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Wealth Management Inc (JP:3772)
:3772
Japanese Market
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Wealth Management Inc (3772) AI Stock Analysis

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JP:3772

Wealth Management Inc

(3772)

Rating:53Neutral
Price Target:
¥1,026.00
▲(1.99%Upside)
The most significant factor affecting the stock score is the financial performance, which highlights the company's challenges with profitability and cash flow management. Technical analysis further indicates bearish momentum, impacting the stock negatively. Valuation provides some support, indicating the stock is fairly valued with a reasonable P/E ratio and dividend yield. There are no significant earnings call insights or corporate events to influence the score further.

Wealth Management Inc (3772) vs. iShares MSCI Japan ETF (EWJ)

Wealth Management Inc Business Overview & Revenue Model

Company DescriptionWealth Management Inc (3772) is a financial services firm specializing in providing comprehensive wealth management solutions to individuals, families, and institutions. The company offers a wide range of services, including investment advisory, financial planning, retirement planning, and estate planning. Wealth Management Inc is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance.
How the Company Makes MoneyWealth Management Inc generates revenue through a variety of financial services tailored to its clients. The primary revenue stream comes from investment advisory fees, which are typically a percentage of the assets under management (AUM). Additional income is derived from financial planning and consulting fees, which are either charged on an hourly basis or as a fixed fee for specific services. The company may also earn commissions on certain financial products it recommends, though it primarily focuses on fee-based advisory services. Strategic partnerships with financial institutions and product providers can contribute to the company's earnings by offering a broader range of investment options and resources to its clients.

Wealth Management Inc Financial Statement Overview

Summary
Wealth Management Inc operates in a challenging environment with fluctuating revenues and profitability. High leverage and inconsistent cash flow generation highlight potential risks. While there are some improvements in the balance sheet structure, the overall financial health is moderate with areas needing attention, particularly in terms of cash flow and profitability management.
Income Statement
55
Neutral
The company's revenue has been volatile, with significant growth in 2023 but a decline in 2024. Gross profit margins have decreased from 2022 to 2025, indicating cost pressures. Net profit margins have also decreased, reflecting lower profitability. The EBIT and EBITDA margins exhibit a downward trend, affecting overall profitability.
Balance Sheet
60
Neutral
The debt-to-equity ratio is relatively high, indicating significant leverage, which could pose risks in a volatile market. The return on equity has decreased over the years, suggesting less efficient use of equity. However, the equity ratio has improved slightly, reflecting a more balanced asset structure.
Cash Flow
50
Neutral
The company has experienced negative free cash flow in recent years, indicating potential liquidity issues. The operating cash flow to net income ratio has been inconsistent, with negative cash flow in some years. This inconsistency raises concerns about cash generation capabilities.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue18.31B28.63B14.80B29.03B5.31B
Gross Profit5.71B5.29B5.53B9.69B866.03M
EBITDA3.14B3.54B4.90B8.18B-1.00B
Net Income1.10B1.82B3.73B3.51B-1.06B
Balance Sheet
Total Assets62.10B55.23B49.90B39.39B25.75B
Cash, Cash Equivalents and Short-Term Investments9.41B16.39B8.73B5.70B2.16B
Total Debt30.33B29.79B29.64B23.75B16.19B
Total Liabilities42.70B36.68B34.12B28.46B17.13B
Stockholders Equity19.40B18.55B15.79B10.93B7.59B
Cash Flow
Free Cash Flow-3.61B6.72B-3.36B19.23B-3.76B
Operating Cash Flow-3.08B7.03B-3.26B19.28B-3.72B
Investing Cash Flow-3.85B-457.44M-314.78M-4.59B-315.54M
Financing Cash Flow1.92B-1.23B6.59B-11.23B1.86B

Wealth Management Inc Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price1006.00
Price Trends
50DMA
1028.92
Negative
100DMA
1010.62
Negative
200DMA
1018.39
Negative
Market Momentum
MACD
-7.67
Negative
RSI
44.47
Neutral
STOCH
47.06
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3772, the sentiment is Neutral. The current price of 1006 is below the 20-day moving average (MA) of 1006.65, below the 50-day MA of 1028.92, and below the 200-day MA of 1018.39, indicating a bearish trend. The MACD of -7.67 indicates Negative momentum. The RSI at 44.47 is Neutral, neither overbought nor oversold. The STOCH value of 47.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:3772.

Wealth Management Inc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
¥16.18B5.89
5.37%21.00%4.63%
68
Neutral
¥15.61B31.72
2.73%-4.73%-51.89%
68
Neutral
¥760.77B10.937.55%3.20%7.81%14.63%
66
Neutral
€25.03B21.405.46%4.29%-4.36%-39.61%
61
Neutral
¥14.81B10.10
6.34%22.01%26.92%
53
Neutral
¥19.24B17.48
1.99%-36.03%-39.34%
39
Underperform
¥7.17B
-13.81%46.88%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3772
Wealth Management Inc
1,003.00
27.42
2.81%
JP:3454
First Brothers Co., Ltd.
1,066.00
-90.54
-7.83%
JP:7347
Mercuria Holdings Co., Ltd.
804.00
-64.68
-7.45%
JP:8737
Akatsuki Corp.
519.00
57.82
12.54%
JP:8783
GFA Co., Ltd.
251.00
-97.00
-27.87%
JP:8624
Ichiyoshi Securities Co
792.00
39.47
5.24%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 28, 2025