks compared table can mislead if you stop at one row, because each financial services company leads on a different measure.
| If you care most about | Start your research with | The number |
|---|---|---|
| Lowest price to earnings | JM Financial | 10.17 |
| Highest return on equity | CAMS | 35.48% |
| Highest dividend yield | JM Financial | 2.84% |
| Lowest price to book value | JM Financial | 0.99 |
| Largest by market capitalisation | Anand Rathi Wealth | Rs 39,468 crore |
| Fastest Q2 FY27 revenue growth | KFin Technologies | 28.1% |
| Sharpest Q2 FY27 net profit rise | Prudent Corporate | 33.9% |
No single name tops every row, which is exactly why a wealth and financial services stock comparison helps. Scale, returns, payouts and valuation each point to a different company, so decide what matters most to you before you rank the numbers.
What Is Driving Demand for Wealth and Investment Services Right Now?
Rising household savings, mutual fund flows and market investing support wealth, distribution and registrar businesses. Firms with recurring fee income earn steadily through different market phases. Knowing what moves market activity and investor flows helps you compare wealth and financial services stocks with the right questions in mind.
Assets under management, client additions and market activity decide earnings. Asset-light models can show strong returns on equity and generous payouts. A good wealth and financial services stocks compared routine therefore tracks assets, flows and margins.
Risks to Weigh When You Compare Wealth and Financial Services Stocks
Wealth and financial services stocks depend on market levels, investor activity, regulation and fee pressure. Valuations are often rich, so read each filing for assets, flows and margin commentary before you compare them. Every wealth and financial services stock comparison has blind spots, and for this group the biggest is market activity and investor flows. A thoughtful wealth and financial services stocks compared review keeps these risks next to the numbers instead of in a footnote.
Because assets, flows and margins drive these businesses, the most useful habit is to read the management commentary that comes with every result and note what is expected for the next quarter. Read together, the risk notes and the tables make this wealth and financial services stocks compared guide a balanced starting point.
How to Compare Wealth and Financial Services Stocks and Build a Shortlist
Start by deciding whether you want wealth advisers, mutual fund distributors, registrar firms or a diversified financial group, because each responds to different triggers. Registrar firms reward readers who track fund flows, while advisers reward those who track assets under management. Done step by step, this wealth and financial services stocks compared routine becomes repeatable rather than a one-off exercise.
Then check valuation and returns, because premium multiples leave less room for slips and market swings can shift fee income. Spreading your attention across one registrar and one adviser is a simple way to see both sides of the sector. Keep the shortlist of best wealth and financial services stocks short enough that you can actually follow each company’s quarterly results. When you compare wealth and financial services stocks again after new results, update only the rows that changed instead of starting over.
The Univest stock screener lets you filter wealth and financial services stocks by market capitalisation, return on equity and price to earnings, and the app keeps live prices a tap away through the trading day. Come back to this wealth and financial services stocks compared page after the next set of results to see which numbers have moved.
Check the Univest Screener for live wealth and financial services stock data
Download the Univest iOS App or Univest Android App to track these wealth and financial services stocks live.
Conclusion: Wealth and Financial Services Stocks Compared at a Glance
This wealth and financial services stocks compared review on price, valuation and Q2 FY27 results shows that no single name wins every measure. Anand Rathi Wealth leads on size and CAMS leads on return on equity, while the others bring their own strengths. Treat the wealth and financial services stocks Q2 FY27 results and wealth and financial services stocks valuation tables as a research starting point, then check the filings and speak to a SEBI-registered advisor before you invest. If you plan to compare wealth and financial services stocks again next quarter, the same checklist of return on equity, price to earnings and dividend yield will work.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions on Wealth and Financial Services Stocks Compared
Which are the top wealth and financial services stocks compared in this article?
Ans. The wealth and financial services stocks compared in this article are JM Financial, Anand Rathi Wealth, Prudent Corporate, CAMS and KFin Technologies. They are checked on previous close, market capitalisation, price to earnings, price to book, return on equity and the latest quarterly results, giving you a quick, even-handed view of the group ahead of any detailed filing review.
Which wealth and financial services stock has the highest market capitalisation?
Ans. Among the five names, Anand Rathi Wealth has the highest market capitalisation at Rs 39,468 crore. CAMS follows at Rs 17,968 crore. The figure reflects what the market is paying for the whole company today, and it will change as prices move, so refresh it before you decide.
Which of these wealth and financial services stocks has the lowest price to earnings ratio?
Ans. On wealth and financial services stocks valuation, JM Financial has the lowest price to earnings ratio among these wealth and financial services stocks at 10.17, based on the latest reported earnings. Anand Rathi Wealth sits at the other end at 86.56. The lowest ratio is not a verdict on the stock, since earnings growth and quality decide whether a multiple is fair.
Which wealth and financial services stock has the highest return on equity?
Ans. CAMS reports the highest return on equity in this group at 35.48%. A higher return on equity points to a company that turns shareholder funds into profit efficiently. Check the trend over time and the debt level before leaning on a single reading.
How did wealth and financial services stocks perform in Q2 FY27 results?
Ans. All of the five names have filed Q2 FY27 numbers in our data. KFin Technologies recorded the fastest revenue growth at 28.1% year on year. Prudent Corporate showed the sharpest net profit rise at 33.9%. For wealth and financial services stocks Q2 FY27 results, each filing on the exchange website carries the full detail behind these figures.
What are the main risks when you compare wealth and financial services stocks?
Ans. Wealth and financial services stocks depend on market levels, investor activity, regulation and fee pressure. Valuations are often rich, so read each filing for assets, flows and margin commentary before you compare them. Keep an eye on assets, flows and margins.
Which metrics matter most when you compare wealth and financial services stocks?
Ans. Assets under management, net inflows, operating margin and fee income matter most for operating performance. Price to earnings, price to book, return on equity and dividend yield show how the market values each company. Read each company’s filing for these along with the numbers in this article.
Which is the best wealth and financial services stock to buy among these five?
Ans. The best wealth and financial services stock depends on whether you value wealth advice, fund distribution, registrar services or a diversified model, because the five names differ on all four. On the numbers in this article, Anand Rathi Wealth has the largest market capitalisation; JM Financial has the lowest price to earnings as well as the highest dividend yield; CAMS has the highest return on equity. The leaders change from row to row, so no stock stands out on everything, and this article is not advice. Shortlist from the tables, verify with the latest filings, and consult a SEBI-registered advisor, since time horizon and risk appetite matter most.
