Symbols / WLTH Stock $11.28 +0.36% Wealthfront Corporation

Technology • Software - Application • United States • NMS
WLTH (Stock) Chart
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Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Technology
Industry Software - Application
CEO Mr. David Fortunato
Exch · Country NMS · United States
Market Cap 1.69B
Enterprise Value 1.27B
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 14.22
PEG —
P/S 4.62
P/B 2.76
P/C —
EV/EBITDA -11.47
EV/Sales 3.47
Quick Ratio 0.89
Current Ratio 1.61
Debt/Eq 1.69
LT Debt/Eq —
EPS (ttm) -0.76
EPS next Y 0.79
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 149.50M
Shs Float 80.46M
Insider Own 14.31%
Instit Own 65.49%
Short Float 5.44%
Short Ratio 5.26
Short Interest 5.70M
52W High 14.75
vs 52W High -23.53%
52W Low 7.20
vs 52W Low 56.67%
Beta —
Impl. Vol. 71.88%
Rel Volume 1.11
Avg Volume 1.36M
Volume 1.51M
Target (mean) $12.58
Tgt Median $12.50
Tgt Low $9.50
Tgt High $17.00
# Analysts 6
Recom Buy
Prev Close $11.24
Price $11.28
Change 0.36%
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
$12.58
Mean price target
2. Current target
$11.28
Latest analyst target
3. DCF / Fair value
$22.11
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$11.28
Low
$9.50
High
$17.00
Mean
$12.58

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-05-04 main Wells Fargo Overweight → Overweight $13
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 2026-01-31 2025-01-31 2024-01-31
Total Revenue
364.99
+18.17%
308.86
+42.52%
216.71
Operating Revenue
363.60
+19.61%
303.99
+44.14%
210.90
Cost Of Revenue
38.01
+22.75%
30.96
+35.23%
22.90
Reconciled Cost Of Revenue
38.01
+22.75%
30.96
+35.23%
22.90
Gross Profit
326.99
+17.67%
277.89
+43.38%
193.82
Operating Expense
438.16
+180.11%
156.42
+39.36%
112.24
Research And Development
212.44
+229.28%
64.52
+12.09%
57.56
Selling General And Administration
200.88
+147.13%
81.29
+80.98%
44.92
Selling And Marketing Expense
38.33
-20.01%
47.91
+126.53%
21.15
General And Administrative Expense
162.56
+387.05%
33.38
+40.44%
23.77
Salaries And Wages
13.43
+213.47%
4.28
+22.54%
3.50
Other Gand A
149.13
+412.61%
29.09
+22.41%
23.77
Other Operating Expenses
24.84
+133.88%
10.62
+8.72%
9.77
Total Expenses
476.16
+154.11%
187.39
+38.66%
135.14
Operating Income
-111.17
-191.52%
121.47
+48.91%
81.58
EBITDA
-92.96
-162.69%
148.28
+71.17%
86.63
Normalized EBITDA
-92.96
-162.69%
148.28
+71.17%
86.63
Reconciled Depreciation
7.40
+18.62%
6.24
+3.30%
6.04
EBIT
-100.36
-170.65%
142.04
+76.25%
80.59
Net Income
-42.07
-121.63%
194.45
+152.64%
76.97
Pretax Income
-101.25
-172.72%
139.23
+77.16%
78.59
Net Non Operating Interest Income Expense
-0.89
+68.29%
-2.81
-40.50%
-2.00
Interest Expense Non Operating
0.89
-68.29%
2.81
+40.50%
2.00
Net Interest Income
-0.89
+68.29%
-2.81
-40.50%
-2.00
Interest Expense
0.89
-68.29%
2.81
+40.50%
2.00
Other Income Expense
10.81
-47.42%
20.57
+2185.80%
-0.99
