WisdomTree, Inc. (LON:0LY1)

WisdomTree Statistics

Total Valuation

WisdomTree has a market cap or net worth of GBP 1.32 billion. The enterprise value is 1.49 billion.

Market Cap	1.32B
Enterprise Value	1.49B

Important Dates

The next estimated earnings date is Friday, October 31, 2025.

Earnings Date	Oct 31, 2025
Ex-Dividend Date	Aug 13, 2025

Share Statistics

Current Share Class	143.15M
Shares Outstanding	n/a
Shares Change (YoY)	-1.95%
Shares Change (QoQ)	+0.18%
Owned by Insiders (%)	9.51%
Owned by Institutions (%)	104.36%
Float	129.51M

Valuation Ratios

The trailing PE ratio is 30.45 and the forward PE ratio is 14.61.

PE Ratio	30.45
Forward PE	14.61
PS Ratio	4.08
PB Ratio	4.08
P/TBV Ratio	n/a
P/FCF Ratio	14.25
P/OCF Ratio	14.23
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 13.02, with an EV/FCF ratio of 16.06.

EV / Earnings	34.32
EV / Sales	4.47
EV / EBITDA	13.02
EV / EBIT	13.56
EV / FCF	16.06

Financial Position

The company has a current ratio of 1.44, with a Debt / Equity ratio of 1.16.

Current Ratio	1.44
Quick Ratio	1.39
Debt / Equity	1.16
Debt / EBITDA	3.37
Debt / FCF	4.05
Interest Coverage	6.79

Financial Efficiency

Return on equity (ROE) is 14.12% and return on invested capital (ROIC) is 10.10%.

Return on Equity (ROE)	14.12%
Return on Assets (ROA)	9.02%
Return on Invested Capital (ROIC)	10.10%
Return on Capital Employed (ROCE)	17.81%
Revenue Per Employee	1.01M
Profits Per Employee	135,423
Employee Count	313
Asset Turnover	0.44
Inventory Turnover	n/a

Taxes

In the past 12 months, WisdomTree has paid 20.49 million in taxes.

Income Tax	20.49M
Effective Tax Rate	27.99%

Stock Price Statistics

The stock price has increased by +15.92% 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	+15.92%
50-Day Moving Average	13.58
200-Day Moving Average	11.04
Relative Strength Index (RSI)	30.45
Average Volume (20 Days)	1,056

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)	8.81

Income Statement

In the last 12 months, WisdomTree had revenue of GBP 324.49 million and earned 43.47 million in profits. Earnings per share was 0.30.

Revenue	324.49M
Gross Profit	160.10M
Operating Income	107.00M
Pretax Income	73.21M
Net Income	43.47M
EBITDA	107.18M
EBIT	107.00M
Earnings Per Share (EPS)	0.30

Balance Sheet

The company has 212.71 million in cash and 376.17 million in debt, giving a net cash position of -163.46 million.

Cash & Cash Equivalents	212.71M
Total Debt	376.17M
Net Cash	-163.46M
Net Cash Per Share	n/a
Equity (Book Value)	324.87M
Book Value Per Share	2.27
Working Capital	77.95M

Cash Flow

In the last 12 months, operating cash flow was 93.04 million and capital expenditures -113,864, giving a free cash flow of 92.92 million.

Operating Cash Flow	93.04M
Capital Expenditures	-113,864
Free Cash Flow	92.92M
FCF Per Share	n/a

Margins

Gross margin is 49.34%, with operating and profit margins of 32.97% and 16.25%.

Gross Margin	49.34%
Operating Margin	32.97%
Pretax Margin	22.56%
Profit Margin	16.25%
EBITDA Margin	33.03%
EBIT Margin	32.97%
FCF Margin	28.64%

Dividends & Yields

This stock pays an annual dividend of 0.09, which amounts to a dividend yield of 0.74%.

Dividend Per Share	0.09
Dividend Yield	0.74%
Dividend Growth (YoY)	-3.76%
Years of Dividend Growth	n/a
Payout Ratio	24.99%
Buyback Yield	1.95%
Shareholder Yield	2.69%
Earnings Yield	3.28%
FCF Yield	7.02%

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 2.59 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	2.59
Piotroski F-Score	6