COMP <GO>
WLTH vs PWP // OPERATING MARGIN
Wealthfront Corporation (NASDAQ) VS. Perella Weinberg Partners (Class A) (NASDAQ) • 15-METRIC TALLY: WLTH 4
— PWP 4
■ METRIC PARITY
LAST: $10.44 (+1.66%) • MKT CAP: $1.60B
operating-margins
—
LAST: $14.47 (-1.76%) • MKT CAP: $1.43B
operating-margins
6.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLTH VS. PWP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLTH | PWP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.80% | 55.70% | -62.50 | PWP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.23% | 2.24% | +6.99 | WLTH | /fcf-yield <GO> |
| Operating Margin ACTIVE | — | 6.40% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -11.50% | 6.40% | -17.90 | PWP | /net-margins <GO> |
| Revenue Growth (YoY) | 18.20% | -14.50% | +32.70 | WLTH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.68% | -1.68 | PWP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | WLTH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.8 | 55.4 | -8.60 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.60B | $1.43B | $170.5M | WLTH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLTH REV | PWP REV | WLTH GROSS % | PWP GROSS % | WLTH FCF | PWP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.0M | $750.9M | — | — | $152.2M | $30.5M |
| FY 2024 | $308.9M | $878.0M | — | — | $123.2M | $207.0M |
| FY 2023 | $216.7M | $648.7M | — | — | $72.9M | $145.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLTH // BETA —
PWP // BETA —