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

Taking everything into account, WT scores 6 out of 10 in our fundamental rating. 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 priced too expensively while it is growing strongly. Keep and eye on this one! These ratings could make WT a good candidate for growth investing.


Dividend Valuation Growth Profitability Health

6

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.
  • Of the past 5 years WT 4 years were profitable.
  • WT had a positive operating cash flow in 4 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 0 50M 100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 6.54%, WT is in the better half of the industry, outperforming 77.64% of the companies in the same industry.
  • 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.
  • The Return On Invested Capital of WT (10.07%) is better than 85.65% of its industry peers.
  • WT had an Average Return On Invested Capital over the past 3 years of 8.34%. This is in line with the industry average of 7.27%.
  • The last Return On Invested Capital (10.07%) for WT is above the 3 year average (8.34%), which is a sign of increasing profitability.
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

  • 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.
  • With a decent Operating Margin value of 33.67%, WT is doing good in the industry, outperforming 64.14% of the companies in the same industry.
  • 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

More info and screens

5

2. Health

2.1 Basic Checks

  • WT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
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.
  • Looking at the Altman-Z score, with a value of 2.53, WT is in the better half of the industry, outperforming 73.42% 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.
  • With a decent Debt to FCF ratio value of 7.73, WT is doing good in the industry, outperforming 63.71% of the companies in the same industry.
  • WT has a Debt/Equity ratio of 2.19. This is a high value indicating a heavy dependency on external 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.
  • WT has a better Current ratio (2.82) than 80.59% of its industry peers.
  • WT has a Quick Ratio of 2.82. This indicates that WT is financially healthy and has no problem in meeting its short term obligations.
  • WT has a better Quick ratio (2.82) than 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

More info and screens

8

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 29.82% over the past year.
  • WT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 23.42% yearly.
  • 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.
  • The Revenue is expected to grow by 14.69% on average over the next years. This is quite good.
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

More info and screens

5

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.89 indicates a rather expensive valuation of WT.
  • 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.
  • The average S&P500 Price/Earnings ratio is at 28.30. WT is valued slightly cheaper when compared to this.
  • With a Price/Forward Earnings ratio of 16.50, WT is valued correctly.
  • 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 25.57.
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

  • Based on the Enterprise Value to EBITDA ratio, WT is valued a bit cheaper than 78.90% of the companies 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.
  • A more expensive valuation may be justified as WT's earnings are expected to grow with 21.49% in the coming years.
PEG (NY)0.72
PEG (5Y)0.93
EPS Next 2Y24.84%
EPS Next 3Y21.49%

More info and screens

3

5. Dividend

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 5.98.
  • With a Dividend Yield of 0.89, WT pays less dividend than the S&P500 average, which is at 1.83.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

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

  • 18.48% of the earnings are spent on dividend by WT. This is a low number and 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

More info and screens

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%.