NASDAQ · Software - Application

WLTH (WLTH) Stock

$9.24 +4.05% NASDAQ: WLTH Technology

Valuation

MetricValue
Price$9.24
Market Cap$1.38B
P/E Ratio11.26
P/B Ratio2.19
P/S Ratio3.61
EPS (TTM)$0.75
52-Week High$14.75
52-Week Low$7.20
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE-12.88%
ROA-2.97%
ROCE-18.05%
Gross Margin27.16%
Operating Margin-34.84%
Net Margin-14.87%
Debt/Equity0.02
Current Ratio306.75

Annual Financials (USD)

Metric202320242025
Revenue$217.0M$309.0M$365.0M
Operating Profit$82.0M$121.0M$-111.0M
Net Profit$77.0M$194.0M$-42.0M
EPS$0.53$1.33$-0.26
Op Margin37.6%39.3%-30.5%

Balance Sheet (USD)

Metric202320242025
Total Assets$231.0M$435.0M$1.4B
Total Liabilities$185.0M$193.0M$801.0M
Cash$93.0M$152.0M$451.0M
Borrowings$88.0M$13.0M$10.0M

Latest News

SOFI's ETF Expansion: Can It Lift Fee-Based Revenues Ahead? Zacks · Jul 8, 2026 Wealthfront Reports Record Total Platform Assets of $99.1 Billion for June MT Newswires · Jul 7, 2026 Wealthfront Reports June 2026 Monthly Metrics GlobeNewswire · Jul 7, 2026 Wealthfront Launches Investing Accounts for Kids Who Want to Build Wealth Early Wealth Management · Jun 23, 2026 Wealthfront Launches Tax-Efficient Custodial Account with $100 Seed Funding, Expands Family Wealth Management Offering GlobeNewswire · Jun 23, 2026

Cash Flow (USD)

Metric202320242025
Operating Cash Flow$73.0M$123.0M$152.0M
Investing Cash Flow$-6.0M$-6.0M$-2.0M
Financing Cash Flow$0$-37.0M$-137.0M
Net Cash Flow$93.0M$59.0M$299.0M
Free Cash Flow$72.0M$123.0M$151.0M

Valuation & Return Ratios

MetricValue
PEG Ratio—
EV / EBITDA-7.16
FCF Yield7.17%
Quick Ratio345.07
Interest Coverage-111.00
Return 1Y—
Return 3Y—
Return 5Y—

Ownership

Insiders Held14.43%
Institutions Held66.01%
Institutions Float Held77.15%
Institutional HolderSharesReport Date
Tiger Global Management, LLC15,156,8772026-03-31
Dag Ventures, LLC13,813,4742026-03-31
Ribbit Management Company, LLC9,848,1592026-03-31
Index Venture Associates VI Ltd9,460,4342026-03-31
Blackrock Inc.8,108,5402026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $313.33 +0.29% 37.72 $4.60T 0.34%
MSFTMicrosoft Corporation $499.99 +0.03% 22.95 $3.71T 0.94%
GOOGLAlphabet Inc. $354.30 -0.96% 27.68 $4.29T 0.23%
AMZNAmazon.com, Inc. $274.48 +0.82% 28.76 $2.95T 0.00%
METAMeta Platforms, Inc. $592.10 +0.37% 21.47 $1.51T 0.35%

About WLTH

WLTH stock trades at $9.24 with a market capitalization of $1.38B. The stock is valued at a price-to-earnings (P/E) ratio of 11.26, price-to-book of 2.19, price-to-sales of 3.61. Over the past 52 weeks the stock has ranged between $7.20 and $14.75, and currently trades 37.4% below its 52-week high.

On profitability, WLTH generates a return on equity (ROE) of -12.88%, return on capital employed of -18.05%, an operating margin of -34.84%, a net profit margin of -14.87%.

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