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WEALTHFRONT CORP

WLTH

$9.83 ▼ -0.10 (-1.01%) at close

11 Visible periods

23 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Weak

Bearish

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Analytical Summary

WEALTHFRONT CORP faces fundamental challenges with weakness in Profit Margin (%). The fundamentals warrant careful consideration of downside risks.

Market Cap $1.5B

Dividend Yield —

Revenue Growth 0.8% ↘

Op. Margin —

ROIC —

FCF / Share $0.32 ↗

Trailing P/E 81.9x

Price / Book 2.4x

FCF Yield 3.2%

Debt / Equity 0.01

info Valuation on last close. End-of-day price, Sep 23, 2026.

11-Year Financial Trajectory

Quarterly

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$91.87M

↑ +0.8% —

Net Income Profit after all expenses

$17.75M

↓ -48.9% —

FCF / Share Free cash flow per share

$0.32

↓ -67.2% —

trending_up

Bullish Indicators

No bullish signals detected.

warning

Bearish Risks

Profit Margin (%)Profit Margin (%) is in the bottom quartile

Health Breakdown

Profitability ↑

Returns ↑

Cash Quality

Financial view

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📈 Is growth accelerating? 4 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Revenue Growth YoY (%)	0.8% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-86%)	7.1% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+18%)	16.3% Good Good Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+171%)	16.1% Good Good Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+168%)	—	—	—	—	—	—	—
EPS Growth YoY (%)	-86.0% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-87.5% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	-6.5% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—	—	—	—	—	—
Net Income Growth YoY (%)	-48.9% Weak ↓ Weak Declining Year-over-year change in net income	-50.5% Weak Weak Year-over-year change in net income	N/M	2.8% Caution Caution Year-over-year change in net income	—	—	—	—	—	—	—
FCF Growth YoY (%)	-67.2% Weak Weak Year-over-year change in free cash flow	-84.4% Weak Weak Year-over-year change in free cash flow	—	—	—	—	—	—	—	—	—

💰 Are margins durable? 4 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Effective Tax Rate (%) (%)	13.0% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	26.4% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	36.3% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.1% Excellent → Excellent Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	12.9% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	23.9% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-2.0% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	-1.8% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—
Profit Margin (%) (%)	19.3% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-12%)	14.2% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-36%)	-139.0% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-732%)	33.1% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+51%)	38.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+73%)	30.7% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+40%)	38.8% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+76%)	37.4% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+70%)	—	—	—
FCF Margin (%) (%)	51.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	25.1% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	34.6% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	44.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	42.7% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	45.5% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	24.1% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—	—	—	—
FCF / Net Income (x)	2.67x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.77x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-0.25x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.34x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	1.12x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	1.48x Good Good Free cash flow relative to reported net income Optimal: > 1x	0.62x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	—	—	—	—

🎯 Is capital allocation efficient? 1 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Return on Common Equity (%) (%)	2.9% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-76%)	2.1% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-83%)	-21.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-281%)	24.7% Excellent ↓ Excellent Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+105%)	41.2% Excellent ↓ Excellent Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+243%)	59.9% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+399%)	209.2% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+1644%)	-97.1% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-909%)	—	—	—

⚖️ Is the balance sheet risky? 2 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Debt to Equity (x)	0.01x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-99%)	—	—	—	—	—	—	—	—	—	—
Net Debt (USD)	$-448.19M	$-428.21M	$-440.81M	$-266.19M	$-222.75M	$-182.87M	$-142.86M	$-132.86M	—	$-86.72M	—

📊 What does each share earn? 6 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Revenue per Share (USD)	$0.61	$0.60	—	$2.17	$2.25	$2.10	—	$2.07	—	—	—
Basic EPS, GAAP (USD)	$0.12	$0.08	$-2.96	$0.72	$0.86	$0.64	$0.82	$0.77	—	—	—
Free Cash Flow per Share (USD)	$0.32	$0.15	—	$0.97	$0.96	$0.96	—	—	—	—	—
Book Value per Share (USD)	$4.11	$4.11	$4.09	$2.89	$2.08	$1.08	$0.38	$-0.80	—	—	—
Tangible Book Value per Share (USD)	$4.11	$4.11	$4.09	$2.89	$2.08	$1.08	$0.38	$-0.80	—	—	—
Basic Weighted Avg Shares (shares)	150.09M	151.72M	—	42.87M	40.50M	40.27M	—	38.86M	—	—	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Working Capital (USD)	$494.88M	$486.71M	$483.03M	$301.94M	—	—	$173.23M	—	—	—	—
Total Equity (USD)	$619.86M	$614.19M	$614.69M	$125.36M	$84.36M	$43.32M	$15.34M	$-30.93M	$-42.46M	$-180.85M	$-272.55M

📋 What is driving earnings? 4 metrics

Metric	Q2 FY2027 Jul 31, 2026 10-Q ↗	Q1 FY2027 Apr 30, 2026 10-Q ↗	Q4 FY2026 Jan 31, 2026 10-K ↗	Q3 FY2026 Oct 31, 2025 10-Q ↗	Q2 FY2026 Jul 31, 2025 10-Q ↗	Q1 FY2026 Apr 30, 2025 10-Q ↗	Q4 FY2025 Jan 31, 2025 10-K ↗	Q3 FY2025 Oct 31, 2024 10-Q ↗	Q2 FY2025 Jul 31, 2024 10-Q ↗	Q4 FY2024 Jan 31, 2024 10-K ↗	Q4 FY2023 Jan 31, 2023 10-K ↗
Sales/Revenue/Turnover (USD)	$91.87M	$90.48M	$96.14M	$93.22M	$91.12M	$84.51M	$82.68M	$80.31M	—	—	—
Depreciation Expense (USD)	$1.24M	$1.43M	$1.83M	$1.86M	$1.86M	$1.85M	$1.78M	$200.00K	—	—	—
Net Income, GAAP (USD)	$17.75M	$12.83M	$-133.66M	$30.90M	$34.74M	$25.95M	$32.09M	$30.05M	—	—	—
Operating Cash Flow (USD)	$47.31M	$22.68M	$33.31M	$41.48M	$38.92M	$38.48M	$19.91M	—	—	—	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced yesterday 4 years · 11 quarters

WEALTHFRONT CORP

Analytical Summary

11-Year Financial Trajectory

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