1. United States of America Stocks

  2. •

    Financial Services

  3. •

    Asset Management
WisdomTree, Inc.

WisdomTree, Inc.

WT
WisdomTree, Inc.US flagNew York Stock Exchange
24.89
USD
+0.02
- -
3.81BMarket Cap

Total Valuation

WisdomTree, Inc. carries a market capitalization of 3.81B, placing it among publicly traded companies globally. Its enterprise value stands at 3.32B, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.

Market Cap3.81B
Enterprise Value3.32B

Share Statistics

WisdomTree, Inc. currently has 151.70M shares outstanding.

Shares Outstanding151.70M
Owned by Insiders (%)N/A
Owned by Institutions (%)N/A

Valuation Ratios

WisdomTree, Inc. trades at a trailing price-to-earnings ratio of 29.48. The price-to-sales ratio is 3.91, and the price-to-book ratio stands at 6.14.

PE Ratio29.48
PS Ratio3.91
PB Ratio6.14
P/TBV Ratio-3.34
P/FCF Ratio12.45
P/OCF Ratio12.15

Enterprise Valuation

On an enterprise value basis, WisdomTree, Inc. trades at an EV/EBITDA multiple of 13.14 and an EV/FCF ratio of 14.43. The EV/Sales ratio of 5.44 reflects the premium investors are willing to pay for the company's revenue stream, while the EV/EBIT multiple of 13.68 provides insight into valuation relative to core operating earnings.

EV / Sales5.44
EV / EBITDA13.14
EV / EBIT13.68
EV / FCF14.43

Financial Position

WisdomTree, Inc. maintains a current ratio of 3.00, meaning it holds 3.0x the short-term assets needed to cover near-term liabilities. The debt-to-equity ratio is 257.67, indicating elevated leverage, while an interest coverage ratio of 5.56 demonstrates adequate ability to service its debt obligations.

Current Ratio3.00
Quick Ratio2.88
Debt / Equity257.67
Debt / EBITDA4.27
Interest Coverage5.56

Financial Efficiency

WisdomTree, Inc. posts a return on equity of 18.73 and a return on invested capital of 12.87.

Return on Equity (ROE)18.73
Return on Assets (ROA)5.96
Return on Invested Capital (ROIC)12.87
Return on Capital Employed (ROCE)8.99
Revenue Per EmployeeN/A
Employee CountN/A
Inventory TurnoverN/A

Taxes

Over the trailing twelve months, WisdomTree, Inc. has paid 43.07M in income taxes, reflecting an effective tax rate of 34.75.

Income Tax43.07M
Effective Tax Rate34.75

Stock Price Statistics

WisdomTree, Inc.'s stock has gained approximately 81.14993% over the past 52 weeks. The 50-day moving average sits at 20.96, while the 200-day moving average is 16.90.

Beta (5Y)N/A
52-Week Price Change81.14993%
50-Day Moving Average20.96
200-Day Moving Average16.90
Average Volume (20 Days)N/A

Income Statement

Over the trailing twelve months, WisdomTree, Inc. generated 609.68M in revenue and converted that into 80.88M in net income, yielding earnings per share of 0.55. EBITDA reached 252.36M, while operating income came in at 242.34M.

Revenue609.68M
Gross Profit345.09M
Operating Income242.34M
Pretax Income123.95M
Net Income80.88M
EBITDA252.36M
EBIT242.34M
Earnings Per Share (EPS)0.55

Balance Sheet

WisdomTree, Inc. holds 332.47M in cash and equivalents against 1.08B in total debt, resulting in a net debt position of 780.64M. Total book value stands at 418.52M, with working capital of 282.01M providing operational flexibility.

Cash & Cash Equivalents332.47M
Total Debt1.08B
Net Debt780.64M
Equity (Book Value)418.52M
Book Value Per Share2.76
Working Capital282.01M

Cash Flow

WisdomTree, Inc. produced 196.23M in operating cash flow over the past twelve months. After subtracting -3.87M in capital expenditures, free cash flow totaled 192.36M - equivalent to 1.37 per share.

Operating Cash Flow196.23M
Capital Expenditures-3.87M
Free Cash Flow192.36M
FCF Per Share1.37

Margins

WisdomTree, Inc. operates with a gross margin of 56.60, reflecting its pricing power and cost economics. The operating margin of 39.75 and net profit margin of 13.27 provide insight into operational efficiency.

Gross Margin56.60
Operating Margin39.75
Pretax Margin20.33
Profit Margin13.27
EBITDA Margin41.39

Dividends & Yields

The company's payout ratio of 21.52 indicates the proportion of earnings distributed to shareholders.

Dividend Per Share0.12
Dividend YieldN/A
Payout Ratio21.52
Shareholder Yield-13.01
FCF Yield8.03

Scores

WisdomTree, Inc. posts an Altman Z-Score of 5.80, well above the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.

Altman Z-Score5.80