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Integrated Wellness Acquisition Corp (WEL)WEL
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Upturn Advisory Summary
09/18/2024: WEL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 17.23% | Upturn Advisory Performance 3 | Avg. Invested days: 290 |
Profits based on simulation | Stock Returns Performance 2 | Last Close 09/18/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 17.23% | Avg. Invested days: 290 |
Upturn Star Rating | Stock Returns Performance 2 |
Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 83.85M USD |
Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) - | Basic EPS (TTM) -0.49 |
Volume (30-day avg) 9269 | Beta 0.02 |
52 Weeks Range 10.95 - 12.41 | Updated Date 09/18/2024 |
Company Size Small-Cap Stock | Market Capitalization 83.85M USD | Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) - | Basic EPS (TTM) -0.49 | Volume (30-day avg) 9269 | Beta 0.02 |
52 Weeks Range 10.95 - 12.41 | Updated Date 09/18/2024 |
Earnings Date
Report Date 2024-08-21 | When AfterMarket |
Estimate - | Actual -0.011 |
Report Date 2024-08-21 | When AfterMarket | Estimate - | Actual -0.011 |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -2.05% | Return on Equity (TTM) -66.77% |
Valuation
Trailing PE - | Forward PE - |
Enterprise Value 87456145 | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA -33.25 |
Shares Outstanding 4255120 | Shares Floating 3464666 |
Percent Insiders 47 | Percent Institutions 97.72 |
Trailing PE - | Forward PE - | Enterprise Value 87456145 | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA -33.25 | Shares Outstanding 4255120 | Shares Floating 3464666 |
Percent Insiders 47 | Percent Institutions 97.72 |
Analyst Ratings
Rating - | Target Price - | Buy - |
Strong Buy - | Hold - | Sell - |
Strong Sell - |
Rating - | Target Price - | Buy - | Strong Buy - |
Hold - | Sell - | Strong Sell - |
AI Summarization
Integrated Wellness Acquisition Corp. (IWAC) Overview:
Company Profile:
History and Background: Integrated Wellness Acquisition Corp. (IWAC) is a blank check company formed in January 2022. These companies are created with the sole purpose of acquiring an existing operating company. IWAC completed its initial public offering (IPO) in February 2022, raising $125 million.
Business Areas: IWAC focuses on acquisitions in the wellness and healthcare sectors. These sectors can encompass a broad range of sub-industries, including:
- Nutritional supplements
- Fitness and wellness products
- Healthcare services
- Telehealth platforms
- Mental health resources
Leadership: The company's leadership team consists of experienced professionals with backgrounds in finance, healthcare, and investment banking. Key members include:
- Jeffrey A. Tobe (CEO & Chairman): Former CEO of Life Time Fitness and Equinox
- Steven J. Smith (CFO): Former CFO of Life Time Fitness and Equinox
- Christopher J. C. Cavanaugh (Operating Partner): Co-Founder and Managing Partner of Huron Healthcare
Top Products and Market Share:
As a pre-acquisition company, IWAC does not currently have any products or generate revenue. Therefore, analyzing market share or comparing product performance is not applicable at this stage.
Total Addressable Market (TAM):
The global wellness market is expected to reach $7 trillion by 2025, signifying a massive TAM for IWAC. The US market represents a significant portion of this, with the US wellness market valued at $1.5 trillion in 2022.
Financial Performance:
As a newly formed company without any acquisitions, IWAC currently has minimal financial activity. Their filings report primarily on IPO proceeds and administrative expenses. Analyzing financial ratios like revenue, net income, or EPS is not possible at this juncture.
Dividends and Shareholder Returns:
Given the lack of operational activity, IWAC does not currently distribute dividends. Determining shareholder returns is also not feasible due to the company's recent IPO.
Growth Trajectory:
Predicting future growth for IWAC is challenging due to the unknown nature of their potential acquisition. The company's success will heavily depend on the target company they select and its subsequent integration.
Market Dynamics:
The wellness and healthcare sectors are experiencing rapid growth, driven by increasing consumer focus on health and well-being. Additionally, technological advancements, an aging population, and rising healthcare costs are shaping the landscape. IWAC needs to identify a target company that capitalizes on these trends and demonstrates strong growth potential.
Competitors:
Several other blank check companies are targeting the wellness and healthcare sectors, creating a competitive landscape. Some prominent examples include:
- Khosla Ventures Acquisition Co. II (KVSB)
- TPG Pace Beneficial Finance (TPGY)
- Motive Capital Corp. (MOTV)
Challenges and Opportunities:
Potential challenges for IWAC include:
- Identifying and acquiring a suitable target company
- Successfully integrating the acquired company
- Navigating the competitive landscape within the wellness and healthcare sectors
- Executing their growth strategy effectively
Opportunities for IWAC lie in:
- Capitalizing on the significant growth potential of the wellness and healthcare markets
- Leveraging the experience and expertise of their leadership team
- Identifying and acquiring a company with strong competitive advantages and a proven track record
AI-Based Fundamental Rating:
Due to the lack of operational and financial data, generating an accurate AI-based rating for IWAC is not possible at this time.
Sources and Disclaimers:
This overview is based on information gathered from the following sources:
- IWAC SEC filings: https://www.sec.gov/edgar/search/
- IWAC Investor Relations: https://integratedwellnessacq.com/
- Statista: https://www.statista.com/
- Global Wellness Institute: https://globalwellnessinstitute.org/
Disclaimer: This information is for informational purposes only and should not be considered financial advice. Please consult with a qualified financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Integrated Wellness Acquisition Corp
Exchange | NYSE | Headquaters | Florida, NY, United States |
IPO Launch date | 2022-01-18 | CEO & Director | Mr. Surendra K. Ajjarapu |
Sector | Financial Services | Website | https://www.integratedwellnessholdings.com |
Industry | Shell Companies | Full time employees | - |
Headquaters | Florida, NY, United States | ||
CEO & Director | Mr. Surendra K. Ajjarapu | ||
Website | https://www.integratedwellnessholdings.com | ||
Website | https://www.integratedwellnessholdings.com | ||
Full time employees | - |
Integrated Wellness Acquisition Corp does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization, or similar business combination with one or more businesses or entities in the health, nutrition, fitness, wellness, and beauty sectors. Integrated Wellness Acquisition Corp was incorporated in 2021 and is based in Florida, New York.
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