TROW vs WLTH
TROW: Global asset manager with 85+ years of experience providing active investment solutions across equities, fixed income, multi-asset, and alternatives to individuals and institutions worldwide. WLTH: Wealthfront is a digital-first, automated financial platform helping younger generations build wealth through low-cost, technology-driven investment and cash management solutions.
Side-by-side fundamentals
| Metric | TROW | WLTH | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $119.21 | $9.24 | |
| Market cap as of 2026-07-31 | $25.5B | $1.4B | |
| P/E as of 2026-07-31 | 12.11 | n/a | |
| PEG as of 2026-07-31 | 37.87 | n/a | |
| Net margin as of 2026-07-31 | +28.3% | -14.9% | TROW higher |
| Gross margin as of 2026-07-31 | +99.8% | +89.4% | TROW higher |
| Operating margin as of 2026-07-31 | +30.7% | -34.8% | TROW higher |
| ROE as of 2026-07-31 | +19.5% | -11.7% | TROW higher |
| ROA as of 2026-07-31 | +14.5% | -4.9% | TROW higher |
| Debt / equity as of 2026-07-31 | 0.00 | 0.00 | WLTH lower |
| Revenue growth (YoY) as of 2026-07-31 | +4.2% | +7.1% | WLTH higher |
| Revenue CAGR (3y) SEC XBRL | +4.1% | +29.8% | WLTH higher |
| Dividend yield as of 2026-07-31 | +4.4% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-31 | 1.47 | 1.75 | |
| 1-year return as of 2026-07-27 close | +11.5% | n/a |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.