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v0.1
WLTH$12.19-0.25%
Fair $12.19+0.0%

WLTH

Wealthfront Corporation

Technology / Software - ApplicationNasdaqGS

$12.19

-0.03 (-0.25%)

Fairly Valued+0.0%Fair Value $12.19Fund rank 37/100 · Data gapFallback financials|
SA 33/D
F-Score: 3/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $117.3M · quality 80.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

33/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -6.8%, below the 5% threshold
Thesis & Journal · WLTHLocal privado en este navegador · Wealthfront Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-6.8%

↓

Gross Margin

89.6%

↑

Debt/Equity

0.02

↓
52-Week Range$12
$7$15

TradingView lightweight chart

WLTH price, volumen y niveles de valoración

Último $12.19Periodo -12.6%
Fair value: $12.19

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2026 · 2 años de histórico normalizado

Revenue CAGR

+29.8%

FCF CAGR

+49.3%

FCF margin

41.4%

FCF / Net income

-3.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $365.0M · net income $-42.1M · FCF $151.1M

2024-FY → 2026-FY

Gross margin

89.6%+0.2% pts

Operating margin

-30.5%-68.1% pts

Net margin

-11.5%-47.0% pts

FCF margin

41.4%+10.1% pts
MetricTTM
2026
2025
2024
Income Statement
Revenue$365.0M$365.0M$308.9M$216.7M
Net Income$-42.1M$-42.1M$194.4M$77.0M
EBITDA$-93.0M$-93.0M$148.3M$86.6M
EPS-0.76-0.761.070.46
Gross Margin89.6%89.6%90.0%89.4%
Operating Margin-30.5%-30.5%39.3%37.6%
Net Margin-11.5%-11.5%63.0%35.5%
Balance Sheet
Debt/Equity0.020.020.87-0.48
Current Ratio1.611.61——
Cash Flow
Free Cash Flow$151.1M$151.1M$117.3M$67.8M
Returns
ROE-6.8%-6.8%1267.7%-42.6%
Valuation
P/B1.131.13——
Growth & Yield
Revenue Growth18.2%18.2%42.5%—
EPS Growth-170.9%-170.9%133.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total -12.6%

Total return

-12.6%

Start / end P/E

n/dx → n/dx

EPS bridge

1.07 → -0.76

Residual

-12.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.