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Upturn AI Summary - About
Wealthfront Corporation Common Stock(WLTH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for WLTH
10/23/2026: WLTH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Wealthfront Corporation is a consumer-focused financial technology company that provides automated investment management and cash management services primarily to digital-native users. The company has a leading position in automated investing, with a strong, low-cost platform that has historically driven significant asset growth. Its primary growth opportunity lies in diversifying revenue through its newer home lending products and expanding its service ecosystem. However, the company faces material risks, including high revenue concentration in interest-rate-sensitive cash products, intense competition from well-capitalized incumbents, and recent profitability and regulatory challenges. This stock is best suited for growth-oriented investors who can tolerate high price volatility and should closely monitor future EBITDA margin trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is in an early growth stage post-IPO, but investors should be wary of recent profitability headwinds. |
| Momentum investor | Weak fit | Recent stock performance has been under pressure, indicating a lack of strong positive momentum. |
| Value investor | Weak fit | The stock currently faces valuation risks and profitability concerns that may not appeal to traditional value seekers. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | High price volatility and competitive pressures make this a higher-risk security. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a relatively new public company, the stock is subject to significant price swings based on sentiment and quarterly results. |
| Valuation risk | Medium / high | The market's valuation reflects future growth expectations that are sensitive to current execution and revenue deceleration. |
| Competition risk (Fintech / Incumbents) | High | The company faces constant pressure from large, well-capitalized financial institutions and other agile fintech firms. |
| Business quality | Medium | While the platform has a strong user base, consistent profitability remains a work in progress. |
| Dividend income | Low / none | The company is a growth-stage firm that does not distribute cash to shareholders. |
| Execution risk | Medium / high | The ability to successfully expand into new products like lending while maintaining core AUM growth is crucial for long-term success. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -5.19% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.75B USD | Price to earnings Ratio - | 1Y Target Price 12.25 |
Price to earnings Ratio - | 1Y Target Price 12.25 | ||
Volume (30-day avg) 3.2M shares | Beta - | 52 Weeks Range 7.20 - 14.88 | Updated Date 10/23/2026 |
52 Weeks Range 7.20 - 14.88 | Updated Date 10/23/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.95 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Advisory | Asset management fees based on a percentage of AUM for automated portfolios. | The company takes a small cut of the assets they manage for you. |
| Cash Management | Interest rate spreads and partner bank referral revenue from cash deposits. | This is currently a primary way they make money, tied to interest rate levels. |
Valuation
Trailing PE - | Forward PE 14.9 | Enterprise Value 1.09B | Price to Sales(TTM) 4.71 |
Enterprise Value 1.09B | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 2.94 | Enterprise Value to EBITDA 6.24 | Shares Outstanding 156.18M | Shares Floating 95.02M |
Shares Outstanding 156.18M | Shares Floating 95.02M | ||
Percent Insiders 13.79 | Percent Institutions 61.82 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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