WLTHWealthfront Corporation
Is the business good?
3 of 9 health tests passed. That is the only one of 4 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Weak, deteriorating fundamentals. Nine pass/fail tests of year-over-year health from the filings.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is WLTH?
Wealthfront Corporation earns −70% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
Return on invested capital · cost of capital 9.0% · 79 points below what the capital costs: growth destroys value
- Operating margin
- −41%
Operating margin · Software - Application median 6.4% · 12 months to Q2 2027
- Share count, year on year
- +23%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 64%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2024 | 38% |
| FY2025 | 39% |
| FY2026 | −30% |
Details›
- Gross margin12 months to Q2 2027
- 89%
- Operating margin12 months to Q2 2027
- −41%
- Net margin12 months to Q2 2027
- −19%
- R&D as % of revenue
- 64%
- Revenue, trailing twelve months
- $372M
- Net income, trailing twelve months
- −$72M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- −70%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Software, Application
The closest names by size in the same industry