WisdomTree, Inc. Logo

WisdomTree, Inc.

WETF

(1.8)
Stock Price

5,26 USD

27.85% ROA

20.4% ROE

19.08x PER

Market Cap.

1.497.300.160,00 USD

47.82% DER

1.22% Yield

19.81% NPM

WisdomTree, Inc. Stock Analysis

WisdomTree, Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

WisdomTree, Inc. Fundamental Stock Analysis
# Analysis Rating
1 ROA

The stock's ability to make a lot of money from its assets shows that it is very profitable, making it a good choice for people who want to invest and make a lot of money.

2 ROE

ROE in an average range (14.22%) suggests satisfactory profitability and decent utilization of shareholders' equity.

3 PBV

The stock's PBV ratio (2.04x) reflects a fair valuation, making it an attractive option for investors seeking balanced opportunities.

4 DER

The stock has a reasonable amount of debt compared to its ownership (59%), suggesting a balanced financial position and a moderate level of risk.

5 Revenue Growth

This company's revenue has shown remarkable growth over the past three years, making it an excellent choice for seeking a consistently prosperous investment.

6 Net Profit Growth

Over the last three years, this company has consistently achieved net profit growth, indicating a favorable financial performance and making it an attractive investment option.

7 Assets Growth

Regrettably, this company's revenue has shown no signs of growth over the past three years, suggesting limited potential for returns and making it a less appealing choice.

8 Graham Number

Based on the Graham number, this company's stock price appears to be higher than its intrinsic value, signaling a potentially unfavorable investment choice.

9 Dividend Growth

The company's dividend growth has been flat for the past three years, raising concerns for potential investors seeking reliable returns.

10 Dividend

No dividends from the company in the past three years raises doubts about its profitability for shareholders.

11 Buffet Intrinsic Value

Warren Buffett's formula suggests that the company's stock is overpriced (-13), presenting a possible disadvantage for investors as its market price surpasses its estimated intrinsic value.

WisdomTree, Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

WisdomTree, Inc. Technical Stock Analysis
# Analysis Recommendation

WisdomTree, Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

WisdomTree, Inc. Revenue
Year Revenue Growth
1996 13.044.111
1997 15.450.150 15.57%
1998 15.348.179 -0.66%
1999 17.505.409 12.32%
2000 19.778.804 11.49%
2001 5.929.994 -233.54%
2002 0 0%
2010 41.612.000 100%
2011 65.160.000 36.14%
2012 84.798.000 23.16%
2013 149.468.000 43.27%
2014 183.762.000 18.66%
2015 298.942.000 38.53%
2016 219.446.000 -36.23%
2017 237.399.000 7.56%
2018 274.116.000 13.39%
2019 268.403.000 -2.13%
2020 253.699.000 -5.8%
2021 304.318.000 16.63%
2022 301.345.000 -0.99%
2023 361.692.000 16.68%
2023 349.035.000 -3.63%
2024 428.136.000 18.48%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

WisdomTree, Inc. Research and Development Expenses
Year Research and Development Expenses Growth
1996 0
1997 0 0%
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 50.000 100%
2023 0 0%
2023 634.000 100%
2024 1.436.000 55.85%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

WisdomTree, Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
1996 0
1997 0 0%
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2010 19.183.000 100%
2011 45.829.000 58.14%
2012 29.042.000 -57.8%
2013 40.608.000 28.48%
2014 45.539.000 10.83%
2015 54.148.000 15.9%
2016 52.986.000 -2.19%
2017 57.645.000 8.08%
2018 70.873.000 18.66%
2019 73.445.000 3.5%
2020 71.844.000 -2.23%
2021 71.157.000 -0.97%
2022 82.459.000 13.71%
2023 91.780.000 10.16%
2023 95.001.000 3.39%
2024 31.632.000 -200.33%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

WisdomTree, Inc. EBITDA
Year EBITDA Growth
1996 -3.167.731
1997 -4.686.326 32.4%
1998 -7.713.433 39.24%
1999 -7.978.638 3.32%
2000 -7.082.458 -12.65%
2001 -2.737.869 -158.69%
2002 -1.068.693 -156.19%
2010 -7.235.000 85.23%
2011 3.359.000 315.39%
2012 15.306.000 78.05%
2013 51.976.000 70.55%
2014 74.369.000 30.11%
2015 142.561.000 47.83%
2016 73.695.000 -93.45%
2017 59.587.000 -23.68%
2018 85.434.000 30.25%
2019 71.711.000 -19.14%
2020 77.836.000 7.87%
2021 102.925.000 24.38%
2022 45.453.000 -126.44%
2023 102.456.000 55.64%
2023 151.602.000 32.42%
2024 137.008.000 -10.65%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

WisdomTree, Inc. Gross Profit
Year Gross Profit Growth
1996 13.044.111
1997 15.450.150 15.57%
1998 15.348.179 -0.66%
1999 17.505.409 12.32%
2000 19.778.804 11.49%
2001 5.929.994 -233.54%
2002 0 0%
2010 22.419.000 100%
2011 65.160.000 65.59%
2012 61.565.000 -5.84%
2013 113.258.000 45.64%
2014 142.767.000 20.67%
2015 225.714.000 36.75%
2016 156.183.000 -44.52%
2017 155.906.000 -0.18%
2018 199.601.000 21.89%
2019 187.642.000 -6.37%
2020 179.024.000 -4.81%
2021 216.155.000 17.18%
2022 203.448.000 -6.25%
2023 249.872.000 18.58%
2023 266.153.000 6.12%
2024 333.868.000 20.28%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

WisdomTree, Inc. Net Profit
Year Net Profit Growth
1996 -3.189.452
1997 -4.960.335 35.7%
1998 -8.591.870 42.27%
1999 -4.192.703 -104.92%
2000 -3.405.789 -23.11%
2001 -5.333.356 36.14%
2002 1.063.933 601.29%
2010 -7.549.000 114.09%
2011 3.092.000 344.15%
2012 11.030.000 71.97%
2013 51.537.000 78.6%
2014 61.051.000 15.58%
2015 80.052.000 23.74%
2016 26.155.000 -206.07%
2017 27.199.000 3.84%
2018 36.633.000 25.75%
2019 19.713.000 -85.83%
2020 -35.655.000 155.29%
2021 49.797.000 171.6%
2022 50.684.000 1.75%
2023 51.936.000 2.41%
2023 102.546.000 49.35%
2024 87.036.000 -17.82%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

WisdomTree, Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1996 -1
1997 -1 0%
1998 -1 100%
1999 0 0%
2000 0 0%
2001 -1 0%
2002 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 1 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2023 1 0%
2024 1 0%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

WisdomTree, Inc. Free Cashflow
Year Free Cashflow Growth
1996 -4.223.480
1997 -4.921.656 14.19%
1998 -8.455.247 41.79%
1999 -8.709.649 2.92%
2000 -8.730.142 0.23%
2001 -4.289.416 -103.53%
2002 -1.091.991 -292.81%
2010 2.035.000 153.66%
2011 13.584.000 85.02%
2012 11.044.000 -23%
2013 63.914.000 82.72%
2014 77.736.000 17.78%
2015 152.495.000 49.02%
2016 53.841.000 -183.23%
2017 46.081.000 -16.84%
2018 37.397.000 -23.22%
2019 46.785.000 20.07%
2020 28.923.000 -61.76%
2021 75.025.000 61.45%
2022 54.867.000 -36.74%
2023 83.338.000 34.16%
2023 28.286.000 -194.63%
2024 31.582.000 10.44%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

WisdomTree, Inc. Operating Cashflow
Year Operating Cashflow Growth
1996 -3.709.861
1997 -4.743.284 21.79%
1998 -8.101.534 41.45%
1999 -7.141.246 -13.45%
2000 -8.336.292 14.34%
2001 -3.728.415 -123.59%
2002 -1.051.448 -254.6%
2010 2.128.000 149.41%
2011 13.692.000 84.46%
2012 11.234.000 -21.88%
2013 70.125.000 83.98%
2014 82.630.000 15.13%
2015 155.111.000 46.73%
2016 54.911.000 -182.48%
2017 48.508.000 -13.2%
2018 37.468.000 -29.47%
2019 46.832.000 19.99%
2020 29.395.000 -59.32%
2021 75.318.000 60.97%
2022 55.087.000 -36.73%
2023 85.600.000 35.65%
2023 28.321.000 -202.25%
2024 32.210.000 12.07%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

WisdomTree, Inc. Capital Expenditure
Year Capital Expenditure Growth
1996 513.619
1997 178.372 -187.95%
1998 353.713 49.57%
1999 1.568.403 77.45%
2000 393.850 -298.22%
2001 561.001 29.8%
2002 40.543 -1283.72%
2010 93.000 56.41%
2011 108.000 13.89%
2012 190.000 43.16%
2013 6.211.000 96.94%
2014 4.894.000 -26.91%
2015 2.616.000 -87.08%
2016 1.070.000 -144.49%
2017 2.427.000 55.91%
2018 71.000 -3318.31%
2019 47.000 -51.06%
2020 472.000 90.04%
2021 293.000 -61.09%
2022 220.000 -33.18%
2023 2.262.000 90.27%
2023 35.000 -6362.86%
2024 628.000 94.43%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

WisdomTree, Inc. Equity
Year Equity Growth
1996 5.237.107
1997 6.255.099 16.27%
1998 5.691.072 -9.91%
1999 7.662.937 25.73%
2000 4.582.306 -67.23%
2001 -1.149.718 498.56%
2002 -250.960 -358.13%
2011 25.853.000 100.97%
2012 51.060.000 49.37%
2013 109.029.000 53.17%
2014 184.285.000 40.84%
2015 234.502.000 21.41%
2016 50.201.000 -367.13%
2017 73.155.000 31.38%
2018 475.143.000 84.6%
2019 491.273.000 3.28%
2020 380.055.000 -29.26%
2021 447.876.000 15.14%
2022 496.190.000 9.74%
2023 469.380.000 -5.71%
2023 687.866.000 31.76%
2024 578.133.000 -18.98%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

WisdomTree, Inc. Assets
Year Assets Growth
1996 11.303.735
1997 12.156.967 7.02%
1998 10.787.243 -12.7%
1999 16.257.967 33.65%
2000 12.706.260 -27.95%
2001 3.068.184 -314.13%
2002 1.199.211 -155.85%
2011 42.567.000 97.18%
2012 63.425.000 32.89%
2013 141.791.000 55.27%
2014 220.751.000 35.77%
2015 292.693.000 24.58%
2016 249.767.000 -17.19%
2017 254.985.000 2.05%
2018 902.642.000 71.75%
2019 933.244.000 3.28%
2020 869.676.000 -7.31%
2021 1.015.935.000 14.4%
2022 1.033.819.000 1.73%
2023 951.824.000 -8.61%
2023 944.715.000 -0.75%
2024 965.085.000 2.11%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

WisdomTree, Inc. Liabilities
Year Liabilities Growth
1996 6.066.628
1997 5.901.868 -2.79%
1998 5.096.171 -15.81%
1999 8.595.030 40.71%
2000 8.123.954 -5.8%
2001 4.217.902 -92.61%
2002 1.450.171 -190.86%
2011 16.714.000 91.32%
2012 12.365.000 -35.17%
2013 32.762.000 62.26%
2014 36.466.000 10.16%
2015 58.191.000 37.33%
2016 49.493.000 -17.57%
2017 62.034.000 20.22%
2018 544.307.000 88.6%
2019 565.694.000 3.78%
2020 603.411.000 6.25%
2021 746.511.000 19.17%
2022 728.208.000 -2.51%
2023 482.444.000 -50.94%
2023 403.010.000 -19.71%
2024 386.952.000 -4.15%

