Wealthfront Corp. (WLTH)
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Wealthfront Corp. (WLTH) reported revenue of $92 million for Q2 FY2027, the quarter ended 31 July 2026, up 0.8% on the same quarter a year earlier. Net income was $18 million, down 48.9% on the year, and diluted earnings per share $0.10. The figures are the company's own, from the 10-Q it filed with the SEC on 14 September 2026.
Revenue$92 millionup 0.8%
Net income$18 milliondown 48.9%
Diluted EPS$0.10
QuarterQ2 FY2027ended 31 July 2026
Wealthfront (WLTH) in brief
Wealthfront (WLTH) reported revenue of $365 million for fiscal 2026, the year ended 31 January 2026, up 18.2% on the year before.
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Net loss was $42 million and the diluted loss per share $0.76. Revenue was $309 million in fiscal 2025 and $217 million in fiscal 2024. Net income in the same years was $194 million and $77 million. Over the twelve months to 31 July 2026, Wealthfront reported revenue of $372 million and net loss of $72 million. Wealthfront had 151 million shares outstanding at the latest filed count. At the close of 27 October 2026 the market cap of Wealthfront was $1.6 billion.Ratios
From the filings
ROE-11.6%
ROCEn/a
Operating marginn/a
Net margin-19.4%
FCF marginn/a
Interest covern/a
Debt to equityn/a
Cash conversionn/a
Share count, last 12 months-3.5%
Sales CAGR, 3 yearsn/a
Profit CAGR, 3 yearsn/a
EPS, TTMn/a
At the close of 27 October 2026
Price$10.63
Market cap$1.6 billion
Stock P/En/a
Price to book2.59
EV / EBITDAn/a
Dividend yieldn/a
Market cap / sales4.31
52-week high$14.19
52-week low$7.20
Price, 1 yearn/a
Price CAGR, 3 yearsn/a
Price CAGR, 5 yearsn/a
Worked from the filed figures; hover a name for the formula.
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The priced ones use the latest price, the last regular-hours trade on IEX. Nothing here is a valuation or a view.WLTHgreeksoup.ai
Daily prices to 27 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
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Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.The public record on WLTH
| Dividends | no dividend in its filings for fiscal 2024 onward |
| Filings | 17 in twelve months: 8 current reports (8-K), about 5 regulation FD disclosure; 4 results of operations; 2 other events; 1 shareholder vote; 1 material agreement |
| Planned insider sales | 19 Form 144 notices in twelve months, $7.1 million; latest 17 September 2026 |
| Options tape | put/call 1.02 by open interest at the 27 October 2026 close; the straddle prices a 11.5% move to 20 November 2026 |
| 13F holders | 139 funds reported a position for the quarter to 30 June 2026; largest Tiger Global Management LLC |
| Insider trading | 37 sales and 0 purchases on Form 4 in twelve months |
| Congress | 0 House trades disclosed in six months |
| Short interest | 12.3 million shares short, 4.54 days to cover at 15 October 2026 |
| Documents | the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked |
Quarterly results, the last 7 quarters
| Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 * | Q1 FY2027 | Q2 FY2027 | |
|---|---|---|---|---|---|---|---|
| Revenue | 80.3 | 84.5 | 91.1 | 93.2 | 96.1 | 90.5 | 91.9 |
| Cost of revenue | 8.0 | 8.7 | 9.6 | 10.2 | 9.6 | 10.0 | 10.8 |
| Gross profit | 72.3 | 75.8 | 81.5 | 83.0 | 86.6 | 80.5 | 81.1 |
| Gross margin | 90% | 90% | 89% | 89% | 90% | 89% | 88% |
| R&D | 17.1 | 20.2 | 21.2 | 20.9 | 150 | 33.7 | 34.0 |
| Interest expense | 1.0 | 0.1 | 0.1 | 0.2 | 0.5 | 0.3 | 0.3 |
| Pre-tax income | 29.5 | 34.1 | 39.9 | 34.7 | -210 | 17.4 | 20.4 |
| Tax rate | -2% | 24% | 13% | 11% | n/a | 26% | 13% |
| Net income | 30.0 | 25.9 | 34.7 | 30.9 | -134 | 12.8 | 17.8 |
| Net margin | 37% | 31% | 38% | 33% | -139% | 14% | 19% |
| Diluted EPS | $0.22 | $0.18 | $0.24 | $0.21 | n/a | $0.07 | $0.10 |
| Operating cash flow | n/a | 38.5 | 38.9 | 41.5 | 33.3 | 22.7 | 47.3 |
| Buybacks | n/a | 0.2 | 0.0 | 0.0 | 0.2 | 28.3 | 31.8 |
| Shares outstanding | 150m | 149m | 156m | 43m | 150m | 149m | 151m |
| Filing | 10-Q | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q |
Each quarter as filed, linked to its filing.
