WISDOMTREE INC (WT) Stock Fundamental Analysis
USA - NYSE:WT - US97717P1049 - Common Stock
12.065 USD
-0.07 (-0.54%)
Taking everything into account, WT scores 6 out of 10 in our fundamental rating. WT was compared to 235 industry peers in the Capital Markets industry. Both the profitability and the financial health of WT get a neutral evaluation. Nothing too spectacular is happening here. WT has a correct valuation and a medium growth rate.
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.
WT had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 5.38%, WT is in the better half of the industry, outperforming 72.34% of the companies in the same industry.
WT's Return On Equity of 12.89% is fine compared to the rest of the industry. WT outperforms 68.09% of its industry peers.
The Return On Invested Capital of WT (13.90%) is better than 89.36% 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 7.61%.
The 3 year average ROIC (8.34%) for WT is below the current ROIC(13.90%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.38% | ||
| ROE | 12.89% | ||
| ROIC | 13.9% |
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
The Profit Margin of WT (12.91%) is comparable to the rest of the industry.
WT's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 32.97%, WT is in the better half of the industry, outperforming 60.85% of the companies in the same industry.
WT's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 32.97% | ||
| PM (TTM) | 12.91% | ||
| 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
Compared to 1 year ago, WT has less shares outstanding
Compared to 5 years ago, WT has less shares outstanding
WT has a worse debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 2.94 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of WT (2.94) is better than 75.32% of its industry peers.
The Debt to FCF ratio of WT is 4.29, which is a neutral value as it means it would take WT, 4.29 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 4.29, WT is in the better half of the industry, outperforming 74.89% of the companies in the same industry.
A Debt/Equity ratio of 0.85 indicates that WT is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.85, WT is in line with its industry, outperforming 54.47% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.85 | ||
| Debt/FCF | 4.29 | ||
| Altman-Z | 2.94 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
WT has a Current Ratio of 1.44. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.44, WT is in the better half of the industry, outperforming 64.68% of the companies in the same industry.
WT has a Quick Ratio of 1.44. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
WT's Quick ratio of 1.44 is fine compared to the rest of the industry. WT outperforms 65.11% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 40.82% 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.
The Revenue has decreased by -7.76% in the past year.
The Revenue has been growing by 9.92% on average over the past years. This is quite good.
EPS 1Y (TTM)40.82%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%12.5%
Revenue 1Y (TTM)-7.76%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%5.22%
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 18.20% on average per year.
Based on estimates for the next years, WT will show a quite strong growth in Revenue. The Revenue will grow by 10.79% on average per year.
EPS Next Y23.16%
EPS Next 2Y19.15%
EPS Next 3Y18.2%
EPS Next 5YN/A
Revenue Next Year11.2%
Revenue Next 2Y12.43%
Revenue Next 3Y10.79%
Revenue Next 5YN/A
3.3 Evolution
The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in 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.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 17.49, WT is valued on the expensive side.
Compared to the rest of the industry, the Price/Earnings ratio of WT is on the same level as its industry peers.
The average S&P500 Price/Earnings ratio is at 27.00. WT is valued slightly cheaper when compared to this.
With a Price/Forward Earnings ratio of 13.49, WT is valued correctly.
The rest of the industry has a similar Price/Forward Earnings ratio as WT.
When comparing the Price/Forward Earnings ratio of WT to the average of the S&P500 Index (22.87), we can say WT is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.49 | ||
| Fwd PE | 13.49 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, WT is valued cheaper than 82.98% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of WT indicates a somewhat cheap valuation: WT is cheaper than 65.11% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.07 | ||
| EV/EBITDA | 12.86 |
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.
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 18.20% in the coming years.
PEG (NY)0.75
PEG (5Y)0.75
EPS Next 2Y19.15%
EPS Next 3Y18.2%
5. Dividend
5.1 Amount
With a yearly dividend of 0.97%, WT is not a good candidate for dividend investing.
WT's Dividend Yield is slightly below the industry average, which is at 8.34.
With a Dividend Yield of 0.97, WT pays less dividend than the S&P500 average, which is at 2.31.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
5.2 History
The dividend of WT decreases each year by -0.63%.
WT has been paying a dividend for at least 10 years, so it has a reliable track record.
WT has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)-0.63%
Div Incr Years0
Div Non Decr Years6
5.3 Sustainability
31.45% of the earnings are spent on dividend by WT. This is a low number and sustainable payout ratio.
