ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is WealthNavi, Inc. ?
1
Strong Long Term Fundamental Strength with a 41.99% CAGR growth in Operating Profits
2
Healthy long term growth as Net Sales has grown by an annual rate of 33.93% and Operating profit at 41.99%
3
With a growth in Net Profit of 1934.4%, the company declared Very Positive results in Dec 24
- PRE-TAX PROFIT(Q) At JPY 139.97 has Grown at 1,910.23%
- NET SALES(Q) Highest at JPY 3,048.28
- RAW MATERIAL COST(Y) Fallen by 0.56% (YoY)
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to WealthNavi, Inc. should be less than 10%
- Overall Portfolio exposure to Investment Managers should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Investment Managers)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is WealthNavi, Inc. for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
WealthNavi, Inc.
-12.52%
-0.18
67.85%
Japan Nikkei 225
27.57%
-0.05
30.75%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
33.93%
EBIT Growth (5y)
41.99%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
Tax Ratio is Negative%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
2.03%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
229
Industry P/E
Price to Book Value
4.00
EV to EBIT
80.63
EV to EBITDA
67.47
EV to Capital Employed
-3.58
EV to Sales
6.10
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
1.75%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
Bearish
Bearish
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend
Not enough Data to analyse Financial Trend
Not enough Data to analyse Financial Trend
Here's what is working for WealthNavi, Inc.
Pre-Tax Profit
At JPY 139.97 MM has Grown at 1,910.23%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (JPY MM)
Net Profit
At JPY 274.26 MM has Grown at 1,934.4%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (JPY MM)
Net Sales
Highest at JPY 3,048.28 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (JPY MM)
Net Sales
At JPY 3,048.28 MM has Grown at 34.04%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Net Profit
Highest at JPY 274.26 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (JPY MM)
EPS
Highest at JPY 4.68
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (JPY)
Debt-Equity Ratio
Lowest at -160.31 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by 0.56% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at JPY 49.41 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (JPY MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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