CASH vs WLTH

Comparison between Pathward Financial Inc (CASH, Company) and Wealthfront Corp (WLTH, Company).

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

CASH vs WLTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CASH(COMPANY)	WLTH(COMPANY)
Market Cap	$1.79B	$1.80B
Max Drawdown	84.31%	49.26%
Sharpe Ratio	0.18	-0.94
5Y Beta	0.85	2.16
Industry	Banks - Regional	Software - Application
P/E Ratio	8.34	-42.81
Forward P/E	11.24	17.09
PEG Ratio	0.16	N/A
Dividend Yield	0.25%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	35.33%	N/A
Debt to Equity	6.99%	0.00%
Free Cash Flow Yield	30.49%	8.45%
P/S Ratio	2.25	4.89
P/B Ratio	2.06	2.91

Market Cap

CASH

$1.79B

Winner

WLTH

$1.80B

Max Drawdown

CASH

84.31%

Winner

WLTH

49.26%

Sharpe Ratio

Winner

CASH

0.18

WLTH

-0.94

5Y Beta

Winner

CASH

0.85

WLTH

2.16

Industry

CASH

Banks - Regional

WLTH

Software - Application

P/E Ratio

CASH

8.34

Winner

WLTH

-42.81

Forward P/E

Winner

CASH

11.24

WLTH

17.09

PEG Ratio

CASH

0.16

WLTH

N/A

Dividend Yield

CASH

0.25%

WLTH

N/A

5Y Dividends CAGR

CASH

4.56%

WLTH

N/A

5Y EPS CAGR

CASH

35.33%

WLTH

N/A

Debt to Equity

CASH

6.99%

Winner

WLTH

0.00%

Free Cash Flow Yield

Winner

CASH

30.49%

WLTH

8.45%

P/S Ratio

Winner

CASH

2.25

WLTH

4.89

P/B Ratio

Winner

CASH

2.06

WLTH

2.91

CASH vs WLTH - Historical Returns

Returns include dividend reinvestment.

Period	CASH	WLTH
1 month	-6.93%	-11.42%
3 months	-12.19%	+12.06%
6 months	+7.57%	-30.58%
1 year	+5.18%	N/A
5 years(CAGR)	+8.85%	N/A
10 years(CAGR)	+16.96%	N/A
Max(CAGR)	+13.49%	-53.32%

Winner

CASH

-6.93%

WLTH

-11.42%

CASH

-12.19%

Winner

WLTH

+12.06%

Winner

CASH

+7.57%

WLTH

-30.58%

CASH

+5.18%

WLTH

N/A

5Y(CAGR)

CASH

+8.85%

WLTH

N/A

10Y(CAGR)

CASH

+16.96%

WLTH

N/A

Max(CAGR)

Winner

CASH

+13.49%

WLTH

-53.32%

CASH vs WLTH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CASH	WLTH
2026	+11.22%	-25.49%
2025	-1.82%	-4.23%
2024	+40.51%	N/A
2023	+21.58%	N/A
2022	-27.96%	N/A
2021	+64.49%	N/A
2020	+1.94%	N/A
2019	+86.70%	N/A
2018	-36.71%	N/A
2017	-9.56%	N/A
2016	+132.63%	N/A
2015	+31.40%	N/A
2014	-10.20%	N/A
2013	+78.86%	N/A
2012	+47.70%	N/A
2011	+21.97%	N/A
2010	-32.50%	N/A
2009	+154.99%	N/A
2008	-77.17%	N/A
2007	+39.61%	N/A
2006	+54.99%	N/A
2005	-9.34%	N/A
2004	+9.88%	N/A
2003	+39.56%	N/A
2002	+22.58%	N/A
2001	+26.71%	N/A
2000	-3.36%	N/A
1999	-15.76%	N/A

CASH vs WLTH Drawdown Comparison

The maximum drawdown for CASH was -83.74%, occurring on Mar 10, 2009. Recovery took 1436 trading sessions.

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

The current CASH drawdown is -20.05%. The current WLTH drawdown is -30.58%.

Rank	CASH	WLTH
#1	-83.74% Dec 24, 2007 - Sep 9, 2013	-49.26% Dec 12, 2025 - Feb 12, 2026
#2	-64.89% Feb 13, 2020 - Jan 6, 2021	N/A
#3	-52.81% Jan 31, 2018 - Feb 5, 2020	N/A
#4	-50.85% Nov 15, 2021 - Jul 23, 2024	N/A
#5	-39.26% Jan 11, 2017 - Jan 31, 2018	N/A
#6	-32.55% Nov 17, 1999 - Feb 8, 2001	N/A
#7	-30.45% Nov 24, 2004 - Mar 16, 2006	N/A
#8	-29.30% Mar 21, 2014 - Jul 13, 2015	N/A
#9	-28.98% Jul 22, 2015 - Jun 6, 2016	N/A
#10	-22.21% Apr 20, 2026 - Jun 3, 2026	N/A
#11	-21.46% Dec 4, 2024 - Jan 23, 2026	N/A
#12	-18.68% Mar 16, 2006 - Oct 23, 2006	N/A
#13	-16.42% Jun 14, 2004 - Oct 27, 2004	N/A
#14	-15.99% Jul 22, 2002 - Nov 15, 2002	N/A
#15	-12.74% Jun 8, 2021 - Oct 1, 2021	N/A