Wealthfront Corporation WLTH R2KTECH
Company Overview
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.
Why Investors Should Care
Revenue has grown at a 29.8% CAGR over the past five years.
Operating margin of 18.3% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Jan 2026 Revenue of $364.99M (+18.2% YoY); net profit $-42.07M.
- Trailing 12 Months Year-on-year growth — revenue +0.8%, earnings -58.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 29.8%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 29.78% |
| 1 Year: | 0.80% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -58.00% |
Stock Price Performance
| 1 Year: | -20.14% |
| 6 Months: | +4.21% |
| 3 Months: | +20.56% |
| 1 Month: | +9.32% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- Golden Cross10d ago
- RSI (14)59.03 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 29.8% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WLTH Wealthfront Corporation R2KTECH | 11.14 | -11.25 | $1.74B | 0.00% | -17.85% | -15.50% | 29.78% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 210.96 | 26.64 | $5.09T | 0.46% | 74.66% | 117.21% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 347.72 | 39.88 | $5.07T | 0.32% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 524.51 | 29.19 | $3.89T | 0.79% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 418.51 | 31.19 | $2.17T | 0.95% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 321.68 | 41.08 | $1.54T | 0.72% | 16.70% | 44.25% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 877.55 | 19.82 | $991.10B | 0.05% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 516.79 | 131.83 | $843.65B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,571.80 | 51.02 | $603.73B | 0.50% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | - | 82.68M | 84.51M | 91.12M | 93.22M | 96.14M | 90.48M |
| Cost of Revenue | - | 8.54M | 8.67M | 9.59M | 10.18M | 9.57M | 9.96M |
| Gross Profit | - | 74.14M | 75.85M | 81.54M | 83.04M | 86.56M | 80.52M |
| Operating Expenses | - | 43.24M | 43.21M | 42.26M | 51.61M | 301.08M | 65.97M |
| Operating Income | - | 30.90M | 32.63M | 39.28M | 31.44M | -214.52M | 14.55M |
| EBITDA | - | 33.49M | 36.02M | 41.83M | 36.82M | -207.64M | 19.12M |
| Interest Expense | - | 253.00K | 67.00K | 99.00K | 217.00K | 508.00K | 252.00K |
| Pretax Income | - | 31.46M | 34.11M | 39.87M | 34.74M | -209.97M | 17.43M |
| Tax Provision | - | -636.00K | 8.16M | 5.13M | 3.84M | -76.32M | 4.60M |
| Net Income | - | 32.09M | 25.95M | 34.74M | 30.90M | -133.66M | 12.83M |
| Diluted EPS | - | - | 0.18 | 0.24 | 0.21 | -1.31 | 0.07 |
| R&D Expense | 17.06M | - | 20.23M | - | 20.92M | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Revenue | 216.71M | 308.86M | 364.99M |
| Cost of Revenue | 22.90M | 30.96M | 38.01M |
| Gross Profit | 193.82M | 277.89M | 326.99M |
| Operating Expenses | 112.24M | 156.42M | 438.16M |
| Operating Income | 81.58M | 121.47M | -111.17M |
| EBITDA | 86.63M | 148.28M | -92.96M |
| Interest Expense | 2.00M | 2.81M | 891.00K |
| Pretax Income | 78.59M | 139.23M | -101.25M |
| Tax Provision | 1.62M | -55.22M | -59.18M |
| Net Income | 76.97M | 194.45M | -42.07M |
| Diluted EPS | 0.46 | 1.07 | -0.76 |
| R&D Expense | 57.56M | 64.52M | 212.44M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|
| Total Assets | - | 231.15M | 435.21M | 1.42B |
| Current Assets | - | 200.56M | 346.45M | 1.28B |
| Cash & Equivalents | - | 86.72M | 142.86M | 440.81M |
| Inventory | - | - | - | - |
| Receivables | - | 69.47M | 118.52M | 227.41M |
| Total Liabilities | - | 412.01M | 419.87M | 801.04M |
| Current Liabilities | - | 139.86M | 173.22M | 792.75M |
| Long Term Debt | - | 23.92M | - | - |
| Total Debt | - | 87.62M | 13.35M | 10.39M |
| Total Equity | -272.55M | -180.85M | 15.34M | 614.69M |
| Shares Outstanding | - | 146.27M | 146.27M | 151.78M |
Cash Flows (Annual)
Figures in USD.
| Metric | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Operating Cash Flow | 72.92M | 123.15M | 152.19M |
| Investing Cash Flow | -5.16M | -5.84M | -1.14M |
| Financing Cash Flow | -39.50M | -58.55M | 148.19M |
| Capital Expenditure | -5.16M | -5.84M | -1.14M |
| Free Cash Flow | 67.75M | 117.31M | 151.05M |
| Net Change in Cash | 28.26M | 58.76M | 299.24M |
| Share Buybacks | 0 | 37.04M | 459.00K |
Ratios (Annual)
Figures in %.
| Metric | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Gross Margin % | 89.4% | 90.0% | 89.6% |
| Operating Margin % | 37.6% | 39.3% | -30.5% |
| Net Margin % | 35.5% | 63.0% | -11.5% |
| ROE % | -42.6% | 1,267.7% | -6.8% |
| ROCE % | 89.4% | 46.4% | -17.8% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Tiger Global Management, LLC | 9.70% | 15.16M | $164.00M |
| 2 | Dag Ventures, LLC | 8.84% | 13.81M | $149.46M |
| 3 | Index Venture Associates VI Ltd | 6.06% | 9.46M | $102.36M |
| 4 | Blackrock Inc. | 5.35% | 8.36M | $90.49M |
| 5 | Ribbit Management Company, LLC | 3.51% | 5.48M | $59.29M |
| 6 | Wellington Management Group, LLP | 2.70% | 4.21M | $45.59M |
| 7 | FMR, LLC | 2.41% | 3.77M | $40.76M |
| 8 | T. Rowe Price Investment Management, Inc. | 2.22% | 3.47M | $37.59M |
| 9 | JPMORGAN CHASE & CO | 1.92% | 2.99M | $32.40M |
| 10 | IEQ Capital, LLC | 1.77% | 2.76M | $29.90M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WLTH
Wealthfront Corporation Estimates – NASDAQ:WLTH - TradingView
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With about $18.3M left to repurchase shares, Wealthfront (WLTH) approves more buybacks. - Stock Titan
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WLTH — Frequently Asked Questions
What is the current share price of Wealthfront Corporation (WLTH)?
As of 2026-10-23 16:27 PDT, Wealthfront Corporation (WLTH) trades at $11.14 on NasdaqGS. Its 52-week range is $7.20 to $13.95.
What is the market capitalisation of WLTH?
Wealthfront Corporation (WLTH) has a market capitalisation of $1.74B on NasdaqGS.
What is the P/E ratio of WLTH?
WLTH trades at a trailing price-to-earnings (P/E) ratio of -11.25. The industry average P/E is 30.29. Its price-to-book (P/B) ratio is 2.48.
What is the return on equity (ROE) of WLTH?
WLTH has a return on equity (ROE) of -15.50%. Its return on capital employed (ROCE) is -17.85%.
Is WLTH a good stock to buy?
This page provides a data-driven analysis of Wealthfront Corporation (WLTH), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.