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* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A blank figure marked on a quarter is one the filings do not give on their own: the quarters as filed do not add to the year the company filed, or the year and its quarters stand on different share counts. Each quarter's page says which. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.Income statement (profit and loss), 3 fiscal years and the trailing twelve months
Play it forward: change any box and its column follows; every box opens at the company's own record, shown under the row's name, and says when you set it outside every year in the table.
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Each column runs from the last twelve months as filed to the year chosen in its heading, at a yearly rate. Sales growth starts at the company's own five-year rate and eases a third of the way each year toward the median of the 149 peers in Banking (7.6% a year), because a rate far from the rest rarely lasts. Before you open a year, the strip reads today's price backwards: the yearly sales growth that brings EPS, at the company's own margins, tax and share count, to today's price at the median P/E of the 143 peers in Banking (12.6). Low, middle, high opens three columns for one year: the low and high cases take the company's own weaker and stronger years in the table (the lower and upper quarter of its yearly sales growth and operating margin) and the lower and higher of today's P/E and its peers'; the middle is the boxes as they open. Net income keeps the share that went to minority holders; EPS is net income over the diluted shares, on the same basis as the EPS in the table. The price is that year's EPS at the P/E you set, and the yearly return runs from today's price to the year's end. These are your assumptions and your arithmetic, not an estimate of ours. The link carries your columns, so you can send the forecast to someone.| FY2024 | FY2025 | FY2026 | TTM | |
|---|---|---|---|---|
| Revenue | 217 | 309 | 365 | 372 |
| Cost of revenue | 22.9 | 31.0 | 38.0 | 40.5 |
| Gross profit | 194 | 278 | 327 | 331 |
| Gross margin | 89.4% | 90.0% | 89.6% | 89.1% |
| Research and development | 57.6 | 64.5 | 212 | 239 |
| Interest expense | 2.0 | 2.8 | 0.9 | 1.2 |
| Pre-tax income | 78.6 | 139 | -101 | -137 |
| Income tax | 1.6 | -55.2 | -59.2 | -65.2 |
| Effective tax rate | 2.1% | -39.7% | n/a | n/a |
| Net income | 77.0 | 194 | -42.1 | -72.2 |
| Net margin | 35.5% | 63.0% | -11.5% | -19.4% |
| Diluted EPS | $0.54 | $1.31 | -$0.76 | n/a |
| Filing | 10-K | 10-K | 10-K |
From each year's 10-K, linked; TTM is the last four quarters.
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Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.Revenue by product or service FY2024 to FY2026
| FY2024 | FY2025 | FY2026 | Share of the parts, latest year | |
|---|---|---|---|---|
| Cash management | 155 | 231 | 272 | 74.4% |
| Investment advisory | 56.1 | 73.0 | 91.9 | 25.2% |
| Other revenue | 5.8 | 4.9 | 1.4 | 0.4% |
Cash managementInvestment advisoryOther revenue
$ million; hover a block for its figure and share
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.Cash flow and capital returned
| FY2024 | FY2025 | FY2026 | TTM | |
|---|---|---|---|---|
| Operating cash flow | 72.9 | 123 | 152 | 145 |
| Cash from investing | -5.2 | -5.8 | -1.1 | -1.8 |
| Cash from financing | -39.5 | -58.5 | 148 | 88.9 |
| Depreciation and amortisation | 6.0 | 6.2 | 7.4 | 6.4 |
| Share-based compensation | 11.8 | 9.4 | 260 | 290 |
| Buybacks | 0.0 | 37.0 | 0.5 | 60.3 |
| Diluted shares, weighted | 144m | 139m | 57m | 174m |
| Shares outstanding at period end | n/a | 40m | 150m | 151m |
| Filing | 10-K | 10-K | 10-K |
Cash paid in the year, from the cash flow statement.
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The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.Balance sheet at year end
| FY2024 | FY2025 | FY2026 | TTM | |
|---|---|---|---|---|
| Funded by | ||||
| Shareholders' equity | -181 | 15.3 | 615 | 620 |
| Redeemable equity | 227 | 227 | 0.0 | 227 |
| Short-term borrowings | n/a | n/a | 0.2 | 5.1 |
| Operating lease liabilities | n/a | 9.8 | 6.3 | 4.2 |
| Other liabilities | n/a | 183 | 795 | 926 |
| Total liabilities and equity | n/a | 435 | 1,416 | 1,783 |
| Owned | ||||
| Fixed assets | n/a | 14.7 | 7.8 | 6.3 |
| Cash and equivalents | 86.7 | 143 | 441 | 453 |
| Receivables | n/a | 29.1 | 33.1 | 30.9 |
| Other assets | n/a | 248 | 934 | 1,292 |
| Total assets | n/a | 435 | 1,416 | 1,783 |
| Filing | 10-K | 10-K | 10-K | |
At the fiscal year end; the TTM column is the latest quarter end.
