SuperworthWealthfront WLTH
- Market cap
- $1.7B
- PE
- n/m
- one or more of the four quarters through 2026-07-31 missing
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 4.7×
- EV/EBIT
- n/m
- a loss over the last year
- Revenue, 12 months
- $371.7M
- +10% on a year ago
- Net margin
- −19.4%
- Free cash flow yield
- n/m
- not a meaningful number
Wealthfront trades at 4.7× sales. Revenue was $371.7M over the last twelve months, up 10% on a year earlier with a −19% net margin.
Charts
Financials
| Income statement | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| $80.3M | $82.7M | $84.5M | $91.1M | $93.2M+16% | $96.1M+16% | $90.5M+7% | $91.9M+1% | |
| Cost of revenue | $8M | $8.5M | $8.7M | $9.6M | $10.2M+27% | $9.6M+12% | $10M+15% | $10.8M+12% |
| Gross profit | $72.3M | $74.1M | $75.8M | $81.5M | $83M+15% | $86.6M+17% | $80.5M+6% | $81.1M−1% |
| R&D | $17.1M | $18.1M | $20.2M | $21.2M | $20.9M+23% | $150.1M+730% | $33.7M+67% | $34M+60% |
| SG&A | $23.2M | $22.3M | $20.1M | $18M | $27.6M+19% | $135.2M+506% | $28.1M+40% | $26.4M+47% |
| $29.4M | $30.9M | $32.6M | $39.3M | $31.4M+7% | −$214.5M | $14.5M−55% | $16.8M−57% | |
| Interest expense | $1M | $253K | $67K | $99K | $217K−79% | $508K+101% | $252K+276% | $255K+158% |
| Pre-tax income | $29.5M | $31.5M | $34.1M | $39.9M | $34.7M+18% | −$210M | $17.4M−49% | $20.4M−49% |
| −$519K | −$636K | $8.2M | $5.1M | $3.8M | −$76.3M+11900% | $4.6M−44% | $2.6M−49% | |
| Net income | $30M | $32.1M | $25.9M | $34.7M | $30.9M+3% | −$133.7M | $12.8M−51% | $17.8M−49% |
| $0.22 | $0.23 | $0.18 | $0.24 | $0.21−5% | n/a | $0.07−61% | $0.10−58% | |
| 138.3M | 138M | 142.5M | 142M | 142.5M+3% | n/a | 175.5M+23% | 174.1M+23% |
Gross profit: 8 periods, Q3 FY25 to Q2 FY27: not printed by the filing, worked out from its own lines.
Operating income: 8 periods, Q3 FY25 to Q2 FY27: not printed by the filing, worked out from its own lines.
EPS, diluted: Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Financial - Credit Services nearest Wealthfront's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| WLTHWealthfront | $1.7B | n/m | n/a | 4.7× | +10% | −19.4% | |
| HAPNHappen | $1.6B | 8.5× | 20.6× | 1.6× | +18% | 18.7% | |
| PGYPagaya Technologies | $1.6B | 13.9× | 14.2× | 1.1× | +20% | 9.1% | |
| WUWestern Union CO | $2B | 5.2× | 7.9× | 0.5× | −2% | 9.8% | |
| ECPGEncore Capital | $2.1B | 7.4× | 7.2× | 1.1× | +30% | 15.9% | |
| NUTXNutex Health | $1.4B | 8.3× | 11.0× | 1.7× | +7% | 21.2% | |
| LQDTLiquidity Services | $1.4B | 44.0× | 30.6× | 2.9× | +5% | 6.8% | |
| AGMFederal Agricultural Mortgage | $2.2B | 10.9× | 10.3× | 4.9× | +15% | 51.4% | |
| UPSTUpstart | $2.3B | 48.5× | 62.8× | 1.9× | +46% | 4.8% | |
| ATLCAtlanticus | $1.3B | 11.3× | 7.8× | 0.5× | +84% | 5.8% | |
| FLYWFlywire | $2.4B | 74.6× | 134× | 3.3× | +32% | 4.8% | |
| Peer median | $1.8B | 11.1× | 12.6× | 1.6× | +19% | 9.4% |
Investors who own it
Investors we follow who held Wealthfront at the end of Jun 30, 2026, from their 13F filings.
- Chase ColemanTiger Global Management0.6% of portfolio
More on Wealthfront
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About
- Industry
- Financial - Credit Services
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .