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