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Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.Compounded growth
| 10 years | 5 years | 3 years | TTM | |
|---|---|---|---|---|
| Sales growth, compounded | n/a | n/a | n/a | n/a |
| Profit growth, compounded | n/a | n/a | n/a | n/a |
| Return on equity, average | n/a | n/a | 630.5% | -6.8% |
Yearly growth, compounded; TTM is the last four quarters against the four before.
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Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.Questions
What was Wealthfront's revenue in fiscal 2026?
Wealthfront (WLTH) reported revenue of $365 million for fiscal 2026, the year ended 31 January 2026, up 18.2% on the year before.
How much did Wealthfront earn in fiscal 2026?
Net loss was $42 million for fiscal 2026, and the diluted loss per share $0.76.
What is Wealthfront's market cap?
The market cap of Wealthfront was $1.6 billion at the close of 27 October 2026.
Peers: Banking
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| American Express Co. AXP | $210.0 billion | 17.62 | 34.2% | n/a | 10.2% | 1.64 | 1.2% |
| Nu Holdings Ltd. NU * | $60.2 billion | 21.22 | 25.4% | n/a | 37.0% | 0.39 | n/a |
| Strategy Inc. MSTR | $49.8 billion | n/a | -98.5% | -7,295.4% | 7.8% | 0.22 | n/a |
| Coinbase Global, Inc. COIN | $42.5 billion | n/a | -7.6% | 9.9% | -10.4% | 0.45 | n/a |
| Synchrony Financial SYF | $23.3 billion | 7.83 | 20.1% | n/a | 0.3% | 1.03 | 1.7% |
| Circle Internet Group, Inc. CRCL | $21.9 billion | 43.60 | 12.9% | 7.4% | n/a | 0.00 | n/a |
| SoFi Technologies, Inc. SOFI | $21.1 billion | 34.15 | 5.7% | n/a | 40.8% | 0.30 | 0.0% |
| Chime Financial, Inc. CHYM | $11.2 billion | n/a | -1.3% | -2.1% | n/a | n/a | n/a |
| Iren Ltd. IREN | $9.8 billion | n/a | -16.8% | -148.0% | 41.1% | 1.81 | 0.0% |
| Hut 8 Corp. HUT | $8.3 billion | n/a | -41.6% | -295.3% | 129.5% | 5.36 | n/a |
| Terawulf Inc. WULF | $6.3 billion | n/a | -1,323.4% | -250.4% | 14.6% | n/a | 0.0% |
| Riot Platforms, Inc. RIOT | $5.1 billion | n/a | -60.4% | -199.2% | 24.5% | 0.38 | n/a |
All 169 in Banking
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. JPM | $892.6 billion | 14.39 | 17.4% | n/a | 13.5% | 3.30 | 1.8% |
| Bank of America Corp. BAC | $355.6 billion | n/a | n/a | n/a | n/a | 2.43 | 2.2% |
| HSBC Holdings plc HSBC * | $295.5 billion | 14.34 | 10.6% | 41.0% | 3.7% | n/a | 4.6% |
| Royal Bank of Canada RY * | $284.4 billion | 20.20 | 14.6% | n/a | 16.1% | n/a | n/a |
| Wells Fargo & Company WFC | $250.4 billion | 12.03 | 12.5% | n/a | 6.2% | 2.55 | 2.2% |
| Mitsubishi UFJ Financial Group Inc. MUFG * | $242.5 billion | 22.31 | 8.8% | 34.1% | 22.6% | n/a | 2.3% |
| Toronto-Dominion Bank TD * | $212.4 billion | 15.22 | 15.6% | n/a | 18.4% | n/a | 2.6% |
| American Express Co. AXP | $210.0 billion | 17.62 | 34.2% | n/a | 10.2% | 1.64 | 1.2% |
| Citigroup Inc. C | $205.8 billion | 13.25 | 8.4% | n/a | 10.0% | 3.84 | 2.0% |
