WisdomTree, Inc. (WT)
Full history for every metric is available with a Kvantra account
No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 250 | 304 | 301 | 349 | 428 | 494 | 610 | 702 |
| Operating profit | $m | 174 | 240 | ||||||
| Net profit | $m | -36 | 50 | 51 | 103 | 67 | 109 | 81 | 174 |
| EPS reported | $ | 0.75 | 0.52 | ||||||
| Operating cashflow per share | $ | 1.06 | 1.38 | ||||||
| Capex per share | $ | 0.00 | 0.01 | ||||||
| FCF per share | $ | 1.06 | 1.37 | ||||||
| Free cash flow | $m | 149 | 196 | ||||||
| Net debt | $m | 535 | 781 | ||||||
| Book value equity | $m | 414 | 419 | ||||||
| Book value per share | $ | 2.85 | 2.71 | ||||||
| Number of shares | m | 144.94 | 154.39 | ||||||
| DPS (TTM paid) | $ | 0.12 | 0.12 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 16.25 | - | ||||||
| P/B LTM | x | 4.14 | 4.09 | ||||||
| P/S LTM | x | 3.47 | 2.81 | ||||||
| P/FCF LTM | x | 11.47 | 8.72 | ||||||
| EV/EBITDA LTM | x | 12.90 | 13.21 | ||||||
| EV/Sales LTM | x | 4.77 | 6.79 | ||||||
| Earnings Yield LTM | % | +6.15% | +2.57% | ||||||
| FCF Yield | % | +8.72% | +11.47% | ||||||
| Quality | |||||||||
| ROE | % | +26.38% | +19.25% | ||||||
| ROIC | % | +9.67% | +10.26% | ||||||
| Operating margin | % | +35.28% | +39.30% | ||||||
| Gross margin | % | +72.12% | +71.84% | ||||||
| FCF/Sales | % | +30.23% | +32.34% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +127.27% | +57.58% | ||||||
| Sales Growth YoY | % | +15.43% | +42.54% | ||||||
| Net Income Growth YoY | % | +63.63% | +21.27% | ||||||
| FCF Growth | % | +31.70% | +73.19% | ||||||
| Operating Profit Growth | % | +26.88% | +74.53% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +1.01% | +0.55% | ||||||
| Dividend Growth | % | 0.00% | 0.00% | ||||||
| Payout Ratio | % | +15.92% | +23.01% | ||||||
| FCF/Debt | x | 0.16 | 0.18 | ||||||
| Net Debt/EBITDA | x | 3.53 | 4.39 | ||||||
| EBIT/Net interest | x | 5.73 | 5.28 | ||||||
| Net debt/market cap | % | +55.74% | +32.14% | ||||||
| Net debt/Equity | x | 1.29 | 1.87 | ||||||
| Gross debt/equity | x | 2.31 | 2.58 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free