Wealthfront (WLTH) Fundamental Analysis: Revenue, Earnings & Valuation

3.91 / 10

Netural

WLTH's fundamental score is 3.9/10, signaling a weak condition. Key positives include high return on assets (42.6%) and strong profit-to-EBIT ratio (98%), but these are offset by subpar diluted EPS growth (142.59% YoY is positive yet volatile) and a negative asset-mv (-0.51). Other concerns include elevated current liabilities (89.9%) and a net-income-to-revenue ratio (0.87) that ranks in a historically underperforming quartile. Overall, the fundamentals lean defensive with material risks.

Analysis Checks(4/10)

Gross profit margin (%)

Value89.97

Score1/3

Weight4.22%

1M Return0.67%

Current liabilities / Total liabilities (%)

Value89.91

Score1/3

Weight10.63%

1M Return1.55%

Net income-Revenue

Value0.87

Score0/3

Weight-5.36%

1M Return-1.00%

Basic earnings per share (YoY growth rate %)

Value142.23

Score3/3

Weight36.73%

1M Return4.30%

Rate of return on total assets (%)

Value42.63

Score2/3

Weight12.13%

1M Return1.57%

Total profit / EBIT (%)

Value98.02

Score2/3

Weight11.14%

1M Return1.52%

Annualized return on total assets (%)

Value42.63

Score2/3

Weight12.13%

1M Return1.57%

Diluted earnings per share (YoY growth rate %)

Value142.59

Score1/3

Weight10.45%

1M Return1.40%

Operating revenue (YoY growth rate %)

Value44.14

Score1/3

Weight9.24%

1M Return1.29%

Asset-MV

Value-0.51

Score1/3

Weight-1.31%

1M Return-0.20%

Is WLTH undervalued or overvalued?

WLTH scores 3.91/10 on fundamentals and holds a Fair valuation at present. Backed by its 30.78% ROE, 35.18% net margin, 10.57 P/E ratio, 3.71 P/B ratio, and 0.00% earnings growth, these metrics solidify its Netural investment rating.