Company Snapshots
Computer Age Management Services (CAMS) is a mutual funds transfer agency. It provides investor services, distributor services and asset management companies (AMC) services. India’s largest registrar and transfer agent of mutual funds with a market share of ~69% Co. has pan-India physical network comprising 280 service centers spread over 25 states and 5 union territories The company services 9 of the 15 largest MFs. It has ~20 years avg. relationship with 10 largest MF clients.
Services Offered CAMS currently provides technology-based services including dividend processing, transaction origination interface, payment, transaction execution, Etc
Product Portfolio
CAMS KRA: Provides KYC services. The company provides the ‘10-Minute KYC’ – Industry First AI embedded KYC solution to Onboard Customers Instantly.CAMS Pay: It is a product that offers UPI autopay expanded beyond MF with adoption by fintech channels and prominent 3rd party apps.CAMS Rep: Provides Insurance Repository and services. Bima Central platform goes live with insta eIA sign up for policyholders.CAMS CRA: It is the industry-first NPS CRA platform on cloud.Only CRA to offer multiple KYC options. Think360 AI: Its a data science and AI technology synergised with CAMS. It brings modern AI capabilities and advisory to BFSI clients
Revenue Breakup CAMS charges a fixed fee based on the AUM managed by the Mutual fund company. Thus, the higher the AUM of its customers, the higher the revenue for the company
Data Processing : 81.3% Customer Care Services : 7.1% Miscellaneous Services : 6%
Fundamental Analysis Key Ratios
Market Cap ₹ 17,599 Cr.
Current Price ₹ 3,578
High/Low ₹ 3,686 / 2,132
Stock PE 52.2
Industry PE 52.2
ROCE 48.4 %
ROE 39.8 %
PEG Ratio 2.49
Debt To Equity 0.11
Financial Trend
Revenue: 5 Years Comparison
January 2020: 700 crore January 2024: 1,137 crore Change in Revenue (2020-2024)= 62.43%
Net Profit: 5 Years Comparison
January 2020: 172 crore January 2024: 354 crore Change in Net Profit (2020-2 024) = 105.81%
Shareholding Pattern
Change in Shareholding Pattern
Mar-23 Mar-24 1 Year Change
Promoters + 19.92% 0.00% -19.92%
FIIs + 35.00% 53.78% 18.78%
DIIs + 12.87% 19.91% 7.04%
Public + 32.21% 26.32% -5.89%
Promoters :
Mar-23 : 19.92%Mar-24 : 0.00%1 Year Change : -19.92%Analysis : Promoters have completely divested their stake, indicating a total exit from the company. This could be due to a strategic sale, acquisition, or other significant corporate action.
Foreign Institutional Investors (FIIs) :
Mar-23 : 35.00%Mar-24 : 53.78%1 Year Change : +18.78%Analysis : FIIs have substantially increased their stake, showing a high level of foreign confidence and investment in the company’s future.
Domestic Institutional Investors (DIIs) :
Mar-23 : 12.87%Mar-24 : 19.91%1 Year Change : +7.04%Analysis : DIIs have also increased their holdings significantly, indicating strong domestic institutional support for the company.
Public :
Mar-23 : 32.21%Mar-24 : 26.32%1 Year Change : -5.89%Analysis : Public shareholding has decreased, suggesting that retail investors have reduced their holdings, potentially due to the changes in the company’s ownership structure or market sentiment.
Stock Price Returns 1 Year Stock Returns
CAMS has given 1 year returns of 62.85% If you would have invested 1 lakh in June 2023 , it would have became 1.62 lakhs in June 2024
5 Years Stock Returns
CAMS has given 5 year returns of 155.29% If you would have invested 1 lakh in June 2020 , it would have became 2.55 lakhs in June 2024
CAMS Valuation
Current PE: 52.2 Median PE: 43.8 Company is Overvalued: As the Median PE is less than the Current PE, so we can say that company is company is slightly overvalued.
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Disclaimer
Money Minded School is not a SEBI registered investment advisor, Please do your own research before investing This article is a complete guide about Computer Age Management Services Ltd. (CAMS) These information and forecasts are based on our analysis, research, company fundamentals and history, experiences, and various technical analyses. Also, We have talked in detail about the share’s future prospects and growth potential. Hopefully, this information will help you in your further investment. If you have any further queries, please comment below. We will be happy to answer all your questions. If you like this information, share the article with as many people as possible
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