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Provides automated, algorithm-driven investment management (robo-advisor) and high-yield cash accounts for retail investors.
Provides automated, algorithm-driven investment management (robo-advisor) and high-yield cash accounts for retail investors.
Charges an annual percentage of the assets it manages for investors, plus a share of the interest on cash it sweeps to partner banks, so revenue follows both account balances and interest rates. UBS agreed to buy it in 2022, but the deal was called off that year.
Moat: narrow (brand, switching costs, scale). Early robo-advisor brand and scale, but algorithmic investing is increasingly commoditized/replicable.
Headquarters: Palo Alto, California, United States · Founded: 2008
Size Wealthfront (WLTH) is a United States Information Technology company (Packaged Software) with a market value of $1.66B, the 1918th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.63 on 6 Nov 2026.
Performance Over six months the shares fell 7.3%, against -4.7% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 18.2% over the last twelve months (peer median +12.8%); the operating margin is -40.8% (peer median 13.1%).
Valuation It trades at 26.7× forward earnings against a peer median of 26.7× (10th cheapest of 19).
Capital Return on invested capital runs 80.9 points below its cost of capital (9.5% WACC).
Short interest Short interest is 7.9% of the free float (15 Oct 2026).
Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|
| Revenue | $372M | $365M | $309M | $217M |
| Revenue growth | — | +18% | +43% | — |
| Gross profit | $65.7M | $89.7M | $203M | $126M |
| EBITDA | -$145M | -$104M | $128M | $87.6M |
| Net income | -$72.2M | -$42.1M | $194M | $77.0M |
| Free cash flow | $143M | $151M | $123M | $72.4M |
| Capital expenditure | $1.76M | $1.14M | $5.84M | $5.16M |
| Total debt | $13.6M | $10.4M | $13.4M | $87.6M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Wealthfront WLTH | $1.66B | -7% | +18% | -41% | 26.7× | -4.2% |
| Charles Schwab SCHW | $158B | +3% | +12% | 52% | 12.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WLTH | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.4% | +6.3% | 6th lowest of 21 |
| 6-month return | -7.3% | -4.7% | 10th lowest of 20 |
| Distance from 52-week high | -28.6% | -29.9% | 11th highest of 21 |
| Revenue growth (TTM) | +18.2% | +12.8% | 10th highest of 21 |
| Operating margin | -40.8% | 13.1% | 2nd lowest of 21 |
| Forward P/E | 26.7× | 26.7× | 10th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -4.2% | 4.8% | 4th least demanding of 14 |
| ROIC minus cost of capital | -80.9 pp | +6.3 pp | lowest of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Wealthfront WLTH | United States | $1.66B | -7% | +18% | -41% | 26.7× | -4.2% | n/a |
| Sansan 4443.T | Japan | $1.67B | +65% | +22% | 18% | 27.4× | 20.3% | +27.1% |
| Kfin Technologies KFINTECH.NS | India | $1.67B | -1% | +27% | 32% | 40.6× | n/a | n/a |
| Donnelley Financial Solutions DFIN | United States | $1.63B | +56% | +5% | 20% | 12.3× | -4.7% | -3.0% |
| Lyntris LYNX | United States | $1.69B | n/a | +16% | 9% | n/a | n/a | n/a |
| Newborn Town 9911.HK | Hong Kong | $1.63B | -5% | +36% | 12% | 8.8× | -3.5% | +41.3% |
| Nazara Technologies NAZARA.NS | India | $1.62B | +50% | -2% | 3% | 138.0× | n/a | n/a |
| Hangzhou Shunwang Technology 300113.SZ | China | $1.70B | -32% | -36% | 26% | 27.1× | 26.2% | +11.0% |
| Hacksaw HACK.ST | Sweden | $1.71B | -22% | +21% | 82% | 8.1× | -10.2% | +85.9% |
| Adeia ADEA | United States | $1.71B | -47% | +22% | 44% | 11.8× | 2.7% | -13.0% |
| TRS Information Technology 300229.SZ | China | $1.71B | -27% | -23% | -76% | n/a | n/a | n/a |
| YOOZOO Interactive 002174.SZ | China | $1.61B | +9% | -1% | -20% | 24.7× | n/a | n/a |
| freee K.K 4478.T | Japan | $1.72B | +100% | +28% | 3% | 79.1× | n/a | n/a |
| Weaver Network Technology 603039.SS | China | $1.59B | -8% | +2% | 12% | 29.1× | 15.8% | +9.0% |
| Wuhan Dameng Database 688692.SS | China | $1.75B | -28% | +28% | 28% | 33.4× | 12.7% | +23.2% |
| Beijing Haizhi Technology 2706.HK | Hong Kong | $1.75B | -31% | +23% | -9% | 208.5× | n/a | n/a |
| KPIT Technologies KPITTECH.NS | India | $1.57B | -25% | +9% | 14% | 26.3× | 14.8% | +26.0% |
| MIXI 2121.T | Japan | $1.56B | +51% | +30% | 14% | 10.7× | -18.1% | +7.5% |
| Sinosoft 603927.SS | China | $1.77B | -14% | -24% | 2% | 44.3× | 23.0% | +0.9% |
| Progress Software PRGS | United States | $1.78B | +46% | +6% | 19% | 6.7× | 1.8% | +17.2% |
| Sprinklr CXM | United States | $1.55B | +25% | +6% | 6% | 13.0× | 4.8% | +17.2% |