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About the company
WealthNavi Inc is a Japan-based company mainly engaged in the development and provision of robo-advisors that fully automate asset management. The Company is engaged in the provision of robo-advisor WealthNavi, a service that fully automates long-term, funded and diversified asset management for the working generations after retirement. The WealthNavi has features such as automates all long-term, funded and diversified asset management and provides it online, with functions such as automatic tax optimization function, automatic fund with rebalancing function, and asset management advice function by artificial intelligence (AI), as well as objective algorithms, and simple fees.
- Revenue in JPY (TTM)8.88bn
- Net income in JPY280.17m
- Incorporated2015
- Employees170.00
- LocationWealthNavi Inc9F Shibuya Higashiguchi Bldg2-22-3 ShibuyaSHIBUYA-KU 150-0002JapanJPN
- Phone+81 366329578
- Websitehttps://corp.wealthnavi.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mito Securities Co Ltd | 14.55bn | 2.34bn | 35.73bn | 737.00 | 15.05 | 0.821 | 13.23 | 2.46 | 36.14 | 36.14 | 225.16 | 662.64 | 0.2146 | -- | 25.00 | -- | 3.45 | 2.19 | 5.13 | 3.27 | 99.65 | 99.55 | 16.05 | 10.73 | -- | -- | 0.092 | 72.01 | 30.00 | 4.76 | 202.20 | 66.24 | -19.50 | 43.10 |
| SBI Aruhi Corp | 20.40bn | 1.52bn | 37.87bn | 485.00 | 21.40 | 0.8925 | 12.62 | 1.86 | 39.59 | 39.59 | 529.48 | 948.97 | 0.12 | -- | 18.18 | -- | 0.876 | 2.52 | 1.03 | 3.69 | 81.69 | 86.28 | 7.30 | 15.40 | -- | -- | 0.6988 | 51.23 | -9.72 | -3.07 | -46.22 | -18.86 | -7.06 | -1.89 |
| KYOKUTO SECURITIES CO., LTD. | 7.73bn | 4.34bn | 47.69bn | 234.00 | 10.69 | 0.865 | 10.78 | 6.17 | 136.08 | 136.08 | 242.25 | 1,682.18 | 0.1001 | -- | 25.89 | -- | 5.62 | 2.79 | 8.18 | 4.22 | 99.31 | 99.08 | 56.19 | 32.65 | -- | -- | 0.1604 | 81.58 | 79.18 | 3.58 | 271.66 | 20.91 | -19.77 | 19.57 |
| IwaiCosmo Holdings, Inc | 24.04bn | 5.55bn | 55.78bn | 766.00 | 9.43 | 0.7895 | 8.99 | 2.32 | 236.46 | 236.46 | 1,023.54 | 2,824.49 | 0.1228 | -- | 17.23 | -- | 2.84 | 2.28 | 7.95 | 6.73 | 98.92 | 98.67 | 23.11 | 19.61 | -- | -- | 0.2566 | 52.96 | 22.09 | 2.51 | 55.84 | 6.01 | 6.23 | 9.86 |
| SBI Global Asset Management Co Ltd | 10.14bn | 1.59bn | 59.81bn | 138.00 | 37.63 | 3.75 | 28.12 | 5.90 | 17.72 | 17.72 | 113.05 | 178.03 | 0.5071 | 1,934.37 | 5.40 | -- | 8.11 | 15.16 | 9.89 | 18.74 | 51.50 | 52.43 | 16.00 | 28.20 | 2.78 | -- | 0.0133 | 70.18 | 15.90 | 11.04 | -70.80 | 5.42 | -3.94 | 8.96 |
| Marusan Securities Co Ltd | 18.61bn | 2.92bn | 68.54bn | 1.10k | 22.91 | 1.28 | 20.29 | 3.68 | 44.39 | 44.39 | 282.65 | 796.36 | 0.2453 | -- | 12.24 | -- | 3.86 | 2.71 | 5.39 | 4.60 | 99.73 | 99.53 | 15.73 | 13.06 | -- | -- | 0.0563 | 59.73 | 24.63 | 3.53 | 275.96 | 40.94 | 8.26 | 43.10 |