| Banco Santander, S.A. SAN * | $183.3 billion | 12.38 | 12.5% | n/a | 0.5% | n/a | 2.1% |
| Banco Bilbao Vizcaya Argentaria, S.A. BBVA * | $144.0 billion | 12.80 | 17.0% | 43.7% | 4.1% | n/a | 3.3% |
| Capital One Financial Corp. COF | $124.9 billion | 12.59 | 9.2% | n/a | 45.3% | 0.40 | 1.5% |
| Bank of Montreal BMO * | $122.0 billion | 21.05 | 9.9% | n/a | 10.6% | n/a | 2.9% |
| Mizuho Financial Group Inc. MFG * | $118.3 billion | 16.31 | 10.7% | n/a | 38.1% | n/a | 2.1% |
| Bank of Nova Scotia BNS * | $116.0 billion | 23.15 | 9.0% | n/a | 12.1% | n/a | 3.6% |
| HDFC Bank Limited HDB * | $109.7 billion | 14.78 | 8.6% | n/a | 5.2% | n/a | 2.3% |
| Canadian Imperial Bank of Commerce CM * | $107.9 billion | 19.02 | 13.1% | n/a | 13.8% | n/a | 2.6% |
| Bank of New York Mellon Corp. BNY | $100.1 billion | 17.18 | 14.1% | n/a | 10.6% | 1.38 | 1.4% |
| ING Groep N.V. ING * | $94.5 billion | 10.46 | 15.4% | n/a | n/a | n/a | 4.6% |
| U.S. Bancorp USB | $93.1 billion | 11.93 | 12.1% | n/a | 6.7% | 1.42 | 3.5% |
| Sumitomo Mitsui Financial Group, Inc. SMFG * | $92.8 billion | 12.85 | 6.2% | n/a | 26.1% | 0.58 | 3.9% |
| PNC Financial Services Group, Inc. PNC | $90.8 billion | 12.53 | 11.5% | n/a | 13.2% | 1.34 | 3.0% |
| Itaú Unibanco Holding S.A. ITUB * | $84.5 billion | n/a | 21.9% | n/a | -0.2% | n/a | n/a |
| Lloyds Banking Group plc LYG * | $79.7 billion | 14.59 | 9.8% | n/a | 7.9% | n/a | 3.3% |
| Barclays plc BCS * | $77.8 billion | 9.92 | 9.2% | n/a | 8.8% | n/a | 2.1% |
| NatWest Group plc NWG * | $69.4 billion | 9.36 | 12.9% | n/a | 13.2% | n/a | 4.5% |
| Nu Holdings Ltd. NU * | $60.2 billion | 21.22 | 25.4% | n/a | 37.0% | 0.39 | n/a |
| Truist Financial Corp. TFC | $59.3 billion | 11.14 | 8.6% | n/a | 4.1% | 1.09 | 4.3% |
| Strategy Inc. MSTR | $49.8 billion | n/a | -98.5% | -7,295.4% | 7.8% | 0.22 | n/a |
| Fifth Third Bancorp FITB | $48.6 billion | 18.29 | 6.8% | n/a | 23.8% | 0.65 | 3.0% |
| State Street Corp. STT | $47.0 billion | 15.07 | 12.2% | n/a | 12.3% | 1.08 | 2.0% |
| Coinbase Global, Inc. COIN | $42.5 billion | n/a | -7.6% | 9.9% | -10.4% | 0.45 | n/a |
| ORIX Corporation IX * | $41.5 billion | n/a | 10.0% | 13.7% | 15.9% | n/a | 2.7% |
| KB Financial Group Inc. KB * | $40.3 billion | 9.77 | 9.9% | 47.5% | 5.4% | n/a | 2.3% |
| Rocket Companies, Inc. RKT | $33.7 billion | 84.61 | 2.0% | 6.6% | 108.2% | 0.46 | n/a |
| M&T Bank Corp. MTB | $32.0 billion | 11.65 | 10.9% | n/a | 5.8% | 0.65 | 2.7% |
| Huntington Bancshares Inc. HBAN | $31.6 billion | 12.98 | 7.7% | n/a | 30.6% | 0.73 | 3.9% |
| Northern Trust Corp. NTRS | $31.2 billion | 14.56 | 16.7% | n/a | 15.1% | 1.18 | 1.9% |
| Banco Bradesco S.A. BBD * | $30.7 billion | n/a | 13.3% | n/a | n/a | 0.22 | 6.9% |
| Shinhan Financial Group Co. Ltd. SHG * | $30.7 billion | 8.68 | 8.6% | n/a | n/a | 0.96 | 3.0% |
| Citizens Financial Group Inc. CFG | $27.6 billion | 14.16 | 8.1% | n/a | 11.0% | 0.62 | 2.8% |