Other Non Operating Income Expenses
10.81
-47.42%
20.57
+2185.80%
-0.99
Tax Provision
-59.18
-7.18%
-55.22
-3502.22%
1.62
Tax Rate For Calcs
0.00
+90.48%
0.00
+900.00%
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
-42.07
-121.63%
194.45
+152.64%
76.97
Net Income From Continuing Operation Net Minority Interest
-42.07
-121.63%
194.45
+152.64%
76.97
Net Income From Continuing And Discontinued Operation
-42.07
-121.63%
194.45
+152.64%
76.97
Net Income Continuous Operations
-42.07
-121.63%
194.45
+152.64%
76.97
Normalized Income
-42.07
-121.63%
194.45
+152.64%
76.97
Net Income Common Stockholders
-42.07
-121.63%
194.45
+152.64%
76.97
Otherunder Preferred Stock Dividend
—
107.85
—
Diluted EPS
-0.76
-170.87%
1.07
+133.26%
0.46
Basic EPS
-0.74
-149.96%
1.48
+152.64%
0.59
Basic Average Shares
56.65
-56.85%
131.28
+0.00%
131.28
Diluted Average Shares
56.89
-66.43%
169.48
+0.00%
169.48
Diluted NI Availto Com Stockholders
-43.20
-123.77%
181.75
+133.26%
77.92
Average Dilution Earnings
-1.14
+91.04%
-12.70
-1432.11%
0.95
Line Item Trend 2026-01-31
Total Assets
1,415.73
Current Assets
1,275.78
Cash Cash Equivalents And Short Term Investments
440.81
Cash And Cash Equivalents
440.81
Receivables
260.54
Accounts Receivable
260.54
Restricted Cash
525.25
Other Current Assets
49.19
Total Non Current Assets
139.94
Net PPE
16.45
Gross PPE
54.52
Accumulated Depreciation
-38.07
Properties
0.00
Machinery Furniture Equipment
43.35
Other Properties
8.70
Leases
2.48
Non Current Deferred Assets
119.75
Non Current Deferred Taxes Assets
119.75
Other Non Current Assets
3.75
Total Liabilities Net Minority Interest
801.04
Current Liabilities
792.75
Payables And Accrued Expenses
273.78
Payables
264.95
Accounts Payable
37.51
Other Payable
227.44
Current Accrued Expenses
8.83
Current Debt And Capital Lease Obligation
4.10
Current Debt
—
Current Capital Lease Obligation
4.10
Other Current Liabilities
514.88
Total Non Current Liabilities Net Minority Interest
8.29
Long Term Debt And Capital Lease Obligation
6.29
Long Term Debt
—
Long Term Capital Lease Obligation
6.29
Other Non Current Liabilities
1.99
Preferred Securities Outside Stock Equity
0.00
Stockholders Equity
614.69
Common Stock Equity
614.69
Capital Stock
0.01
Common Stock
0.01
Share Issued
151.78
Ordinary Shares Number
150.31
Treasury Shares Number
1.48
Additional Paid In Capital
769.73
Retained Earnings
-142.00
Treasury Stock
13.05
Total Equity Gross Minority Interest
614.69
Total Capitalization
614.69
Working Capital
483.03
Invested Capital
614.69
Total Debt
10.39
Capital Lease Obligations
10.39
Net Tangible Assets
614.69
Tangible Book Value
614.69
Current Notes Payable
—
Line Item Trend 2026-01-31 2025-01-31 2024-01-31
Operating Cash Flow
152.19
+23.58%
123.15
+68.89%
72.92
Cash Flow From Continuing Operating Activities
152.19
+23.58%
123.15
+68.89%
72.92
Net Income From Continuing Operations
-42.07
-121.63%
194.45
+152.64%
76.97
Depreciation Amortization Depletion