| WealthNavi Inc | 8.88bn | 280.17m | 68.87bn | 170.00 | 207.02 | 2.46 | 177.91 | 7.76 | 5.63 | 5.63 | 174.13 | 474.08 | 0.2648 | -- | -- | 52,220,740.00 | 0.8357 | -2.86 | -- | -- | -- | -- | 3.16 | -12.34 | -- | 14.50 | 0.0509 | -- | 24.26 | 56.10 | 29.54 | -- | 55.24 | -- |
| Sparx Group Co Ltd | 16.50bn | 6.52bn | 76.03bn | 173.00 | 11.07 | 2.28 | 11.32 | 4.61 | 163.85 | 163.85 | 414.52 | 794.30 | 0.386 | -- | 12.06 | -- | 15.20 | 11.16 | 18.14 | 13.71 | -- | -- | 39.38 | 29.52 | -- | -- | 0.2227 | 54.54 | 23.50 | 7.98 | 44.19 | 14.97 | 43.47 | 13.53 |
| Japan Investment Adviser Co Ltd | 26.92bn | 5.85bn | 83.48bn | 252.00 | 13.19 | 1.32 | 13.33 | 3.10 | 103.69 | 103.69 | 521.15 | 1,037.88 | 0.1282 | 0.131 | 3.89 | 106,829,400.00 | 2.77 | 2.57 | 7.36 | 7.01 | 59.24 | 57.67 | 21.62 | 20.63 | 0.6448 | -- | 0.6957 | 24.95 | 20.91 | 7.73 | -46.53 | -14.04 | -5.84 | 16.36 |
| Aizawa Securities Group Co Ltd | 18.98bn | 2.98bn | 95.24bn | 741.00 | 25.17 | 1.34 | 30.28 | 5.02 | 79.60 | 79.60 | 506.39 | 1,498.42 | 0.1703 | -- | 1.17 | -- | 2.59 | 1.76 | 4.45 | 2.89 | 95.85 | 97.45 | 15.18 | 11.25 | -- | -- | 0.2571 | 63.78 | 48.85 | 8.37 | 225.26 | 64.63 | 2.72 | 12.13 |
| GMO Financial Holdings Inc | 50.64bn | 8.19bn | 96.21bn | 422.00 | 11.35 | 1.91 | 8.35 | 1.90 | 69.42 | 69.42 | 429.19 | 413.12 | 0.044 | -- | 3.04 | 120,000,000.00 | 0.6989 | 0.7888 | 8.56 | 10.72 | 93.18 | 94.22 | 15.87 | 15.39 | -- | 60.84 | 0.8152 | 60.97 | 10.52 | 8.13 | 531.11 | -0.182 | -2.69 | 0.3388 |
| JAFCO Group Co Ltd | 24.44bn | 7.49bn | 100.10bn | 147.00 | 12.98 | 0.7068 | 13.04 | 4.10 | 137.59 | 137.59 | 448.90 | 2,526.24 | 0.1502 | -- | -- | -- | 4.61 | 10.79 | 5.11 | 11.47 | 49.93 | 61.36 | 30.66 | 96.54 | -- | -- | 0.099 | 20.50 | 73.69 | -1.13 | -81.53 | -5.91 | 1.15 | 13.07 |
Data as of May 31 2024. Currency figures normalised to WealthNavi Inc's reporting currency: Japanese Yen JPY
16.62%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Chikara Investments LLPas of 29 Nov 2023 | 2.40m | 4.08% |
| JPMorgan Asset Management (Japan) Ltd.as of 30 Apr 2024 | 2.10m | 3.57% |
| Baillie Gifford & Co.as of 30 Apr 2024 | 1.78m | 3.02% |
| Jupiter Asset Management Ltd.as of 31 Jan 2024 | 1.53m | 2.60% |
| Carne Global Fund Managers (Ireland) Ltd.as of 09 May 2024 | 420.07k | 0.71% |
| BlackRock Fund Advisorsas of 09 May 2024 | 416.10k | 0.71% |
| Nikko Asset Management Co., Ltd.as of 20 Jan 2023 | 350.50k | 0.60% |
| Simplex Asset Management Co., Ltd.as of 09 May 2024 | 328.90k | 0.56% |
| American Century Investment Management, Inc.as of 31 Mar 2024 | 246.80k | 0.42% |
| Wellington Management Co. LLPas of 31 Jan 2024 | 217.40k | 0.37% |
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Data from 31 Mar 2024 - 24 May 2024Source: FactSet Research Systems Inc.