WisdomTree, Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
2.62
Net Income per Share
0.52
Price to Earning Ratio
19.08x
Price To Sales Ratio
3.89x
POCF Ratio
14.97
PFCF Ratio
16.06
Price to Book Ratio
2.51
EV to Sales
4.26
EV Over EBITDA
14.29
EV to Operating CashFlow
16.97
EV to FreeCashFlow
17.6
Earnings Yield
0.05
FreeCashFlow Yield
0.06
Market Cap
1,50 Bil.
Enterprise Value
1,64 Bil.
Graham Number
6.77
Graham NetNet
-1.23

Income Statement Metrics

Net Income per Share
0.52
Income Quality
1.35
ROE
0.15
Return On Assets
0.02
Return On Capital Employed
0.02
Net Income per EBT
0.92
EBT Per Ebit
1.29
Ebit per Revenue
0.17
Effective Tax Rate
0.08

Margins

Sales, General, & Administrative to Revenue
0.2
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.05
Gross Profit Margin
0.65
Operating Profit Margin
0.17
Pretax Profit Margin
0.21
Net Profit Margin
0.2

Dividends

Dividend Yield
0.01
Dividend Yield %
1.22
Payout Ratio
0.27
Dividend Per Share
0.12

Operating Metrics

Operating Cashflow per Share
0.66
Free CashFlow per Share
0.63
Capex to Operating CashFlow
0.04
Capex to Revenue
0.01
Capex to Depreciation
2.46
Return on Invested Capital
0.1
Return on Tangible Assets
0.28
Days Sales Outstanding
40.43
Days Payables Outstanding
178.61
Days of Inventory on Hand
-209.56
Receivables Turnover
9.03
Payables Turnover
2.04
Inventory Turnover
-1.74
Capex per Share
0.02

Balance Sheet

Cash per Share
1,38
Book Value per Share
3,94
Tangible Book Value per Share
-0.78
Shareholders Equity per Share
3.94
Interest Debt per Share
1.99
Debt to Equity
0.48
Debt to Assets
0.29
Net Debt to EBITDA
1.25
Current Ratio
3.01
Tangible Asset Value
-0,11 Bil.
Net Current Asset Value
-0,13 Bil.
Invested Capital
863693000
Working Capital
0,17 Bil.
Intangibles to Total Assets
0.72
Average Receivables
0,04 Bil.
Average Payables
0,05 Bil.
Average Inventory
-27508999
Debt to Market Cap
0.18

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

WisdomTree, Inc. Dividends
Year Dividends Growth
2014 0
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%

WisdomTree, Inc. Profile

About WisdomTree, Inc.

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

CEO
Mr. Jonathan Steinberg
Employee
274
Address
245 Park Ave Fl 35
New York City, 10167

WisdomTree, Inc. Executives & BODs

WisdomTree, Inc. Executives & BODs
# Name Age
1 Mr. Peter Michael Ziemba
Senior Advisor to the Chief Executive Officer & Chief Admin. Officer
70
2 Mr. Bryan Joseph Edmiston
Chief Financial Officer
70
3 Mr. Ben Slavin
Head of Product & Bus. Devel.
70
4 Mr. David Yates
Chief Information Officer
70
5 Mr. Alexis Marinof
Head of WisdomTree Europe
70
6 Ms. Jessica Zaloom
Head of Corporation Communications & PR
70
7 Mr. Jeremy Edward Campbell C.F.A.
Director of Investor Relations
70
8 Ms. Marci Jill Frankenthaler
Chief Legal Officer & Sec.
70
9 Mr. Robert Jarrett Lilien
Pres & Chief Operating Officer
70
10 Mr. Jonathan Laurence Steinberg
Founder, Chief Executive Officer & Director
70

WisdomTree, Inc. Competitors