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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)8.17bn
- Net income in JPY375.28m
- 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) |
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KYOKUTO SECURITIES CO., LTD. | 6.45bn | 3.57bn | 57.23bn | 234.00 | 15.62 | 1.10 | 15.67 | 8.87 | 111.75 | 111.75 | 202.22 | 1,584.44 | 0.0872 | -- | 3.09 | 27,568,380.00 | 4.82 | 2.10 | 6.96 | 3.19 | 99.15 | 99.00 | 55.28 | 25.17 | -- | -- | 0.1736 | 82.97 | -33.56 | -12.24 | -44.83 | -17.55 | -10.97 | -15.59 |
IwaiCosmo Holdings, Inc | 22.34bn | 4.78bn | 58.78bn | 766.00 | 11.54 | 0.8909 | 10.81 | 2.63 | 203.63 | 203.63 | 951.07 | 2,637.93 | 0.1124 | -- | 16.41 | 29,163,190.00 | 2.41 | 2.13 | 7.32 | 6.58 | 98.81 | 98.61 | 21.42 | 18.78 | -- | -- | 0.2255 | 51.32 | -4.91 | -1.36 | -5.11 | -5.49 | -7.65 | 1.30 |
Aizawa Securities Group Co Ltd | 16.88bn | -33.00m | 59.45bn | 741.00 | -- | 0.884 | 198.84 | 3.52 | -0.6245 | -0.6245 | 448.24 | 1,415.13 | 0.1516 | -- | 1.03 | 22,778,680.00 | -0.0943 | 1.27 | -0.1667 | 2.06 | 95.60 | 98.16 | -0.6221 | 8.58 | -- | -- | 0.2405 | 84.99 | -20.55 | -6.71 | -181.87 | -- | -1.35 | 3.40 |
Japan Investment Adviser Co Ltd | 21.82bn | 2.36bn | 63.52bn | 238.00 | 21.49 | 1.06 | 23.39 | 2.91 | 48.45 | 48.45 | 447.95 | 981.56 | 0.1126 | 0.1136 | 3.83 | -- | 1.19 | 2.57 | 3.55 | 7.01 | 55.86 | 57.67 | 10.54 | 20.63 | 0.436 | 7.03 | 0.7408 | 25.00 | 20.91 | 7.73 | -46.53 | -14.04 | -5.84 | 16.36 |
SBI Global Asset Management Co Ltd | 9.80bn | 5.61bn | 67.43bn | 138.00 | 12.02 | 4.30 | 11.02 | 6.88 | 62.55 | 62.55 | 109.25 | 174.99 | 0.6065 | 2,441.12 | 4.39 | 70,988,650.00 | 34.95 | 16.61 | 41.27 | 20.35 | 50.91 | 50.75 | 57.62 | 30.26 | 2.93 | 2.22 | 0.0151 | 67.46 | 7.68 | 7.95 | 274.31 | 37.70 | -1.19 | 12.47 |
Marusan Securities Co Ltd | 16.91bn | 2.02bn | 76.90bn | 1.10k | 37.10 | 1.56 | 30.82 | 4.55 | 30.76 | 30.76 | 257.56 | 733.12 | 0.2149 | -- | 14.18 | 15,401,640.00 | 2.57 | 2.09 | 3.94 | 3.72 | 99.69 | 99.46 | 11.94 | 10.69 | -- | -- | 0.0684 | 79.30 | -20.03 | -4.69 | -72.48 | -19.94 | 5.80 | -19.27 |
Sparx Group Co Ltd | 15.13bn | 5.92bn | 81.74bn | 173.00 | 13.11 | 2.65 | 13.35 | 5.40 | 148.75 | 148.75 | 379.90 | 735.97 | 0.3764 | -- | 13.70 | 87,456,650.00 | 14.69 | 10.00 | 17.39 | 12.30 | -- | -- | 39.04 | 26.84 | -- | -- | 0.2352 | 62.29 | -4.87 | 0.2003 | 11.08 | -0.6932 | -9.44 | 11.38 |
GMO Financial Holdings Inc | 51.43bn | 7.65bn | 96.82bn | 422.00 | 12.10 | 2.02 | 8.76 | 1.88 | 65.53 | 65.53 | 439.78 | 393.52 | 0.0486 | -- | 0.395 | 121,872,000.00 | 0.709 | 0.7888 | 8.37 | 10.72 | 93.55 | 94.22 | 14.59 | 15.39 | -- | 108.65 | 0.828 | 60.97 | 10.52 | 8.13 | 531.11 | -0.182 | -2.69 | 0.3388 |
WealthNavi Inc | 8.17bn | 375.28m | 98.36bn | 170.00 | 225.49 | 6.80 | 210.39 | 12.04 | 7.41 | 7.41 | 163.28 | 245.70 | 0.2807 | -- | -- | 48,046,600.00 | 1.29 | -2.86 | -- | -- | -- | -- | 4.59 | -12.34 | -- | 12.27 | 0.1098 | -- | 24.26 | 56.10 | 29.54 | -- | 55.24 | -- |
JAFCO Group Co Ltd | 18.92bn | 291.00m | 108.48bn | 147.00 | 124.30 | 0.8058 | 223.20 | 5.73 | 15.57 | 15.57 | 334.34 | 2,401.34 | 0.1059 | -- | -- | 128,734,700.00 | 0.1628 | 10.78 | 0.1777 | 11.35 | 53.24 | 63.33 | 1.54 | 97.62 | -- | -- | 0.1037 | 19.77 | -49.15 | -13.74 | 169.04 | 10.85 | -33.01 | 33.28 |
Data as of Mar 28 2024. Currency figures normalised to WealthNavi Inc's reporting currency: Japanese Yen JPY
Holder | Shares | % Held |
---|---|---|
Chikara Investments LLPas of 29 Nov 2023 | 2.40m | 4.09% |
JPMorgan Asset Management (Japan) Ltd.as of 15 Mar 2024 | 2.09m | 3.56% |
Baillie Gifford & Co.as of 29 Feb 2024 | 1.76m | 3.00% |
Jupiter Asset Management Ltd.as of 30 Nov 2023 | 1.52m | 2.59% |
Banque Pictet & Cie SAas of 30 Jun 2023 | 698.43k | 1.19% |
Carne Global Fund Managers (Ireland) Ltd.as of 07 Mar 2024 | 419.99k | 0.72% |
BlackRock Fund Advisorsas of 07 Mar 2024 | 417.80k | 0.71% |
Nikko Asset Management Co., Ltd.as of 20 Jan 2023 | 350.50k | 0.60% |
Simplex Asset Management Co., Ltd.as of 19 Dec 2023 | 242.00k | 0.41% |
Wellington Management Co. LLPas of 31 Oct 2023 | 236.20k | 0.40% |
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Data from 31 Dec 2023 - 21 Mar 2024Source: FactSet Research Systems Inc.