Wealthfront Corp key statistics and ratios

In fiscal 2026, Wealthfront Corp had return on equity of -13.4%, a net margin of -11.5%, debt equal to 0.0% of equity and a current ratio of 1.61. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Wealthfront Corp: financial ratios, annual
Fiscal year	2024Jan 2024	2025Jan 2025	2026Jan 2026	LTMJul 2026
Gross margin	89.4%	90.0%	89.6%	89.1%
Net margin	35.5%	63.0%	−11.5%	−19.4%
Return on equity	—	—	−13.4%	−11.7%
Return on assets	—	44.7%	−4.5%	−4.5%
Asset turnover	—	0.71	0.39	0.23
Current ratio	—	2.00	1.61	1.43
Debt to equity	—	—	0.0%	0.8%
Effective tax rate	2.1%	−39.7%	—	—
R&D as % of revenue	26.6%	20.9%	58.2%	64.2%

US$ thousands unless shown otherwise. Fiscal quarters.

Wealthfront Corp: financial ratios, quarterly
Quarter	2025 Q3Oct 2024	2025 Q4Jan 2025	2026 Q1Apr 2025	2026 Q2Jul 2025	2026 Q3Oct 2025	2026 Q4Jan 2026	2027 Q1Apr 2026	2027 Q2Jul 2026
Gross margin	90.1%	89.7%	89.7%	89.5%	89.1%	90.0%	89.0%	88.3%
Net margin	37.4%	38.8%	30.7%	38.1%	33.1%	−139.0%	14.2%	19.3%
Current ratio	—	2.00	—	—	1.68	1.61	1.49	1.43
Debt to equity	—	—	—	—	—	0.0%	—	0.8%
R&D as % of revenue	21.2%	21.9%	23.9%	23.3%	22.4%	156.1%	37.3%	37.0%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from Wealthfront Corp's SEC filings (10-K and 10-Q), retrieved October 29, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Wealthfront Corp.