WISDOMTREE INC (WT) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:WT • US97717P1049

16.2 USD
-0.34 (-2.06%)
At close: Jan 30, 2026
16.25 USD
+0.05 (+0.31%)
After Hours: 1/30/2026, 8:24:36 PM
Fundamental Rating

6

We assign a fundamental rating of 6 out of 10 to WT. WT was compared to 237 industry peers in the Capital Markets industry. WT has only an average score on both its financial health and profitability. WT is not overvalued while it is showing excellent growth. This is an interesting combination. This makes WT very considerable for growth investing!


Dividend Valuation Growth Profitability Health

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.
  • Each year in the past 5 years WT had a positive operating cash flow.
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 0 50M 100M

1.2 Ratios

  • WT has a better Return On Assets (6.54%) than 77.64% of its industry peers.
  • Looking at the Return On Equity, with a value of 25.32%, WT belongs to the top of the industry, outperforming 90.72% of the companies in the same industry.
  • WT has a Return On Invested Capital of 10.07%. This is amongst the best in the industry. WT outperforms 85.65% 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 7.27%.
  • The 3 year average ROIC (8.34%) for WT is below the current ROIC(10.07%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.54%
ROE 25.32%
ROIC 10.07%
ROA(3y)6.41%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20

1.3 Margins

  • With a Profit Margin value of 20.69%, WT perfoms like the industry average, outperforming 54.85% of the companies in the same industry.
  • In the last couple of years the Profit Margin of WT has declined.
  • WT has a Operating Margin of 33.67%. This is in the better half of the industry: WT outperforms 64.14% of its industry peers.
  • In the last couple of years the Operating Margin of WT has grown nicely.
Industry RankSector Rank
OM 33.67%
PM (TTM) 20.69%
GM N/A
OM growth 3Y3.13%
OM growth 5Y9.46%
PM growth 3Y-7.1%
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 0 10 -10 20 30

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6

2. Health

2.1 Basic Checks

  • The number of shares outstanding for WT has been reduced compared to 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 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 200M 400M 600M 800M 1B

2.2 Solvency

  • WT has an Altman-Z score of 2.53. 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.
  • WT has a Altman-Z score of 2.53. This is in the better half of the industry: WT outperforms 73.42% of its industry peers.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 7.73, WT is in the better half of the industry, outperforming 63.71% of the companies in the same industry.
  • 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 79.75% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Altman-Z 2.53
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 100M 200M 300M 400M 500M

2.3 Liquidity

  • WT has a Current Ratio of 2.82. This indicates that WT is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Current ratio value of 2.82, WT belongs to the best of the industry, outperforming 80.59% 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 Quick ratio of 2.82. This is amongst the best in the industry. WT outperforms 81.01% of its industry peers.
Industry RankSector Rank
Current Ratio 2.82
Quick Ratio 2.82
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 100M 200M 300M

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8

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 29.82% over the past year.
  • 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 quite a strong growth in Revenue. In the last year, the Revenue has grown by 12.05%.
  • 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)12.05%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11%

3.2 Future

  • WT is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 21.49% yearly.
  • WT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 14.69% yearly.
EPS Next Y30.52%
EPS Next 2Y24.84%
EPS Next 3Y21.49%
EPS Next 5YN/A
Revenue Next Year14.89%
Revenue Next 2Y18.61%
Revenue Next 3Y14.69%
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.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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 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 0.2 0.4 0.6 0.8 1

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5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 21.89, the valuation of WT can be described as rather expensive.
  • Based on the Price/Earnings ratio, WT is valued a bit more expensive than the industry average as 64.13% of the companies are valued more cheaply.
  • Compared to an average S&P500 Price/Earnings ratio of 28.30, WT is valued a bit cheaper.
  • WT is valuated correctly with a Price/Forward Earnings ratio of 16.50.
  • WT's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 25.57, WT is valued a bit cheaper.
Industry RankSector Rank
PE 21.89
Fwd PE 16.5
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

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 78.90% of the companies listed in the same industry.
  • 64.56% 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 17.93
EV/EBITDA 16.31
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 -2 3

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 21.49% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.72
PEG (5Y)0.93
EPS Next 2Y24.84%
EPS Next 3Y21.49%

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3

5. Dividend

5.1 Amount

  • WT has a yearly dividend return of 0.89%, which is pretty low.
  • Compared to an average industry Dividend Yield of 5.88, WT is paying slightly less dividend.
  • With a Dividend Yield of 0.89, WT pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

  • The dividend of WT decreases each year by -0.61%.
  • 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)-0.61%
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 0.1 0.2 0.3

5.3 Sustainability

  • WT pays out 18.48% of its income as dividend. This is a sustainable payout ratio.
DP18.48%
EPS Next 2Y24.84%
EPS Next 3Y21.49%
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 0 50M 100M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

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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 5 / 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 3 / 10 and the dividend payout ratio is 18.48%.