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WLTH

NASDAQ

Wealthfront Corp

Financials
Financial Services

$9.13

1.9%

Updated Today 11:10 AM ET

Report Card

WLTH at a glance — five pillars scored 0–100 from real filed financials.

Value
Growth
Profitability
Health
0
Dividends
0

Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Key Metrics

Market Cap

$0.00

P/E

Forward P/E (est.)

ROE

Revenue Growth

EPS Growth

Profit Margin

FCF Yield

Debt / Equity

ROIC

Interest Coverage

Current Ratio

1.49x

Dividend Yield

Implied Growth (rev. DCF)

Rating Score

0/100

Business Overview
Research

Wealthfront Corp (WLTH) is a small-cap company in the Financial Services industry, part of the Financials sector of the S&P 500.

In its latest reported year it generated about $364.99M in revenue and posted a net loss of $42.07M.

Our model rates WLTH Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

2Y CAGR

29.8%

Revenue moved from $216.71M in 2024 to $364.99M in 2026, a 29.8% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.

Profitability

Gross Margin

Operating Margin

Net Margin

-11.5%

ROE

Debt Analysis
Research
1/1 checks passedShort-term bills covered

Total Debt

Net Debt

Net Debt / EBITDA

Debt / Equity

Leverage: debt-to-equity is n/a, with a current ratio of 1.5x. Detailed balance-sheet leverage is limited for this name.

Cash Flow Analysis
Research

Operating CF

$152.19M

Free Cash Flow

$152.19M

FCF Margin

41.7%

In the latest year Wealthfront Corp produced about $152.19M of operating cash flow and $152.19M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research

P/E

P/S

P/B

EV / EBITDA

WLTH trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.

Metrics vs. Sector Range

Where WLTH sits versus its Financials sector peers in the S&P 500.

TTM P/E
Forward P/E
P/S ratio
Revenue growth
EPS growth
Gross margin
Net margin
ROE

Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How WLTH stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (289 S&P 500 companies), WLTH ranks #283 of 289 by our overall rating.

P/E vs sector

median 15.6x

ROE vs sector

median 13.6%

Growth vs sector

median 15.9%

Sector rank

#283

of 289 by rating

CompanyP/ERev Gr.Rating
WLTHThis stockNot rated
ACTNot rated
AFRMNot rated
ARCCNot rated
ATLCNot rated
BGCNot rated
BULLNot rated
CACCNot rated
Financials median15.6x15.9%0/100
Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $9.13 today · expected CAGR -32%-25%

Metric20262027202820292030
Revenue$394.19M$425.73M$459.79M$496.57M$536.29M
Net income$11.83M$12.77M$13.79M$14.90M$16.09M
EPS$0.08$0.09$0.09$0.10$0.11
Share price (low)$0.95$1.03$1.11$1.20$1.29
Share price (high)$1.58$1.71$1.85$1.99$2.15
CAGR (low–high)-90% / -83%-66% / -57%-50% / -41%-40% / -32%-32% / -25%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for WLTH:

  • As an established S&P 500 member in Financials, it brings scale and a long operating history.
Bear Case

The case against WLTH:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Wealthfront Corp is a small-cap financials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Latest SEC Filings

WLTH's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.

WLTH — frequently asked questions

Is WLTH a good stock to buy?

We don't give buy or sell advice. Review Wealthfront Corp's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.

Where does WLTH's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Wealthfront Corp's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for WLTH calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this WLTH analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell WLTH. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.