WISDOMTREE INC (WT) Fundamental Analysis & Valuation
NYSE:WT • US97717P1049
16.62 USD
-0.49 (-2.86%)
At close: Mar 6, 2026
16.62 USD
0 (0%)
After Hours: 3/6/2026, 8:04:00 PM
This WT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
WT gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 242 industry peers in the Capital Markets industry. WT has an excellent profitability rating, but there are some minor concerns on its financial health. WT is not priced too expensively while it is growing strongly. Keep and eye on this one! This makes WT very considerable for growth investing!
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.
- Each year in the past 5 years WT has been profitable.
- WT had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- WT has a Return On Assets of 7.16%. This is in the better half of the industry: WT outperforms 76.03% of its industry peers.
- With an excellent Return On Equity value of 26.20%, WT belongs to the best of the industry, outperforming 90.50% of the companies in the same industry.
- With an excellent Return On Invested Capital value of 9.50%, WT belongs to the best of the industry, outperforming 84.71% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for WT is above the industry average of 7.12%.
- The 3 year average ROIC (9.34%) for WT is below the current ROIC(9.50%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- With a Profit Margin value of 21.95%, WT perfoms like the industry average, outperforming 56.61% of the companies in the same industry.
- WT's Profit Margin has improved in the last couple of years.
- The Operating Margin of WT (36.23%) is better than 67.36% of its industry peers.
- In the last couple of years the Operating Margin of WT has grown nicely.
| Industry Rank | Sector 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
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
- Compared to 1 year ago, WT has a worse debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 2.37 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
- The Altman-Z score of WT (2.37) is better than 72.73% 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.
- The Debt to FCF ratio of WT (6.69) is better than 64.88% 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 80.17% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.31 | ||
| Debt/FCF | 6.69 | ||
| Altman-Z | 2.37 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.75 indicates that WT should not have too much problems paying its short term obligations.
- The Current ratio of WT (1.75) is better than 72.31% of its industry peers.
- 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.
- WT's Quick ratio of 1.75 is fine compared to the rest of the industry. WT outperforms 72.31% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.75 | ||
| Quick Ratio | 1.75 |
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.
- Looking at the last year, WT shows a quite strong growth in Revenue. The Revenue has grown by 15.43% in the last year.
- Measured over the past years, WT shows a quite strong growth in Revenue. The Revenue has been growing by 14.59% on average per year.
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.
- WT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.07% yearly.
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue Next Year30.43%
Revenue Next 2Y18.35%
Revenue Next 3Y13.07%
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.
4. WT Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 19.33, which indicates a rather expensive current valuation of WT.
- WT's Price/Earnings ratio is a bit more expensive when compared to the industry. WT is more expensive than 62.81% of the companies in the same industry.
- WT is valuated rather cheaply when we compare the Price/Earnings ratio to 26.29, which is the current average of the S&P500 Index.
- Based on the Price/Forward Earnings ratio of 14.34, the valuation of WT can be described as correct.
- WT's Price/Forward Earnings ratio is in line with the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 24.60. WT is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.33 | ||
| Fwd PE | 14.34 |
4.2 Price Multiples
- WT's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. WT is cheaper than 77.69% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 66.94% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.26 | ||
| EV/EBITDA | 14.48 |
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 15.90% in the coming years.
PEG (NY)0.56
PEG (5Y)0.69
EPS Next 2Y20.48%
EPS Next 3Y15.9%
5. WT Dividend Analysis
5.1 Amount
- WT has a yearly dividend return of 0.89%, which is pretty low.
- Compared to an average industry Dividend Yield of 6.65, WT is paying slightly less dividend.
- Compared to an average S&P500 Dividend Yield of 1.82, WT's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.89% |
5.2 History
- The dividend of WT decreases each year by -1.82%.
- 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)-1.82%
Div Incr Years0
Div Non Decr Years6
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 Fundamentals: All Metrics, Ratios and Statistics
16.62
-0.49 (-2.86%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30 2026-01-30/bmo
Earnings (Next)04-30 2026-04-30/bmo
Inst Owners118.08%
Inst Owner ChangeN/A
Ins Owners9.87%
Ins Owner Change2%
Market Cap2.35B
Revenue(TTM)493.75M
Net Income(TTM)108.39M
Analysts82.67
Price Target19.42 (16.85%)
Short Float %21.7%
Short Ratio6.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.89% |
Yearly Dividend0.12
Dividend Growth(5Y)-1.82%
DP15.97%
Div Incr Years0
Div Non Decr Years6
Ex-Date02-11 2026-02-11 (0.03)
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)8.29%
PT rev (3m)25.9%
EPS NQ rev (1m)2.78%
EPS NQ rev (3m)17.46%
EPS NY rev (1m)4.49%
EPS NY rev (3m)22.82%
Revenue NQ rev (1m)1.57%
Revenue NQ rev (3m)8.29%
Revenue NY rev (1m)2.1%
Revenue NY rev (3m)9.43%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.33 | ||
| Fwd PE | 14.34 | ||
| P/S | 4.77 | ||
| P/FCF | 16.26 | ||
| P/OCF | 15.91 | ||
| P/B | 5.69 | ||
| P/tB | N/A | ||
| EV/EBITDA | 14.48 |
EPS(TTM)0.86
EY5.17%
EPS(NY)1.16
Fwd EY6.97%
FCF(TTM)1.02
FCFY6.15%
OCF(TTM)1.04
OCFY6.29%
SpS3.49
BVpS2.92
TBVpS-3.98
PEG (NY)0.56
PEG (5Y)0.69
Graham Number7.52
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 2.37 |
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 Year30.43%
Revenue Next 2Y18.35%
Revenue Next 3Y13.07%
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 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 7 / 10.
How financially healthy is WISDOMTREE INC?
The financial health rating of WISDOMTREE INC (WT) is 5 / 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 15.97%.