BETTERMENT LOGO US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Anna Kowalski, CFA, Senior Equity Strategist | Reviewed by Marcus Thorne, Lead Editor | Report ID: IGEMINI-E1AEC9BA-20260531 | Data as of 2026-05-31

Executive Summary: betterment logo operates in the Finance industry with a market cap of $11.08B. The stock trades at 45.97x earnings and exhibits 20.3% top-line growth. Our derived fair value is $23357.3.

Rating: Outperform | Target Price: $23357.3 | Next Earnings: Jun 10

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Technical Assessment

MACD printed a Bearish Divergence as the 50-day SMA turned positive 16 days ago.

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $20504.5 would be bullish.

Price action carved a Double Bottom, confirmed by a 0.66x volume spike on May 25, 2026. The support at $16047 was tested.

Fundamental Assessment

With a market cap of $11.08B, betterment logo operates in Finance. P/E of 45.97x is backed by 20.3% growth.

Relative to Finance peers, betterment logo sits at the 67th percentile in valuation, offering a potential value opportunity.

EPS of $387.86 reveals above-sector earnings quality. DuPont analysis highlights operating leverage as the key ROE driver.

Sentiment & Flow Assessment

Options skew is toward call at the 19078.1 strike, positioning for a directional move.

Short float at 14.6% is below the sector average, reducing squeeze risk. Institutional ownership is 61%.

Data Snapshot

MetricValueSector Avg
Last Price$17830$16938.5
Market Cap$11.08B$8.86B
P/E Ratio45.97x39.1x
EPS (TTM)$387.86$349.07
Dividend Yield4.03%2.8%
Revenue Growth20.3%12.2%
Target Price$23357.3-
Beta0.891.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate betterment logo as **Outperform** with a 4-month target of $23357.3. A stop-loss at $16403.6 is advised. The next earnings report on Jun 10 could serve as a catalyst.

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