Logo image of WT

WISDOMTREE INC (WT) Stock Fundamental Analysis

NYSE:WT - New York Stock Exchange, Inc. - US97717P1049 - Common Stock - Currency: USD

12.48  +0.23 (+1.88%)

After market: 12.7932 +0.31 (+2.51%)

Fundamental Rating

6

WT gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 233 industry peers in the Capital Markets industry. WT is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. WT has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

Quickly go to:

6

1. Profitability

1.1 Basic Checks

WT had positive earnings in the past year.
In the past year WT had a positive cash flow from operations.
Of the past 5 years WT 4 years were profitable.
In the past 5 years WT always reported a positive cash flow from operatings.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M

1.2 Ratios

WT has a better Return On Assets (7.28%) than 84.55% of its industry peers.
WT has a Return On Equity of 17.92%. This is amongst the best in the industry. WT outperforms 84.12% of its industry peers.
The Return On Invested Capital of WT (14.22%) is better than 88.41% of its industry peers.
The Average Return On Invested Capital over the past 3 years for WT is in line with the industry average of 7.84%.
The 3 year average ROIC (8.34%) for WT is below the current ROIC(14.22%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 7.28%
ROE 17.92%
ROIC 14.22%
ROA(3y)6.42%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
WT Yearly ROA, ROE, ROICWT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30 40

1.3 Margins

WT has a Profit Margin (13.90%) which is comparable to the rest of the industry.
In the last couple of years the Profit Margin of WT has declined.
WT's Operating Margin of 32.00% is in line compared to the rest of the industry. WT outperforms 55.36% of its industry peers.
WT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 32%
PM (TTM) 13.9%
GM N/A
OM growth 3Y3.11%
OM growth 5Y9.47%
PM growth 3Y-7.14%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

More info and screens

7

2. Health

2.1 Basic Checks

WT has less shares outstanding than it did 1 year ago.
WT has less shares outstanding than it did 5 years ago.
WT has a worse debt/assets ratio than last year.
WT Yearly Shares OutstandingWT Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
WT Yearly Total Debt VS Total AssetsWT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

2.2 Solvency

An Altman-Z score of 3.37 indicates that WT is not in any danger for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 3.37, WT is in the better half of the industry, outperforming 78.97% of the companies in the same industry.
WT has a debt to FCF ratio of 4.54. This is a neutral value as WT would need 4.54 years to pay back of all of its debts.
WT has a Debt to FCF ratio of 4.54. This is in the better half of the industry: WT outperforms 67.81% of its industry peers.
A Debt/Equity ratio of 1.26 is on the high side and indicates that WT has dependencies on debt financing.
With a Debt to Equity ratio value of 1.26, WT is not doing good in the industry: 62.66% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.26
Debt/FCF 4.54
Altman-Z 3.37
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

2.3 Liquidity

A Current Ratio of 3.83 indicates that WT has no problem at all paying its short term obligations.
WT has a Current ratio of 3.83. This is amongst the best in the industry. WT outperforms 82.83% of its industry peers.
A Quick Ratio of 3.83 indicates that WT has no problem at all paying its short term obligations.
With an excellent Quick ratio value of 3.83, WT belongs to the best of the industry, outperforming 82.83% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 3.83
Quick Ratio 3.83
WT Yearly Current Assets VS Current LiabilitesWT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

More info and screens

6

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 59.52% over the past year.
The Earnings Per Share has been growing by 23.42% on average over the past years. This is a very strong growth
The Revenue has grown by 47.28% in the past year. This is a very strong growth!
The Revenue has been growing by 9.92% on average over the past years. This is quite good.
EPS 1Y (TTM)59.52%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%33.33%
Revenue 1Y (TTM)47.28%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11.61%

3.2 Future

WT is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.36% yearly.
The Revenue is expected to grow by 5.52% on average over the next years.
EPS Next Y14.44%
EPS Next 2Y10.73%
EPS Next 3Y9.36%
EPS Next 5YN/A
Revenue Next Year5.1%
Revenue Next 2Y5.44%
Revenue Next 3Y5.52%
Revenue Next 5YN/A

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
WT Yearly Revenue VS EstimatesWT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 100M 200M 300M 400M 500M
WT Yearly EPS VS EstimatesWT Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0.2 0.4 0.6 0.8

More info and screens

5

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 18.63, WT is valued on the expensive side.
WT's Price/Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Earnings ratio of 27.45, WT is valued a bit cheaper.
Based on the Price/Forward Earnings ratio of 16.16, the valuation of WT can be described as correct.
Compared to the rest of the industry, the Price/Forward Earnings ratio of WT is on the same level as its industry peers.
WT's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 21.90.
Industry RankSector Rank
PE 18.63
Fwd PE 16.16
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, WT is valued cheaply inside the industry as 86.27% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 66.09% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.42
EV/EBITDA 11.62
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 3

4.3 Compensation for Growth

WT's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
The decent profitability rating of WT may justify a higher PE ratio.
PEG (NY)1.29
PEG (5Y)0.8
EPS Next 2Y10.73%
EPS Next 3Y9.36%

