Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WLTH
SellSinkerWealthfront Corporation · Technology · United States · $1.4B · Avg Vol: $11M/d
33
StockRankGet insider-trade alerts
Q
42
V
45
M
37
P/E (TTM)
—
ROE
-12.9%
D/E
0.0x
Dividend %
—
COMPANY DESCRIPTION
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds.
FINANCIAL SUMMARY (USD)
| Year | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 216.7M | 308.9M | 365.0M | 29.8% | 371.0M | 375.8M | 447.3M | 10.7% |
| EPS | 0.59 | 1.48 | -0.74 | 152.6% | -0.38 | — | — | — |
| Shares | 146.3M | 146.3M | 150.3M | +2.8% | 149.4M | — | — | — |
| Debt | 87.6M | 13.4M | 10.4M | -65.6% | 9.4M | — | — | — |
| Equity | -180.9M | 15.3M | 614.7M | 3907.6% | — | — | — | — |
| Op CF | 72.9M | 123.2M | 152.2M | 44.5% | 136.4M | — | — | — |
| Inv CF | -5.2M | -5.8M | -1.1M | — | — | — | — | — |
| Fin CF | -39.5M | -58.5M | 148.2M | — | — | — | — | — |
Loading 1Y...
PRICE (1Y)+4.2%
SMA 50SMA 200
Close
$9.64
RSI (14)
64.6
SCORE BREAKDOWN
Quality
42
ROIC
-18.8%9.1
ROE
-12.9%13.3
GP/Assets
23.4%56.5
Op. Margin
16.1%76.4
FCF/Assets
10.7%82.1
Piotroski
38.2
Int. Cover
-50.0x2.6
D/E Ratio
0.02x84.5
Current Ratio
1.49x30.9
Value
45
P/E (TTM)
—N/A
EV/EBITDA
-7.6x25.0
P/FCF
9.1x86.6
P/B
2.3x62.2
P/S
3.9x41.2
Div Yield
—N/A
Momentum
37
52W High %
—N/A
RS 6M
-5%56.2
SMA 50/200
—N/A
EPS Rev 4W
-1.9%11.6
EPS Rev 12W
—N/A
EPS Improve
+301%87.6
Q Growth
-51%8.8
FUNDAMENTALS
Market Cap
$1.4B
P/E (Forward)
12.5x
Gross Margin
89.4%
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of WLTH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WLTH | Wealthfront Corporation(you) | $1.4B | 33 | Sell |
| GTM | ZoomInfo Technologies Inc. | $1.2B | 38 | Hold |
| BL | BlackLine, Inc. | $1.9B | 38 | Hold |
| ALKT | Alkami Technology, Inc. | $2.2B | 27 | Sell |
| STRD | Strategy Inc | $896M | 42 | Hold |
| PAR | PAR Technology Corporation | $792M | 26 | Sell |
| VERX | Vertex, Inc. | $2.3B | 25 | Sell |
| ASAN | Asana, Inc. | $2.3B | 25 | Sell |
| 360.AX | Life360, Inc. | $3.6B | 34 | Sell |
| ALIT | Alight, Inc. | $520M | 32 | Sell |
Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.1%