Equities

WealthNavi Inc

WealthNavi Inc

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FinancialsInvestment Banking and Brokerage Services
  • Price (JPY)2,049.00
  • Today's Change-124.00 / -5.71%
  • Shares traded2.97m
  • 1 Year change-48.84%
  • Beta--
Data delayed at least 20 minutes, as of Aug 15 2022 07:00 BST.
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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)5.21bn
  • Net income in JPY-403.15m
  • Incorporated2015
  • Employees114.00
  • Location
    WealthNavi Inc9F Shibuya Higashiguchi Bldg2-22-3 ShibuyaSHIBUYA-KU 150-0002JapanJPN
  • Phone+81 366324911
  • Websitehttps://www.wealthnavi.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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)
SPARX Group Co., Ltd.14.09bn4.08bn63.08bn173.0014.742.6120.074.4820.4220.4270.61115.320.3868--14.1081,468,210.0011.1910.7614.3813.31----28.9327.16----0.302856.01-1.769.5317.3611.65-54.0024.57
Okasan Securities Group Inc72.01bn8.87bn70.36bn3.61k7.620.415.610.986444.4944.49362.11826.790.1097--1.1019,953,730.001.491.075.003.2394.3795.1813.618.48----0.425660.549.69-1.7667.41-0.8004-18.68-9.71
GMO Financial Holdings Inc45.20bn8.17bn91.69bn514.0010.962.048.242.0371.5571.55395.97383.460.0514--0.337287,929,960.000.907--13.67--94.91--17.66------0.815--27.61--35.08------
Tokai Tokyo Financial Holdings Inc79.46bn6.24bn97.98bn2.85k15.000.5499.361.2325.0725.07319.14684.880.049--21.5527,910,780.000.45220.87962.534.0896.1896.819.2314.69----0.783253.2416.744.3644.601.8625.32-1.59
WealthNavi Inc5.21bn-403.15m99.34bn114.00--9.72--19.06-8.78-8.78113.10215.530.2794----45,715,760.00-2.16-----------7.74-----10.900.1283--84.67--50.61------
Monex Group, Inc.80.78bn6.71bn123.97bn1.48k19.531.178.221.5323.8123.81307.84396.650.05410.27480.367254,767,460.000.45070.66421.643.5191.8391.788.3311.62----0.797833.0313.9614.14-9.31112.84-6.5524.09
JAFCO Group Co Ltd15.56bn5.89bn132.58bn135.0023.110.676521.758.5277.8877.88206.782,660.770.0678----115,259,300.002.569.112.639.5446.2565.4237.8574.28----0.00118.1528.66-0.1296-60.846.372.258.88
Data as of Aug 15 2022. Currency figures normalised to WealthNavi Inc's reporting currency: Japanese Yen JPY

Institutional shareholders

33.08%Per cent of shares held by top holders
HolderShares% Held
Coupland Cardiff Asset Management LLPas of 08 Apr 20224.92m10.38%
JPMorgan Asset Management (Japan) Ltd.as of 29 Jul 20222.33m4.91%
Wasatch Advisors, Inc.as of 14 Jan 20221.88m3.97%
Capital Research & Management Co. (World Investors)as of 30 Jun 20221.79m3.77%
Baillie Gifford & Co.as of 30 Jun 20221.62m3.41%
Jupiter Asset Management Ltd.as of 30 Apr 20221.05m2.22%
Alma Capital Investment Management SA (UK)as of 31 Dec 2021700.00k1.48%
T. Rowe Price International Ltd. (Japan)as of 30 Jun 2022601.80k1.27%
Grandeur Peak Global Advisors LLCas of 30 Apr 2022421.20k0.89%
FIL Investment Management (Hong Kong) Ltd.as of 31 May 2022378.00k0.80%
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Data from 31 Jan 2022 - 30 Jun 2022Source: FactSet Research Systems Inc.
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