WISDOMTREE INC (WT) Stock Fundamental Analysis
USA - NYSE:WT - US97717P1049 - Common Stock
10.94 USD
+0.21 (+1.96%)
Overall WT gets a fundamental rating of 6 out of 10. We evaluated WT against 237 industry peers in the Capital Markets industry. WT has only an average score on both its financial health and profitability. WT may be a bit undervalued, certainly considering the very reasonable score on growth These ratings could make WT a good candidate for value investing.
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.
WT had positive earnings in 4 of the past 5 years.
Each year in the past 5 years WT had a positive operating cash flow.
1.2 Ratios
WT's Return On Assets of 6.54% is fine compared to the rest of the industry. WT outperforms 79.32% of its industry peers.
With an excellent Return On Equity value of 25.32%, WT belongs to the best of the industry, outperforming 91.14% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 10.07%, WT belongs to the top of the industry, outperforming 86.50% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for WT is in line with the industry average of 7.11%.
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 Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.54% | ||
| ROE | 25.32% | ||
| ROIC | 10.07% |
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
Looking at the Profit Margin, with a value of 20.69%, WT is in line with its industry, outperforming 56.54% of the companies in the same industry.
WT's Profit Margin has declined in the last couple of years.
WT has a better Operating Margin (33.67%) than 64.98% of its industry peers.
WT's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 33.67% | ||
| PM (TTM) | 20.69% | ||
| 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
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
Compared to 1 year ago, WT has a worse debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.11 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of WT (2.11) is better than 69.62% 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.
The Debt to FCF ratio of WT (7.73) is better than 61.18% of its industry peers.
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 80.59% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.19 | ||
| Debt/FCF | 7.73 | ||
| Altman-Z | 2.11 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
WT has a better Current ratio (2.82) than 81.01% of its industry peers.
A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
WT has a better Quick ratio (2.82) than 81.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 |
3. Growth
3.1 Past
WT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 29.82%, 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 23.42% on average per year.
The Revenue has decreased by -9.45% in the past year.
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)-9.45%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11%
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 18.46% on average per year.
The Revenue is expected to grow by 10.97% on average over the next years. This is quite good.
EPS Next Y24.53%
EPS Next 2Y20.74%
EPS Next 3Y18.46%
EPS Next 5YN/A
Revenue Next Year12.36%
Revenue Next 2Y13.85%
Revenue Next 3Y10.97%
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. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 14.78, which indicates a correct 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 (25.07), we can say WT is valued slightly cheaper.
With a Price/Forward Earnings ratio of 11.91, the valuation of WT can be described as very reasonable.
61.18% of the companies in the same industry are more expensive than WT, based on the Price/Forward Earnings ratio.
The average S&P500 Price/Forward Earnings ratio is at 34.08. WT is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.78 | ||
| Fwd PE | 11.91 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, WT is valued cheaply inside the industry as 85.65% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 65.82% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.66 | ||
| EV/EBITDA | 11.51 |
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.
WT's earnings are expected to grow with 18.46% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.6
PEG (5Y)0.63
EPS Next 2Y20.74%
EPS Next 3Y18.46%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.02%, WT has a reasonable but not impressive dividend return.
WT's Dividend Yield is slightly below the industry average, which is at 8.49.
With a Dividend Yield of 1.02, WT pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.02% |
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.
As WT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)-0.63%
Div Incr Years0
Div Non Decr Years6
5.3 Sustainability
WT pays out 18.48% of its income as dividend. This is a sustainable payout ratio.
