WISDOMTREE INC (WT) Fundamental Analysis & Valuation

NYSE:WT • US97717P1049

Current stock price

13.24 USD
-0.62 (-4.47%)
At close:
13.24 USD
0 (0%)
After Hours:

This WT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. WT Profitability Analysis

1.1 Basic Checks

  • WT had positive earnings in the past year.
  • In the past year WT had a positive cash flow from operations.
  • In the past 5 years WT has always been profitable.
  • WT had a positive operating cash flow in each of the past 5 years.
WT Yearly Net Income VS EBIT VS OCF VS FCFWT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50M 100M 150M

1.2 Ratios

  • WT's Return On Assets of 7.16% is fine compared to the rest of the industry. WT outperforms 75.73% of its industry peers.
  • With an excellent Return On Equity value of 26.20%, WT belongs to the best of the industry, outperforming 89.96% of the companies in the same industry.
  • The Return On Invested Capital of WT (9.50%) is better than 83.26% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for WT is above the industry average of 7.27%.
  • The 3 year average ROIC (9.34%) for WT is below the current ROIC(9.50%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 7.16%
ROE 26.2%
ROIC 9.5%
ROA(3y)7.35%
ROA(5y)6.13%
ROE(3y)18.74%
ROE(5y)15.5%
ROIC(3y)9.34%
ROIC(5y)7.97%
WT Yearly ROA, ROE, ROICWT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • WT has a Profit Margin of 21.95%. This is comparable to the rest of the industry: WT outperforms 58.58% of its industry peers.
  • WT's Profit Margin has improved in the last couple of years.
  • WT has a better Operating Margin (36.23%) than 67.78% of its industry peers.
  • WT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 36.23%
PM (TTM) 21.95%
GM N/A
OM growth 3Y22.03%
OM growth 5Y10.28%
PM growth 3Y13.73%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
WT Yearly Profit, Operating, Gross MarginsWT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 30

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5

2. WT Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, WT has less shares outstanding
  • Compared to 5 years ago, WT has less shares outstanding
  • The debt/assets ratio for WT is higher compared to a year ago.
WT Yearly Shares OutstandingWT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
WT Yearly Total Debt VS Total AssetsWT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

2.2 Solvency

  • WT has an Altman-Z score of 2.11. This is not the best score and indicates that WT is in the grey zone with still only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.11, WT is doing good in the industry, outperforming 71.13% of the companies in the same industry.
  • WT has a debt to FCF ratio of 6.69. This is a slightly negative value and a sign of low solvency as WT would need 6.69 years to pay back of all of its debts.
  • WT has a better Debt to FCF ratio (6.69) than 63.60% of its industry peers.
  • A Debt/Equity ratio of 2.31 is on the high side and indicates that WT has dependencies on debt financing.
  • WT's Debt to Equity ratio of 2.31 is on the low side compared to the rest of the industry. WT is outperformed by 79.92% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Altman-Z 2.11
ROIC/WACCN/A
WACCN/A
WT Yearly LT Debt VS Equity VS FCFWT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

2.3 Liquidity

  • WT has a Current Ratio of 1.75. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 1.75, WT is in the better half of the industry, outperforming 72.80% of the companies in the same industry.
  • A Quick Ratio of 1.75 indicates that WT should not have too much problems paying its short term obligations.
  • The Quick ratio of WT (1.75) is better than 72.80% of its industry peers.
Industry RankSector Rank
Current Ratio 1.75
Quick Ratio 1.75
WT Yearly Current Assets VS Current LiabilitesWT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. WT Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 36.51% over the past year.
  • The Earnings Per Share has been growing by 28.03% on average over the past years. This is a very strong growth
  • WT shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 15.43%.
  • WT shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 14.59% yearly.
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%

3.2 Future

  • Based on estimates for the next years, WT will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.90% on average per year.
  • Based on estimates for the next years, WT will show a quite strong growth in Revenue. The Revenue will grow by 13.07% on average per year.
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue Next Year32.62%
Revenue Next 2Y19.73%
Revenue Next 3Y13.07%
Revenue Next 5YN/A

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
WT Yearly Revenue VS EstimatesWT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M
WT Yearly EPS VS EstimatesWT Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.2 0.4 0.6 0.8 1

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6

4. WT Valuation Analysis

4.1 Price/Earnings Ratio

  • WT is valuated correctly with a Price/Earnings ratio of 15.40.
  • WT's Price/Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 25.23, WT is valued a bit cheaper.
  • WT is valuated reasonably with a Price/Forward Earnings ratio of 11.43.
  • WT's Price/Forward Earnings is on the same level as the industry average.
  • WT's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.42.
Industry RankSector Rank
PE 15.4
Fwd PE 11.43
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 81.59% of the companies in the same industry are more expensive than WT, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 69.46% of the companies in the same industry.
Industry RankSector Rank
P/FCF 12.95
EV/EBITDA 11.86
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 -2

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of WT may justify a higher PE ratio.
  • WT's earnings are expected to grow with 15.90% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.44
PEG (5Y)0.55
EPS Next 2Y20.48%
EPS Next 3Y15.9%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. WT Dividend Analysis

5.1 Amount

  • WT has a yearly dividend return of 0.89%, which is pretty low.
  • WT's Dividend Yield is slightly below the industry average, which is at 6.72.
  • With a Dividend Yield of 0.89, WT pays less dividend than the S&P500 average, which is at 1.89.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

  • The dividend of WT decreases each year by -1.82%.
  • WT has been paying a dividend for at least 10 years, so it has a reliable track record.
  • WT has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)-1.82%
Div Incr Years0
Div Non Decr Years6
WT Yearly Dividends per shareWT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3

