AMAL vs WLTH

Comparison between Amalgamated Financial Corp (AMAL, Company) and Wealthfront Corp (WLTH, Company).

AMAL is from the Financial Services sector, while WLTH is from the Technology sector.

AMAL vs WLTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMAL(COMPANY)	WLTH(COMPANY)
Market Cap	$1.34B	$1.34B
Max Drawdown	63.74%	49.26%
Sharpe Ratio	1.10	-0.97
5Y Beta	0.92	1.74
Industry	Banks - Regional	Software - Application
P/E Ratio	12.93	4.06
Forward P/E	N/A	13.64
PEG Ratio	5.19	N/A
Dividend Yield	1.34%	N/A
5Y Dividends CAGR	18.89%	N/A
5Y EPS CAGR	17.43%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.12%	21.08%

Market Cap

Winner

AMAL

$1.34B

WLTH

$1.34B

Max Drawdown

AMAL

63.74%

Winner

WLTH

49.26%

Sharpe Ratio

Winner

AMAL

1.10

WLTH

-0.97

5Y Beta

Winner

AMAL

0.92

WLTH

1.74

Industry

AMAL

Banks - Regional

WLTH

Software - Application

P/E Ratio

AMAL

12.93

Winner

WLTH

4.06

Forward P/E

AMAL

N/A

WLTH

13.64

PEG Ratio

AMAL

5.19

WLTH

N/A

Dividend Yield

AMAL

1.34%

WLTH

N/A

5Y Dividends CAGR

AMAL

18.89%

WLTH

N/A

5Y EPS CAGR

AMAL

17.43%

WLTH

N/A

Debt to Equity

AMAL

0.00%

WLTH

0.00%

Free Cash Flow Yield

AMAL

11.12%

Winner

WLTH

21.08%

AMAL vs WLTH - Historical Returns

Returns include dividend reinvestment.

Period	AMAL	WLTH
1 month	+6.43%	+3.56%
3 months	+10.11%	-7.64%
6 months	+39.21%	-27.44%
1 year	+42.23%	N/A
5 years(CAGR)	+26.76%	N/A
Max(CAGR)	+16.48%	-52.12%

Winner

AMAL

+6.43%

WLTH

+3.56%

Winner

AMAL

+10.11%

WLTH

-7.64%

Winner

AMAL

+39.21%

WLTH

-27.44%

AMAL

+42.23%

WLTH

N/A

5Y(CAGR)

AMAL

+26.76%

WLTH

N/A

Max(CAGR)

Winner

AMAL

+16.48%

WLTH

-52.12%

AMAL vs WLTH - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AMAL	WLTH
2026	+46.23%	-29.58%
2025	-1.62%	-4.23%
2024	+28.17%	N/A
2023	+18.88%	N/A
2022	+38.93%	N/A
2021	+26.10%	N/A
2020	-26.72%	N/A
2019	+1.33%	N/A
2018	+22.24%	N/A

AMAL vs WLTH Drawdown Comparison

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

The maximum drawdown for WLTH was -49.26%, occurring on Feb 12, 2026. This drawdown has not yet recovered.

The current AMAL drawdown is -1.53%. The current WLTH drawdown is -34.39%.

Rank	AMAL	WLTH
#1	-62.93% Nov 13, 2018 - May 31, 2022	-49.26% Dec 12, 2025 - Feb 12, 2026
#2	-46.88% Dec 2, 2022 - Dec 14, 2023	N/A
#3	-32.84% Nov 6, 2024 - Jan 22, 2026	N/A
#4	-21.80% Jan 30, 2024 - Jun 28, 2024	N/A
#5	-13.38% Jul 26, 2024 - Aug 23, 2024	N/A
#6	-11.83% Feb 9, 2026 - Apr 9, 2026	N/A
#7	-9.61% Aug 30, 2024 - Oct 14, 2024	N/A
#8	-8.97% May 31, 2022 - Jul 27, 2022	N/A
#9	-8.78% Aug 15, 2022 - Nov 1, 2022	N/A
#10	-8.65% Dec 27, 2023 - Jan 30, 2024	N/A
#11	-8.62% Apr 20, 2026 - Jun 9, 2026	N/A
#12	-7.45% Oct 18, 2018 - Nov 6, 2018	N/A
#13	-6.41% Oct 18, 2024 - Nov 6, 2024	N/A
#14	-5.77% Jun 28, 2024 - Jul 11, 2024	N/A
#15	-5.24% Sep 6, 2018 - Sep 26, 2018	N/A

Correlation

Correlation between AMAL and WLTH is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101