COMP <GO>
WLTH vs HAPN // EV/EBITDA & P/E VALUATION
Wealthfront Corporation (NASDAQ) VS. Happen Inc. (NASDAQ) • 15-METRIC TALLY: WLTH 1
— HAPN 3
■ METRIC PARITY
LAST: $10.56 (+1.54%) • MKT CAP: $1.65B
valuation
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LAST: $16.04 (+11.86%) • MKT CAP: $1.85B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLTH VS. HAPN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLTH | HAPN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.80% | 9.00% | -15.80 | HAPN | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | 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 | 5/9 | 2/9 | +3.00 | WLTH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.5 | 54.3 | -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 | $1.65B | $1.85B | -$201.9M | HAPN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLTH REV | HAPN REV | WLTH GROSS % | HAPN GROSS % | WLTH FCF | HAPN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.0M | $0 | — | — | $152.2M | -$2.87B |
| FY 2024 | $308.9M | $0 | — | — | $123.2M | -$2.69B |
| FY 2023 | $216.7M | $0 | — | — | $72.9M | -$1.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLTH // BETA —
HAPN // BETA —