7.40
+18.62%
6.24
+3.30%
6.04
Depreciation
7.40
+18.62%
6.24
+3.30%
6.04
Depreciation And Amortization
7.40
+18.62%
6.24
+3.30%
6.04
Other Non Cash Items
3.35
+132.52%
-10.29
-226.30%
8.15
Stock Based Compensation
259.82
+2674.71%
9.36
-20.95%
11.85
Asset Impairment Charge
0.71
0.00
0.00
Deferred Tax
-59.55
+1.06%
-60.19
0.00
Deferred Income Tax
-59.55
+1.06%
-60.19
0.00
Operating Gains Losses
-1.52
-323.75%
0.68
-45.37%
1.24
Gain Loss On Investment Securities
-1.52
-323.75%
0.68
-45.37%
1.24
Change In Working Capital
-15.95
-59.61%
-9.99
+47.75%
-19.13
Change In Receivables
-112.89
-94.65%
-58.00
-251.10%
38.38
Changes In Account Receivables
-112.89
-94.65%
-58.00
-251.10%
38.38
Change In Payables And Accrued Expense
132.17
+115.64%
61.29
+216.87%
-52.45
Change In Accrued Expense
1.31
-37.95%
2.12
+22.88%
1.72
Change In Payable
130.85
+121.13%
59.17
+209.25%
-54.17
Change In Account Payable
21.59
+107.31%
10.41
+252.83%
-6.81
Change In Other Working Capital
—
—
-1.06
Change In Other Current Assets
-31.52
-218.68%
-9.89
-913.32%
-0.98
Change In Other Current Liabilities
-3.71
-9.10%
-3.40
-12.23%
-3.03
Investing Cash Flow
-1.14
+80.52%
-5.84
-13.17%
-5.16
Cash Flow From Continuing Investing Activities
-1.14
+80.52%
-5.84
-13.17%
-5.16
Net PPE Purchase And Sale
-1.14
-113.51%
-0.53
-6.18%
-0.50
Purchase Of PPE
-1.14
-113.51%
-0.53
-6.18%
-0.50
Capital Expenditure
-1.14
+80.52%
-5.84
-13.17%
-5.16
Capital Expenditure Reported
0.00
+100.00%
-5.31
-13.92%
-4.66
Financing Cash Flow
148.19
+353.11%
-58.55
-48.22%
-39.50
Cash Flow From Continuing Financing Activities
148.19
+353.11%
-58.55
-48.22%
-39.50
Net Issuance Payments Of Debt
0.00
+100.00%
-49.12
-21.06%
-40.58
Issuance Of Debt
200.00
0.00
0.00
Repayment Of Debt
-200.00
-307.15%
-49.12
-21.06%
-40.58
Long Term Debt Issuance
200.00
0.00
0.00
Long Term Debt Payments
-200.00
-900.00%
-20.00
0.00
Net Long Term Debt Issuance
0.00
+100.00%
-20.00
0.00
Short Term Debt Payments
0.00
+100.00%
-29.12
+28.23%
-40.58
Net Short Term Debt Issuance
0.00
+100.00%
-29.12
+28.23%
-40.58
Net Common Stock Issuance
281.76
+2064.46%
-14.34
0.00
Common Stock Payments
-0.46
+98.76%
-37.04
0.00
Repurchase Of Capital Stock
-0.46
+98.76%
-37.04
0.00
Proceeds From Stock Option Exercised
12.44
+152.88%
4.92
+355.89%
1.08
Net Other Financing Charges
-146.02
—
—
Changes In Cash
299.24
+409.24%
58.76
+107.96%
28.26
Beginning Cash Position
154.55
+61.34%
95.79
+41.84%
67.54
End Cash Position
453.79
+193.61%
154.55
+61.34%
95.79
Free Cash Flow
151.05
+28.77%
117.31
+73.13%
67.75
Interest Paid Supplemental Data
9.13
-25.43%
12.24
-29.84%
17.45
Income Tax Paid Supplemental Data
—
5.07
+256.54%
1.42
Common Stock Issuance
282.22
+1143.60%
22.69
0.00
Interest Paid CFO
0.00
+100.00%
-7.10
+41.80%
-12.19
Issuance Of Capital Stock
282.22
+1143.60%
22.69
0.00
SEC Filings

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

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