Wealth Management

Wealth Management ROE

The Return on Equity (ROE) of Wealth Management (3772.T) as of Oct 28, 2026 is -6.67 %. In the previous year, Return on Equity (ROE) was 5.68 % — a change of -217.25% (lower).

ROE

-6.67 %

YoY

-217.25%

Last updated:

In 2026, Wealth Management's return on equity (ROE) was -6.67 %, a -217.25% increase from the 5.68 % ROE in the previous year.

The Wealth Management ROE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROE
Date
ROE
Jan 1, 2019
42.30 JPY
Jan 1, 2020
27.99 JPY
Jan 1, 2021
-13.96 JPY
Jan 1, 2022
32.16 JPY
Jan 1, 2023
23.65 JPY
Jan 1, 2024
9.84 JPY
Jan 1, 2025
5.68 JPY
Jan 1, 2026
-6.67 JPY
The Wealth Management ROE history
YEARROEYoY
-6.67 %-217.25%
5.68 %-42.21%
9.84 %-58.40%
23.65 %-26.48%
32.16 %-330.35%
-13.96 %-149.88%
27.99 %-33.84%
42.30 %+32.66%
31.89 %-16.76%
38.31 %+41.66%
27.05 %+2,058.21%
1.25 %-34.06%
1.90 %—

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Wealth Management Stock analysis

What does Wealth Management do? Wealth Management, Inc. generates revenue through its Real Estate Finance segment, which offers advisory services covering investment project discovery to due diligence, acquisition, and sale, alongside asset management services providing end-to-end support for real estate investments. The company also acquires, develops, and holds hotel real estate for rental operations. The Hotel Operation segment manages and operates hotels, accommodation, and beverage facilities under commission. Clients include investors seeking real estate advisory and asset management solutions, as well as hotel operators requiring management services. The company serves both domestic and international clients within the real estate and hospitality sectors. The Real Estate Finance business focuses on advisory and asset management for real estate investments, while the Hotel Operation segment provides operational expertise for hospitality assets. Revenue streams include advisory fees, asset management fees, hotel management commissions, and rental income from owned properties. The company targets clients involved in real estate development, investment, and hospitality management, with a presence in Tokyo and expanding global reach. Wealth Management, Inc. operates in the real estate securitization and hotel management sectors, leveraging its expertise in both areas to serve a diverse client base. Its services are tailored to meet the needs of investors and hotel operators, with a focus on comprehensive support from project initiation to exit. The company's dual-segment model allows it to capitalize on opportunities in both real estate finance and hospitality operations. Wealth Management is one of the most popular companies on Eulerpool.

ROE Details

Decoding Wealth Management's Return on Equity (ROE)

Wealth Management's Return on Equity (ROE) is a fundamental metric evaluating the company's profitability relative to its equity. Calculated by dividing net income by shareholder's equity, ROE illustrates how effectively the company is generating profits from shareholders’ investments. A higher ROE represents enhanced efficiency and profitability.

Year-to-Year Comparison

Analyzing Wealth Management's ROE on a yearly basis aids in tracking its profitability trends and financial performance. An increasing ROE suggests enhanced profitability and value generation for shareholders, whereas a declining ROE may indicate issues in profit generation or equity management.

Impact on Investments

Wealth Management's ROE is instrumental for investors assessing the company's profitability, efficiency, and investment attractiveness. A robust ROE indicates the firm’s adeptness at converting equity investments into profits, thereby enhancing its appeal to potential and current investors.

Interpreting ROE Fluctuations

Changes in Wealth Management’s ROE can emanate from variations in net income, equity capital, or both. These fluctuations are scrutinized to evaluate management’s effectiveness, financial strategies, and the inherent risks and opportunities, aiding investors in making informed decisions.

Frequently Asked Questions about Wealth Management stock

Return on Equity (ROE) of Wealth Management is -6.67 % in 2026.

Return on Equity (ROE) of Wealth Management changed from 5.68 % to -6.67 %, representing a -217.25% change. The value is lower than the previous year.

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

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

To evaluate Return on Equity (ROE)'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 Equity (ROE).

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Profitability — Wealth Management

ROEROAROCEROICAsset TurnoverInventory TurnoverReceivables TurnoverDays Sales OutstandingDays Inventory OutstandingDays Payable OutstandingCash Conversion CycleCROICGross Profit/AssetsFixed Asset TurnoverEquity TurnoverWorking Capital TurnoverPayables TurnoverCapital IntensityReceivables/RevenueInventory/RevenueEBIT/Assets

All Key Metrics — Wealth Management