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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)

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Neutral 60 (OpenAI - 4o)
Rating:60Neutral
Price Target:
¥1,104.00
▲(6.77% Upside)
The overall stock score of 60 reflects a mixed financial performance with moderate profitability but weak cash flow generation. Technical indicators suggest a bearish trend, although the stock is oversold, which might attract value investors. The valuation is reasonable, providing some support to the stock price.

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

Wealth Management Inc Business Overview & Revenue Model

Company DescriptionWealth Management, Inc. primarily operates hotels. It also provides real estate securitization and asset management services. The company was formerly known as Dreamvisor Holdings, Inc. and changed its name to Wealth Management, Inc. in October 2014. The company was incorporated in 1999 and is headquartered in Tokyo, Japan.
How the Company Makes MoneyWealth Management Inc generates revenue primarily through management fees charged for overseeing client assets under management (AUM). These fees are typically calculated as a percentage of the total assets managed by the company. Additionally, the firm may earn income from performance-based fees, which are contingent on achieving specific investment return benchmarks for clients. Wealth Management Inc also derives revenue from offering financial planning services, which may involve one-time or subscription-based fees. The company's earnings are further supported by strategic partnerships with financial institutions and investment firms that provide access to a broad range of investment products and services.

Wealth Management Inc Financial Statement Overview

Summary
The company shows moderate profitability with stable gross profit margins but fluctuating net profit margins. Revenue growth is inconsistent, and recent declines in EBIT and EBITDA margins indicate operational challenges. The balance sheet is strong with manageable leverage, but cash flow generation is weak, highlighting liquidity issues.
Income Statement
65
Positive
The company has shown a mixed performance in its income statement. The gross profit margin has been relatively stable, but the net profit margin has experienced fluctuations. Revenue growth has been inconsistent, with a significant drop in the most recent year. The EBIT and EBITDA margins indicate operational efficiency, although they have declined recently. Overall, the company demonstrates moderate profitability with some volatility in revenue and profit margins.
Balance Sheet
70
Positive
The balance sheet reflects a strong equity base with a reasonable debt-to-equity ratio, indicating moderate leverage. The return on equity has been positive, showcasing the company's ability to generate returns for shareholders. The equity ratio suggests a stable financial structure, although the total liabilities have increased over time. Overall, the company maintains a solid financial position with manageable leverage.
Cash Flow
55
Neutral
The cash flow statement reveals challenges in cash generation, with negative operating cash flow in recent periods. The free cash flow has also been negative, indicating potential liquidity issues. The operating cash flow to net income ratio suggests inefficiencies in converting income to cash. Despite these challenges, the company has managed its financing activities effectively. Overall, the cash flow position is weak, with significant room for improvement in cash generation.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue19.98B18.31B28.63B14.80B29.03B5.31B
Gross Profit6.30B5.71B5.29B5.53B9.69B866.03M
EBITDA3.54B3.14B3.54B4.90B8.18B-1.00B
Net Income1.56B1.10B1.82B3.73B3.51B-1.06B
Balance Sheet
Total Assets59.26B62.10B55.23B49.90B39.39B25.75B
Cash, Cash Equivalents and Short-Term Investments6.42B9.41B16.39B8.73B5.70B2.16B
Total Debt30.79B30.33B29.79B29.64B23.75B16.19B
Total Liabilities40.98B42.70B36.68B34.12B28.46B17.13B
Stockholders Equity18.27B19.40B18.55B15.79B10.93B7.59B
Cash Flow
Free Cash Flow0.00-3.61B6.72B-3.36B19.23B-3.76B
Operating Cash Flow0.00-3.08B7.03B-3.26B19.28B-3.72B
Investing Cash Flow0.00-3.85B-457.44M-314.78M-4.59B-315.54M
Financing Cash Flow0.001.92B-1.23B6.59B-11.23B1.86B

Wealth Management Inc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1034.00
Price Trends
50DMA
1076.36
Negative
100DMA
1049.18
Negative
200DMA
1027.77
Positive
Market Momentum
MACD
-16.26
Positive
RSI
37.37
Neutral
STOCH
37.95
Neutral
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 1034 is below the 20-day moving average (MA) of 1074.10, below the 50-day MA of 1076.36, and above the 200-day MA of 1027.77, indicating a neutral trend. The MACD of -16.26 indicates Positive momentum. The RSI at 37.37 is Neutral, neither overbought nor oversold. The STOCH value of 37.95 is Neutral, 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 (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
¥16.52B6.195.55%17.92%15.44%
69
Neutral
€26.55B14.904.48%5.36%24.83%-9.86%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
65
Neutral
¥16.27B236.192.62%11.20%-93.41%
61
Neutral
¥16.67B10.595.63%36.31%52.62%
60
Neutral
¥19.83B12.701.93%-30.94%26.14%
41
Neutral
¥9.08B-17.04%46.36%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3772
Wealth Management Inc
1,034.00
-30.81
-2.89%
JP:8624
Ichiyoshi Securities Co
840.00
184.49
28.14%
JP:3454
First Brothers Co., Ltd.
1,189.00
99.47
9.13%
JP:7347
Mercuria Holdings Co., Ltd.
839.00
-30.66
-3.53%
JP:8737
Akatsuki Corp.
532.00
130.34
32.45%
JP:8783
GFA Co., Ltd.
313.00
42.00
15.50%
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: Oct 02, 2025