WLTHNasdaqFinance ServicesFiscal year ends January 31
WEALTHFRONT CORP
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026
$10.38−0.25 (-2.35%)
Close on Oct 19, 2026
- Market cap
- $1.81B
- P/E (TTM)
- –
- Dividend yield
- –
Wealthfront statistics
Financials through Jul 31, 2026, price as of Oct 19, 2026, median of Finance Services companies for comparison
Valuation
| Measure | Wealthfront | Industry median |
|---|---|---|
| Market Cap | $1.62B | $216.24M |
| Enterprise Value | $1.17B | $197.90M |
| PS Ratio | 4.36 | 3.01 |
| PB Ratio | 2.62 | 1.19 |
| P/TBV Ratio | 2.62 | 1.44 |
| P/OCF Ratio | 11.20 | 5.61 |
Enterprise value
| Measure | Wealthfront | Industry median |
|---|---|---|
| EV / Sales | 3.16 | 3.03 |
Income (trailing twelve months)
| Measure | Wealthfront | Industry median |
|---|---|---|
| Revenue | $371.71M | $61.19M |
| Gross Profit | $331.23M | $1.92M |
| Pretax Income | -$137.41M | -$4.81M |
| Net Income | -$72.17M | -$5.16M |
| EBITDA | -$129.81M | -$9.49M |
| EPS (Diluted) | -$0.92 | -$0.03 |
Margins
| Measure | Wealthfront | Industry median |
|---|---|---|
| Gross Margin | 89.1% | 43.9% |
| Pretax Margin | -37.0% | -25.1% |
| Profit Margin | -19.4% | -21.0% |
| EBITDA Margin | -34.9% | -67.0% |
Returns
| Measure | Wealthfront | Industry median |
|---|---|---|
| Return on Equity (ROE) | -20.5% | -22.5% |
| Return on Assets (ROA) | -4.05% | -11.8% |
Growth
| Measure | Wealthfront | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 9.77% | 19.7% |
| Net Income Growth (YoY) | -158.8% | -51.5% |
| EPS Growth (YoY) | -205.7% | 4.95% |
Balance sheet
| Measure | Wealthfront | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $453.31M | $20.81M |
| Total Debt | $5.12M | $52.25M |
| Net Cash (Debt) | $448.19M | $7.60M |
| Net Cash Per Share | $2.87 | $0.22 |
| Equity (Book Value) | $619.86M | $165.65M |
| Book Value Per Share | $3.97 | $3.72 |
| Tangible Book Value | $619.86M | $127.24M |
| Working Capital | $494.89M | $8.71M |
Financial position
| Measure | Wealthfront | Industry median |
|---|---|---|
| Current Ratio | 1.43 | 1.43 |
| Quick Ratio | 0.42 | 0.54 |
| Debt / Equity | 0.01 | 0.20 |
Cash flow (trailing twelve months)
| Measure | Wealthfront | Industry median |
|---|---|---|
| Operating Cash Flow | $144.78M | -$5.36M |
Efficiency
| Measure | Wealthfront | Industry median |
|---|---|---|
| Asset Turnover | 0.21 | 0.16 |
| Revenue Per Employee | $950.68K | $705.30K |
| Profits Per Employee | -$184.58K | -$258.90K |
| Employee Count | 391 | 48 |
Dividends and yields
| Measure | Wealthfront | Industry median |
|---|---|---|
| Earnings Yield | -4.45% | -10.2% |
| Buyback Yield | 3.72% | 0.06% |
| Shareholder Yield | 3.72% | 0.12% |
Shares
| Measure | Wealthfront | Industry median |
|---|---|---|
| Shares Outstanding | 156,176,000 | 57,205,350 |
| Shares Change (YoY) | 6.10% | 12.9% |
| Shares Change (QoQ) | 0.85% | 0.24% |
| Float | 111,140,000 | 43,350,400 |
| Shares Held by Insiders | 28.8% | 18.5% |
| Shares Held by Institutions | 61.2% | 34.2% |
Taxes
| Measure | Wealthfront | Industry median |
|---|---|---|
| Income Tax | -$65.24M | $82.74K |
Scores
| Measure | Wealthfront | Industry median |
|---|---|---|
| Altman Z-Score | 1.29 | 0.34 |
| Piotroski F-Score | 5 | 4 |
Calculated by StockData from Wealthfront's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.