Company Overview
Waton Financial Limited provides securities brokerage and financial technology services in Hong Kong. The company offers securities brokerage services for securities listed on the Hong Kong Stock Exchange, including shares under the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, the New York Stock Exchange, and the Nasdaq Stock Market; margin financing services; and other ancillary services through an electronic trading platform to its corporate and individual brokerage customers, as well as bond distribution services. It also provides software licensing and related support services comprising the licensing of the trading platform APP, upgrades and enhancements, maintenance, and other related services to financial institutions; and integrated and customizable software solutions to develop the trading platform APP that cover the front, middle, and back-office operations of securities brokerage businesses, such as electronic trade order placing, customer relationship management and operational data management, and securities order clearing and settlement services that enable the securities broker customers to digitalize and streamline their business operations and interact with the financial market. The company was formerly known as IAM Group Inc. and changed its name to Waton Financial Limited in July 2023. Waton Financial Limited was founded in 1989 and is based in Kowloon City, Hong Kong. Waton Financial Limited is a subsidiary of Waton Corporation Limited.
Why Investors Should Care
Revenue has grown at a 24.5% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.12.
Recent Developments
- Mar 2026 Revenue of $11.08M (+48.8% YoY); net profit $-15.15M.
- Trailing 12 Months Year-on-year growth — revenue +2.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 24.5%, profit CAGR -197.3%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 24.53% |
| 1 Year: | 2.90% |
Compounded Profit Growth
| 5 Years: | -197.28% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | -34.93% |
| 6 Months: | -13.62% |
| 3 Months: | -20.53% |
| 1 Month: | +6.43% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)51.94 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 24.5% over 5 years.
CONS
- Earnings shrank at -197.3% CAGR over 5 years.
- Trading 58.0% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WTF Waton Financial Limited | 2.98 | -9.61 | $143.75M | 0.00% | -64.15% | -87.86% | 24.53% | -197.28% |
| 2 | JPM JPMorgan Chase & Co. SPX | 351.79 | 16.85 | $942.63B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 511.54 | 15.23 | $715.29B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 366.13 | 31.95 | $607.67B | 0.75% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 573.10 | 33.18 | $502.63B | 0.65% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 61.95 | 15.37 | $434.76B | 1.88% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 210.42 | 19.06 | $331.89B | 1.76% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,018.38 | 15.73 | $300.43B | 1.58% | - | 16.95% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 86.45 | 13.36 | $264.55B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Profit & Loss (Annual)
Figures in USD.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue | - | 5.74M | 10.06M | 7.45M | 11.08M |
| Cost of Revenue | - | 1.39M | 3.31M | 4.44M | 8.61M |
| Gross Profit | - | 4.35M | 6.74M | 3.00M | 2.47M |
| Operating Expenses | - | 1.26M | 3.64M | 13.36M | 16.08M |
| Operating Income | - | 3.08M | 3.10M | -10.36M | -13.60M |
| EBITDA | - | 3.91M | 3.53M | -10.87M | -13.54M |
| Interest Expense | - | 18.04K | 158.44K | 289.94K | 922.56K |
| Pretax Income | - | 3.80M | 2.94M | -11.81M | -15.15M |
| Tax Provision | - | 714.86K | 439.93K | 153.43K | 0 |
| Net Income | - | 3.08M | 2.50M | -11.97M | -15.15M |
| Diluted EPS | -0.03 | 0.06 | 0.05 | -0.25 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Total Assets | - | 40.77M | 32.68M | 30.72M | 54.66M |
| Current Assets | - | 39.98M | 25.84M | 25.34M | 50.15M |
| Cash & Equivalents | - | 19.09M | 4.95M | 7.72M | 10.41M |
| Inventory | - | - | - | - | - |
| Receivables | - | 6.55M | 14.26M | 7.16M | 16.80M |
| Total Liabilities | - | 26.61M | 21.94M | 17.96M | 32.93M |
| Current Liabilities | - | 26.61M | 21.45M | 17.93M | 32.47M |
| Long Term Debt | - | - | - | - | - |
| Total Debt | - | 5.29M | 2.86M | 525.36K | 2.58M |
| Total Equity | - | 14.16M | 10.74M | 12.77M | 21.73M |
| Shares Outstanding | - | 47.30M | 47.30M | 48.24M | 48.24M |
Cash Flows (Annual)
Figures in USD.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 11.97M | -1.85M | 359.96K | -7.06M |
| Investing Cash Flow | - | -4.98K | -8.21M | -13.74K | -2.03M |
| Financing Cash Flow | - | 12.98M | -8.30M | 2.76M | 19.58M |
| Capital Expenditure | - | -4.98K | -262.09K | -13.74K | -323.57K |
| Free Cash Flow | - | 11.96M | -2.11M | 346.22K | -7.38M |
| Net Change in Cash | - | 24.94M | -18.36M | 3.10M | 10.49M |
Ratios (Annual)
Figures in %.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Gross Margin % | - | 75.8% | 67.1% | 40.3% | 22.3% |
| Operating Margin % | - | 53.7% | 30.8% | -139.1% | -122.7% |
| Net Margin % | - | 53.7% | 24.8% | -160.7% | -136.7% |
| ROE % | - | 21.8% | 23.2% | -93.7% | -69.7% |
| ROCE % | - | 21.8% | 27.6% | -81.0% | -61.3% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Geode Capital Management, LLC | 0.06% | 29.58K | $88.14K |
| 2 | UBS Group AG | 0.04% | 19.82K | $59.05K |
| 3 | Osaic Holdings Inc. | - | 725 | $2.16K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WTF
WTF — Frequently Asked Questions
What is the current share price of Waton Financial Limited (WTF)?
As of 2026-08-02 19:16 PDT, Waton Financial Limited (WTF) trades at $2.98 on NasdaqCM. Its 52-week range is $2.47 to $7.10.
What is the market capitalisation of WTF?
Waton Financial Limited (WTF) has a market capitalisation of $143.75M on NasdaqCM.
What is the P/E ratio of WTF?
WTF trades at a trailing price-to-earnings (P/E) ratio of -9.61. The industry average P/E is 13.68. Its price-to-book (P/B) ratio is 5.19.
What is the return on equity (ROE) of WTF?
WTF has a return on equity (ROE) of -87.86%. Its return on capital employed (ROCE) is -64.15%.
Is WTF a good stock to buy?
This page provides a data-driven analysis of Waton Financial Limited (WTF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.