Highlights
- Market Cap
- $951.18M
- Enterprise Value
- $514.49M
- EPS (TTM)
- -$0.28
- Total Revenue (TTM)
- $368.30M
- Gross Profit (TTM)
- $138.18M
- EBITDA (TTM)
- -$96.64M
- Year Range
- $7.20 - $14.88
- Target Price
- $14.83
- ROA (TTM)
- -2.66%
- ROE (TTM)
- -6.13%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wealthfront Corp, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Wealthfront Corp
- 1D
- 2.32%
- 1M
- 11.45%
- YTD
- -31.94%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 12, 2025, WLTH's average daily return is -0.49%, while the average monthly return is -8.32%.
Historically, 25% of months were positive and 75% were negative. The best month was Mar 2026 with a return of +11.5%, while the worst month was Jan 2026 at -36.1%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 3 months.
On a daily basis, WLTH closed higher 47% of trading days. The best single day was Feb 17, 2026 with a return of +9.3%, while the worst single day was Jan 13, 2026 at -16.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -36.13% | -4.38% | 11.45% | -31.94% | |||||||||
| 2025 | -4.23% | -4.23% |
Benchmark Metrics
Wealthfront Corp has an annualized alpha of -60.96%, beta of 1.96, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since December 15, 2025.
- This stock tended to rise when S&P 500 Index fell (downside capture of -151.64%), but participation in market rallies was also limited (-927.30%) — a profile typical of counter-cyclical assets.
- R² of 0.15 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -60.96%
- Beta
- 1.96
- R²
- 0.15
- Upside Capture
- -927.30%
- Downside Capture
- -151.64%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wealthfront Corp (WLTH) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wealthfront Corp. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wealthfront Corp was 49.26%, occurring on Feb 12, 2026. The portfolio has not yet recovered.
The current Wealthfront Corp drawdown is 34.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.26% | Dec 15, 2025 | 41 | Feb 12, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Wealthfront Corp over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Wealthfront Corp is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WLTH relative to other companies in the Software - Application industry. Currently, WLTH has a P/S ratio of 3.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WLTH in comparison with other companies in the Software - Application industry. Currently, WLTH has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |