WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $1.36 billion. The enterprise value is $1.62 billion.
| Market Cap | 1.36B |
| Enterprise Value | 1.62B |
Important Dates
The last earnings date was Friday, May 2, 2025, before market open.
| Earnings Date | May 2, 2025 |
| Ex-Dividend Date | May 14, 2025 |
Share Statistics
WisdomTree has 143.07 million shares outstanding. The number of shares has decreased by -3.11% in one year.
| Current Share Class | 143.07M |
| Shares Outstanding | 143.07M |
| Shares Change (YoY) | -3.11% |
| Shares Change (QoQ) | -0.72% |
| Owned by Insiders (%) | 9.48% |
| Owned by Institutions (%) | 83.86% |
| Float | 108.79M |
Valuation Ratios
The trailing PE ratio is 25.91 and the forward PE ratio is 13.60.
| PE Ratio | 25.91 |
| Forward PE | 13.60 |
| PS Ratio | 3.12 |
| Forward PS | 2.89 |
| PB Ratio | 3.28 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 11.28 |
| P/OCF Ratio | 11.27 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 11.26, with an EV/FCF ratio of 13.41.
| EV / Earnings | 29.73 |
| EV / Sales | 3.69 |
| EV / EBITDA | 11.26 |
| EV / EBIT | 11.29 |
| EV / FCF | 13.41 |
Financial Position
The company has a current ratio of 3.83, with a Debt / Equity ratio of 1.23.
| Current Ratio | 3.83 |
| Quick Ratio | 3.73 |
| Debt / Equity | 1.23 |
| Debt / EBITDA | 3.44 |
| Debt / FCF | 4.25 |
| Interest Coverage | 7.10 |
Financial Efficiency
Return on equity (ROE) is 14.25% and return on invested capital (ROIC) is 10.19%.
| Return on Equity (ROE) | 14.25% |
| Return on Assets (ROA) | 9.18% |
| Return on Invested Capital (ROIC) | 10.19% |
| Return on Capital Employed (ROCE) | 15.25% |
| Revenue Per Employee | $1.40M |
| Profits Per Employee | $174,038 |
| Employee Count | 313 |
| Asset Turnover | 0.45 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $28.75 million in taxes.
| Income Tax | 28.75M |
| Effective Tax Rate | 29.35% |
Stock Price Statistics
The stock price has increased by +5.19% in the last 52 weeks. The beta is 1.06, so WisdomTree's price volatility has been similar to the market average.
| Beta (5Y) | 1.06 |
| 52-Week Price Change | +5.19% |
| 50-Day Moving Average | 8.68 |
| 200-Day Moving Average | 9.88 |
| Relative Strength Index (RSI) | 66.69 |
| Average Volume (20 Days) | 1,347,532 |
Short Selling Information
The latest short interest is 14.52 million, so 10.15% of the outstanding shares have been sold short.
| Short Interest | 14.52M |
| Short Previous Month | 17.57M |
| Short % of Shares Out | 10.15% |
| Short % of Float | 13.35% |
| Short Ratio (days to cover) | 8.90 |
Income Statement
In the last 12 months, WisdomTree had revenue of $438.98 million and earned $54.47 million in profits. Earnings per share was $0.37.
| Revenue | 438.98M |
| Gross Profit | 218.31M |
| Operating Income | 143.51M |
| Pretax Income | 100.92M |
| Net Income | 54.47M |
| EBITDA | 143.78M |
| EBIT | 143.51M |
| Earnings Per Share (EPS) | $0.37 |
Balance Sheet
The company has $255.67 million in cash and $513.24 million in debt, giving a net cash position of -$257.57 million or -$1.80 per share.
| Cash & Cash Equivalents | 255.67M |
| Total Debt | 513.24M |
| Net Cash | -257.57M |
| Net Cash Per Share | -$1.80 |
| Equity (Book Value) | 415.63M |
| Book Value Per Share | 2.91 |
| Working Capital | 231.63M |
Cash Flow
In the last 12 months, operating cash flow was $120.87 million and capital expenditures -$106,000, giving a free cash flow of $120.76 million.
| Operating Cash Flow | 120.87M |
| Capital Expenditures | -106,000 |
| Free Cash Flow | 120.76M |
| FCF Per Share | $0.84 |
Margins
Gross margin is 49.73%, with operating and profit margins of 32.69% and 15.77%.
| Gross Margin | 49.73% |
| Operating Margin | 32.69% |
| Pretax Margin | 22.31% |
| Profit Margin | 15.77% |
| EBITDA Margin | 32.75% |
| EBIT Margin | 32.69% |
| FCF Margin | 27.51% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 1.26%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 1.26% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 32.66% |
| Buyback Yield | 3.11% |
| Shareholder Yield | 4.37% |
| Earnings Yield | 4.00% |
| FCF Yield | 8.87% |
Analyst Forecast
The average price target for WisdomTree is $12.21, which is 28.26% higher than the current price. The consensus rating is "Buy".
| Price Target | $12.21 |
| Price Target Difference | 28.26% |
| Analyst Consensus | Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
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 2.79 and a Piotroski F-Score of 7. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.79 |
| Piotroski F-Score | 7 |