View ValuationWealthfront 将来の成長Future 基準チェック /46Wealthfrontは、84.8%と14.3%でそれぞれ年率84.8%で利益と収益が成長すると予測される一方、EPSはgrowで100.6%年率。主要情報84.8%収益成長率100.59%EPS成長率Capital Markets 収益成長7.1%収益成長率14.3%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日15 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 25Wealthfront Corporation Launches Tax-Efficient Custodial AccountWealthfront Corporation announced the expansion of its family wealth management offerings with the launch of its Custodial Account. This new product provides a flexible way for parents to save for their child’s future and is one of the only custodial accounts designed to automatically lower the child’s future tax burden through Tax-Gain Harvesting. Wealthfront is offering $100 in seed funding for clients who open and fund either a new Custodial Account or a 529 Education Savings Plan by July 23, 2026. Wealthfront’s Custodial Account provides parents with an automated way to steadily invest in a globally diversified portfolio that's designed to soften the impact of the market’s ups and downs. With a $500 minimum and a low, annual 0.25% advisory fee, this fully automated account handles the heavy lifting of portfolio construction, rebalancing, and tax optimization. It offers a simple, flexible alternative for parents whose children are ineligible for the federal seed funding currently offered through 530A Trump Accounts, as well as those saving for goals beyond education or retirement. Custodial account funds can be used for practically anything that benefits the child (with the exception of basics like food and housing) and there are no contribution caps or early withdrawal penalties. Parents manage the account until the child reaches the age of transfer (typically between 18 and 25, depending on the state), at which point control shifts entirely to the child. Wealthfront's software automates a Tax-Gain Harvesting strategy designed to take advantage of the favorable federal tax treatment available to children, helping realize up to $1,350 in tax-free growth each year without requiring a federal tax return filing, while also seeking to avoid triggering state tax filing requirements based on the beneficiary’s state of residence. It does this by automatically selling appreciated investments annually to realize gains while the child is in a low or 0% federal tax bracket, then buying replacement Exchange-Traded Funds (ETFs) to maintain the portfolio’s target risk and return characteristics. The subsequent, higher purchase price increases the investment’s cost basis and thereby reduces the amount of realized gain when the investment is sold later. When the funds are eventually withdrawn by the child years later, they have less taxes to pay and can keep more of their returns. The Custodial Account adds another smart saving option for families that complements the company’s 529 Education Savings Plans as well as its Joint and Trust Cash and Investing Accounts. Wealthfront plans to continue building products that grow alongside clients through different life stages, including expanding Wealthfront Home Lending and enhancing goal-based saving features in its Cash Account, where cash earns up to 4.20% Annual Percentage Yield (APY) through current incentives. The Cash Account offers a 3.30% base APY which is provided by program banks and is subject to change.New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jun 05First quarter 2027 earnings released: EPS: US$0.085 (vs US$0.75 in 1Q 2026)First quarter 2027 results: EPS: US$0.085 (down from US$0.75 in 1Q 2026). Revenue: US$90.5m (up 3.0% from 1Q 2026). Net income: US$12.8m (down 58% from 1Q 2026). Profit margin: 14% (down from 35% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Capital Markets industry in Germany.お知らせ • May 15Wealthfront Corporation to Report Q1, 2027 Results on Jun 04, 2026Wealthfront Corporation announced that they will report Q1, 2027 results After-Market on Jun 04, 2026お知らせ • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • Mar 12Wealthfront Corporation (NasdaqGS:WLTH) announces an Equity Buyback for $100 million worth of its shares.Wealthfront Corporation (NasdaqGS:WLTH) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its outstanding common stock. The Company expects to fund repurchases with existing cash and cash equivalents and ongoing cash from operations.業績と収益の成長予測DB:J0B - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/2029568110N/AN/A21/31/20284549116116571/31/2027378641039374/30/2026371-55134136N/A1/31/2026365-42151152N/A10/31/2025352124137139N/A7/31/2025339123130132N/A4/30/2025320154123128N/A1/31/2025309194117123N/A1/31/2024217776873N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: J0Bは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: J0B今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: J0B今後 3 年以内に収益を上げることが予想されます。収益対市場: J0Bの収益 ( 14.3% ) German市場 ( 6.6% ) よりも速いペースで成長すると予測されています。高い収益成長: J0Bの収益 ( 14.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: J0Bの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/17 23:23終値2026/07/17 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wealthfront Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関null nullCitizens JMP Securities, LLCDevin RyanCitizens JMP Securities, LLCJames YaroGoldman Sachs6 その他のアナリストを表示
