WISDOMTREE INC (WT) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:WT - US97717P1049 - Common Stock
12.465 USD
+0.28 (+2.26%)
WT gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 235 industry peers in the Capital Markets industry. WT has an average financial health and profitability rating. WT is not overvalued while it is showing excellent growth. This is an interesting combination. With these ratings, WT could be worth investigating further for growth investing!.
1. Profitability
1.1 Basic Checks
In the past year WT was profitable.
In the past year WT had a positive cash flow from operations.
WT had positive earnings in 4 of the past 5 years.
In the past 5 years WT always reported a positive cash flow from operatings.
1.2 Ratios
WT has a Return On Assets of 6.54%. This is amongst the best in the industry. WT outperforms 81.28% of its industry peers.
WT's Return On Equity of 25.32% is amongst the best of the industry. WT outperforms 91.06% of its industry peers.
WT's Return On Invested Capital of 10.07% is amongst the best of the industry. WT outperforms 86.38% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for WT is in line with the industry average of 7.13%.
The 3 year average ROIC (8.34%) for WT is below the current ROIC(10.07%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.54% | ||
| ROE | 25.32% | ||
| ROIC | 10.07% |
ROA(3y)6.42%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
1.3 Margins
WT has a Profit Margin (20.69%) which is in line with its industry peers.
WT's Profit Margin has declined in the last couple of years.
WT's Operating Margin of 33.67% is fine compared to the rest of the industry. WT outperforms 64.68% of its industry peers.
In the last couple of years the Operating Margin of WT has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 33.67% | ||
| PM (TTM) | 20.69% | ||
| 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
2. Health
2.1 Basic Checks
The number of shares outstanding for WT has been reduced compared to 1 year ago.
WT has less shares outstanding than it did 5 years ago.
The debt/assets ratio for WT is higher compared to a year ago.
2.2 Solvency
WT has an Altman-Z score of 2.19. 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 2.19, WT is doing good in the industry, outperforming 69.79% of the companies in the same industry.
WT has a debt to FCF ratio of 7.73. This is a slightly negative value and a sign of low solvency as WT would need 7.73 years to pay back of all of its debts.
WT has a Debt to FCF ratio of 7.73. This is in the better half of the industry: WT outperforms 63.40% of its industry peers.
A Debt/Equity ratio of 2.19 is on the high side and indicates that WT has dependencies on debt financing.
The Debt to Equity ratio of WT (2.19) is worse than 79.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.19 | ||
| Debt/FCF | 7.73 | ||
| Altman-Z | 2.19 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
Looking at the Current ratio, with a value of 2.82, WT belongs to the top of the industry, outperforming 80.85% of the companies in the same industry.
A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
WT has a better Quick ratio (2.82) than 81.28% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 |
3. Growth
3.1 Past
WT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 29.82%, which is quite impressive.
Measured over the past years, WT shows a very strong growth in Earnings Per Share. The EPS has been growing by 23.42% on average per year.
WT shows a decrease in Revenue. In the last year, the revenue decreased by -9.45%.
Measured over the past years, WT shows a quite strong growth in Revenue. The Revenue has been growing by 9.92% on average per year.
EPS 1Y (TTM)29.82%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%27.78%
Revenue 1Y (TTM)-9.45%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11%
3.2 Future
The Earnings Per Share is expected to grow by 20.37% on average over the next years. This is a very strong growth
Based on estimates for the next years, WT will show a quite strong growth in Revenue. The Revenue will grow by 14.08% on average per year.
EPS Next Y30.25%
EPS Next 2Y23.42%
EPS Next 3Y20.37%
EPS Next 5YN/A
Revenue Next Year14.67%
Revenue Next 2Y17.33%
Revenue Next 3Y14.08%
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 stable.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 16.84, which indicates a correct valuation of WT.
WT's Price/Earnings is on the same level as the industry average.
When comparing the Price/Earnings ratio of WT to the average of the S&P500 Index (26.51), we can say WT is valued slightly cheaper.
WT is valuated correctly with a Price/Forward Earnings ratio of 12.99.
WT's Price/Forward Earnings ratio is in line with the industry average.
WT is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.13, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.84 | ||
| Fwd PE | 12.99 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WT indicates a rather cheap valuation: WT is cheaper than 85.11% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 69.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.8 | ||
| EV/EBITDA | 12.39 |
4.3 Compensation for Growth
WT's 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 20.37% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.56
PEG (5Y)0.72
EPS Next 2Y23.42%
EPS Next 3Y20.37%
5. Dividend
5.1 Amount
WT has a Yearly Dividend Yield of 1.02%.
WT's Dividend Yield is slightly below the industry average, which is at 6.65.
