Wealth Management

Wealth Management ROA

The Return on Assets (ROA) of Wealth Management (3772.T) as of Oct 20, 2026 is -1.32 %. In the previous year, Return on Assets (ROA) was 1.78 % — a change of -174.27% (lower).

ROA

-1.32 %

YoY

-174.27%

Last updated:

In 2026, Wealth Management's return on assets (ROA) was -1.32 %, a -174.27% increase from the 1.78 % ROA in the previous year.

The Wealth Management ROA history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROA
Date
ROA
Jan 1, 2019
23.66 JPY
Jan 1, 2020
9.75 JPY
Jan 1, 2021
-4.12 JPY
Jan 1, 2022
8.92 JPY
Jan 1, 2023
7.48 JPY
Jan 1, 2024
3.30 JPY
Jan 1, 2025
1.78 JPY
Jan 1, 2026
-1.32 JPY
The Wealth Management ROA history
YEARROAYoY
-1.32 %-174.27%
1.78 %-46.24%
3.30 %-55.84%
7.48 %-16.15%
8.92 %-316.80%
-4.12 %-142.21%
9.75 %-58.79%
23.66 %+135.30%
10.06 %+23.70%
8.13 %-56.86%
18.84 %+2,771.68%
0.66 %-34.74%
1.01 %—

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Wealth Management Stock analysis

What does Wealth Management do? Wealth Management Inc, identified by the ticker symbol 3772.T and ISIN JP3639550007, is a Japanese corporation headquartered in Minato-ku, Tokyo. Listed on the public market since its initial public offering on June 7, 2005, the company operates within the Consumer Discretionary sector, specifically focusing on the Hotels, Restaurants & Leisure industry. The firm maintains a workforce of 235 full-time employees who support its dual-segment business model. The first major segment, Real Estate Finance, provides comprehensive advisory services that guide clients through the entire lifecycle of investment projects. This includes discovery, due diligence, acquisition, and sale processes. Additionally, this segment offers asset management services designed to provide one-stop support for real estate investments from entry to exit. The company also engages in the acquisition, development, and holding of hotel real estate, alongside a real estate rental business. The second segment, Hotel Operation, is dedicated to the management and commissioned operation of hotels, accommodation facilities, and beverage establishments. Through these operations, Wealth Management Inc leverages its expertise in both financial advisory and hospitality management to serve its clients. The company’s strategic focus on real estate securitization and hotel management allows it to navigate the complexities of the Japanese property and hospitality markets. Its presence in Minato-ku, a prominent business district in Tokyo, underscores its integration into the financial and commercial hub of Japan. The firm’s operational structure reflects a commitment to providing end-to-end solutions for real estate investors and hospitality operators. By combining advisory services with direct asset management and hotel operations, the company aims to deliver value across the real estate and leisure sectors. The website https://www.wealth-mngt.com/ serves as a resource for further information on its services and corporate initiatives. As a publicly traded entity, Wealth Management Inc is subject to regulatory oversight and reporting requirements typical of Japanese corporations. Its employee base of 235 individuals contributes to the execution of its business strategies, ensuring that both the financial and operational aspects of its segments are managed with precision. The company’s history, dating back to its 2005 IPO, highlights its established presence in the market and its ongoing efforts to expand its influence in the consumer discretionary space. Through its specialized services in real estate finance and hotel operations, the firm continues to play a role in the dynamic landscape of Japan’s leisure and hospitality industries. Wealth Management is one of the most popular companies on Eulerpool.

ROA Details

Understanding Wealth Management's Return on Assets (ROA)

Wealth Management's Return on Assets (ROA) is a key performance indicator that measures the company's profitability in relation to its total assets. It is calculated by dividing the net income by the total assets. A higher ROA indicates efficient asset utilization to generate profits, reflecting managerial effectiveness and financial health.

Year-to-Year Comparison

Comparing Wealth Management's ROA year-over-year provides insights into the company’s operational efficiency and asset utilization trends. An increasing ROA demonstrates enhanced asset efficiency and profitability, while a declining ROA can indicate operational or financial challenges.

Impact on Investments

Investors consider Wealth Management's ROA as a crucial metric to evaluate the company’s profitability and efficiency. A higher ROA signifies that the company is effectively utilizing its assets to generate profits, making it a potentially attractive investment.

Interpreting ROA Fluctuations

Variations in Wealth Management’s ROA can be attributed to changes in net income, asset purchases, or operational efficiencies. Analyzing these fluctuations assists in assessing the company's financial performance, management efficiency, and strategic financial positioning.

Frequently Asked Questions about Wealth Management stock

Return on Assets (ROA) of Wealth Management is -1.32 % in 2026.

Return on Assets (ROA) of Wealth Management changed from 1.78 % to -1.32 %, representing a -174.27% change. The value is lower than the previous year.

On Eulerpool you can find the complete historical development of Return on Assets (ROA) Wealth Management since 2006 – with annual values, charts, and detailed analysis.

Return on Assets, also known as ROA, is a financial metric used to measure a company's profitability. It is used to determine how effectively a company uses its assets to generate profits. It is also referred to as the ratio of net income to total assets. ROA is an important indicator of a company's overall financial performance as it measures the company's ability to generate more profit from the assets it employs.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Assets (ROA)'s Wealth Management with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Assets (ROA)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Assets (ROA).

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Profitability — Wealth Management

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