WLTHWEALTHFRONT CORP
Finance Services
- Revenue
- $365M
- 18% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $1.5B
- Employees
- 391
- $933K revenue each
- Net debt / EBITDA
- —
- AI in 10-K
- 7.4
- mentions per 10K words
Takeover score 3 of 13
Fixable underperformance 1 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCYes71% of revenueOver 10% of revenue
- Payouts exceed cash flowNo0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo94% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$933K · 61st pctBottom quartile of its SIC industry
- Quiet on AINo7.4 per 10K words · 89th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$1.5B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$123M netNet sales over $10M in 12 months
Financials
| Metric | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|
| Revenue | $217M | $309M | $365M | 18% |
| Net income | $77M | $194M | −$42M | 122% |
| Operating cash flow | $73M | $123M | $152M | 24% |
| Stock-based comp | $12M | $9M | $260M | 2675% |
| Buybacks | $0 | $37M | $459K | 99% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $123M · 37
- Net
- −$123M
Pay vs performance
No pay-versus-performance disclosure yet.