WEALTHFRONT CORP (WLTH) Fundamental Analysis & Valuation

NASDAQ:WLTH • US9470021018

Current stock price

10.925 USD
-0.07 (-0.68%)
Last:

This WLTH fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

1. WLTH Profitability Analysis

1.1 Basic Checks

  • In the past year WLTH was profitable.
WLTH Yearly Net Income VS EBIT VS OCF VS FCFWLTH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2024 2025 50M 100M 150M

1.2 Ratios

  • WLTH has a better Return On Assets (23.99%) than 99.17% of its industry peers.
  • Looking at the Return On Equity, with a value of 55.15%, WLTH belongs to the top of the industry, outperforming 97.92% of the companies in the same industry.
  • WLTH's Return On Invested Capital of 25.95% is amongst the best of the industry. WLTH outperforms 98.33% of its industry peers.
Industry RankSector Rank
ROA 23.99%
ROE 55.15%
ROIC 25.95%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
WLTH Yearly ROA, ROE, ROICWLTH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2024 2025 50 100 150

1.3 Margins

  • The Profit Margin of WLTH (62.96%) is better than 92.08% of its industry peers.
  • With a decent Operating Margin value of 39.33%, WLTH is doing good in the industry, outperforming 70.00% of the companies in the same industry.
  • WLTH has a Gross Margin of 89.97%. This is amongst the best in the industry. WLTH outperforms 94.58% of its industry peers.
Industry RankSector Rank
OM 39.33%
PM (TTM) 62.96%
GM 89.97%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
WLTH Yearly Profit, Operating, Gross MarginsWLTH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2024 2025 20 40 60 80

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7

2. WLTH Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for WLTH remains at a similar level compared to 1 year ago.
  • There is no outstanding debt for WLTH. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
WLTH Yearly Shares OutstandingWLTH Yearly Shares OutstandingYearly Shares Outstanding 2024 2025 50M 100M
WLTH Yearly Total Debt VS Total AssetsWLTH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2024 2025 100M 200M 300M 400M

2.2 Solvency

  • An Altman-Z score of 3.48 indicates that WLTH is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of WLTH (3.48) is better than 79.58% of its industry peers.
  • WLTH has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 3.48
ROIC/WACCN/A
WACCN/A
WLTH Yearly LT Debt VS Equity VS FCFWLTH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2024 2025 50M 100M 150M 200M

2.3 Liquidity

  • WLTH has a Current Ratio of 1.68. This is a normal value and indicates that WLTH is financially healthy and should not expect problems in meeting its short term obligations.
  • WLTH has a Current ratio of 1.68. This is in the better half of the industry: WLTH outperforms 70.83% of its industry peers.
  • A Quick Ratio of 1.68 indicates that WLTH should not have too much problems paying its short term obligations.
  • WLTH has a Quick ratio of 1.68. This is in the better half of the industry: WLTH outperforms 70.83% of its industry peers.
Industry RankSector Rank
Current Ratio 1.68
Quick Ratio 1.68
WLTH Yearly Current Assets VS Current LiabilitesWLTH Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2024 2025 100M 200M 300M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. WLTH Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 152.64% over the past year.
  • The Revenue has grown by 42.52% in the past year. This is a very strong growth!
EPS 1Y (TTM)152.64%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
Revenue 1Y (TTM)42.52%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A

3.2 Future

  • The Earnings Per Share is expected to decrease by -15.96% on average over the next years. This is quite bad
  • WLTH is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 16.80% yearly.
EPS Next Y-130.38%
EPS Next 2Y-33.87%
EPS Next 3Y-18.06%
EPS Next 5Y-15.96%
Revenue Next Year19.31%
Revenue Next 2Y14.33%
Revenue Next 3Y17.31%
Revenue Next 5Y16.8%

3.3 Evolution

WLTH Yearly Revenue VS EstimatesWLTH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2024 2025 2026 2027 2028 2029 100M 200M 300M 400M 500M
WLTH Yearly EPS VS EstimatesWLTH Yearly EPS VS EstimatesYearly EPS VS Estimates 2026 2027 2028 2029 0 0.2 -0.2 0.4 -0.4 0.6