5.3 Sustainability

  • 15.97% of the earnings are spent on dividend by WT. This is a low number and sustainable payout ratio.
DP15.97%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
WT Yearly Income VS Free CF VS DividendWT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50M 100M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

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WT Fundamentals: All Metrics, Ratios and Statistics

WISDOMTREE INC

NYSE:WT (3/20/2026, 8:04:00 PM)

After market: 13.24 0 (0%)

13.24

-0.62 (-4.47%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-30
Inst Owners118.08%
Inst Owner ChangeN/A
Ins Owners9.87%
Ins Owner Change2%
Market Cap1.88B
Revenue(TTM)493.75M
Net Income(TTM)108.39M
Analysts82.67
Price Target19.42 (46.68%)
Short Float %21.36%
Short Ratio6.94
Dividend
Industry RankSector Rank
Dividend Yield 0.89%
Yearly Dividend0.12
Dividend Growth(5Y)-1.82%
DP15.97%
Div Incr Years0
Div Non Decr Years6
Ex-Date02-11
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.07%
Min EPS beat(2)6.33%
Max EPS beat(2)19.81%
EPS beat(4)3
Avg EPS beat(4)6.83%
Min EPS beat(4)-0.14%
Max EPS beat(4)19.81%
EPS beat(8)6
Avg EPS beat(8)5.18%
EPS beat(12)9
Avg EPS beat(12)6.43%
EPS beat(16)10
Avg EPS beat(16)4.48%
Revenue beat(2)1
Avg Revenue beat(2)-0.08%
Min Revenue beat(2)-0.6%
Max Revenue beat(2)0.45%
Revenue beat(4)1
Avg Revenue beat(4)-1.76%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)0.45%
Revenue beat(8)2
Avg Revenue beat(8)-1.1%
Revenue beat(12)3
Avg Revenue beat(12)-1.11%
Revenue beat(16)3
Avg Revenue beat(16)-1.53%
PT rev (1m)8.29%
PT rev (3m)24.19%
EPS NQ rev (1m)-1.35%
EPS NQ rev (3m)14.06%
EPS NY rev (1m)4.49%
EPS NY rev (3m)20.75%
Revenue NQ rev (1m)1.27%
Revenue NQ rev (3m)9.67%
Revenue NY rev (1m)3.82%
Revenue NY rev (3m)10.68%
Valuation
Industry RankSector Rank
PE 15.4
Fwd PE 11.43
P/S 3.8
P/FCF 12.95
P/OCF 12.67
P/B 4.53
P/tB N/A
EV/EBITDA 11.86
EPS(TTM)0.86
EY6.5%
EPS(NY)1.16
Fwd EY8.75%
FCF(TTM)1.02
FCFY7.72%
OCF(TTM)1.04
OCFY7.89%
SpS3.49
BVpS2.92
TBVpS-3.98
PEG (NY)0.44
PEG (5Y)0.55
Graham Number7.52
Profitability
Industry RankSector Rank
ROA 7.16%
ROE 26.2%
ROCE 14.53%
ROIC 9.5%
ROICexc 13.64%
ROICexgc N/A
OM 36.23%
PM (TTM) 21.95%
GM N/A
FCFM 29.32%
ROA(3y)7.35%
ROA(5y)6.13%
ROE(3y)18.74%
ROE(5y)15.5%
ROIC(3y)9.34%
ROIC(5y)7.97%
ROICexc(3y)12.92%
ROICexc(5y)11.06%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)13.26%
ROCE(5y)11.18%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y24.75%
ROICexc growth 5Y19.08%
OM growth 3Y22.03%
OM growth 5Y10.28%
PM growth 3Y13.73%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.33
Health
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Debt/EBITDA 5.22
Cap/Depr 84.25%
Cap/Sales 0.64%
Interest Coverage 10.14
Cash Conversion 80.99%
Profit Quality 133.56%
Current Ratio 1.75
Quick Ratio 1.75
Altman-Z 2.11
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)161.68%
Cap/Depr(5y)121.74%
Cap/Sales(3y)0.62%
Cap/Sales(5y)0.41%
Profit Quality(3y)147.94%
Profit Quality(5y)147.07%
High Growth Momentum
Growth
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%
Revenue Next Year32.62%
Revenue Next 2Y19.73%
Revenue Next 3Y13.07%
Revenue Next 5YN/A
EBIT growth 1Y30.3%
EBIT growth 3Y43.86%
EBIT growth 5Y26.37%
EBIT Next Year60.04%
EBIT Next 3Y20.36%
EBIT Next 5YN/A
FCF growth 1Y30.44%
FCF growth 3Y38.18%
FCF growth 5Y25.41%
OCF growth 1Y30.39%
OCF growth 3Y39%
OCF growth 5Y25.7%

WISDOMTREE INC / WT Fundamental Analysis FAQ

What is the ChartMill fundamental rating of WISDOMTREE INC (WT) stock?

ChartMill assigns a fundamental rating of 6 / 10 to WT.


What is the valuation status for WT stock?

ChartMill assigns a valuation rating of 6 / 10 to WISDOMTREE INC (WT). This can be considered as Fairly Valued.


How profitable is WISDOMTREE INC (WT) stock?

WISDOMTREE INC (WT) has a profitability rating of 7 / 10.


How financially healthy is WISDOMTREE INC?

The financial health rating of WISDOMTREE INC (WT) is 5 / 10.


Can you provide the dividend sustainability for WT stock?

The dividend rating of WISDOMTREE INC (WT) is 3 / 10 and the dividend payout ratio is 15.97%.