WEALTHFRONT CORP
WLTH
Analytical Summary
WEALTHFRONT CORP faces fundamental challenges with weakness in Profit Margin (%). The fundamentals warrant careful consideration of downside risks.
4-Year Financial Trajectory
AnnualBullish Indicators
- No bullish signals detected.
Bearish Risks
- Profit Margin (%)Profit Margin (%) is in the bottom quartile
Health Breakdown
Statement lens
Choose the reporting cadence, isolate a period range, or search directly for a metric.
| Metric | FY 2026 Jan 31, 2026 10-K ↗ | FY 2025 Jan 31, 2025 10-K ↗ | FY 2024 Jan 31, 2024 10-K ↗ | FY 2023 Jan 31, 2023 10-K ↗ |
|---|---|---|---|---|
| Revenue Growth YoY (%) |
18.2%
Good
Good
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Above avg (+203%)
|
42.5%
Excellent
Excellent
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Above avg (+609%)
|
— | — |
| EPS Growth YoY (%) | N/M |
142.2%
Excellent
Excellent
Year-over-year change in earnings per share
Optimal:
> 10%
|
— | — |
| Net Income Growth YoY (%) | N/M |
152.6%
Excellent
Excellent
Year-over-year change in net income |
— | — |
| FCF Growth YoY (%) |
-14.9%
Weak
Weak
Year-over-year change in free cash flow |
61.6%
Excellent
Excellent
Year-over-year change in free cash flow |
— | — |
| Metric | FY 2026 Jan 31, 2026 10-K ↗ | FY 2025 Jan 31, 2025 10-K ↗ | FY 2024 Jan 31, 2024 10-K ↗ | FY 2023 Jan 31, 2023 10-K ↗ |
|---|---|---|---|---|
| Effective Tax Rate (%) (%) |
58.5%
Weak
↑
Weak
Improving
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
-39.7%
Excellent
Excellent
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
2.1%
Excellent
Excellent
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
— |
| Profit Margin (%) (%) |
-11.5%
Weak
↓
Weak
Declining
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Below avg (-152%)
|
63.0%
Excellent
Excellent
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+186%)
|
35.5%
Excellent
Excellent
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+61%)
|
— |
| FCF Margin (%) (%) |
41.7%
Excellent
↑
Excellent
Improving
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
39.9%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
33.6%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
— |
| FCF / Net Income (x) |
-3.62x
Weak
↓
Weak
Declining
Free cash flow relative to reported net income
Optimal:
> 1x
|
0.63x
Weak
Weak
Free cash flow relative to reported net income
Optimal:
> 1x
|
0.95x
Caution
Caution
Free cash flow relative to reported net income
Optimal:
> 1x
|
— |
| Metric | FY 2026 Jan 31, 2026 10-K ↗ | FY 2025 Jan 31, 2025 10-K ↗ | FY 2024 Jan 31, 2024 10-K ↗ | FY 2023 Jan 31, 2023 10-K ↗ |
|---|---|---|---|---|
| Return on Common Equity (%) (%) |
-6.8%
Weak
Weak
Profit generated per dollar of shareholder equity
Optimal:
> 15%
vs Sector:
Below avg (-157%)
|
— |
-42.6%
Weak
Weak
Profit generated per dollar of shareholder equity
Optimal:
> 15%
vs Sector:
Below avg (-455%)
|
— |
| Metric | FY 2026 Jan 31, 2026 10-K ↗ | FY 2025 Jan 31, 2025 10-K ↗ | FY 2024 Jan 31, 2024 10-K ↗ | FY 2023 Jan 31, 2023 10-K ↗ |
|---|---|---|---|---|
| Sales/Revenue/Turnover (USD) | $364.99M | $308.86M | $216.71M | — |
| Depreciation Expense (USD) | $7.40M | $6.24M | $6.04M | — |
| Net Income, GAAP (USD) | $-42.07M | $194.45M | $76.97M | — |
| Operating Cash Flow (USD) | $152.19M | $123.15M | $72.92M | — |
Secondary lens
Benchmark Lens
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Open lens
Benchmark Lens
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Signals
Key bullish and bearish indicators for WLTH
No bullish signals detected
Profit Margin (%) is in the bottom quartile
Percentile Rankings
How WLTH compares to all companies
Peer Comparison
WLTH vs similar peers
Compare WLTH with peers
Stack WLTH against similar companies across every metric on this page.
north_east Open comparisonbar_chart Data from SEC EDGAR XBRL filings
Synced 1 week ago 4 years · 10 quarters