| First Citizens Bancshares Inc. FCNCA | $27.2 billion | 12.61 | 10.7% | n/a | 0.9% | 1.47 | 0.3% |
| Affirm Holdings, Inc. AFRM | $25.4 billion | 13.16 | 35.2% | 9.8% | 32.2% | 1.79 | n/a |
| Regions Financial Corp. RF | $24.3 billion | 11.64 | 11.8% | n/a | 4.4% | 0.40 | 3.7% |
| Synchrony Financial SYF | $23.3 billion | 7.83 | 20.1% | n/a | 0.3% | 1.03 | 1.7% |
| Keycorp KEY | $22.6 billion | 12.29 | 10.3% | n/a | 51.6% | 0.74 | 3.9% |
| Circle Internet Group, Inc. CRCL | $21.9 billion | 43.60 | 12.9% | 7.4% | n/a | 0.00 | n/a |
| SoFi Technologies, Inc. SOFI | $21.1 billion | 34.15 | 5.7% | n/a | 40.8% | 0.30 | 0.0% |
| East West Bancorp Inc. EWBC | $18.0 billion | 12.64 | 15.6% | n/a | 13.7% | 0.43 | 2.1% |
| Pinnacle Financial Partners, Inc. PNFP | $15.1 billion | n/a | n/a | n/a | n/a | 0.75 | 1.6% |
| Ally Financial Inc. ALLY | $11.8 billion | 9.13 | 9.4% | n/a | 11.5% | 1.48 | 3.1% |
| Chime Financial, Inc. CHYM | $11.2 billion | n/a | -1.3% | -2.1% | n/a | n/a | n/a |
| First Horizon Corp. FHN | $11.1 billion | 11.18 | 11.5% | n/a | 10.3% | 0.47 | 2.7% |
| SouthState Bank Corp. SSB | $10.2 billion | 11.11 | 10.4% | n/a | 25.2% | 0.17 | 2.3% |
| Wintrust Financial Corp. WTFC | $10.2 billion | 12.11 | 12.0% | n/a | 11.5% | 0.58 | 1.4% |
| Popular, Inc. BPOP | $10.2 billion | 10.76 | 15.1% | n/a | 9.9% | 0.23 | 1.9% |
| UMB Financial Corp. UMBF | $10.2 billion | 11.13 | 11.7% | n/a | 39.3% | 0.44 | 1.3% |
| Iren Ltd. IREN | $9.8 billion | n/a | -16.8% | -148.0% | 41.1% | 1.81 | 0.0% |
| Cullen/Frost Bankers, Inc. CFR | $9.8 billion | 14.90 | 14.8% | n/a | 7.4% | 1.11 | 2.6% |
| Zions Bancorporation, National Association ZION | $9.6 billion | 8.37 | 15.2% | n/a | -64.1% | 0.41 | 2.7% |
| Old National Bancorp ONB | $9.5 billion | 11.09 | 10.3% | n/a | 34.1% | 0.98 | 2.3% |
| Columbia Banking System, Inc. COLB | $8.8 billion | 12.36 | 9.4% | n/a | 33.6% | 0.65 | 4.7% |
| Western Alliance Bancorporation WAL | $8.3 billion | 8.60 | 12.5% | n/a | 19.7% | 0.93 | 2.1% |
| Central Bancompany, Inc. CBC | $8.3 billion | n/a | n/a | n/a | n/a | 4.21 | 3.2% |
| Hut 8 Corp. HUT | $8.3 billion | n/a | -41.6% | -295.3% | 129.5% | 5.36 | n/a |
| BOK Financial Corp. BOKF | $7.9 billion | 12.23 | 10.7% | n/a | 9.8% | 0.82 | 1.9% |
| Valley National Bancorp VLY | $7.8 billion | 12.02 | 8.8% | n/a | 12.2% | 0.39 | 3.1% |
| Prosperity Bancshares Inc. PB | $7.0 billion | 12.06 | 6.8% | n/a | 13.3% | 0.32 | 1.6% |
| United Bankshares Inc. UBSI | $6.6 billion | 13.22 | 9.3% | n/a | 14.5% | 0.13 | 3.1% |
| OneMain Holdings, Inc. OMF | $6.5 billion | 8.57 | 23.1% | n/a | 7.8% | 6.73 | 7.4% |
| FNB Corp. FNB | $6.4 billion | 10.86 | 8.8% | n/a | 11.8% | 0.68 | 2.7% |
| Glacier Bancorp, Inc. GBCI | $6.4 billion | 20.10 | 7.2% | n/a | 32.2% | 0.51 | 2.7% |
| Terawulf Inc. WULF | $6.3 billion | n/a | -1,323.4% | -250.4% | 14.6% | n/a | 0.0% |
| Home Bancshares Inc. HOMB | $6.0 billion | 12.40 | 10.5% | n/a | 7.1% | 0.20 | 2.8% |
