Symbols / WLTH Stock $10.69 +1.71% Wealthfront Corporation

Technology • Software - Application • United States • NMS
WLTH (Stock) Chart
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Stock Fundamentals
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Index EQUITY
Sector Technology
Industry Software - Application
CEO Mr. David Fortunato
Exch · Country NMS · United States
Market Cap 1.61B
Enterprise Value 1.18B
Income -42.07M
Sales 364.99M
FCF (ttm) 183.64M
Book/sh 4.08
Cash/sh 2.93
Employees 391
Insider 10d —
IPO Dec 15, 2025
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E —
Forward P/E 14.27
PEG —
P/S 4.41
P/B 2.62
P/C —
EV/EBITDA -10.70
EV/Sales 3.23
Quick Ratio 0.89
Current Ratio 1.61
Debt/Eq 1.69
LT Debt/Eq —
EPS (ttm) -0.76
EPS next Y 0.75
EPS Growth —
Revenue Growth 16.30%
EPS Gr Q/Q —
Rev Gr Q/Q —
Earnings (next) 2026-06-04
Earnings (prior) 2026-03-11
ROA -7.51%
ROE -9.81%
ROIC —
Gross Margin 89.59%
Oper. Margin -223.87%
Profit Margin -11.53%
Shs Outstand 150.65M
Shs Float 80.80M
Insider Own 14.21%
Instit Own 59.90%
Short Float 5.12%
Short Ratio 2.85
Short Interest 5.42M
52W High 14.75
vs 52W High -27.53%
52W Low 7.20
vs 52W Low 48.47%
Beta —
Impl. Vol. 63.57%
Rel Volume 0.43
Avg Volume 1.45M
Volume 621.95K
Target (mean) $12.17
Tgt Median $11.25
Tgt Low $9.50
Tgt High $17.00
# Analysts 6
Recom None
Prev Close $10.51
Price $10.69
Change 1.71%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$12.17
Mean price target
2. Current target
$10.69
Latest analyst target
3. DCF / Fair value
$21.94
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$10.69
Low
$9.50
High
$17.00
Mean
$12.17

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-03-16 main Citizens Market Outperform → Market Outperform $17
2026-03-12 main JP Morgan Overweight → Overweight $10
2026-03-12 main Goldman Sachs Neutral → Neutral $11
2026-03-12 main Wells Fargo Overweight → Overweight $12
2026-03-12 down Keefe, Bruyette & Woods Outperform → Market Perform $10
2026-03-09 main Keefe, Bruyette & Woods Outperform → Outperform $14
2026-03-09 main RBC Capital Outperform → Outperform $14
2026-03-05 main Wells Fargo Overweight → Overweight $13
2026-01-13 main Wells Fargo Overweight → Overweight $16
2026-01-06 init JP Morgan — → Overweight $16
2026-01-06 init RBC Capital — → Outperform $17
2026-01-06 init Citizens — → Market Outperform $20
2026-01-06 init Wells Fargo — → Overweight $17
2026-01-06 init Keybanc — → Sector Weight —
News
RSS: Latest WLTH news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-20 FORTUNATO DAVID Chief Executive Officer — 40,816 $2.45 $99,999
2026-03-13 RACHLEFF ANDREW S Director and Beneficial Owner of more than 10% of a Class of Security — 29,762 — —
2026-03-13 WILSON LYNN MICHELLE Director — 2,126 — —
2026-03-13 KILAR JASON Director — 40,550 — —
2026-03-13 IYER KALYAN Officer — 71,577 — —
2026-03-13 GOLDMAN KENNETH ALLEN Director — 17,007 — —
2026-03-13 BISHARAT JALEH Director — 17,007 — —
2026-03-13 LIN LAUREN Officer — 40,626 — —
2026-03-13 FORTUNATO DAVID Chief Executive Officer — 224,875 — —
2026-03-13 IMBERMAN ALAN Chief Financial Officer — 64,199 — —
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-01-31 2024-01-31
Total Revenue
308.86
+42.52%
216.71