More info and screens

3

5. Dividend

5.1 Amount

WT has a yearly dividend return of 0.96%, which is pretty low.
Compared to an average industry Dividend Yield of 8.15, WT is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.38, WT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.96%

5.2 History

The dividend of WT decreases each year by -0.63%.
WT has paid a dividend for at least 10 years, which is a reliable track record.
As WT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)-0.63%
Div Incr Years0
Div Non Decr Years6
WT Yearly Dividends per shareWT Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.1 0.2 0.3

5.3 Sustainability

WT pays out 25.02% of its income as dividend. This is a sustainable payout ratio.
DP25.02%
EPS Next 2Y10.73%
EPS Next 3Y9.36%
WT Yearly Income VS Free CF VS DividendWT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

More info and screens

WISDOMTREE INC

NYSE:WT (7/3/2025, 8:18:01 PM)

After market: 12.7932 +0.31 (+2.51%)

12.48

+0.23 (+1.88%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)05-02 2025-05-02/bmo
Earnings (Next)07-25 2025-07-25/bmo
Inst Owners95.95%
Inst Owner ChangeN/A
Ins Owners9.13%
Ins Owner Change2.14%
Market Cap1.83B
Analysts80
Price Target12.2 (-2.24%)
Short Float %10.4%
Short Ratio8.61
Dividend
Industry RankSector Rank
Dividend Yield 0.96%
Yearly Dividend0.13
Dividend Growth(5Y)-0.63%
DP25.02%
Div Incr Years0
Div Non Decr Years6
Ex-Date05-14 2025-05-14 (0.03)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-4.13%
Min EPS beat(2)-9.56%
Max EPS beat(2)1.31%
EPS beat(4)3
Avg EPS beat(4)1.76%
Min EPS beat(4)-9.56%
Max EPS beat(4)10.96%
EPS beat(8)6
Avg EPS beat(8)2.5%
EPS beat(12)7
Avg EPS beat(12)3.38%
EPS beat(16)11
Avg EPS beat(16)5.03%
Revenue beat(2)0
Avg Revenue beat(2)-3.35%
Min Revenue beat(2)-3.78%
Max Revenue beat(2)-2.91%
Revenue beat(4)1
Avg Revenue beat(4)-1.33%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)1.57%
Revenue beat(8)1
Avg Revenue beat(8)-1.33%
Revenue beat(12)2
Avg Revenue beat(12)-1.49%
Revenue beat(16)2
Avg Revenue beat(16)-1.74%
PT rev (1m)1.77%
PT rev (3m)-5.59%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.55%
EPS NY rev (1m)1.45%
EPS NY rev (3m)0.2%
Revenue NQ rev (1m)0.59%
Revenue NQ rev (3m)-0.84%
Revenue NY rev (1m)1.07%
Revenue NY rev (3m)-0.59%
Valuation
Industry RankSector Rank
PE 18.63
Fwd PE 16.16
P/S 3.42
P/FCF 15.42
P/OCF 15.18
P/B 4.41
P/tB N/A
EV/EBITDA 11.62
EPS(TTM)0.67
EY5.37%
EPS(NY)0.77
Fwd EY6.19%
FCF(TTM)0.81
FCFY6.49%
OCF(TTM)0.82
OCFY6.59%
SpS3.64
BVpS2.83
TBVpS-1.89
PEG (NY)1.29
PEG (5Y)0.8
Profitability
Industry RankSector Rank
ROA 7.28%
ROE 17.92%
ROCE 18.22%
ROIC 14.22%
ROICexc 19.52%
ROICexgc N/A
OM 32%
PM (TTM) 13.9%
GM N/A
FCFM 22.21%
ROA(3y)6.42%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
ROICexc(3y)11.41%
ROICexc(5y)10.08%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)10.68%
ROCE(5y)9.63%
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3Y17.15%
ROICexc growth 5Y24%
OM growth 3Y3.11%
OM growth 5Y9.47%
PM growth 3Y-7.14%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.52
Health
Industry RankSector Rank
Debt/Equity 1.26
Debt/FCF 4.54
Debt/EBITDA 3
Cap/Depr 52.27%
Cap/Sales 0.35%
Interest Coverage 11.41
Cash Conversion 69.07%
Profit Quality 159.83%
Current Ratio 3.83
Quick Ratio 3.83
Altman-Z 3.37
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)135.71%
Cap/Depr(5y)100%
Cap/Sales(3y)0.43%
Cap/Sales(5y)0.32%
Profit Quality(3y)144.09%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)59.52%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%33.33%
EPS Next Y14.44%
EPS Next 2Y10.73%
EPS Next 3Y9.36%
EPS Next 5YN/A
Revenue 1Y (TTM)47.28%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11.61%
Revenue Next Year5.1%
Revenue Next 2Y5.44%
Revenue Next 3Y5.52%
Revenue Next 5YN/A
EBIT growth 1Y73.42%
EBIT growth 3Y15.5%
EBIT growth 5Y20.34%
EBIT Next Year11.1%
EBIT Next 3Y4.78%
EBIT Next 5YN/A
FCF growth 1Y127.57%
FCF growth 3Y13.95%
FCF growth 5Y14.06%
OCF growth 1Y130.67%
OCF growth 3Y14.64%
OCF growth 5Y14.56%