| Hancock Whitney Corp. HWC | $5.8 billion | 14.21 | 9.6% | n/a | -0.2% | 0.40 | 2.6% |
| Figure Technology Solutions, Inc. FIGR | $5.6 billion | 24.55 | 16.8% | 28.4% | n/a | 0.68 | n/a |
| Credit Acceptance Corp. CACC | $5.6 billion | 11.94 | 31.6% | 27.9% | 2.6% | 0.69 | n/a |
| Associated Banc-Corp ASB | $5.6 billion | 10.45 | 9.6% | n/a | 45.2% | 0.88 | 3.2% |
| Atlantic Union Bankshares Corp. AUB | $5.6 billion | 11.77 | 9.5% | n/a | 46.5% | 0.37 | 3.7% |
| Ameris Bancorp ABCB | $5.5 billion | 14.93 | 9.2% | n/a | 8.7% | 0.34 | 1.0% |
| Axos Financial, Inc. AX | $5.2 billion | 10.90 | 15.5% | n/a | 17.6% | 0.34 | n/a |
| Eastern Bankshares, Inc. EBC | $5.2 billion | 12.82 | 8.8% | n/a | 81.8% | 0.09 | 2.4% |
| Riot Platforms, Inc. RIOT | $5.1 billion | n/a | -60.4% | -199.2% | 24.5% | 0.38 | n/a |
| TFS Financial Corp. TFSL | $4.7 billion | 46.50 | 5.2% | n/a | 10.5% | 2.97 | 6.8% |
| Core Scientific, Inc. CORZ | $4.6 billion | n/a | n/a | n/a | 26.4% | n/a | n/a |
| Fulton Financial Corp. FULT | $4.5 billion | 11.26 | 10.4% | n/a | 6.7% | 0.45 | 3.2% |
| Dave Inc. DAVE | $4.5 billion | 21.29 | 107.1% | n/a | 48.6% | 0.93 | n/a |
| United Community Banks Inc. UCB | $4.4 billion | n/a | n/a | n/a | n/a | 0.32 | 2.7% |
| First Financial Bankshares Inc. FFIN | $4.3 billion | 16.15 | 13.5% | n/a | 12.4% | 0.04 | 2.6% |
| Cathay General Bancorp CATY | $4.3 billion | 12.64 | 11.4% | n/a | 14.5% | 0.04 | 2.2% |
| Texas Capital Bancshares Inc. TCBI | $4.3 billion | 13.01 | 10.4% | n/a | 10.9% | 0.14 | n/a |
| Enova International, Inc. ENVA | $4.2 billion | 11.80 | 24.4% | 24.0% | 20.1% | 3.43 | 2.2% |
| Flagstar Bank, National Association FLG | $4.2 billion | 338.17 | 0.6% | n/a | -6.4% | 1.34 | 0.4% |
| International Bancshares Corp. IBOC | $4.2 billion | 10.10 | 12.2% | n/a | 4.0% | 0.22 | 2.1% |
| Wsfs Financial Corp. WSFS | $4.0 billion | 13.18 | 11.8% | n/a | 4.5% | 0.11 | 0.9% |
| CVB Financial Corp. CVBF | $4.0 billion | 15.74 | 6.5% | n/a | 14.1% | 0.35 | 3.5% |
| Independent Bank Corp. INDB | $4.0 billion | 14.73 | 7.7% | n/a | 41.0% | 0.20 | 3.0% |
| Bread Financial Holdings, Inc. BFH | $3.9 billion | 8.09 | 15.6% | n/a | 5.5% | 1.29 | 0.9% |
| Renasant Corp. RNST | $3.8 billion | 12.45 | 8.1% | n/a | 32.8% | 0.29 | 2.2% |
| Bancfirst Corp. BANF | $3.7 billion | 14.92 | 12.9% | n/a | 9.4% | 0.05 | 1.8% |
| Wesbanco Inc. WSBC | $3.7 billion | 10.67 | 8.7% | n/a | 38.1% | 0.43 | 3.9% |
| Nicolet Bankshares Inc. NIC | $3.6 billion | 19.64 | 6.8% | n/a | 41.0% | 0.04 | 0.8% |
| First Interstate Bancsystem Inc. FIBK | $3.6 billion | 11.64 | 9.8% | n/a | 6.0% | 0.23 | 5.0% |
| Cipher Digital Inc. CIFR | $3.5 billion | n/a | -199.1% | -278.1% | 20.3% | 9.69 | n/a |
| SLM Corp. SLM | $3.4 billion | 6.80 | 25.2% | n/a | -6.7% | 2.85 | 2.8% |
| First Financial Bancorp FFBC | $3.4 billion | 11.50 | 9.5% | n/a | 18.3% | 0.33 | 3.1% |
