WISDOMTREE INC (WT) Fundamental Analysis & Valuation

NYSE:WT • US97717P1049

Current stock price

16.865 USD
-0.33 (-1.89%)
Last:

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.
  • 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50M 100M 150M

1.2 Ratios

  • WT has a better Return On Assets (7.16%) than 75.83% of its industry peers.
  • Looking at the Return On Equity, with a value of 26.20%, WT belongs to the top of the industry, outperforming 90.42% of the companies in the same industry.
  • WT has a Return On Invested Capital of 9.50%. This is amongst the best in the industry. WT outperforms 82.92% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for WT is above the industry average of 7.28%.
  • The last Return On Invested Capital (9.50%) for WT is above the 3 year average (9.34%), which is a sign of increasing profitability.
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

  • The Profit Margin of WT (21.95%) is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of WT has grown nicely.
  • The Operating Margin of WT (36.23%) is better than 67.08% of its industry peers.
  • In the last couple of years the Operating Margin of WT has grown nicely.
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

  • WT has less shares outstanding than it did 1 year ago.
  • 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

  • An Altman-Z score of 2.42 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • WT has a better Altman-Z score (2.42) than 72.50% of its industry peers.
  • 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 Debt to FCF ratio of 6.69. This is in the better half of the industry: WT outperforms 63.75% of its industry peers.
  • WT has a Debt/Equity ratio of 2.31. This is a high value indicating a heavy dependency on external financing.
  • WT has a worse Debt to Equity ratio (2.31) than 80.42% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Altman-Z 2.42
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

  • A Current Ratio of 1.75 indicates that WT should not have too much problems paying its short term obligations.
  • WT has a Current ratio of 1.75. This is in the better half of the industry: WT outperforms 72.50% of its industry peers.
  • A Quick Ratio of 1.75 indicates that WT should not have too much problems paying its short term obligations.
  • With a decent Quick ratio value of 1.75, WT is doing good in the industry, outperforming 72.50% of the companies in the same industry.
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.
  • WT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 28.03% yearly.
  • 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 15.31% on average per year.
  • WT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 15.45% yearly.
EPS Next Y32.74%
EPS Next 2Y20.58%
EPS Next 3Y15.31%
EPS Next 5YN/A
Revenue Next Year32.34%
Revenue Next 2Y19.93%
Revenue Next 3Y15.45%
Revenue Next 5YN/A

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of 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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5

4. WT Valuation Analysis

4.1 Price/Earnings Ratio

  • WT is valuated rather expensively with a Price/Earnings ratio of 19.61.
  • WT's Price/Earnings ratio is a bit more expensive when compared to the industry. WT is more expensive than 60.83% of the companies in the same industry.
  • WT's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.50.
  • WT is valuated correctly with a Price/Forward Earnings ratio of 14.77.
  • WT's Price/Forward Earnings ratio is in line with the industry average.
  • WT's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.62.
Industry RankSector Rank
PE 19.61
Fwd PE 14.77
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WT indicates a somewhat cheap valuation: WT is cheaper than 78.75% of the companies listed in the same industry.
  • 64.17% of the companies in the same industry are more expensive than WT, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 16.5
EV/EBITDA 14.93
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.
  • WT has a very decent profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as WT's earnings are expected to grow with 15.31% in the coming years.
PEG (NY)0.6
PEG (5Y)0.7
EPS Next 2Y20.58%
EPS Next 3Y15.31%

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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 0.70%, which is pretty low.
  • WT's Dividend Yield is slightly below the industry average, which is at 6.46.
  • Compared to an average S&P500 Dividend Yield of 1.81, WT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.7%

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.
  • As WT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)-1.82%
Div Incr Years0
Div Non Decr Years7
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 2Y20.58%
EPS Next 3Y15.31%
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 (4/23/2026, 3:44:58 PM)

16.865

-0.33 (-1.89%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-24
Inst Owners118.19%
Inst Owner Change-0.03%
Ins Owners9.87%
Ins Owner Change2%
Market Cap2.39B
Revenue(TTM)493.75M
Net Income(TTM)108.39M
Analysts82.67
Price Target18.83 (11.65%)
Short Float %20.38%
Short Ratio7.7
Dividend
Industry RankSector Rank
Dividend Yield 0.7%
Yearly Dividend0.12
Dividend Growth(5Y)-1.82%
DP15.97%
Div Incr Years0
Div Non Decr Years7
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)-3.06%
PT rev (3m)19.41%
EPS NQ rev (1m)1.37%
EPS NQ rev (3m)12.98%
EPS NY rev (1m)-1.48%
EPS NY rev (3m)16.26%
Revenue NQ rev (1m)0.7%
Revenue NQ rev (3m)8.2%
Revenue NY rev (1m)-0.21%
Revenue NY rev (3m)8.59%
Valuation
Industry RankSector Rank
PE 19.61
Fwd PE 14.77
P/S 4.84
P/FCF 16.5
P/OCF 16.14
P/B 5.77
P/tB N/A
EV/EBITDA 14.93
EPS(TTM)0.86
EY5.1%
EPS(NY)1.14
Fwd EY6.77%
FCF(TTM)1.02
FCFY6.06%
OCF(TTM)1.04
OCFY6.19%
SpS3.49
BVpS2.92
TBVpS-3.98
PEG (NY)0.6
PEG (5Y)0.7
Graham Number7.51807 (-55.42%)
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 2.42
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 Y32.74%
EPS Next 2Y20.58%
EPS Next 3Y15.31%
EPS Next 5YN/A
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%
Revenue Next Year32.34%
Revenue Next 2Y19.93%
Revenue Next 3Y15.45%
Revenue Next 5YN/A
EBIT growth 1Y30.3%
EBIT growth 3Y43.86%
EBIT growth 5Y26.37%
EBIT Next Year60.63%
EBIT Next 3Y22.34%
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 5 / 10 to WISDOMTREE INC (WT). This can be considered as Fairly Valued.


Can you provide the profitability details for WISDOMTREE INC?

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


What are the PE and PB ratios of WISDOMTREE INC (WT) stock?

The Price/Earnings (PE) ratio for WISDOMTREE INC (WT) is 19.61 and the Price/Book (PB) ratio is 5.77.


What is the financial health of WISDOMTREE INC (WT) stock?

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