WISDOMTREE INC (WT) Fundamental Analysis & Valuation

NYSE:WT • US97717P1049

Current stock price

14.72 USD
+0.27 (+1.87%)
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.
  • WT had a positive operating cash flow in the past year.
  • WT had positive earnings in each of the past 5 years.
  • WT had a positive operating cash flow in each 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 2025 0 50M 100M 150M

1.2 Ratios

  • WT has a Return On Assets of 7.16%. This is in the better half of the industry: WT outperforms 76.15% of its industry peers.
  • WT has a better Return On Equity (26.20%) than 90.80% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 9.50%, WT belongs to the top of the industry, outperforming 83.26% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for WT is above the industry average of 7.24%.
  • The 3 year average ROIC (9.34%) for WT is below the current ROIC(9.50%), indicating increased profibility in the last year.
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

  • WT has a Profit Margin (21.95%) which is in line with its industry peers.
  • WT's Profit Margin has improved in the last couple of years.
  • WT's Operating Margin of 36.23% is fine compared to the rest of the industry. WT outperforms 67.78% 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

  • 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.
  • Compared to 1 year ago, WT has a worse debt to assets ratio.
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 2.20 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.20, WT is doing good in the industry, outperforming 69.87% of the companies in the same industry.
  • The Debt to FCF ratio of WT is 6.69, which is on the high side as it means it would take WT, 6.69 years of fcf income to pay off 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 63.60% of its industry peers.
  • A Debt/Equity ratio of 2.31 is on the high side and indicates that WT has dependencies on debt financing.
  • WT has a Debt to Equity ratio of 2.31. This is amonst the worse of the industry: WT underperforms 80.75% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Altman-Z 2.2
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.
  • Looking at the Current ratio, with a value of 1.75, WT is in the better half of the industry, outperforming 72.80% of the companies in the same industry.
  • WT has a Quick Ratio of 1.75. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of WT (1.75) is better than 72.80% of its industry peers.
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

  • WT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 36.51%, 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 28.03% on average per year.
  • Looking at the last year, WT shows a quite strong growth in Revenue. The Revenue has grown by 15.43% in the last year.
  • The Revenue has been growing by 14.59% on average over the past years. This is quite good.
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 15.90% 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 14.47% on average per year.
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue Next Year33.47%
Revenue Next 2Y20.18%
Revenue Next 3Y14.47%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same 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 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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6

4. WT Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 17.12, which indicates a rather expensive current valuation of WT.
  • The rest of the industry has a similar Price/Earnings ratio as WT.
  • When comparing the Price/Earnings ratio of WT to the average of the S&P500 Index (26.17), we can say WT is valued slightly cheaper.
  • The Price/Forward Earnings ratio is 12.70, which indicates a correct valuation of WT.
  • The rest of the industry has a similar Price/Forward Earnings ratio as WT.
  • WT is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.05, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 17.12
Fwd PE 12.7
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 cheaper than 81.17% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than the industry average as 67.78% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 14.4
EV/EBITDA 12.8
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 -2

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 15.90% in the coming years.
PEG (NY)0.49
PEG (5Y)0.61
EPS Next 2Y20.48%
EPS Next 3Y15.9%

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3

5. WT Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.89%, WT is not a good candidate for dividend investing.
  • WT's Dividend Yield is slightly below the industry average, which is at 6.90.
  • Compared to an average S&P500 Dividend Yield of 1.89, WT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.89%

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 2Y20.48%
EPS Next 3Y15.9%
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 (4/6/2026, 10:32:03 AM)

14.72

+0.27 (+1.87%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-24
Inst Owners118.08%
Inst Owner Change0%
Ins Owners9.87%
Ins Owner Change2%
Market Cap2.08B
Revenue(TTM)493.75M
Net Income(TTM)108.39M
Analysts82.67
Price Target19.42 (31.93%)
Short Float %21.27%
Short Ratio7
Dividend
Industry RankSector Rank
Dividend Yield 0.89%
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)0%
PT rev (3m)24.19%
EPS NQ rev (1m)0%
EPS NQ rev (3m)15.63%
EPS NY rev (1m)0%
EPS NY rev (3m)20.75%
Revenue NQ rev (1m)1.27%
Revenue NQ rev (3m)9.67%
Revenue NY rev (1m)2.33%
Revenue NY rev (3m)11.38%
Valuation
Industry RankSector Rank
PE 17.12
Fwd PE 12.7
P/S 4.22
P/FCF 14.4
P/OCF 14.09
P/B 5.04
P/tB N/A
EV/EBITDA 12.8
EPS(TTM)0.86
EY5.84%
EPS(NY)1.16
Fwd EY7.87%
FCF(TTM)1.02
FCFY6.94%
OCF(TTM)1.04
OCFY7.1%
SpS3.49
BVpS2.92
TBVpS-3.98
PEG (NY)0.49
PEG (5Y)0.61
Graham Number7.52
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 2.2
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 Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%
Revenue Next Year33.47%
Revenue Next 2Y20.18%
Revenue Next 3Y14.47%
Revenue Next 5YN/A
EBIT growth 1Y30.3%
EBIT growth 3Y43.86%
EBIT growth 5Y26.37%
EBIT Next Year60.04%
EBIT Next 3Y20.36%
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 6 / 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 17.12 and the Price/Book (PB) ratio is 5.04.


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

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