| Simmons First National Corp. SFNC | $3.4 billion | n/a | -10.0% | n/a | -79.0% | 0.37 | 3.7% |
| PennyMac Financial Services, Inc. PFSI | $3.3 billion | 8.82 | 9.0% | 22.9% | 25.9% | 1.46 | 1.9% |
| Community Financial System, Inc. CBU | $3.3 billion | 14.47 | 11.0% | n/a | 9.5% | 0.29 | 3.0% |
| Park National Corp. PRK | $3.3 billion | 16.24 | 11.0% | n/a | 11.6% | 0.08 | 2.5% |
| Seacoast Banking Corp. of Florida SBCF | $3.3 billion | 21.89 | 5.9% | n/a | 31.9% | 0.48 | 2.2% |
| BankUnited, Inc. BKU | $3.1 billion | 11.90 | 9.1% | n/a | 6.8% | 0.74 | 2.9% |
| First Hawaiian, Inc. FHB | $3.1 billion | 10.98 | 10.1% | n/a | 9.3% | 0.00 | 4.1% |
| Provident Financial Services Inc. PFS | $3.0 billion | 9.68 | 10.8% | n/a | 8.1% | 0.97 | 4.1% |
| Customers Bancorp, Inc. CUBI | $2.9 billion | 10.54 | 13.2% | n/a | 34.9% | 1.06 | n/a |
| Banc of California, Inc. BANC | $2.9 billion | n/a | -0.7% | n/a | -21.7% | 0.89 | 2.4% |
| NBT Bancorp Inc. NBTB | $2.8 billion | 12.94 | 11.0% | n/a | 19.4% | 0.24 | 2.8% |
| Bank of Hawaii Corp. BOH | $2.7 billion | 12.41 | 13.5% | n/a | 12.7% | 0.49 | 4.0% |
| Mara Holdings, Inc. MARA | $2.7 billion | n/a | -208.1% | -366.3% | 0.7% | 1.46 | n/a |
| Trustmark Corp. TRMK | $2.7 billion | 11.71 | 10.9% | n/a | 4.5% | 0.34 | 2.1% |
| FB Financial Corp. FBK | $2.7 billion | 14.34 | 10.1% | n/a | 63.7% | 0.16 | 1.5% |
| Beacon Financial Corp. BBT | $2.6 billion | 16.08 | 6.3% | n/a | n/a | 0.35 | 4.2% |
| First Merchants Corp. FRME | $2.5 billion | 13.12 | 6.9% | n/a | 5.1% | 0.59 | 3.5% |
| First Busey Corp. BUSE | $2.5 billion | 12.47 | 9.7% | n/a | 41.4% | 0.18 | 3.3% |
| Stock Yards Bancorp, Inc. SYBT | $2.4 billion | 15.61 | 12.0% | n/a | 13.0% | 0.35 | 1.6% |
| Banner Corp. BANR | $2.4 billion | n/a | n/a | n/a | n/a | 0.26 | 2.9% |
| Upstart Holdings, Inc. UPST | $2.3 billion | 48.37 | 7.6% | 4.0% | 46.3% | 2.51 | n/a |
| Merchants Bancorp MBIN | $2.3 billion | 9.99 | 11.2% | n/a | 6.8% | 1.79 | 0.8% |
| Enterprise Financial Services Corp. EFSC | $2.3 billion | 12.41 | 9.3% | n/a | 14.4% | 0.33 | 2.1% |
| Northwest Bancshares, Inc. NWBI | $2.2 billion | 14.84 | 7.9% | n/a | 17.4% | 0.44 | 5.2% |
| ServisFirst Bancshares, Inc. SFBS | $2.2 billion | 6.93 | 16.2% | n/a | 20.5% | 0.82 | 3.6% |
| Federal Agricultural Mortgage Corp. AGM | $2.2 billion | 11.13 | 12.3% | n/a | 14.7% | 18.75 | 3.0% |
| Euronet Worldwide, Inc. EEFT | $2.2 billion | 9.27 | 23.4% | 11.5% | 5.8% | 2.16 | n/a |
| Wafd Inc. WAFD | $2.2 billion | 9.26 | 8.5% | n/a | 7.8% | 1.10 | 3.7% |
| First Commonwealth Financial Corp. FCF | $2.1 billion | 12.88 | 10.7% | n/a | 11.5% | 0.17 | 2.6% |
| 1ST Source Corp. SRCE | $2.1 billion | 12.07 | 13.5% | n/a | 9.9% | 0.22 | 1.9% |
| Encore Capital Group Inc. ECPG | $2.1 billion | 7.53 | 28.0% | 37.7% | 29.5% | 4.13 | n/a |
| Bancorp, Inc. TBBK | $2.1 billion | n/a | n/a | n/a | n/a | 1.36 | n/a |
| Hilltop Holdings Inc. HTH | $2.1 billion | 15.27 | 6.7% | n/a | 0.2% | 0.46 | 2.2% |
