Wealth Management (TSE:3772) ROCE %: 5.05% (As of Mar. 2026)

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TSE:3772 Wealth Management Inc TSE:3772
57 GF Score
Price 円1,049.00
GF Value 円843.67
Valuation Modestly Overvalued
! 14 Warning Signs
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What is Wealth Management ROCE %?

Wealth Management TSE:3772 -0.29% 57 ROCE % is 5.05% as of Mar. 2026. GuruFocus rates TSE:3772 with a GF Score™ of 57/100 and a GF Value™ of 円843.67 (Modestly Overvalued). The stock has 14 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Wealth Management's annualized ROCE % for the quarter that ended in Mar. 2026 was 5.05%.


Wealth Management  (TSE:3772) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.


Wealth Management ROCE % Related Terms


Wealth Management ROCE % Historical Data

* Premium members only.

The historical data trend for Wealth Management's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wealth Management ROCE % Chart

Wealth Management Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.70 11.68 7.32 5.81 -0.40

Wealth Management Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 20.13 -0.05 11.58 -6.11 5.05
TSE:3772
57GF Score
Wealth Management Inc TSE:3772
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Wealth Management ROCE % Calculation

Wealth Management's annualized ROCE % for the fiscal year that ended in Mar. 2026 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=-225.947/( ( (62102.417 - 7237.082) + (89301.905 - 32506.972) )/ 2 )
=-225.947/( (54865.335+56794.933)/ 2 )
=-225.947/55830.134
=-0.40 %

Wealth Management's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=2437.974/( ( (58150.728 - 18370.456) + (89301.905 - 32506.972) )/ 2 )
=2437.974/( ( 39780.272 + 56794.933 )/ 2 )
=2437.974/48287.6025
=5.05 %

(1) Note: The EBIT data used here is two times the semi-annual (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 5.05% mean?
Wealth Management (TSE:3772) has a ROCE % of 5.05% as of Mar. 2026.
Is Wealth Management's ROCE % too high?
Wealth Management's current ROCE % is 5.05%. The Real Estate industry median ROCE % is 4.63. Wealth Management's value of 5.05% is 9.1% above this industry median. Overall, Wealth Management has a GF Score™ of 57/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth Management's ROCE % compare to competitors?
Wealth Management's ROCE % of 5.05% can be compared against companies in the Real Estate industry. The industry median ROCE % is 4.63. Wealth Management's value of 5.05% is 9.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Real Estate company?
The median ROCE % among Real Estate companies is 4.63, based on 1,755 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Wealth Management's current ROCE % of 5.05% is 9.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Real Estate industry, the median ROCE % is 4.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wealth Management's current ROCE % is 5.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth Management stock overvalued right now?
Based on GuruFocus' analysis, Wealth Management (TSE:3772) is currently considered Modestly Overvalued. The stock's GF Value™ is 円843.67, compared to a current price of 円1,049.00 — trading 24.3% above its estimated fair value. The current ROCE % is 5.05% and 9.1% above the Real Estate industry median of 4.63. Wealth Management's overall GF Score™ is 57/100 with 14 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Wealth Management (TSE:3772), the current ROCE % is 5.05% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Wealth Management (TSE:3772) Overvalued in 2026?

Based on GuruFocus' analysis, Wealth Management stock appears to be overvalued. The current stock price of 円1,049.00 is trading 24.3% above its estimated GF Value™ of 円843.67. GuruFocus considers Wealth Management to be Modestly Overvalued.

Key valuation signals for TSE:3772:

  • ROCE %: 5.05%
  • GF Value™: 円843.67 vs. price of 円1,049.00 (24.3% above fair value)
  • GF Score™: 57/100 with 14 warning signs
  • Industry Position: 9.1% above the Real Estate median

No single metric tells the full story. See the TSE:3772 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Wealth Management Business Description

Address 1-12-32 Akasaka, 33rd Floor, Ark Mori Building, Minato-ku, Tokyo, JPN, 107-6090
Wealth Management Inc, along with its subsidiaries, operates in the following reportable segments: Asset management business, Real Estate business, and Hotel operation business. The majority of its revenue is generated from the Real Estate business, which is engaged in the acquisition, development, ownership, sale, and rental (master lease), etc., of real estate. The Asset management business is engaged in the operation and management of real estate and also provides investment advice on the acquisition, sale, and management of real estate. The Hotel operation business provides various services related to hotel operation, such as revenue management, on-site management of hotels, and consulting on hotel opening and operation.
57GF Score

Get the complete analysis for TSE:3772

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円1,049.00
Price
円843.67
GF Value