Wealthfront (J0B) 주식 개요웰스프론트 코퍼레이션은 개인 소유의 투자 관리 회사입니다. 자세히 보기J0B 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장4/6과거 실적0/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 47.2% 에서 거래수익은 매년 86.14% 증가할 것으로 예상됩니다.지난 1년간 수익이 15.8% 증가했습니다.위험 분석지난 3개월 동안 주가 변동성이 German 시장과 비교해 높았습니다.모든 위험 점검 보기J0B Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,406 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,406 investors already sharing narrativesYour Fair Value€Current Price€8.0029.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-55m727m2016201920222025202620282031Revenue US$726.9mEarnings US$212.4mAdvancedSet Fair ValueView all narrativesWealthfront Corporation 경쟁사MLPSymbol: XTRA:MLPMarket cap: €817.2mMutares SE KGaASymbol: XTRA:MUXMarket cap: €691.7mDeutsche BeteiligungsSymbol: XTRA:DBANMarket cap: €376.8mErnst RussSymbol: XTRA:ERAGMarket cap: €270.2m가격 이력 및 성과Wealthfront 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$8.0052주 최고가US$10.3052주 최저가US$6.45베타01개월 변동8.84%3개월 변동-2.44%1년 변동n/a3년 변동n/a5년 변동n/aIPO 이후 변동4.81%최근 뉴스 및 업데이트공시 • 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.공시 • 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, 2026공시 • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.공시 • 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.더 많은 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.공시 • 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.주주 수익률J0BDE Capital MarketsDE 시장7D1.9%-0.9%-2.5%1Yn/a10.6%-0.6%전체 주주 수익률 보기수익률 대 산업: J0B의 German Capital Markets 산업 대비 성과를 판단하기에 데이터가 부족합니다.수익률 대 시장: J0B의 German 시장 대비 성과를 판단하기에 데이터가 부족합니다.주가 변동성Is J0B's price volatile compared to industry and market?J0B volatilityJ0B Average Weekly Movement9.2%Capital Markets Industry Average Movement4.3%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%안정적인 주가: J0B의 주가는 지난 3개월 동안 German 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine J0B의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트2008396David Fortunatowww.wealthfront.com웰스프론트 코퍼레이션은 개인 소유의 투자 관리 회사입니다. 주로 개인에게 서비스를 제공합니다. 또한 순자산이 높은 개인, 자선 단체 및 기업에도 서비스를 제공합니다.더 보기Wealthfront Corporation 기초 지표 요약Wealthfront의 순이익과 매출은 시가총액과 어떻게 비교됩니까?J0B 기초 통계시가총액€1.22b순이익 (TTM)-€48.34m매출 (TTM)€325.00m3.8x주가매출비율(P/S)-25.3x주가수익비율(P/E)J0B는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표J0B 손익계산서 (TTM)매출US$370.96m매출원가US$39.30m총이익US$331.66m기타 비용US$386.84m순이익-US$55.18m최근 보고된 실적Apr 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)-0.37총이익률89.41%순이익률-14.87%부채/자본 비율0%J0B의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/12 04:43종가2026/07/10 00:00수익2026/04/30연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Wealthfront Corporation는 9명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCitizens JMP Securities, LLCDevin RyanCitizens JMP Securities, LLCJames YaroGoldman Sachs6명의 분석가 더 보기
공시 • 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.
공시 • 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
공시 • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.
공시 • 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.
공시 • 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.
공시 • 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
공시 • May 12Wealthfront Corporation, Annual General Meeting, Jun 23, 2026Wealthfront Corporation, Annual General Meeting, Jun 23, 2026.
공시 • 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.