WealthNavi Inc.

WealthNavi Inc.verified

WNAVF

Price:

$12

Market Cap:

$115.61B

WealthNavi Inc. develops and delivers an online asset management and risk management platform. Its cloud-based platform provides robo advisory services that enable users to locate diversified investments internationally. WealthNavi Inc. has a business alliance agreement with the Chiba Bank, Ltd. to jointly offer an automated managed account service for the customers of the Chiba Bank. The company was founded in 2015 and is headquartered in Tokyo, Japan.

Industry

Asset Management

IPO Date

2022-04-07

Stock Exchange

OTC

Ticker

WNAVF

The ROE as of November 2025 (TTM) for WealthNavi Inc. (WNAVF) is 3.24%

According to WealthNavi Inc.’s latest financial reports and current stock price. The company's current ROE is 3.24%. This represents a change of 501.49% compared to the average of 0.54% of the last 4 quarters.

WealthNavi Inc. (WNAVF) Historical ROE (quarterly & annually)

How has WNAVF ROE performed in the past?

The mean historical ROE of WealthNavi Inc. over the last ten years is -17.82%. The current 3.24% ROE has changed -118.20% with respect to the historical average. Over the past ten years (40 quarters), WNAVF's ROE was at its highest in in the September 2023 quarter at 1.70%. The ROE was at its lowest in in the December 2020 quarter at -3.40%.

Quarterly (TTM)
Annual

Average

-17.82%

Median

-9.72%

Minimum

-54.02%

Maximum

3.09%

WealthNavi Inc. (WNAVF) ROE by Quarter and Year

Discovering the peaks and valleys of WealthNavi Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 17.00%

Maximum Annual ROE = 3.09%

Minimum Annual Increase = -153.45%

Minimum Annual ROE = -54.02%

Quarterly (TTM)
Annual
YearROEChange
20233.09%17.00%
20222.64%-153.45%
2021-4.94%-65.97%
2020-14.50%-62.98%
2019-39.18%-27.48%

WealthNavi Inc. (WNAVF) Average ROE

How has WNAVF ROE performed in the past?

The current ROE of WealthNavi Inc. (WNAVF) is less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

0.26%

5-year avg

-10.58%

10-year avg

-17.82%

WealthNavi Inc. (WNAVF) ROE vs. Peers

How is WNAVF’s ROE compared to its peers?

WealthNavi Inc.’s ROE is less than Franklin BSP Lending Corporation (5.16%), less than MLP SE (10.55%), less than Fondul Proprietatea S.A. (8.38%), less than Allied Group Limited (2.59%), greater than Deutsche Pfandbriefbank AG (-6.58%), less than Tetragon Financial Group Limited (25.52%), less than Prevention Insurance.Com (98.35%), less than AURELIUS Equity Opportunities SE & Co. KGaA (14.54%), greater than Link Administration Holdings Limited (-89.26%), less than Navigator Global Investments Limited (19.26%),

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