COMP <GO>
HAPN vs WLTH // RETURN ON INVESTED CAPITAL (ROIC)
Happen Inc. (NASDAQ) VS. Wealthfront Corporation (NASDAQ) • 15-METRIC TALLY: HAPN 3
— WLTH 1
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HAPN
LAST: $16.04 (+11.86%) • MKT CAP: $1.85B
roic
9.00%
LAST: $10.56 (+1.54%) • MKT CAP: $1.65B
roic
-6.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HAPN VS. WLTH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HAPN | WLTH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.00% | -6.80% | +15.80 | HAPN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 9.23% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | -11.50% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 18.20% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | WLTH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.3 | 46.5 | +7.75 | HAPN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.85B | $1.65B | $201.9M | HAPN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HAPN REV | WLTH REV | HAPN GROSS % | WLTH GROSS % | HAPN FCF | WLTH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $365.0M | — | — | -$2.87B | $152.2M |
| FY 2024 | $0 | $308.9M | — | — | -$2.69B | $123.2M |
| FY 2023 | $0 | $216.7M | — | — | -$1.14B | $72.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HAPN // BETA —
WLTH // BETA —