WLTHWealthfront Corp

NASDAQ · Financial Services · Financial Services

$11.06-18.56%Market cap1.18B
Latest Close
$11.06
30-Day Move
-18.6%
Market Cap
$1.2B
Shares Outstanding
150,650,000
P/E Ratio
6.29
ROE
80.2%

Analyst consensus: Buy · 13 analysts

NASDAQ:WLTHFinancial Services / Financial ServicesDelayed public snapshot

Wealthfront Corp

A read-only Alphactor snapshot forWealthfront Corp. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.

Snapshot as of2026-12-31

Topline snapshot

Latest Close

$11.06

30-Day Move

-18.6%

Market Cap

$1.2B

Shares Outstanding

150,650,000

P/E Ratio

6.29

ROE

80.2%

Not investment advice. Signals and scores shown here are model outputs derived from historical data, not recommendations. Past performance does not guarantee future results. Do your own research before trading. Full disclaimer
Chart snapshot

$11.06

-18.6%last 90 delayed daily bars

Market cap$1.2B

90D High

$14.12

90D Low

$7.20

Avg Volume

1,547,114

What stands out

Gross margin is running at 90.0%, which gives a quick read on operating quality before you open the full model.

Net margin is 63.0%, useful for comparing WLTH against peers in Financial Services.

WLTH is down 18.6% over the last 30 trading days shown on this page.

Research snapshot

Composite Fair Value

$62.03

Rule of 40

80.5%

Fundamentals snapshot

Latest Close

$11.06

30-Day Move

-18.6%

Market Cap

$1.2B

Shares Outstanding

150,650,000

P/E Ratio

6.29

ROE

80.2%

ROA

44.7%

Gross Margin

90.0%

Operating Margin

39.3%

Net Margin

63.0%

Debt / Equity

0

Current Ratio

2

Financial statement snapshot

Revenue

--

Gross Profit

--

Operating Income

--

Net Income

--

Gross Margin

8997.0%

Net Margin

6296.0%

Current Ratio

2.00

Debt / Equity

0.00

Valuation snapshot

Fair Value

$62.03

Upside / Downside

+460.9%

Signal

Undervalued

Implied Growth

-3.6%

DCF

$62.03

Growth Assumption

50.0%

Discount Rate

9.6%

Terminal Growth

2.0%

Base FCF

$117M

Valuation spread

Current Price
$11.06
Composite Fair Value
$62.03
DCF
$62.03

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The full valuation workspace goes deeper

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Negative growth / decline priced in

Quality snapshot

Altman Z

1.81

Grey

Piotroski

4

Moderate (4-6)

Cash Conversion

--

Rule of 40

80.5%

Elite

Annual financial history

Annual performance mix

PeriodRevenueOperating IncomeNet IncomeFree Cash Flow
2024-12-31$217M$82M$77M$68M
2025-12-31$309M$121M$194M$117M
2026-12-31--------

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The app opens the full statement deep dive

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News snapshot

After signup

The full sentiment workspace adds context

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Recent insider transactions
DateNameTypeSharesPrice
2026-03-20Fortunato DavidM40,816$0.00
2026-03-20Fortunato DavidM40,816$2.45
2026-03-16Lin LaurenF14,707$7.86
2026-03-16Imberman AlanF15,756$7.86
2026-03-16Fortunato DavidF121,322$7.86
2026-03-16Wetterwald JulienF29,208$7.86
2026-03-16IYER KALF25,805$7.86
2026-03-15Schmidt Michael ReedM2,125$0.00
ETF holders snapshot
ETFSharesWeightAs Of
Fidelity Securities Fund-Fidelity Small Cap Growth Fund1,462,2600.01%2026-01-31
JPMorgan Trust I-JPMorgan Small Cap Equity Fund1,176,4840.01%2025-12-31
JANUS INVESTMENT FUND-Janus Henderson Venture Fund946,2100.01%2025-12-31
Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund732,9200.00%2026-01-31
T. Rowe Price Small-Cap Value Fund, Inc.539,1880.00%2025-12-31
T. Rowe Price Small-Cap Stock Fund, Inc.482,0450.00%2025-12-31
BlackRock Funds-BlackRock Global Equity Market Neutral Fund355,6840.00%2026-01-31
-Price (T.Rowe) U.S. Small-Cap Value Equity Trust339,9380.00%2025-12-31

After signup

The deeper ownership view shows who is leaning in

Open richer institutional and holder diffs to see position changes across filings instead of one static snapshot.

Use those ownership shifts alongside conviction and alerts in the full app workflow.

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Institutional holders snapshot

Tiger Global Management

Filed 2026-02-17

$206M

--

FMR LLC (Fidelity)

Filed 2026-02-17

$55M

--

Invesco

Filed 2026-02-19

$14M

--

Citadel Advisors

Filed 2026-02-17

$12M

--

Goldman Sachs

Filed 2026-02-10

$8M

--

Marshall Wace

Filed 2026-02-13

$4M

--

Vanguard Group

Filed 2026-01-29

$3M

--

D.E. Shaw

Filed 2026-02-17

$3M

--

Analyst consensus?
Rating(?)

3.85

Consensus

Buy
Target Mean(?)

Target High(?)

Target Low(?)

Analysts

13

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High-intent actions

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For informational and educational purposes only. Not financial advice. Learn more

For informational and educational purposes only. Not financial advice. Learn more