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Wealthfront Corporation (WLTH) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Wealthfront Corporation

WLTHMarket cap $1.70BPrice $10.9

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages automated investing and cash accounts for everyday Americans, using algorithms instead of human advisors to keep fees low. Built its reputation on robo-advising before banks even knew what that meant.

In Bastion Portfolios?

52W Return+20%

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)na–

Revenue Forecast

Rev CAGR (1y)+3%3

Rev CAGR (3y)+11%7

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+17%8

EPS Growth Y+3+22%8

Quality

Margins

EBIT Margin-41%1

Net Income Margin-19%1

Free Cash Flow Margin38%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE-20%1

ROA-6%1

Earnings Stability66

GEAR+VERY WEAK14

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)107

P/BV2.75

EV Multiples

EV/EBITDA Fwd86

EV/EBIT Fwd176

Yield

Free Cash Flow Yieldna–

Dividend Yieldna–

Momentum

Short term

1 month return+13%10

3 month return+21%10

YTD return-20%2

Mid term

Price vs 52wHigh73%4

1 year return-23%2

Long term

3 year return-23%2

5 year return-23%2

Risk Shield

Price Risk

Betana–

Volatility62%2

Free Cash Flow

Free Cash Flow Margin38%10

Free Cash Flow Yieldna–

Quality

ROCE-32%1

Earnings Stability66

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

WLTHWealthfront

Revenue FY26$365M

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+17%8

EPS growth, FY29E+22%8

GROWTH ASSESSMENT

STRENGTHS

Revenue held flat over the last 3 years and is set to grow 11%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 11%/yr over the next 3 years, a little ahead of the market.6/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+13%10

3-month return+21%10

YTD return-20%2

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return-23%2

5-year return-23%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+13%) and over three months (+21%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-23% over three years and -23% over five), behind 80% of the market.

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-20%).

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Wealthfront Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Secure via Stripe

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Loading charts…

02Growth

Is it actually growing, and how fast?

WLTHWealthfront

Revenue FY26$365M

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+17%8

EPS growth, FY29E+22%8

GROWTH ASSESSMENT

STRENGTHS

Revenue held flat over the last 3 years and is set to grow 11%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 11%/yr over the next 3 years, a little ahead of the market.6/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+13%10

3-month return+21%10

YTD return-20%2

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return-23%2

5-year return-23%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+13%) and over three months (+21%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-23% over three years and -23% over five), behind 80% of the market.

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-20%).

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on Wealthfront Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community