お知らせ • Jun 25Wealthfront Corporation Launches Tax-Efficient Custodial AccountWealthfront Corporation announced the expansion of its family wealth management offerings with the launch of its Custodial Account. This new product provides a flexible way for parents to save for their child’s future and is one of the only custodial accounts designed to automatically lower the child’s future tax burden through Tax-Gain Harvesting. Wealthfront is offering $100 in seed funding for clients who open and fund either a new Custodial Account or a 529 Education Savings Plan by July 23, 2026. Wealthfront’s Custodial Account provides parents with an automated way to steadily invest in a globally diversified portfolio that's designed to soften the impact of the market’s ups and downs. With a $500 minimum and a low, annual 0.25% advisory fee, this fully automated account handles the heavy lifting of portfolio construction, rebalancing, and tax optimization. It offers a simple, flexible alternative for parents whose children are ineligible for the federal seed funding currently offered through 530A Trump Accounts, as well as those saving for goals beyond education or retirement. Custodial account funds can be used for practically anything that benefits the child (with the exception of basics like food and housing) and there are no contribution caps or early withdrawal penalties. Parents manage the account until the child reaches the age of transfer (typically between 18 and 25, depending on the state), at which point control shifts entirely to the child. Wealthfront's software automates a Tax-Gain Harvesting strategy designed to take advantage of the favorable federal tax treatment available to children, helping realize up to $1,350 in tax-free growth each year without requiring a federal tax return filing, while also seeking to avoid triggering state tax filing requirements based on the beneficiary’s state of residence. It does this by automatically selling appreciated investments annually to realize gains while the child is in a low or 0% federal tax bracket, then buying replacement Exchange-Traded Funds (ETFs) to maintain the portfolio’s target risk and return characteristics. The subsequent, higher purchase price increases the investment’s cost basis and thereby reduces the amount of realized gain when the investment is sold later. When the funds are eventually withdrawn by the child years later, they have less taxes to pay and can keep more of their returns. The Custodial Account adds another smart saving option for families that complements the company’s 529 Education Savings Plans as well as its Joint and Trust Cash and Investing Accounts. Wealthfront plans to continue building products that grow alongside clients through different life stages, including expanding Wealthfront Home Lending and enhancing goal-based saving features in its Cash Account, where cash earns up to 4.20% Annual Percentage Yield (APY) through current incentives. The Cash Account offers a 3.30% base APY which is provided by program banks and is subject to change.
New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jun 05First quarter 2027 earnings released: EPS: US$0.085 (vs US$0.75 in 1Q 2026)First quarter 2027 results: EPS: US$0.085 (down from US$0.75 in 1Q 2026). Revenue: US$90.5m (up 3.0% from 1Q 2026). Net income: US$12.8m (down 58% from 1Q 2026). Profit margin: 14% (down from 35% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Capital Markets industry in Germany.
お知らせ • May 15Wealthfront Corporation to Report Q1, 2027 Results on Jun 04, 2026Wealthfront Corporation announced that they will report Q1, 2027 results After-Market on Jun 04, 2026
お知らせ • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • Mar 12Wealthfront Corporation (NasdaqGS:WLTH) announces an Equity Buyback for $100 million worth of its shares.Wealthfront Corporation (NasdaqGS:WLTH) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its outstanding common stock. The Company expects to fund repurchases with existing cash and cash equivalents and ongoing cash from operations.