Operating Revenue
303.99
+44.14%
210.90
Cost Of Revenue
30.96
+35.23%
22.90
Reconciled Cost Of Revenue
30.96
+35.23%
22.90
Gross Profit
277.89
+43.38%
193.82
Operating Expense
156.42
+39.36%
112.24
Research And Development
64.52
+12.09%
57.56
Selling General And Administration
81.29
+80.98%
44.92
Selling And Marketing Expense
47.91
+171.39%
17.65
General And Administrative Expense
33.38
+22.43%
27.26
Salaries And Wages
4.28
+22.54%
3.50
Other Gand A
29.09
+22.41%
23.77
Other Operating Expenses
10.62
+8.72%
9.77
Total Expenses
187.39
+38.66%
135.14
Operating Income
121.47
+48.91%
81.58
EBITDA
148.28
+71.17%
86.63
Normalized EBITDA
148.28
+71.17%
86.63
Reconciled Depreciation
6.24
+3.30%
6.04
EBIT
142.04
+76.25%
80.59
Net Income
194.45
+152.64%
76.97
Pretax Income
139.23
+77.16%
78.59
Net Non Operating Interest Income Expense
-2.81
-40.50%
-2.00
Interest Expense Non Operating
2.81
+40.50%
2.00
Net Interest Income
-2.81
-40.50%
-2.00
Interest Expense
2.81
+40.50%
2.00
Other Income Expense
20.57
+2185.80%
-0.99
Other Non Operating Income Expenses
20.57
+2185.80%
-0.99
Tax Provision
-55.22
-3502.22%
1.62
Tax Rate For Calcs
0.00
+900.00%
0.00
Tax Effect Of Unusual Items
0.00
0.00
Net Income Including Noncontrolling Interests
194.45
+152.64%
76.97
Net Income From Continuing Operation Net Minority Interest
194.45
+152.64%
76.97
Net Income From Continuing And Discontinued Operation
194.45
+152.64%
76.97
Net Income Continuous Operations
194.45
+152.64%
76.97
Normalized Income
194.45
+152.64%
76.97
Net Income Common Stockholders
86.59
+12.51%
76.97
Otherunder Preferred Stock Dividend
107.85
—
Diluted EPS
0.46
+1.29%
0.45
Basic EPS
0.69
+17.69%
0.59
Basic Average Shares
126.24
-3.83%
131.28
Diluted Average Shares
161.32
-4.81%
169.48
Diluted NI Availto Com Stockholders
86.59
+12.51%
76.97
Line Item Trend 2025-01-31 2024-01-31
Total Assets
435.21
+88.28%
231.15
Current Assets
346.45
+72.74%
200.56
Cash Cash Equivalents And Short Term Investments
142.86
+64.74%
86.72
Cash And Cash Equivalents
142.86
+64.74%
86.72
Receivables
147.65
+64.70%
89.65
Accounts Receivable
147.65
+64.70%
89.65
Restricted Cash
37.14
+139.85%
15.48
Other Current Assets
18.80
+115.95%
8.71
Total Non Current Assets
88.76
+190.14%
30.59
Net PPE
25.95
-6.56%
27.77
Gross PPE
56.63
+8.46%
52.21
Accumulated Depreciation
-30.67
-25.52%
-24.44
Properties
0.00
0.00
Machinery Furniture Equipment
42.93
+21.10%
35.45
Other Properties
11.23
-21.45%
14.29
Leases
2.47
+0.00%
2.47
Non Current Deferred Assets
60.19
0.00
Non Current Deferred Taxes Assets
60.19
0.00
Other Non Current Assets
2.61
-7.35%
2.82
Total Liabilities Net Minority Interest
419.87
+1.91%
412.01
Current Liabilities
173.22
+23.85%
139.86
Payables And Accrued Expenses
141.61
+75.94%
80.49
Payables
134.09
+78.99%
74.92
Accounts Payable
15.92
+189.17%
5.50
Other Payable
118.17
+70.25%
69.41
Current Accrued Expenses
7.52
+34.96%
5.57
Current Debt And Capital Lease Obligation
3.56
-92.94%
50.35
Current Debt
—
46.95
Current Capital Lease Obligation
3.56
+4.68%
3.40
Other Current Liabilities
28.06
+210.92%
9.02
Total Non Current Liabilities Net Minority Interest
246.65
-9.37%
272.14
Long Term Debt And Capital Lease Obligation
9.80
-73.72%
37.27
Long Term Debt
—
23.92
