Wealthfront (WLTH) EBITDA Margin (2024 - 2026)
Wealthfront (WLTH) recorded EBITDA Margin of 7.90% in fiscal Q2 2027 (quarter ended Jul 31, 2026), down 26.72 percentage points from 34.63% a year earlier but up 1.25 percentage points from the prior quarter.
Wealthfront (WLTH) EBITDA Margin (2024 - 2026) Analysis & Trends
On a TTM basis, Wealthfront's EBITDA Margin came in at -50.00% as of Jul 31, 2026, down 80.45 percentage points year-over-year; for FY2026 (ended Jan 31, 2026), it was -38.84%, down 70.17 percentage points from FY2025.
- Across earlier fiscal years, EBITDA Margin came in at 31.32% in FY2025 (+1.46 pp) and 29.86% in FY2024.
- Quarterly EBITDA Margin has ranged from -231.20% in fiscal Q4 2026 to 34.63% in fiscal Q2 2026 over the past five years.
- On a year-over-year basis, EBITDA Margin has declined for four consecutive quarters, with an average year-over-year change of -78.27 percentage points over the last four quarters.
- Per Business Quant, the preceding three fiscal quarters came in at 6.65% (Q1 2027), -231.20% (Q4 2026) and 24.80% (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 40.18% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | - |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 35.54% |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | -39.99% |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 79.86% |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 20.01% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 85.00% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 91.19% |
| 10 | Wealthfront | 1.51 Bn | -81.02 Mn | 81.11 Mn | 7.90% |
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 7.90% |
| Apr 30, 2026 | 6.65% |
| Jan 31, 2026 | -231.20% |
| Oct 31, 2025 | 24.80% |
| Jul 31, 2025 | 34.63% |
| Apr 30, 2025 | 30.54% |
| Jan 31, 2025 | 29.19% |
| Oct 31, 2024 | 26.88% |
Wealthfront EBITDA Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebitda-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda-margin", "ticker": "WLTH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=ebitda-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();