WealthNavi Inc.

As of June 30, 2024, WealthNavi Inc. has 59.22M shares outstanding.

As of June 30, 2024, WealthNavi Inc. trades at a trailing price-to-earnings ratio of 249.22. The price-to-sales ratio is 8.18, and the price-to-book ratio stands at 7.01.

As of June 30, 2024, WealthNavi Inc. trades at an EV/EBITDA multiple of 70.71 - the valuation measure that neutralizes differences in capital structure, tax rates, and depreciation policy, making it the standard yardstick for comparing companies across an industry. The EV/Sales ratio of 5.04 reflects the premium investors pay for the company's revenue stream, a useful check when earnings are depressed or negative. Its EV/EBIT multiple of 70.71 values the business against core operating earnings after depreciation, a stricter test than EV/EBITDA for capital-intensive businesses.

As of June 30, 2024, WealthNavi Inc. maintains a current ratio of 2.52, meaning it holds 2.5x the short-term assets needed to cover near-term liabilities.

Over the twelve months ended June 30, 2024, WealthNavi Inc. posted a return on equity (ROE) of 4.52, showing how much profit the company earns on every dollar of shareholder capital. Return on invested capital (ROIC) comes in at 2.84 - the clearest signal of whether the business earns more on its capital than that capital costs, and the core measure of a durable competitive advantage. Return on assets (ROA) stands at 0.83, measuring how efficiently the asset base is converted into earnings.

These figures cover the twelve months ended June 30, 2024. That works out to an effective tax rate of 11.05, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items.

As of the close on March 3, 2025, WealthNavi Inc.'s stock has declined approximately 12.52% over the past 52 weeks. The 50-day moving average sits at 1,943.12, while the 200-day moving average is 1,448.69.

Over the twelve months ended June 30, 2024, WealthNavi Inc. posted a gross margin of 99.46, reflecting its pricing power and cost economics. The operating margin of 7.13 and net profit margin of 3.28 provide insight into operational efficiency.

As of June 30, 2024, WealthNavi Inc. has an Altman Z-Score of 3.27, well above the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.