WLTH
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Forward P/E suggests the market expects a return to profitability, though Graham Number is unavailable due to negative earnings.
- Low Forward P/E (14.03)
- Reasonable P/S (4.34)
- No current P/E due to losses
- P/B of 2.58 is moderate but not cheap
Growth is present in top-line revenue but not yet translating to the bottom line.
- Strong Q/Q revenue growth (20.21%)
- Analyst target price ($12.17) is above current price
- Earnings progression is highly unstable
- High burn rate implied by operating margins
Long-term price performance has been poor, reflecting a struggle to find a valuation floor.
- Recent 1-month recovery (+26%)
- 1-year return of -24.7%
- Consistent negative returns over 3Y and 5Y periods
The company is financially solvent and low-risk for bankruptcy, despite operational losses.
- Piotroski F-Score 6/9 (Stable)
- Negligible debt (0.02 D/E)
- Current Ratio 1.61
- Negative ROE and ROA
Growth-stage company focusing on expansion over shareholder distributions.
- No dividend yield
- 0/100 dividend strength
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for WLTH and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
WLTH
Wealthfront Corporation
Primary
|
-24.7% | -24.7% | -24.7% | -24.7% | +26.0% | -3.8% |
|
CLVT
Clarivate Plc
Peer
|
-90.7% | -71.8% | -30.0% | -32.9% | -1.2% | -8.6% |
|
GTM
ZoomInfo Technologies Inc.
Peer
|
-89.0% | -77.3% | -33.3% | -47.5% | -16.9% | -10.0% |
|
AEHR
Aehr Test Systems, Inc.
Peer
|
+2011.7% | +89.5% | +622.4% | +64.8% | +46.5% | +73.2% |
|
KARO
Karooooo Ltd.
Peer
|
+96.3% | +140.8% | +28.8% | -1.5% | +7.4% | +2.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Technology Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
WLTH
Wealthfront Corporation
|
NEUTRAL | $1.58B | - | -9.8% | -11.5% | $10.51 | |
|
CLVT
Clarivate Plc
|
BEARISH | $1.57B | - | -4.0% | -8.2% | $2.45 | Compare |
|
GTM
ZoomInfo Technologies Inc.
|
NEUTRAL | $1.6B | 13.76 | 7.8% | 9.9% | $5.23 | Compare |
|
AEHR
Aehr Test Systems, Inc.
|
BEARISH | $1.6B | - | -7.0% | -16.6% | $52.16 | Compare |
|
KARO
Karooooo Ltd.
|
NEUTRAL | $1.57B | 25.25 | 33.6% | 19.5% | $50.75 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-20 | FORTUNATO DAVID | Chief Executive Officer | Option Exercise | 40,816 | $99,999 |
| 2026-03-13 | RACHLEFF ANDREW S | Director and Beneficial Owner of more than 10% of a Class of Security | Stock Award | 29,762 | - |
| 2026-03-13 | WILSON LYNN MICHELLE | Director | Stock Award | 2,126 | - |
| 2026-03-13 | KILAR JASON | Director | Stock Award | 40,550 | - |
| 2026-03-13 | IYER KALYAN | Officer | Stock Award | 71,577 | - |
| 2026-03-13 | GOLDMAN KENNETH ALLEN | Director | Stock Award | 17,007 | - |
| 2026-03-13 | BISHARAT JALEH | Director | Stock Award | 17,007 | - |
| 2026-03-13 | LIN LAUREN | Officer | Stock Award | 40,626 | - |
| 2026-03-13 | FORTUNATO DAVID | Chief Executive Officer | Stock Award | 224,875 | - |
| 2026-03-13 | IMBERMAN ALAN | Chief Financial Officer | Stock Award | 64,199 | - |
| 2026-03-13 | WETTERWALD JULIEN | Chief Technology Officer | Stock Award | 81,024 | - |
| 2026-03-13 | SCHMIDT MICHAEL REED | Director | Stock Award | 2,125 | - |
| 2025-12-23 | IYER KALYAN | Officer | Option Exercise | 55,865 | $99,998 |
| 2025-12-23 | WETTERWALD JULIEN | Chief Technology Officer | Option Exercise | 169,401 | $358,797 |
| 2025-12-22 | IMBERMAN ALAN | Chief Financial Officer | Option Exercise | 130,998 | $285,000 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
WLTH demonstrated strong revenue growth, reporting $308.9 million for the fiscal year ended January 31, 2025, and $268.9 million for the nine months ended October 31, 2025, compared to $216.7 million and $226.2 million in the prior corresponding periods. Key risks include the potential inability to effectively manage rapid organizational growth and the possibility that historical growth trends may not be indicative of future performance.
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning WLTH from our newsroom.