WisdomTree, Inc. (WT)
NYSE: WT · Real-Time Price · USD
8.96
-0.03 (-0.28%)
Mar 31, 2025, 3:41 PM EDT - Market open

WisdomTree Statistics

Total Valuation

WisdomTree has a market cap or net worth of $1.27 billion. The enterprise value is $1.52 billion.

Market Cap 1.27B
Enterprise Value 1.52B

Important Dates

The next estimated earnings date is Friday, April 25, 2025, before market open.

Earnings Date Apr 25, 2025
Ex-Dividend Date Feb 12, 2025

Share Statistics

WisdomTree has 142.22 million shares outstanding. The number of shares has increased by 0.97% in one year.

Current Share Class 142.22M
Shares Outstanding 142.22M
Shares Change (YoY) +0.97%
Shares Change (QoQ) +2.56%
Owned by Insiders (%) 9.54%
Owned by Institutions (%) 85.79%
Float 105.81M

Valuation Ratios

The trailing PE ratio is 26.98 and the forward PE ratio is 12.92.

PE Ratio 26.98
Forward PE 12.92
PS Ratio 3.03
Forward PS 2.75
PB Ratio 3.16
P/TBV Ratio n/a
P/FCF Ratio 11.28
P/OCF Ratio 11.26
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 11.08, with an EV/FCF ratio of 13.45.

EV / Earnings 30.57
EV / Sales 3.56
EV / EBITDA 11.08
EV / EBIT 11.10
EV / FCF 13.45

Financial Position

The company has a current ratio of 2.92, with a Debt / Equity ratio of 1.28.

Current Ratio 2.92
Quick Ratio 2.85
Debt / Equity 1.28
Debt / EBITDA 3.59
Debt / FCF 4.53
Interest Coverage 7.26

Financial Efficiency

Return on equity (ROE) is 14.16% and return on invested capital (ROIC) is 9.92%.

Return on Equity (ROE) 14.16%
Return on Assets (ROA) 8.68%
Return on Invested Capital (ROIC) 9.92%
Return on Capital Employed (ROCE) 14.85%
Revenue Per Employee $1.37M
Profits Per Employee $159,300
Employee Count 313
Asset Turnover 0.43
Inventory Turnover n/a

Taxes

In the past 12 months, WisdomTree has paid $28.71 million in taxes.

Income Tax 28.71M
Effective Tax Rate 30.09%

Stock Price Statistics

The stock price has decreased by -2.23% in the last 52 weeks. The beta is 1.52, so WisdomTree's price volatility has been higher than the market average.

Beta (5Y) 1.52
52-Week Price Change -2.23%
50-Day Moving Average 9.25
200-Day Moving Average 10.10
Relative Strength Index (RSI) 50.03
Average Volume (20 Days) 1,706,539

Short Selling Information

The latest short interest is 18.03 million, so 12.68% of the outstanding shares have been sold short.

Short Interest 18.03M
Short Previous Month 21.85M
Short % of Shares Out 12.68%
Short % of Float 17.04%
Short Ratio (days to cover) 10.08

Income Statement

In the last 12 months, WisdomTree had revenue of $427.74 million and earned $49.86 million in profits. Earnings per share was $0.33.

Revenue 427.74M
Gross Profit 211.36M
Operating Income 137.29M
Pretax Income 100.92M
Net Income 49.86M
EBITDA 137.52M
EBIT 137.29M
Earnings Per Share (EPS) $0.33
Full Income Statement

Balance Sheet

The company has $266.63 million in cash and $512.91 million in debt, giving a net cash position of -$246.28 million or -$1.73 per share.

Cash & Cash Equivalents 266.63M
Total Debt 512.91M
Net Cash -246.28M
Net Cash Per Share -$1.73
Equity (Book Value) 399.98M
Book Value Per Share 2.83
Working Capital 209.18M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $113.46 million and capital expenditures -$141,000, giving a free cash flow of $113.32 million.

Operating Cash Flow 113.46M
Capital Expenditures -141,000
Free Cash Flow 113.32M
FCF Per Share $0.80
Full Cash Flow Statement

Margins

Gross margin is 49.41%, with operating and profit margins of 32.10% and 15.59%.

Gross Margin 49.41%
Operating Margin 32.10%
Pretax Margin 22.30%
Profit Margin 15.59%
EBITDA Margin 32.15%
EBIT Margin 32.10%
FCF Margin 26.49%

Dividends & Yields

This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 1.33%.

Dividend Per Share $0.12
Dividend Yield 1.33%
Dividend Growth (YoY) n/a
Years of Dividend Growth n/a
Payout Ratio 35.88%
Buyback Yield -0.97%
Shareholder Yield 0.37%
Earnings Yield 3.90%
FCF Yield 8.87%
Dividend Details

Analyst Forecast

The average price target for WisdomTree is $12.28, which is 37.13% higher than the current price. The consensus rating is "Buy".

Price Target $12.28
Price Target Difference 37.13%
Analyst Consensus Buy
Analyst Count 8
Revenue Growth Forecast (5Y) n/a
EPS Growth Forecast (5Y) n/a
Stock Forecasts

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 7. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 2.59
Piotroski F-Score 7