HAL vs BEL vs Bharat Dynamics vs BEML. Best Stock in Defence ?

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In this video, Janak Lotwala, a retail investor with over 10 years of experience in investing in the stock market, compares the four defence stocks on the basis of the last 3 years of sales growth, profit growth, and the CROIC ratio. This video serves as a starting point in evaluation top defence stocks in india at the same time investors who want to identify best defence stocks, can watch this video
4 stocks that are under consideration from the defence sector in india that are being discussed are:
HAL
BEML
BEL and Bharat dynamics
HAL & BEL has the highest sales growth, and the profit is also good. Profit growth has drastically increased compared to their sales growth, which shows an expansion in their margins. If we compare BDL and BEML, sales are in single digits, but profit is the highest, so margins have also increased drastically, so now Janak scores them according to his analysis.
The next parameter is the ROE and ROCE in this HAL, and BEL has the highest ROE and ROCE.
The next comparison is with the order book of HAL, BEL, Bharat Dynamics, and BEML. So while comparing Bharat Dynamics and BEML, Bharat Dynamics has low sales, but their order book is greater compared to their sales.
Then he discusses the valuations, which are PE, EVEBITDA, PS, PEG, and Growth Guesstimate.
Then Janak does a technical analysis of these stocks and talks about the price action and the margin of safety.
#defencestocks #topstocks #stockaddawithjanak

[@JanakLotwala]

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[@goallout5445]

You must include mazgaon 🛳️ dock too

[@poonamjain2322]

That's very thorough and immensely helpful.. I would love to see more in shipping stocks and drone defence as well..

[@rabindrasutradhar5343]

Excellent talk 👍 HAL share price target kitna hai upto 2025-2026?

[@manish749]

Loved the comparison...need more of such videos on other sectors like renewables , it, finance etc

[@bhavinthakkar2096]

Good analysis of the shares

[@anilthathera703]

First time share related video dekha h. Middle class private teacher hu. Saving k 80000 rs h koi bta skta h ki en 4 Mai se konsa share lu jissai kuch extra earn ho jye. First time buy krunga plz koi btaye

[@VijayKumar-iu3ee]

IRFC has good potential

[@85juyalgaurav]

Pls let me know if i should do profit booking for BDL , Buy price is 1403 , 400 Shares !!!

[@amarjeetbazzad1929]

Good information

[@ManojSingh-ls7rj]

Not appropriate, order book can be cancelled at any time due to delayed completion.

[@atharva1971]

Mainly govt gives orders and doesn't cancle unnecessarily

[@atharva1971]

Mainly govt gives orders and doesn't cancle unnecessarily

[@healyou4243]

The car you drive can also met accident any time...the legs in which u stand can slip any time

[@rushielthakur5586]

💀​@@healyou4243

[@PartikNandal]

Inko buy krna worth h ya nii..?

[@pinupaul1803]

Great video sir Hame or aise video chaiye ❤

[@APSingh2028]

Thanks for this wonderful video brother but if possible plz go through Esconet Technology business model and let us know the merits & demerits.

[@InvestIntellect-ny5qb]

भागते हुए स्टॉक को पकड़ने की कोशिश न करे

[@SinnerDaddy108]

Ab to Gira hua Hai pakde kya ?

[@anchiit]

Mazagaon Dock , pls review

[@VijayKumar-iu3ee]

Charo me fail ho Gyani sahab