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 3,277 - -
Change - -10.28% 29.08% 47.32% 12.4% 96.52% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 3,729 3,647 3,524
Change - -8.39% 52.07% 55.68% 8.24% 72.65% -2.2% -3.36%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 29.7x 17.2x 15.5x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 4.69x 3.6x 2.87x
PEG - - 0x -0.7x 0x -111.38x 0.2x 1.4x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 4.71x 4.29x 3.97x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 5.36x 4.78x 4.27x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 12.4x 11.2x 10.4x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 13.2x 11.8x 10.6x
EV / FCF 12.3x - 15x 17.6x 14.6x 19x 16.9x -
FCF Yield 8.15% - 6.68% 5.68% 6.84% 5.27% 5.93% -
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% 0.54% 0.55% 0.61%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.748 1.29 1.43
Distribution rate 38.7% - 18.8% 36.4% 16% 16% 9.5% 9.44%
Net sales 1 304.3 301.3 349 427.7 493.8 695.8 763.3 825.5
EBITDA 1 89.8 70.73 94.24 144 184.1 299.8 325 340.5
EBIT 1 89.06 64.54 93.37 142.3 180.3 282.8 309.2 332.8
Net income 1 49.8 50.68 102.5 66.69 109.1 114.7 199.2 224
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 22.19 22.19 22.19
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 (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
29.67x5.36x12.44x0.54% 3.28B
23.54x8.13x15.59x3.64% 113B
17.06x13.58x27.79x0.75% 93.2B
23.51x - - 3.94% 31.31B
11.83x4.9x9.67x5.06% 22.19B
17.68x1.81x6.91x3.93% 17.03B
11.72x4.51x12.43x2.94% 16.89B
15.21x9.6x - 9.61% 14.35B
34.38x19.61x26.94x - 12.19B
Average 20.51x 8.44x 15.97x 3.8% 35.97B
Weighted average by Cap. 20.05x 9.56x 18.94x 3.13%

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

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