DP18.48%
EPS Next 2Y20.74%
EPS Next 3Y18.46%
NYSE:WT (11/21/2025, 2:07:46 PM)
10.94
+0.21 (+1.96%)
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 Change0.06%
Market Cap1.61B
Revenue(TTM)457.02M
Net Income(TTM)94.57M
Analysts82.67
Price Target15.68 (43.33%)
Short Float %18.06%
Short Ratio8.84
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.02% |
Yearly Dividend0.13
Dividend Growth(5Y)-0.63%
DP18.48%
Div Incr Years0
Div Non Decr Years6
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.1%
Min EPS beat(2)-0.14%
Max EPS beat(2)6.33%
EPS beat(4)2
Avg EPS beat(4)-0.51%
Min EPS beat(4)-9.56%
Max EPS beat(4)6.33%
EPS beat(8)6
Avg EPS beat(8)3.18%
EPS beat(12)8
Avg EPS beat(12)4.31%
EPS beat(16)10
Avg EPS beat(16)4.03%
Revenue beat(2)0
Avg Revenue beat(2)-1.84%
Min Revenue beat(2)-3.08%
Max Revenue beat(2)-0.6%
Revenue beat(4)0
Avg Revenue beat(4)-2.6%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)-0.6%
Revenue beat(8)1
Avg Revenue beat(8)-1.45%
Revenue beat(12)2
Avg Revenue beat(12)-1.29%
Revenue beat(16)2
Avg Revenue beat(16)-1.65%
PT rev (1m)6.82%
PT rev (3m)8.99%
EPS NQ rev (1m)7.09%
EPS NQ rev (3m)12.4%
EPS NY rev (1m)2.7%
EPS NY rev (3m)5.06%
Revenue NQ rev (1m)10.39%
Revenue NQ rev (3m)15.6%
Revenue NY rev (1m)2.03%
Revenue NY rev (3m)3.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.78 | ||
| Fwd PE | 11.91 | ||
| P/S | 3.52 | ||
| P/FCF | 12.66 | ||
| P/OCF | 12.59 | ||
| P/B | 4.31 | ||
| P/tB | N/A | ||
| EV/EBITDA | 11.51 |
EPS(TTM)0.74
EY6.76%
EPS(NY)0.92
Fwd EY8.4%
FCF(TTM)0.86
FCFY7.9%
OCF(TTM)0.87
OCFY7.94%
SpS3.11
BVpS2.54
TBVpS-2.17
PEG (NY)0.6
PEG (5Y)0.63
Graham Number6.5
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.54% | ||
| ROE | 25.32% | ||
| ROCE | 12.9% | ||
| ROIC | 10.07% | ||
| ROICexc | 22.55% | ||
| ROICexgc | N/A | ||
| OM | 33.67% | ||
| PM (TTM) | 20.69% | ||
| GM | N/A | ||
| FCFM | 27.82% |
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-Score5
Asset Turnover0.32
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.19 | ||
| Debt/FCF | 7.73 | ||
| Debt/EBITDA | 5.24 | ||
| Cap/Depr | 31.84% | ||
| Cap/Sales | 0.16% | ||
| Interest Coverage | 8.72 | ||
| Cash Conversion | 81.89% | ||
| Profit Quality | 134.42% | ||
| Current Ratio | 2.82 | ||
| Quick Ratio | 2.82 | ||
| Altman-Z | 2.11 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)155.82%
Cap/Depr(5y)112.06%
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)29.82%
EPS 3Y18.35%
EPS 5Y23.42%
EPS Q2Q%27.78%
EPS Next Y24.53%
EPS Next 2Y20.74%
EPS Next 3Y18.46%
EPS Next 5YN/A
Revenue 1Y (TTM)-9.45%
Revenue growth 3Y12.02%
Revenue growth 5Y9.92%
Sales Q2Q%11%
Revenue Next Year12.36%
Revenue Next 2Y13.85%
Revenue Next 3Y10.97%
Revenue Next 5YN/A
EBIT growth 1Y-1.52%
EBIT growth 3Y15.5%
EBIT growth 5Y20.34%
EBIT Next Year19.37%
EBIT Next 3Y11.75%
EBIT Next 5YN/A
FCF growth 1Y110.81%
FCF growth 3Y13.95%
FCF growth 5Y14.06%
OCF growth 1Y111.64%
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 7 / 10 to WISDOMTREE INC (WT). This can be considered as Undervalued.
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 14.78 and the Price/Book (PB) ratio is 4.31.
What is the earnings growth outlook for WISDOMTREE INC?
The Earnings per Share (EPS) of WISDOMTREE INC (WT) is expected to grow by 24.53% in the next year.