WLTH vs CASH

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

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

WLTH vs CASH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WLTH

$1.80B

CASH

$1.79B

Max Drawdown

Winner

WLTH

49.26%

CASH

84.31%

Sharpe Ratio

WLTH

-0.94

Winner

CASH

0.18

5Y Beta

WLTH

2.16

Winner

CASH

0.85

Industry

WLTH

Software - Application

CASH

Banks - Regional

P/E Ratio

Winner

WLTH

-42.81

CASH

8.34

Forward P/E

WLTH

17.09

Winner

CASH

11.24

PEG Ratio

WLTH

N/A

CASH

0.16

Dividend Yield

WLTH

N/A

CASH

0.25%

5Y Dividends CAGR

WLTH

N/A

CASH

4.56%

5Y EPS CAGR

WLTH

N/A

CASH

35.33%

Debt to Equity

Winner

WLTH

0.00%

CASH

6.99%

Free Cash Flow Yield

WLTH

8.45%

Winner

CASH

30.49%

P/S Ratio

WLTH

4.89

Winner

CASH

2.25

P/B Ratio

WLTH

2.91

Winner

CASH

2.06

WLTH vs CASH - Historical Returns

Returns include dividend reinvestment.

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

WLTH

-11.42%

Winner

CASH

-6.93%

Winner

WLTH

+12.06%

CASH

-12.19%

WLTH

-30.58%

Winner

CASH

+7.57%

WLTH

N/A

CASH

+5.18%

5Y(CAGR)

WLTH

N/A

CASH

+8.85%

10Y(CAGR)

WLTH

N/A

CASH

+16.96%

Max(CAGR)

WLTH

-53.32%

Winner

CASH

+13.49%

WLTH vs CASH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WLTH vs CASH Drawdown Comparison

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

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

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

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