| City Holding Co. CHCO | $2.0 billion | 15.49 | 16.3% | n/a | 7.2% | 0.65 | 2.5% |
| Dime Commercial Bancshares, Inc. DCOM | $1.9 billion | 15.34 | 8.5% | n/a | 36.6% | 0.41 | 2.3% |
| German American Bancorp, Inc. GABC | $1.8 billion | 12.97 | 11.7% | n/a | 21.7% | 0.14 | 2.4% |
| Hope Bancorp Inc. HOPE | $1.8 billion | 14.12 | 5.6% | n/a | 29.4% | 0.25 | 4.0% |
| S&T Bancorp Inc. STBA | $1.8 billion | 13.46 | 10.0% | n/a | 8.1% | 0.20 | 2.8% |
| Byline Bancorp, Inc. BY | $1.7 billion | 11.68 | 11.5% | n/a | 10.2% | 0.46 | 1.1% |
| National Bank Holdings Corp. NBHC | $1.7 billion | 16.38 | 5.9% | n/a | 7.3% | 0.21 | 3.2% |
| Trico Bancshares / TCBK | $1.7 billion | 12.66 | 10.1% | n/a | 8.8% | 0.04 | 2.7% |
| QCR Holdings Inc. QCRH | $1.7 billion | 12.13 | 12.4% | n/a | 16.6% | 0.57 | 0.3% |
| ConnectOne Bancorp, Inc. CNOB | $1.7 billion | 10.81 | 9.8% | n/a | 63.4% | 0.56 | 2.2% |
| Happen, Inc. HAPN | $1.7 billion | 8.63 | 12.5% | n/a | 18.4% | 0.00 | n/a |
| Bank First Corp. BFC | $1.6 billion | 19.33 | 9.9% | n/a | 31.6% | 0.13 | 1.3% |
| Sharplink, Inc. SBET | $1.6 billion | n/a | -121.2% | -3,401.5% | 1,496.7% | n/a | n/a |
| Oceanfirst Financial Corp. OCFC | $1.6 billion | 19.59 | 2.0% | 17.7% | 13.5% | 0.95 | 4.8% |
| Live Oak Bancshares, Inc. LOB | $1.6 billion | n/a | n/a | n/a | n/a | 0.08 | 0.3% |
| Wealthfront Corp. WLTH | $1.6 billion | n/a | -11.6% | n/a | n/a | n/a | n/a |
| Pathward Financial, Inc. CASH | $1.6 billion | 9.58 | 20.7% | n/a | -0.8% | 0.24 | 0.3% |
| Amalgamated Financial Corp. AMAL | $1.5 billion | 13.72 | 13.6% | n/a | 14.4% | 0.08 | 0.6% |
| Triumph Financial, Inc. TFIN | $1.5 billion | 32.65 | 5.1% | n/a | 11.7% | 0.12 | n/a |
| Lakeland Financial Corp. LKFN | $1.5 billion | 13.92 | 14.4% | n/a | 9.6% | 0.09 | 3.4% |
| Tompkins Financial Corp. TMP | $1.5 billion | 8.36 | 18.3% | n/a | 42.5% | 0.76 | 2.6% |
| Westamerica Bancorporation WABC | $1.4 billion | 13.55 | 13.0% | n/a | -8.3% | 0.15 | 3.0% |
| Heritage Financial Corp. HFWA | $1.2 billion | 13.86 | 7.0% | n/a | 30.2% | 0.17 | 3.3% |
| Walker & Dunlop, Inc. WD | $1.2 billion | 30.92 | 2.3% | 4.3% | 8.0% | 0.48 | 7.7% |
| Eagle Bancorp Inc. EGBN | $1.0 billion | n/a | -4.2% | n/a | -0.3% | 0.15 | 0.6% |
| Central Pacific Financial Corp. CPF | $974 million | 12.10 | 13.9% | n/a | 36.6% | 0.13 | 3.0% |
| Trustco Bank Corp. N Y TRST | $963 million | 15.71 | 9.9% | n/a | 10.2% | 0.17 | 2.7% |
| Hanmi Financial Corp. HAFC | $961 million | 10.91 | 11.0% | 31.2% | 15.7% | 0.16 | 3.4% |
| Southside Bancshares Inc. SBSI | $947 million | 12.51 | 8.6% | n/a | -4.6% | 1.84 | 4.5% |
| World Acceptance Corp. WRLD | $791 million | 20.71 | 10.8% | 8.6% | 4.3% | 1.58 | n/a |
19 companies share its SEC industry code (Finance Services); the rest are the names nearest in size in its wider industry, Banking, one of the Fama-French 48 industries, a published grouping of SEC industry codes.