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Wealth Management Inc (JP:3772)
:3772
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Wealth Management Inc
(3772)
Rating:53Neutral
Price Target:
¥1,026.00
▲(1.48%Upside)
Wealth Management Inc (3772) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥19.28B
Dividend Yield1.99%
Average Volume (3M)33.72K
Price to Earnings (P/E)17.5
Beta (1Y)0.60
Revenue Growth-36.03%
EPS Growth-39.34%
CountryJP
Employees344
SectorFinancial
Sector Strength81
IndustryAsset Management
Share Statistics
EPS (TTM)115.96
Shares Outstanding19,179,800
10 Day Avg. Volume52,810
30 Day Avg. Volume33,720
Financial Highlights & Ratios
PEG Ratio-0.71
Price to Book (P/B)1.13
Price to Sales (P/S)0.00
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
Wealth Management Inc Business Overview & Revenue Model
Company DescriptionWealth Management Inc (3772) is a leading financial services firm specializing in providing comprehensive wealth management solutions. The company operates in the financial services sector, offering a wide range of products and services including investment management, financial planning, estate planning, tax optimization, and retirement solutions. Wealth Management Inc is dedicated to helping individuals and institutions achieve their financial goals through tailored strategies and personalized advice.
How the Company Makes MoneyWealth Management Inc generates revenue primarily through management fees, advisory fees, and commissions. The company earns management fees by overseeing client portfolios, where fees are typically calculated as a percentage of the assets under management (AUM). Advisory fees are charged for providing financial planning and consulting services, which are either fixed or based on the complexity of the client's financial situation. Additionally, the company earns commissions from the sale of financial products such as mutual funds, insurance, and annuities. Wealth Management Inc may also form strategic partnerships with financial institutions or collaborate with third-party asset managers to enhance its service offerings, further contributing to its revenue streams.
Wealth Management Inc Financial Statement Overview
Summary
Income Statement
Balance Sheet
Cash Flow
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 32.26B | 28.63B | 14.80B | 29.03B | 5.31B | 13.22B |
| Gross Profit | 6.39B | 5.29B | 5.53B | 9.69B | 866.03M | 4.12B |
| EBITDA | 3.93B | 3.54B | 4.90B | 8.18B | -1.00B | 2.81B |
| Net Income | 1.93B | 1.82B | 3.73B | 3.51B | -1.06B | 2.43B |
Balance Sheet | ||||||
| Total Assets | 54.43B | 55.23B | 49.90B | 39.39B | 25.75B | 24.89B |
| Cash, Cash Equivalents and Short-Term Investments | 6.48B | 16.39B | 8.73B | 5.70B | 2.16B | 4.34B |
| Total Debt | 30.69B | 29.79B | 29.64B | 23.75B | 16.19B | 14.30B |
| Total Liabilities | 37.25B | 36.68B | 34.12B | 28.46B | 17.13B | 5.36M |
| Stockholders Equity | 17.18B | 18.55B | 15.79B | 10.93B | 7.59B | 8.67B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.72B | -3.36B | 19.23B | -3.76B | -8.93B |
| Operating Cash Flow | 0.00 | 7.03B | -3.26B | 19.28B | -3.72B | -8.92B |
| Investing Cash Flow | 0.00 | -457.44M | -314.78M | -4.59B | -315.54M | -1.98B |
| Financing Cash Flow | 0.00 | -1.23B | 6.59B | -11.23B | 1.86B | 12.81B |
Wealth Management Inc Technical Analysis
Negative
1011.00
Price Trends
1035.70
Negative
1014.79
Negative
1028.90
Negative
Market Momentum
-7.21
Positive
33.28
Neutral
5.44
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3772, the sentiment is Negative. The current price of 1011 is below the 20-day moving average (MA) of 1032.45, below the 50-day MA of 1035.70, and below the 200-day MA of 1028.90, indicating a bearish trend. The MACD of -7.21 indicates Positive momentum. The RSI at 33.28 is Neutral, neither overbought nor oversold. The STOCH value of 5.44 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3772.
Wealth Management Inc Peers Comparison
Overall Rating
UnderperformOutperform
Sector (67)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥15.59B | 5.80 | 6.77% | 21.00% | 4.63% | ||
72 Outperform | ¥25.00B | 16.79 | 5.46% | 4.30% | -0.38% | -18.03% | |
68 Neutral | ¥15.11B | 30.88 | 2.86% | -4.73% | -51.89% | ||
67 Neutral | ¥712.50B | 10.83 | 7.42% | 3.37% | 7.74% | 16.12% | |
61 Neutral | ¥15.02B | 10.57 | 6.35% | -22.99% | -50.67% | ||
53 Neutral | ¥19.28B | 17.46 | 1.99% | -36.03% | -39.34% | ||
39 Underperform | ¥7.27B | ― | ― | -13.81% | 46.88% |
* Financial Sector Average
Performance Comparison
JP:3772
Wealth Management Inc
1,003.00
-62.00
-5.82%
JP:3454
First Brothers Co., Ltd.
1,056.00
-115.10
-9.83%
JP:7347
Mercuria Holdings Co., Ltd.
770.00
-156.08
-16.85%
JP:8737
Akatsuki Corp.
500.00
21.84
4.57%
JP:8783
GFA Co., Ltd.
261.00
-125.00
-32.38%
JP:8624
Ichiyoshi Securities Co
791.00
-30.29
-3.69%
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.