Stock WT WISDOMTREE, INC.
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Financials WisdomTree, Inc.

Equities

WT

US97717P1049

Investment Management & Fund Operators

Market Closed - Nyse
Other stock markets
 04:00:02 2024-04-26 pm EDT 		5-day change 1st Jan Change
8.65 USD -1.37% Intraday chart for WisdomTree, Inc. -0.92% +24.82%
Apr. 26 Transcript : WisdomTree, Inc., Q1 2024 Earnings Call, Apr 26, 2024
Apr. 26 Sector Update: Financial Stocks Steady Premarket Friday MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 737.2 776.2 869.4 780 1,007 1,270 - -
Enterprise Value (EV) 1 838.2 834.5 920.1 842.9 1,282 1,474 1,395 1,338
P/E ratio 40.3 x -21.4 x 19.7 x 17.6 x 10.8 x 15.2 x 14.7 x -
Yield 2.48% 2.24% 1.96% - 1.73% 1.39% 1.39% 1.39%
Capitalization / Revenue 2.75 x 3.06 x 2.86 x 2.59 x 2.88 x 3.15 x 2.9 x 2.67 x
EV / Revenue 3.12 x 3.29 x 3.02 x 2.8 x 3.67 x 3.66 x 3.18 x 2.82 x
EV / EBITDA 15.4 x 14.8 x 10.2 x 11.9 x 13.6 x 10.2 x 9.47 x 9.25 x
EV / FCF 17.9 x 28.9 x 12.3 x - 15 x 17.1 x 14.1 x -
FCF Yield 5.58% 3.47% 8.15% - 6.68% 5.85% 7.1% -
Price to Book 2.04 x 2.99 x 2.21 x 1.82 x 2.55 x 2.21 x 1.88 x 1.66 x
Nbr of stocks (in thousands) 152,321 145,087 142,053 143,125 145,294 146,808 - -
Reference price 2 4.840 5.350 6.120 5.450 6.930 8.650 8.650 8.650
Announcement Date 1/31/20 1/29/21 1/28/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 268.4 253.7 304.3 301.3 349 402.8 438.6 475.1
EBITDA 1 54.58 56.52 89.8 70.73 94.24 145.1 147.2 144.7
EBIT 1 53.53 55.5 89.06 64.54 93.37 125.5 137.5 137
Operating Margin 19.95% 21.88% 29.26% 21.42% 26.75% 31.17% 31.35% 28.85%
Earnings before Tax (EBT) 1 30.26 -35.22 56.67 39.95 119 122.3 130.3 -
Net income 1 19.71 -35.66 49.8 50.68 102.5 93.89 98.63 -
Net margin 7.34% -14.05% 16.36% 16.82% 29.38% 23.31% 22.49% -
EPS 2 0.1200 -0.2500 0.3100 0.3100 0.6400 0.5700 0.5867 -
Free Cash Flow 1 46.76 28.92 75.02 - 85.6 86.27 98.99 -
FCF margin 17.42% 11.4% 24.65% - 24.52% 21.42% 22.57% -
FCF Conversion (EBITDA) 85.68% 51.17% 83.55% - 90.83% 59.47% 67.24% -
FCF Conversion (Net income) 237.21% - 150.66% - 83.47% 91.88% 100.37% -
Dividend per Share 2 0.1200 0.1200 0.1200 - 0.1200 0.1200 0.1200 0.1200
Announcement Date 1/31/20 1/29/21 1/28/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 78.11 79.18 78.37 77.25 72.41 73.31 82.04 85.72 90.42 90.84 96.84 102.2 103.3 105 104.7
EBITDA 1 24.39 22.61 20.17 17.88 17.38 14.39 17.65 23.22 27.01 26.37 29.03 35.36 37.6 39.09 34.5
EBIT 1 24.2 22.56 20.12 17.83 14.87 11.72 17.54 23.09 26.7 26.04 28.64 31.5 33.4 34.18 30.05
Operating Margin 30.98% 28.5% 25.68% 23.08% 20.54% 15.99% 21.38% 26.94% 29.53% 28.66% 29.58% 30.83% 32.32% 32.55% 28.7%
Earnings before Tax (EBT) 1 6.333 15.27 -26.97 10.68 84.56 -28.31 17.62 57.81 18.82 24.76 27.81 28.84 30.53 31.54 27.55
Net income 1 5.833 11.19 -10.26 8.005 81.23 -28.29 16.23 54.25 12.98 19.08 22.11 22.86 24.01 24.91 20.86
Net margin 7.47% 14.13% -13.09% 10.36% 112.17% -38.59% 19.79% 63.29% 14.36% 21% 22.83% 22.37% 23.24% 23.72% 19.93%
EPS 2 0.0400 0.0700 -0.0800 0.0500 0.5000 -0.2000 0.1000 0.3200 0.0700 0.1600 0.1300 0.1325 0.1350 0.1425 0.1233
Dividend per Share 2 0.0300 0.0300 0.0300 0.0300 0.0300 - 0.0300 0.0300 0.0300 0.0300 0.0300 0.0300 0.0300 0.0300 0.0300
Announcement Date 10/29/21 1/28/22 4/29/22 7/29/22 10/28/22 2/3/23 4/28/23 7/28/23 10/27/23 2/2/24 4/26/24 - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 101 58.3 50.7 62.9 275 204 125 67.8
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 1.85 x 1.032 x 0.5652 x 0.8889 x 2.917 x 1.41 x 0.8471 x 0.4684 x
Free Cash Flow 1 46.8 28.9 75 - 85.6 86.3 99 -
ROE (net income / shareholders' equity) 10% 13.2% 15.3% 9.92% 14.8% 16.8% 15.7% 15%
ROA (Net income/ Total Assets) - - 0.07% 0.05% 0.12% 0.09% 0.09% -
Assets 1 - - 72,485 99,772 84,497 109,177 113,366 -
Book Value Per Share 2 2.370 1.790 2.770 2.990 2.720 3.920 4.600 5.220
Cash Flow per Share 0.2800 0.2000 0.4700 - - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 1/31/20 1/29/21 1/28/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for WisdomTree, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
8.65 USD
Average target price
10.59 USD
Spread / Average Target
+22.47%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Investment Management
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