WealthNavi Inc provides asset management services. The company provides long-term, funded, diversified asset management services like automatic construction of an optimal portfolio, automatic ordering, automatic reserve, automatic rebalancing, and automatic tax optimization. The activities of the group are carried out through WealthNavi platform.

Financial Strength

8/10

Name	Current	Vs Industry
Cash-To-Debt	19.9
Equity-to-Asset	0.61
Debt-to-Equity	0.05
Debt-to-EBITDA	2.01
Interest Coverage	2.73
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	3.43	Distress Grey Safe
Beneish M-Score	-2.42	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

4/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	40.3
	3-Year Book Growth Rate	16.9

Momentum Rank

	Name	Current	Vs Industry		Vs History
	6-1 Month Momentum %	-5.49
	12-1 Month Momentum %	-5.49

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	2.77
	Quick Ratio	2.77
	Cash Ratio	1.86
	Days Payable	0.92

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Average Share Buyback Ratio	-3.2

Profitability Rank

4/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	99.47
	Operating Margin %	7.22
	Net Margin %	3.16
	FCF Margin %	32.68
	ROE %	1.87
	ROA %	0.9
	ROIC %	3.83
	ROC (Joel Greenblatt) %	97.46
	ROCE %	3.88
	Years of Profitability over Past 10-Year	2

GF Value Rank

10/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	211.96
	PE Ratio without NRI	210.15
	Price-to-Owner-Earnings	20.59
	PS Ratio	6.98
	PB Ratio	2.59
	Price-to-Tangible-Book	2.61
	Price-to-Free-Cash-Flow	21.43
	Price-to-Operating-Cash-Flow	20.29
	EV-to-EBIT	68.72
	EV-to-EBITDA	58.89
	EV-to-Revenue	4.96
	EV-to-FCF	15.39
	Price-to-Graham-Number	4.93
	Price-to-Net-Current-Asset-Value	2.68
	Price-to-Net-Cash	5.88
	Earnings Yield (Greenblatt) %	1.46
	FCF Yield %	3.95

Financials

Annual Quarterly TTM

WNAVF's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with OTCPK:WNAVF

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

WealthNavi Inc Executives

Details

GF Value: $17.89

WNAVF

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Medium warning signs with WNAVF. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	60.841
	EPS (TTM) ($)	0.041
	Beta	0
	Volatility %	5.49
	14-Day RSI	0
	14-Day ATR ($)	0.003934
	20-Day SMA ($)	10.15
	12-1 Month Momentum %	-5.49
	52-Week Range ($)	10.15 - 10.74
	Shares Outstanding (Mil)	59.06

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

WealthNavi Inc Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

WealthNavi Inc Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

WealthNavi Inc Frequently Asked Questions

What is WealthNavi Inc(WNAVF)'s stock price today?

The current price of WNAVF is $10.15. The 52 week high of WNAVF is $10.74 and 52 week low is $10.15.

When is next earnings date of WealthNavi Inc(WNAVF)?

The next earnings date of WealthNavi Inc(WNAVF) is .

Does WealthNavi Inc(WNAVF) pay dividends? If so, how much?

WealthNavi Inc(WNAVF) does not pay dividend.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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