Long Term Capital Lease Obligation
9.80
-26.63%
13.35
Other Non Current Liabilities
9.65
+25.75%
7.67
Preferred Securities Outside Stock Equity
227.20
+0.00%
227.20
Stockholders Equity
15.34
+108.48%
-180.85
Common Stock Equity
15.34
+108.48%
-180.85
Capital Stock
0.00
+0.00%
0.00
Common Stock
0.00
+0.00%
0.00
Share Issued
146.27
+0.00%
146.27
Ordinary Shares Number
146.27
+0.00%
146.27
Additional Paid In Capital
127.86
+12.63%
113.52
Retained Earnings
-99.94
+66.05%
-294.38
Treasury Stock
12.59
0.00
Total Equity Gross Minority Interest
15.34
+108.48%
-180.85
Total Capitalization
15.34
+109.77%
-156.93
Working Capital
173.23
+185.39%
60.70
Invested Capital
15.34
+113.95%
-109.98
Total Debt
13.35
-84.76%
87.62
Capital Lease Obligations
13.35
-20.28%
16.75
Net Tangible Assets
15.34
+108.48%
-180.85
Tangible Book Value
15.34
+108.48%
-180.85
Current Notes Payable
0.00
-100.00%
46.95
Line Item Trend 2025-01-31 2024-01-31
Operating Cash Flow
123.15
+68.89%
72.92
Cash Flow From Continuing Operating Activities
123.15
+68.89%
72.92
Net Income From Continuing Operations
194.45
+152.64%
76.97
Depreciation Amortization Depletion
6.24
+3.30%
6.04
Depreciation
6.24
+3.30%
6.04
Depreciation And Amortization
6.24
+3.30%
6.04
Other Non Cash Items
-10.29
-226.30%
8.15
Stock Based Compensation
9.36
-20.95%
11.85
Deferred Tax
-60.19
0.00
Deferred Income Tax
-60.19
0.00
Operating Gains Losses
0.68
-45.37%
1.24
Gain Loss On Investment Securities
0.68
-45.37%
1.24
Change In Working Capital
-9.99
+47.75%
-19.13
Change In Receivables
-58.00
-251.10%
38.38
Changes In Account Receivables
-58.00
-251.10%
38.38
Change In Payables And Accrued Expense
61.29
+216.87%
-52.45
Change In Accrued Expense
2.12
+22.88%
1.72
Change In Payable
59.17
+209.25%
-54.17
Change In Account Payable
10.41
+252.83%
-6.81
Change In Other Working Capital
—
-1.06
Change In Other Current Assets
-9.89
-913.32%
-0.98
Change In Other Current Liabilities
-3.40
-12.23%
-3.03
Investing Cash Flow
-5.84
-13.17%
-5.16
Cash Flow From Continuing Investing Activities
-5.84
-13.17%
-5.16
Net PPE Purchase And Sale
-0.53
-6.18%
-0.50
Purchase Of PPE
-0.53
-6.18%
-0.50
Capital Expenditure
-5.84
-13.17%
-5.16
Capital Expenditure Reported
-5.31
-13.92%
-4.66
Financing Cash Flow
-58.55
-48.22%
-39.50
Cash Flow From Continuing Financing Activities
-58.55
-48.22%
-39.50
Net Issuance Payments Of Debt
-49.12
-21.06%
-40.58
Repayment Of Debt
-49.12
-21.06%
-40.58
Long Term Debt Payments
-20.00
0.00
Net Long Term Debt Issuance
-20.00
0.00
Short Term Debt Payments
-29.12
+28.23%
-40.58
Net Short Term Debt Issuance
-29.12
+28.23%
-40.58
Net Common Stock Issuance
-14.34
0.00
Common Stock Payments
-37.04
0.00
Repurchase Of Capital Stock
-37.04
0.00
Proceeds From Stock Option Exercised
4.92
+355.89%
1.08
Changes In Cash
58.76
+107.96%
28.26
Beginning Cash Position
95.79
+41.84%
67.54
End Cash Position
154.55
+61.34%
95.79
Free Cash Flow
117.31
+73.13%
67.75
Interest Paid Supplemental Data
12.24
-29.84%
17.45
Income Tax Paid Supplemental Data
5.07
+256.54%
1.42
Common Stock Issuance
22.69
0.00
Interest Paid CFO
-7.10
+41.80%
-12.19
Issuance Of Capital Stock
22.69
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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