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4

4. WLTH Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 8.21, the valuation of WLTH can be described as reasonable.
  • Based on the Price/Earnings ratio, WLTH is valued a bit cheaper than 75.42% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.38. WLTH is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 18.79, the valuation of WLTH can be described as rather expensive.
  • The rest of the industry has a similar Price/Forward Earnings ratio as WLTH.
  • When comparing the Price/Forward Earnings ratio of WLTH to the average of the S&P500 Index (38.20), we can say WLTH is valued rather cheaply.
Industry RankSector Rank
PE 8.21
Fwd PE 18.79
WLTH Price Earnings VS Forward Price EarningsWLTH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • WLTH's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. WLTH is cheaper than 85.42% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 10.89
WLTH Per share dataWLTH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0.5 1 1.5 2

4.3 Compensation for Growth

  • A cheap valuation may be justified as WLTH's earnings are expected to decrease with -18.06% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-33.87%
EPS Next 3Y-18.06%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. WLTH Dividend Analysis

5.1 Amount

  • WLTH does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

WLTH Fundamentals: All Metrics, Ratios and Statistics

WEALTHFRONT CORP

NASDAQ:WLTH (4/16/2026, 3:56:08 PM)

10.925

-0.07 (-0.68%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)03-11
Earnings (Next)N/A
Inst Owners58.64%
Inst Owner Change0%
Ins Owners14.21%
Ins Owner Change89.65%
Market Cap1.65B
Revenue(TTM)308.86M
Net Income(TTM)194.45M
Analysts76.92
Price Target12.85 (17.62%)
Short Float %4.64%
Short Ratio3.83
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-22.22%
PT rev (3m)N/A
EPS NQ rev (1m)0%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-54.69%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.05%
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 8.21
Fwd PE 18.79
P/S 5.33
P/FCF N/A
P/OCF N/A
P/B 4.67
P/tB 4.67
EV/EBITDA 10.89
EPS(TTM)1.33
EY12.17%
EPS(NY)0.58
Fwd EY5.32%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS2.05
BVpS2.34
TBVpS2.34
PEG (NY)N/A
PEG (5Y)N/A
Graham Number8.36849 (-23.4%)
Profitability
Industry RankSector Rank
ROA 23.99%
ROE 55.15%
ROCE 32.85%
ROIC 25.95%
ROICexc 92.62%
ROICexgc 92.62%
OM 39.33%
PM (TTM) 62.96%
GM 89.97%
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.38
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA 0
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.68
Quick Ratio 1.68
Altman-Z 3.48
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)152.64%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%N/A
EPS Next Y-130.38%
EPS Next 2Y-33.87%
EPS Next 3Y-18.06%
EPS Next 5Y-15.96%
Revenue 1Y (TTM)42.52%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A
Revenue Next Year19.31%
Revenue Next 2Y14.33%
Revenue Next 3Y17.31%
Revenue Next 5Y16.8%
EBIT growth 1Y48.91%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year42.06%
EBIT Next 3Y20.26%
EBIT Next 5Y17.95%
FCF growth 1Y73.13%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y68.89%
OCF growth 3YN/A
OCF growth 5YN/A

WEALTHFRONT CORP / WLTH Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for WEALTHFRONT CORP?

ChartMill assigns a fundamental rating of 5 / 10 to WLTH.


Can you provide the valuation status for WEALTHFRONT CORP?

ChartMill assigns a valuation rating of 4 / 10 to WEALTHFRONT CORP (WLTH). This can be considered as Fairly Valued.


Can you provide the profitability details for WEALTHFRONT CORP?

WEALTHFRONT CORP (WLTH) has a profitability rating of 5 / 10.


What are the PE and PB ratios of WEALTHFRONT CORP (WLTH) stock?

The Price/Earnings (PE) ratio for WEALTHFRONT CORP (WLTH) is 8.21 and the Price/Book (PB) ratio is 4.67.


How financially healthy is WEALTHFRONT CORP?

The financial health rating of WEALTHFRONT CORP (WLTH) is 7 / 10.