WLTH vs PBT
Comparison between Wealthfront Corp (WLTH, Company) and Permian Basin Royalty Trust (PBT, Company).
WLTH is from the Technology sector, while PBT is from the Energy sector.
WLTH vs PBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
WLTH
$1.35B
PBT
$1.34B
Max Drawdown
Winner
WLTH
49.26%
PBT
92.04%
Sharpe Ratio
WLTH
-1.16
Winner
PBT
2.34
5Y Beta
WLTH
1.95
Winner
PBT
0.56
Industry
WLTH
Software - Application
PBT
Oil & Gas Midstream
P/E Ratio
Winner
WLTH
-31.98
PBT
91.16
Forward P/E
WLTH
13.35
Winner
PBT
10.74
PEG Ratio
WLTH
N/A
PBT
1.12
Dividend Yield
WLTH
N/A
PBT
1.08%
5Y Dividends CAGR
WLTH
N/A
PBT
20.54%
5Y EPS CAGR
WLTH
N/A
PBT
16.49%
Debt to Equity
WLTH
0.00%
PBT
0.00%
Free Cash Flow Yield
Winner
WLTH
11.31%
PBT
2.32%
P/S Ratio
Winner
WLTH
3.61
PBT
77.24
P/B Ratio
Winner
WLTH
2.18
PBT
7919.82
WLTH vs PBT - Historical Returns
Returns include dividend reinvestment.
1M
WLTH
-21.95%
Winner
PBT
+1.46%
3M
WLTH
+13.71%
Winner
PBT
+38.17%
6M
WLTH
-36.86%
Winner
PBT
+63.93%
1Y
WLTH
N/A
PBT
+151.36%
5Y(CAGR)
WLTH
N/A
PBT
+49.22%
10Y(CAGR)
WLTH
N/A
PBT
+21.19%
Max(CAGR)
WLTH
-60.26%
Winner
PBT
+14.64%
WLTH vs PBT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WLTH | PBT |
|---|---|---|
| 2026 | -32.22% | +62.69% |
| 2025 | -4.23% | +50.50% |
| 2024 | N/A | -17.57% |
| 2023 | N/A | -35.81% |
| 2022 | N/A | +162.09% |
| 2021 | N/A | +208.15% |
| 2020 | N/A | -8.91% |
| 2019 | N/A | -32.47% |
| 2018 | N/A | -28.04% |
| 2017 | N/A | +18.19% |
| 2016 | N/A | +52.72% |
| 2015 | N/A | -43.55% |
| 2014 | N/A | -20.35% |
| 2013 | N/A | +9.48% |
| 2012 | N/A | -35.89% |
| 2011 | N/A | -4.93% |
| 2010 | N/A | +64.84% |
| 2009 | N/A | +7.30% |
| 2008 | N/A | -5.24% |
| 2007 | N/A | +10.03% |
| 2006 | N/A | +11.80% |
| 2005 | N/A | +24.47% |
| 2004 | N/A | +85.31% |
| 2003 | N/A | +44.01% |
| 2002 | N/A | +27.93% |
| 2001 | N/A | +1.86% |
| 2000 | N/A | +27.79% |
| 1999 | N/A | +5.59% |
WLTH vs PBT 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 PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The current WLTH drawdown is -36.86%. The current PBT drawdown is -8.19%.
| Rank | WLTH | PBT |
|---|---|---|
| #1 | -49.26% Dec 12, 2025 - Feb 12, 2026 | -83.18% Mar 28, 2012 - Jan 11, 2022 |
| #2 | N/A | -70.20% Jul 1, 2008 - Nov 4, 2010 |
| #3 | N/A | -65.06% Apr 10, 2023 - May 11, 2026 |
| #4 | N/A | -32.66% Jun 9, 2022 - Oct 26, 2022 |
| #5 | N/A | -27.03% Mar 4, 2005 - Jun 27, 2005 |
| #6 | N/A | -23.20% Jan 29, 2003 - May 21, 2003 |
| #7 | N/A | -23.13% Dec 31, 1999 - Aug 25, 2000 |
| #8 | N/A | -22.07% Sep 17, 2001 - Dec 5, 2002 |
| #9 | N/A | -21.60% Apr 22, 2008 - Jul 1, 2008 |
| #10 | N/A | -19.80% Dec 30, 2022 - Jan 19, 2023 |
| #11 | N/A | -19.69% Mar 25, 2022 - May 20, 2022 |
| #12 | N/A | -18.89% Jan 12, 2022 - Mar 25, 2022 |
| #13 | N/A | -18.64% Nov 29, 2006 - Oct 15, 2007 |
| #14 | N/A | -17.48% Jul 25, 2011 - Feb 24, 2012 |
| #15 | N/A | -16.90% Nov 30, 2004 - Feb 24, 2005 |
Correlation
Correlation between WLTH and PBT is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.05
-101
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