WLTH · sample dossier
Wealthfront Corporation Common Stock
50/100
OutdatedGenerated Sep 5, 2026 · 10:00 AM UTC · 61 days ago
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EquityWealthfront Corporation Common Stock · XNAS
Decision context
Recommendation
Weighed down by weak Growth (17/100) and Value (48/100) scores.
A mixed picture — no strong reason to buy or sell right now.
AlphaDog Fair Value
Executive thesis & key metrics
Executive Thesis
Wealthfront Corporation is a digital wealth management firm capitalized at $1.43B with a share price of $9.58, generating an 89.4% gross margin alongside a negative net margin of -14.9%.
Key Metrics to Watch
What changed recently
No material changes found in the last 30 days.
Why this rating
Score 50 · Hold
Data through
OutdatedApr 30, 2026
Momentum 77/100 — price trend leads the profile.
Re-evaluate if
- Net margin falls below -11.9% (was -14.9%)
Trim / reconsider if
- Gross margin falls below 58.1% (was 89.4%)
- EPS Growth YoY drops below -60.5%
- Debt/Equity rises above 0.02
Think of these dollars as a map of our value estimate for Hold — helpful context, not a reason to override the view.
A Calmer Look · Devil's Advocate
The consensus "Avoid" verdict fixates on GAAP net margins of -14.9% and an unprofitable P/E of -24.56, while completely ignoring that Wealthfront produces positive free cash flow of $1.01 per share.
May be overlooked
Consensus ignores that Wealthfront generates $1.01 in positive free cash flow per share, providing a 10.5% FCF yield at the $9.58 share price despite a -14.9% GAAP net margin.
The bear thesis conflates a grey-zone Altman Z-score of 2.09 with default risk, failing to recognize that a debt-to-equity ratio of 0.02 leaves virtually no debt obligations to service.
Neither side identified that the latest reported April 2026 quarterly data is over 120 days stale as of September 2026, creating an outdated foundation for the unanimous bear verdict.
Expectations look stretched
Bulls extrapolate the 89.4% gross margin as a standalone moat while disregarding that operating expenses drag net margin down to -14.9% and drove a -60.5% YoY EPS contraction.
Bulls rely on a 12.8% six-month gain and trading above the 50-day moving average, overlooking that 1-month returns have dropped to -0.5% and 3-month returns to -2.7%.
Bulls assume top-line expansion will effortlessly scale into the $1.43B market cap, despite revenue growth slowing to a modest 7.1% YoY.
YoY revenue growth accelerates beyond 7.1%.
YoY revenue growth accelerates beyond 7.1%.
Market context
Snapshot returns at report publication
1 month
-0.5%
3 months
-2.7%
6 months
+12.8%
1 year
—
At a Glance
A smaller company has mixed momentum at unprofitable earnings.
Top Holders
Financial trajectory
Financial Performance
Go deeper
For learning and research only — not investment advice. AlphaDog doesn’t hold stocks and isn’t your financial advisor.
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