WEALTHFRONT CORP (WLTH) Financial Ratio Screen

NASDAQ Technology United States USD 1659M
RATIOS FAIL*
Automated financial screen · activity assessed separately
WEALTHFRONT CORP (WLTH) is potentially non-compliant in the automated ratio model. While the debt ratio of 0.7% is acceptable, the cash and interest-bearing securities ratio of 31.1% exceeds the 30% threshold. WEALTHFRONT CORP operates in the Technology sector.

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MSCI new-inclusion financial-ratio snapshot

WLTH financial screening at a glance

RATIOS FAIL*Financial ratios shown separately from business review — not a fatwa
Debt ratio
0.7%
Pass vs 30%
Cash ratio
31.1%
Fail vs 30%
Receivables + cash
49.5%
Fail vs 30%
Impermissible income
N/A
Not available vs 5%

Calculation date: 2026-10-15. Financial period used: January 2026. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.

Independent method comparison

What the available screens say

How MSCI, FTSE and S&P-style screens differ
Request this stock review
MSCI-styleFinancial criteria not metAt least one available ratio exceeds its threshold
FTSE/Yasaar-styleMore financial data neededNo negative conclusion follows from missing data
S&P-style provisionalNot yet availableRequired denominator or financial data is incomplete
Business activityAssessment pendingFinancial results do not determine business permissibility
Complete screening result: not yet completeA complete result requires both supported financial criteria and adequate activity evidence. This site does not issue a fatwa or official index decision.
Financial periodJanuary 2026Calculation date2026-10-15S&P-style historynot availableLast activity reviewnot yet reviewed

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Business activity evidence

Activity assessment in progress

The supplied classification (Software - Application) is only a starting point. Revenue evidence is being assessed before any complete screening conclusion.

Revenue segments: Not yet checked against an SEC annual filing.

Profile description reviewed: Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.

Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings

A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.

Published-ratio reproductions (not certifications)

The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style debt and cash reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.

Based on financial data from January 2026

Standard Debt Ratio Cash Ratio Receivables Income Status
MSCI 0.7%
/ 30%
31.1%
/ 30%
49.5%
/ 30%
N/A RATIOS FAIL*
FTSE 0.7%
/ 33%
31.1%
/ 33%
49.5%
/ 50%
N/A INSUFFICIENT / NOT IMPLEMENTED*

Financial Highlights

EPS
currency unverified -0.95
Dividend Yield
0.0%
P/B Ratio
2.6
EV/EBITDA
-8.0
EV: USD 1.2B
Revenue
USD 365M
Growth: 0.8%
Current Ratio
1.4

Profitability

Gross Margin 89.1%
Operating Margin 18.3%
Net Margin -19.4%
Return on Equity (ROE) -15.5%
Return on Assets (ROA) -7.8%

Cash Flow & Balance Sheet

Operating Cash FlowUSD 152M
Free Cash FlowUSD 151M
Total DebtUSD 10M
Debt-to-Equity2.2
Current Ratio1.4
Total AssetsUSD 1.4B

Price & Trading

Last Close$10.03
50-Day MA$9.66
200-Day MA$9.90
Avg Volume2.0M
52-Week Range
$7.20
$14.75

Financial data provenance and verification

The displayed fields were imported from yfinance on 2026-10-06 for the financial period January 2026. This is a secondary data feed and can differ from amended or newly filed statements.

Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.

About WEALTHFRONT CORP (WLTH)

CEO
Mr. David Fortunato
Employees
415
Sector
Technology
Industry
Software - Application
Country
United States
Exchange
NASDAQ
Market Cap (listing currency)
USD 1659M
Currency
USD

Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.

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Frequently Asked Questions

Is WEALTHFRONT CORP (WLTH) halal to invest in?

The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.

What is WEALTHFRONT CORP's debt ratio?

WEALTHFRONT CORP's debt ratio is 0.7% in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.

What are WEALTHFRONT CORP's key financial metrics?

WEALTHFRONT CORP has a market capitalization of USD 1659M in its listing currency, and revenue of USD 365M. The company maintains a gross margin of 89.1% and a net margin of -19.4%. Return on equity stands at -15.5%.

How often is the screening data updated?

Calculation date: 2026-10-15. Financial period: January 2026. These dates are shown separately because regenerating this page does not refresh the underlying data.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.