WisdomTree, Inc. (LON:0LY1)

WisdomTree Statistics

Total Valuation

WisdomTree has a market cap or net worth of GBP 1.28 billion. The enterprise value is 1.50 billion.

Market Cap	1.28B
Enterprise Value	1.50B

Important Dates

The next estimated earnings date is Friday, February 6, 2026.

Earnings Date	Feb 6, 2026
Ex-Dividend Date	Nov 12, 2025

Share Statistics

Current Share Class	136.78M
Shares Outstanding	n/a
Shares Change (YoY)	-2.20%
Shares Change (QoQ)	+2.75%
Owned by Insiders (%)	9.91%
Owned by Institutions (%)	118.30%
Float	123.19M

Valuation Ratios

The trailing PE ratio is 18.20 and the forward PE ratio is 12.79.

PE Ratio	18.20
Forward PE	12.79
PS Ratio	3.77
PB Ratio	4.61
P/TBV Ratio	n/a
P/FCF Ratio	13.48
P/OCF Ratio	13.46
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 12.62, with an EV/FCF ratio of 15.79.

EV / Earnings	21.32
EV / Sales	4.42
EV / EBITDA	12.62
EV / EBIT	13.14
EV / FCF	15.79

Financial Position

The company has a current ratio of 2.82, with a Debt / Equity ratio of 2.56.

Current Ratio	2.82
Quick Ratio	2.78
Debt / Equity	2.56
Debt / EBITDA	5.97
Debt / FCF	7.49
Interest Coverage	6.15

Financial Efficiency

Return on equity (ROE) is 25.77% and return on invested capital (ROIC) is 8.67%.

Return on Equity (ROE)	25.77%
Return on Assets (ROA)	7.80%
Return on Invested Capital (ROIC)	8.67%
Return on Capital Employed (ROCE)	12.90%
Revenue Per Employee	1.01M
Profits Per Employee	208,147
Employee Count	313
Asset Turnover	0.37
Inventory Turnover	n/a

Taxes

In the past 12 months, WisdomTree has paid 21.97 million in taxes.

Income Tax	21.97M
Effective Tax Rate	23.45%

Stock Price Statistics

The stock price has increased by +13.91% in the last 52 weeks. The beta is 1.39, so WisdomTree's price volatility has been higher than the market average.

Beta (5Y)	1.39
52-Week Price Change	+13.91%
50-Day Moving Average	11.86
200-Day Moving Average	11.37
Relative Strength Index (RSI)	72.32
Average Volume (20 Days)	766

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	7.58

Income Statement

In the last 12 months, WisdomTree had revenue of GBP 339.99 million and earned 70.35 million in profits. Earnings per share was 0.48.

Revenue	339.99M
Gross Profit	167.44M
Operating Income	114.47M
Pretax Income	93.70M
Net Income	70.35M
EBITDA	114.71M
EBIT	114.47M
Earnings Per Share (EPS)	0.48

Balance Sheet

The company has 491.10 million in cash and 711.38 million in debt, giving a net cash position of -220.28 million.

Cash & Cash Equivalents	491.10M
Total Debt	711.38M
Net Cash	-220.28M
Net Cash Per Share	n/a
Equity (Book Value)	277.80M
Book Value Per Share	2.04
Working Capital	343.67M

Cash Flow

In the last 12 months, operating cash flow was 95.10 million and capital expenditures -124,238, giving a free cash flow of 94.98 million.

Operating Cash Flow	95.10M
Capital Expenditures	-124,238
Free Cash Flow	94.98M
FCF Per Share	n/a

Margins

Gross margin is 49.25%, with operating and profit margins of 33.67% and 21.10%.

Gross Margin	49.25%
Operating Margin	33.67%
Pretax Margin	27.56%
Profit Margin	21.10%
EBITDA Margin	33.74%
EBIT Margin	33.67%
FCF Margin	27.93%

Dividends & Yields

This stock pays an annual dividend of 0.09, which amounts to a dividend yield of 0.75%.

Dividend Per Share	0.09
Dividend Yield	0.75%
Dividend Growth (YoY)	-3.10%
Years of Dividend Growth	n/a
Payout Ratio	18.12%
Buyback Yield	2.20%
Shareholder Yield	2.94%
Earnings Yield	5.50%
FCF Yield	7.42%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

WisdomTree has an Altman Z-Score of 2.08 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	2.08
Piotroski F-Score	5