StockData
Wealthfront Corp logo

Wealthfront Corp (WLTH) stock

WLTHNasdaqFinance ServicesFiscal year ends January 31
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026Score 5/3090% above fair value
$10.72+0.52 (+5.10%)

Close on Nov 13, 2026Market cap $1.67BP/E –Yield –

Wealthfront statistics

77 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings
Jan 11, 2027 (estimated, during market hours)
Last ex-dividend date
No dividends
Fundamentals through
Jul 31, 2026
Share price as of
Nov 13, 2026

Valuation ratiosIndustry

Market Cap
$1.67B
$238.70M
Enterprise Value
$1.23B
$206.84M
PS Ratio
4.50
2.80
PB Ratio
2.70
0.95
P/TBV Ratio
2.70
1.13
P/OCF Ratio
11.56
5.84

Enterprise valuationIndustry

EV / Sales
3.30
2.54

Share statisticsIndustry

Shares Change (YoY)
6.10%
13.6%
Shares Change (QoQ)
0.85%
0.11%
Float
111M
40M
Shares Held by Insiders
28.8%
18.2%
Shares Held by Institutions
61.2%
27.7%

Short sellingIndustry

Short Interest
11M
–
Short Interest Change
-12.1%
-0.08%
Short % of Float
9.71%
6.48%
Short % of Shares Outstanding
6.91%
5.35%
Days to Cover
5.30
3.79

Stock price statisticsIndustry

52-Week High
$14.88
–
52-Week Low
$7.20
–
20-Day Moving Average
$10.70
–
50-Day Moving Average
$10.48
–
200-Day Moving Average
$9.76
–
Average True Range (14)
$0.52
–
Price Change (1 Week)
0.85%
-4.00%
Price Change (1 Month)
-4.11%
-17.2%
Price Change (3 Months)
17.0%
-15.4%
Price Change (6 Months)
-4.96%
-32.2%
Price Change (YTD)
-21.1%
-37.2%
Price Change (3 Years)
28.5%
-32.7%
Price Change (5 Years)
6.03%
-81.6%
Average Volume (10 Days)
2M
–
Average Volume (20 Days)
2M
–
Average Volume (90 Days)
2M
–
Relative Volume
0.75
0.72
Relative Strength Index (14)
51.3
39.6
Volatility (1 Year)
60.2%
94.5%
Beta (5 Years)
1.46
1.24

MarginsIndustry

Gross Margin
89.1%
41.7%
Pretax Margin
-37.0%
-6.66%
Profit Margin
-19.4%
-19.4%
EBITDA Margin
-34.9%
-66.0%

Returns on capitalIndustry

Return on Equity (ROE)
-20.5%
-20.8%
Return on Assets (ROA)
-4.05%
-7.97%

Financial positionIndustry

Current Ratio
1.43
1.55
Quick Ratio
0.42
0.43
Debt / Equity
0.01
0.18

GrowthIndustry

Revenue Growth (YoY)
9.77%
15.4%
Net Income Growth (YoY)
-158.8%
-22.9%
EPS Growth (YoY)
-205.7%
3.77%

EfficiencyIndustry

Asset Turnover
0.21
0.16
Revenue Per Employee
$950.68K
$675.54K
Profits Per Employee
-$184.58K
-$170.28K
Employee Count
391
47
WACC
12.4%
11.0%

Income statement (TTM)Industry

Revenue
$371.71M
$63.78M
Gross Profit
$331.23M
$2.09M
Pretax Income
-$137.41M
-$2.77M
Net Income
-$72.17M
-$3.15M
EBITDA
-$129.81M
-$7.83M
EPS (Diluted)
-$0.92
-$0.01

Balance sheetIndustry

Total Debt
$5.12M
$41.87M
Net Cash (Debt)
$448.19M
$7.04M
Net Cash Per Share
$2.87
$0.19
Equity (Book Value)
$619.86M
$224.68M
Book Value Per Share
$3.97
$4.10
Tangible Book Value
$619.86M
$156.69M
Working Capital
$494.89M
$11.77M

Cash flow (TTM)Industry

Operating Cash Flow
$144.78M
-$5.12M

Dividends and yieldsIndustry

Earnings Yield
-4.31%
-13.4%
Buyback Yield
3.60%
0.46%
Shareholder Yield
3.60%
0.51%

Taxes and interestIndustry

Interest Expense
$1.23M
$4.05M
Income Tax
-$65.24M
$213.00K

Scores and fair valueIndustry

Altman Z-Score
1.32
0.36
Piotroski F-Score
5
4

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.

PeriodWLTHS&P 500DifferenceWLTH per yearS&P 500 per year
1 month+6.1%-3.0%+9.2 pts
3 months+13.4%-2.8%+16.2 pts
Year to date-21.1%+11.5%−32.6 pts
1 year+28.5%+13.5%+15.1 pts
3 years+28.5%+77.7%−49.2 pts+8.7%+21.1%
5 years+6.0%+72.6%−66.6 pts+1.2%+11.5%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.

11M WLTH shares were sold short on Oct 30, 2026, down 12.1% from the previous report, or 9.71% of the shares available to trade. At recent volumes it would take 5.3 days to buy them back. Over the last 20 sessions, 52.0% of the volume reported to FINRA was short selling.

Settlement dateShares shortChangeAvg. daily volumeDays to cover
Oct 30, 202610,796,786-12.1%2,038,2635.3
Oct 15, 202612,276,119-5.6%2,705,4574.5
Sep 30, 202612,999,876+37.5%3,979,7623.3
Sep 15, 20269,454,113+39.5%3,408,3562.8
Aug 31, 20266,777,517+8.1%1,145,8255.9
Aug 14, 20266,271,444-15.9%887,6337.1
Jul 31, 20267,461,163+0.3%765,2619.8
Jul 15, 20267,435,448+11.6%1,405,7355.3
Jun 30, 20266,663,306-5.3%2,239,3153.0
Jun 15, 20267,037,022+32.7%2,807,6172.5
May 29, 20265,301,868+5.7%972,2405.5
May 15, 20265,014,812-12.1%868,2065.8

Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.

See a number that looks wrong?