DP31.45%
EPS Next 2Y19.15%
EPS Next 3Y18.2%
NYSE:WT (10/29/2025, 10:48:08 AM)
12.065
-0.07 (-0.54%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.25%
Inst Owner ChangeN/A
Ins Owners9.15%
Ins Owner Change0.16%
Market Cap1.77B
Revenue(TTM)444.57M
Net Income(TTM)57.39M
Analysts82.67
Price Target14.68 (21.67%)
Short Float %20.24%
Short Ratio9.29
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.97% |
Yearly Dividend0.13
Dividend Growth(5Y)-0.63%
DP31.45%
Div Incr Years0
Div Non Decr Years6
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.59%
Min EPS beat(2)-0.14%
Max EPS beat(2)1.31%
EPS beat(4)2
Avg EPS beat(4)-1.01%
Min EPS beat(4)-9.56%
Max EPS beat(4)4.33%
EPS beat(8)5
Avg EPS beat(8)2.09%
EPS beat(12)7
Avg EPS beat(12)3.67%
EPS beat(16)10
Avg EPS beat(16)4.32%
Revenue beat(2)0
Avg Revenue beat(2)-3.43%
Min Revenue beat(2)-3.78%
Max Revenue beat(2)-3.08%
Revenue beat(4)0
Avg Revenue beat(4)-2.49%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)-0.18%
Revenue beat(8)1
Avg Revenue beat(8)-1.49%
Revenue beat(12)2
Avg Revenue beat(12)-1.48%
Revenue beat(16)2
Avg Revenue beat(16)-1.76%
PT rev (1m)0%
PT rev (3m)8.33%
EPS NQ rev (1m)2.44%
EPS NQ rev (3m)7.69%
EPS NY rev (1m)1.57%
EPS NY rev (3m)3.91%
Revenue NQ rev (1m)1.49%
Revenue NQ rev (3m)5.29%
Revenue NY rev (1m)1.38%
Revenue NY rev (3m)3.45%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.49 | ||
| Fwd PE | 13.49 | ||
| P/S | 3.99 | ||
| P/FCF | 14.07 | ||
| P/OCF | 13.92 | ||
| P/B | 3.99 | ||
| P/tB | N/A | ||
| EV/EBITDA | 12.86 |
EPS(TTM)0.69
EY5.72%
EPS(NY)0.89
Fwd EY7.41%
FCF(TTM)0.86
FCFY7.11%
OCF(TTM)0.87
OCFY7.18%
SpS3.02
BVpS3.03
TBVpS-1.69
PEG (NY)0.75
PEG (5Y)0.75
Graham Number6.85
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.38% | ||
| ROE | 12.89% | ||
| ROCE | 17.81% | ||
| ROIC | 13.9% | ||
| ROICexc | 21.52% | ||
| ROICexgc | N/A | ||
| OM | 32.97% | ||
| PM (TTM) | 12.91% | ||
| GM | N/A | ||
| FCFM | 28.38% |
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-Score4
Asset Turnover0.42
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.85 | ||
| Debt/FCF | 4.29 | ||
| Debt/EBITDA | 2.5 | ||
| Cap/Depr | 32.4% | ||
| Cap/Sales | 0.29% | ||
| Interest Coverage | 9.76 | ||
| Cash Conversion | 84.62% | ||
| Profit Quality | 219.81% | ||
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 | ||
| Altman-Z | 2.94 |
F-Score4
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)40.82%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%12.5%
EPS Next Y23.16%
EPS Next 2Y19.15%
EPS Next 3Y18.2%
EPS Next 5YN/A
Revenue 1Y (TTM)-7.76%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%5.22%
Revenue Next Year11.2%
Revenue Next 2Y12.43%
Revenue Next 3Y10.79%
Revenue Next 5YN/A
EBIT growth 1Y3.13%
EBIT growth 3Y15.5%
EBIT growth 5Y20.34%
EBIT Next Year19.37%
EBIT Next 3Y11.75%
EBIT Next 5YN/A
FCF growth 1Y89.71%
FCF growth 3Y13.95%
FCF growth 5Y14.06%
OCF growth 1Y91.39%
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 of WISDOMTREE INC (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.
What is the valuation of WISDOMTREE INC based on its PE and PB ratios?
The Price/Earnings (PE) ratio for WISDOMTREE INC (WT) is 17.49 and the Price/Book (PB) ratio is 3.99.
What is the earnings growth outlook for WISDOMTREE INC?
The Earnings per Share (EPS) of WISDOMTREE INC (WT) is expected to grow by 23.16% in the next year.