Company Valuation: WisdomTree, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 869.4 780 1,007 1,483 1,667 3,675 - -
Change - -10.28% 29.08% 47.32% 12.4% 120.43% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 4,128 4,046 3,923
Change - -8.39% 52.07% 55.68% 8.24% 91.11% -1.99% -3.03%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 32.4x 18.7x 16.1x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 5.26x 4.04x 3.22x
PEG - - 0x -0.7x 0x 13.5x 0.3x 1x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 5.25x 4.76x 4.4x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 5.89x 5.24x 4.7x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 13.7x 12.3x 11.2x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 14.4x 12.9x 11.5x
EV / FCF 12.3x - 15x 17.6x 14.6x 20.7x 18.5x 14.3x
FCF Yield 8.15% - 6.68% 5.68% 6.84% 4.84% 5.41% 7.01%
Dividend per Share 2 0.12 - 0.12 0.12 0.12 0.12 0.1225 0.135
Rate of return 1.96% - 1.73% 1.14% 0.98% 0.48% 0.49% 0.54%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.768 1.332 1.545
Distribution rate 38.7% - 18.8% 36.4% 16% 15.6% 9.2% 8.74%
Net sales 1 304.3 301.3 349 427.7 493.8 700.6 772.6 835.2
EBITDA 1 89.8 70.73 94.24 144 184.1 302.3 327.7 349.1
EBIT 1 89.06 64.54 93.37 142.3 180.3 286.9 314.2 340.2
Net income 1 49.8 50.68 102.5 66.69 109.1 117.5 204.9 236.2
Net Debt 1 50.75 62.88 274.9 512 492.5 452.4 370.4 247.8
Reference price 2 6.12 5.45 6.93 10.50 12.19 24.89 24.89 24.89
Nbr of stocks (in thousands) 142,053 143,125 145,294 141,274 136,777 147,659 - -
Announcement Date 28/01/22 03/02/23 02/02/24 31/01/25 30/01/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
32.41x5.89x13.66x0.48% 3.68B
22.62x7.84x15.03x3.79% 109B
17.7x13.98x24.77x0.73% 96.7B
23.94x - - 3.87% 31.88B
11.83x4.85x9.47x5.23% 22.33B
17.58x1.86x7.13x3.8% 17.65B
14.5x4.48x13.43x2.99% 16.74B
15.26x9.61x - 9.58% 14.39B
32.69x19.2x26.81x - 12.01B
Average 20.95x 8.46x 15.76x 3.81% 36.03B
Weighted average by Cap. 20.01x 9.62x 17.87x 3.14%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. WT Stock
  4. Valuation WisdomTree, Inc.
40% Discount: Identify Tomorrow's Best Investments With The Best Subscriber-Only Tools!
d
:
:
SEIZE THE OFFER!