With a Dividend Yield of 1.02, WT pays less dividend than the S&P500 average, which is at 2.00.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.02% |
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
5.3 Sustainability
18.48% of the earnings are spent on dividend by WT. This is a low number and sustainable payout ratio.
DP18.48%
EPS Next 2Y23.42%
EPS Next 3Y20.37%
NYSE:WT (1/2/2026, 1:54:08 PM)
12.465
+0.28 (+2.26%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners116.51%
Inst Owner ChangeN/A
Ins Owners9.54%
Ins Owner Change-0.35%
Market Cap1.75B
Revenue(TTM)457.02M
Net Income(TTM)94.57M
Analysts82.67
Price Target15.64 (25.47%)
Short Float %16.9%
Short Ratio7.24
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.02% |
Yearly Dividend0.13
Dividend Growth(5Y)-0.63%
DP18.48%
Div Incr Years0
Div Non Decr Years6
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.1%
Min EPS beat(2)-0.14%
Max EPS beat(2)6.33%
EPS beat(4)2
Avg EPS beat(4)-0.51%
Min EPS beat(4)-9.56%
Max EPS beat(4)6.33%
EPS beat(8)6
Avg EPS beat(8)3.18%
EPS beat(12)8
Avg EPS beat(12)4.31%
EPS beat(16)10
Avg EPS beat(16)4.03%
Revenue beat(2)0
Avg Revenue beat(2)-1.84%
Min Revenue beat(2)-3.08%
Max Revenue beat(2)-0.6%
Revenue beat(4)0
Avg Revenue beat(4)-2.6%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)-0.6%
Revenue beat(8)1
Avg Revenue beat(8)-1.45%
Revenue beat(12)2
Avg Revenue beat(12)-1.29%
Revenue beat(16)2
Avg Revenue beat(16)-1.65%
PT rev (1m)-0.27%
PT rev (3m)6.53%
EPS NQ rev (1m)2.51%
EPS NQ rev (3m)13.01%
EPS NY rev (1m)4.6%
EPS NY rev (3m)7.42%
Revenue NQ rev (1m)-0.25%
Revenue NQ rev (3m)12.87%
Revenue NY rev (1m)2.06%
Revenue NY rev (3m)4.54%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.84 | ||
| Fwd PE | 12.99 | ||
| P/S | 3.84 | ||
| P/FCF | 13.8 | ||
| P/OCF | 13.72 | ||
| P/B | 4.7 | ||
| P/tB | N/A | ||
| EV/EBITDA | 12.39 |
EPS(TTM)0.74
EY5.94%
EPS(NY)0.96
Fwd EY7.7%
FCF(TTM)0.9
FCFY7.25%
OCF(TTM)0.91
OCFY7.29%
SpS3.25
BVpS2.65
TBVpS-2.27
PEG (NY)0.56
PEG (5Y)0.72
Graham Number6.65
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.54% | ||
| ROE | 25.32% | ||
| ROCE | 12.9% | ||
| ROIC | 10.07% | ||
| ROICexc | 22.55% | ||
| ROICexgc | N/A | ||
| OM | 33.67% | ||
| PM (TTM) | 20.69% | ||
| GM | N/A | ||
| FCFM | 27.82% |
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%
ROICexgc growth 3YN/A
ROICexgc 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-Score5
Asset Turnover0.32
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.19 | ||
| Debt/FCF | 7.73 | ||
| Debt/EBITDA | 5.24 | ||
| Cap/Depr | 31.84% | ||
| Cap/Sales | 0.16% | ||
| Interest Coverage | 8.72 | ||
| Cash Conversion | 81.89% | ||
| Profit Quality | 134.42% | ||
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 | ||
| Altman-Z | 2.19 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)155.82%
Cap/Depr(5y)112.06%
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)29.82%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%27.78%
EPS Next Y30.25%
EPS Next 2Y23.42%
EPS Next 3Y20.37%
EPS Next 5YN/A
Revenue 1Y (TTM)-9.45%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11%
Revenue Next Year14.67%
Revenue Next 2Y17.33%
Revenue Next 3Y14.08%
Revenue Next 5YN/A
EBIT growth 1Y-1.52%
EBIT growth 3Y15.5%
EBIT growth 5Y20.34%
EBIT Next Year26.29%
EBIT Next 3Y19.09%
EBIT Next 5YN/A
FCF growth 1Y110.81%
FCF growth 3Y13.95%
FCF growth 5Y14.06%
OCF growth 1Y111.64%
OCF growth 3Y14.64%
OCF growth 5Y14.56%
WISDOMTREE INC / WT 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 6 / 10.
How financially healthy is WISDOMTREE INC?
The financial health rating of WISDOMTREE INC (WT) is 6 / 10.
Can you provide the dividend sustainability for WT stock?
The dividend rating of WISDOMTREE INC (WT) is 4 / 10 and the dividend payout ratio is 18.48%.