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WELNF (Integrated Wellness Acquisition) ROE % : -0.24% (As of Sep. 2024)


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What is Integrated Wellness Acquisition ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Integrated Wellness Acquisition's annualized net income for the quarter that ended in Sep. 2024 was $-0.10 Mil. Integrated Wellness Acquisition's average Total Stockholders Equity over the quarter that ended in Sep. 2024 was $39.53 Mil. Therefore, Integrated Wellness Acquisition's annualized ROE % for the quarter that ended in Sep. 2024 was -0.24%.

The historical rank and industry rank for Integrated Wellness Acquisition's ROE % or its related term are showing as below:

WELNF' s ROE % Range Over the Past 10 Years
Min: 0.49   Med: 1.21   Max: 1.93
Current: 0.77

During the past 3 years, Integrated Wellness Acquisition's highest ROE % was 1.93%. The lowest was 0.49%. And the median was 1.21%.

WELNF's ROE % is ranked better than
50% of 426 companies
in the Diversified Financial Services industry
Industry Median: 0.76 vs WELNF: 0.77

Integrated Wellness Acquisition ROE % Historical Data

The historical data trend for Integrated Wellness Acquisition's ROE % 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.

* Premium members only.

Integrated Wellness Acquisition ROE % Chart

Integrated Wellness Acquisition Annual Data
Trend Dec21 Dec22 Dec23
ROE %
- 0.49 1.93

Integrated Wellness Acquisition Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.68 4.06 -0.38 -0.79 -0.24

Competitive Comparison of Integrated Wellness Acquisition's ROE %

For the Shell Companies subindustry, Integrated Wellness Acquisition's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Integrated Wellness Acquisition's ROE % Distribution in the Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Integrated Wellness Acquisition's ROE % distribution charts can be found below:

* The bar in red indicates where Integrated Wellness Acquisition's ROE % falls into.



Integrated Wellness Acquisition ROE % Calculation

Integrated Wellness Acquisition's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=1.491/( (115.475+39.341)/ 2 )
=1.491/77.408
=1.93 %

Integrated Wellness Acquisition's annualized ROE % for the quarter that ended in Sep. 2024 is calculated as

ROE %=Net Income (Q: Sep. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Sep. 2024 ))/ count )
=-0.096/( (39.526+39.531)/ 2 )
=-0.096/39.5285
=-0.24 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Sep. 2024) net income data. ROE % is displayed in the 30-year financial page.


Integrated Wellness Acquisition  (OTCPK:WELNF) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Sep. 2024 )
=Net Income/Total Stockholders Equity
=-0.096/39.5285
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-0.096 / 0)*(0 / 49.92)*(49.92 / 39.5285)
=Net Margin %*Asset Turnover*Equity Multiplier
=N/A %*0*1.2629
=ROA %*Equity Multiplier
=N/A %*1.2629
=-0.24 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Sep. 2024 )
=Net Income/Total Stockholders Equity
=-0.096/39.5285
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-0.096 / -0.096) * (-0.096 / -2.232) * (-2.232 / 0) * (0 / 49.92) * (49.92 / 39.5285)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.043 * N/A % * 0 * 1.2629
=-0.24 %

Note: The net income data used here is four times the quarterly (Sep. 2024) net income data. The Revenue data used here is four times the quarterly (Sep. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Integrated Wellness Acquisition ROE % Related Terms

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Integrated Wellness Acquisition Business Description

Traded in Other Exchanges
N/A
Address
59 N. Main Street, Suite 1, Florida, NY, USA, 10921
Integrated Wellness Acquisition Corp is a blank check company.
Executives
Gael Forterre director 1489 WEST WARM SPRINGS ROAD, SUITE 110, HENDERSON NV 89014
Scott Brady Powell director 700 1ST STREET, #17J, HOBOKEN NJ 07030
Iwh Sponsor Lp 10 percent owner 642 EVELYN AVENUE 2ND FLOOR, EAST MEADOW NY 11554
Hadrien Forterre director, 10 percent owner 148 N MAIN STREET, FLORIDA NY 10921
Robert Quandt director, officer: Chief Operating Officer 148 N MAIN STREET, FLORIDA NY 10921
Steven Schapera director, officer: Chief Executive Officer 148 N MAIN STREET, FLORIDA NY 10921
Della Vergiliana Antonio Varano director, 10 percent owner 148 N MAIN STREET, FLORIDA NY 10921
James T. Macperhson director, 10 percent owner, officer: Chief Financial Officer 148 N MAIN STREET, FLORIDA NY 10921
Iwh Sponsor Gp Llc 10 percent owner 148 N MAIN STREET, FLORIDA NY 10921