Equities

WealthNavi Inc

WealthNavi Inc

Actions
FinancialsInvestment Banking and Brokerage Services
  • Price (JPY)1,654.00
  • Today's Change-16.00 / -0.96%
  • Shares traded1.24m
  • 1 Year change+40.53%
  • Beta--
Data delayed at least 20 minutes, as of Mar 28 2024.
More ▼
Find More Stocks
Find More Stocks
Use our equities screener to discover other potential opportunities.
 
Equities ScreenerGo to the Equities Screener

Profile data is unavailable for this security.

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)8.17bn
  • Net income in JPY375.28m
  • Incorporated2015
  • Employees170.00
  • Location
    WealthNavi Inc9F Shibuya Higashiguchi Bldg2-22-3 ShibuyaSHIBUYA-KU 150-0002JapanJPN
  • Phone+81 366329578
  • Websitehttps://corp.wealthnavi.com/
More ▼

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)
KYOKUTO SECURITIES CO., LTD.6.45bn3.57bn57.23bn234.0015.621.1015.678.87111.75111.75202.221,584.440.0872--3.0927,568,380.004.822.106.963.1999.1599.0055.2825.17----0.173682.97-33.56-12.24-44.83-17.55-10.97-15.59
IwaiCosmo Holdings, Inc22.34bn4.78bn58.78bn766.0011.540.890910.812.63203.63203.63951.072,637.930.1124--16.4129,163,190.002.412.137.326.5898.8198.6121.4218.78----0.225551.32-4.91-1.36-5.11-5.49-7.651.30
Aizawa Securities Group Co Ltd16.88bn-33.00m59.45bn741.00--0.884198.843.52-0.6245-0.6245448.241,415.130.1516--1.0322,778,680.00-0.09431.27-0.16672.0695.6098.16-0.62218.58----0.240584.99-20.55-6.71-181.87---1.353.40
Japan Investment Adviser Co Ltd21.82bn2.36bn63.52bn238.0021.491.0623.392.9148.4548.45447.95981.560.11260.11363.83--1.192.573.557.0155.8657.6710.5420.630.4367.030.740825.0020.917.73-46.53-14.04-5.8416.36
SBI Global Asset Management Co Ltd9.80bn5.61bn67.43bn138.0012.024.3011.026.8862.5562.55109.25174.990.60652,441.124.3970,988,650.0034.9516.6141.2720.3550.9150.7557.6230.262.932.220.015167.467.687.95274.3137.70-1.1912.47
Marusan Securities Co Ltd16.91bn2.02bn76.90bn1.10k37.101.5630.824.5530.7630.76257.56733.120.2149--14.1815,401,640.002.572.093.943.7299.6999.4611.9410.69----0.068479.30-20.03-4.69-72.48-19.945.80-19.27
Sparx Group Co Ltd15.13bn5.92bn81.74bn173.0013.112.6513.355.40148.75148.75379.90735.970.3764--13.7087,456,650.0014.6910.0017.3912.30----39.0426.84----0.235262.29-4.870.200311.08-0.6932-9.4411.38
GMO Financial Holdings Inc51.43bn7.65bn96.82bn422.0012.102.028.761.8865.5365.53439.78393.520.0486--0.395121,872,000.000.7090.78888.3710.7293.5594.2214.5915.39--108.650.82860.9710.528.13531.11-0.182-2.690.3388
WealthNavi Inc8.17bn375.28m98.36bn170.00225.496.80210.3912.047.417.41163.28245.700.2807----48,046,600.001.29-2.86--------4.59-12.34--12.270.1098--24.2656.1029.54--55.24--
JAFCO Group Co Ltd18.92bn291.00m108.48bn147.00124.300.8058223.205.7315.5715.57334.342,401.340.1059----128,734,700.000.162810.780.177711.3553.2463.331.5497.62----0.103719.77-49.15-13.74169.0410.85-33.0133.28
Data as of Mar 28 2024. Currency figures normalised to WealthNavi Inc's reporting currency: Japanese Yen JPY

Institutional shareholders

17.26%Per cent of shares held by top holders
HolderShares% Held
Chikara Investments LLPas of 29 Nov 20232.40m4.09%
JPMorgan Asset Management (Japan) Ltd.as of 15 Mar 20242.09m3.56%
Baillie Gifford & Co.as of 29 Feb 20241.76m3.00%
Jupiter Asset Management Ltd.as of 30 Nov 20231.52m2.59%
Banque Pictet & Cie SAas of 30 Jun 2023698.43k1.19%
Carne Global Fund Managers (Ireland) Ltd.as of 07 Mar 2024419.99k0.72%
BlackRock Fund Advisorsas of 07 Mar 2024417.80k0.71%
Nikko Asset Management Co., Ltd.as of 20 Jan 2023350.50k0.60%
Simplex Asset Management Co., Ltd.as of 19 Dec 2023242.00k0.41%
Wellington Management Co. LLPas of 31 Oct 2023236.20k0.40%
More ▼
Data from 31 Dec 2023 - 21 Mar 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
All markets data located on FT.com is subject to the FT Terms & Conditions
All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via FT.com is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.