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 3,003 - -
Change - -10.28% 29.08% 47.32% 12.4% 80.14% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 3,453 3,367 3,240
Change - -8.39% 52.07% 55.68% 8.24% 59.89% -2.49% -3.77%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 27.3x 15.7x 14x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 4.13x 3.15x 2.51x
PEG - - 0x -0.7x 0x -12.8x 0.2x 1.2x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 4.34x 3.93x 3.63x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 4.99x 4.41x 3.91x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 11.8x 10.5x 9.5x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 12.5x 10.9x 9.73x
EV / FCF 12.3x - 15x 17.6x 14.6x 19.1x 15.4x -
FCF Yield 8.15% - 6.68% 5.68% 6.84% 5.22% 6.5% -
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% 0.6% 0.61% 0.67%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.734 1.28 1.43
Distribution rate 38.7% - 18.8% 36.4% 16% 16.3% 9.57% 9.44%
Net sales 1 304.3 301.3 349 427.7 493.8 691.4 764.4 828
EBITDA 1 89.8 70.73 94.24 144 184.1 293 321.4 341
EBIT 1 89.06 64.54 93.37 142.3 180.3 276.4 307.8 333
Net income 1 49.8 50.68 102.5 66.69 109.1 112.5 198.2 224
Net Debt 1 50.75 62.88 274.9 512 492.5 449.8 363.7 236.6
Reference price 2 6.12 5.45 6.93 10.50 12.19 20.05 20.05 20.05
Nbr of stocks (in thousands) 142,053 143,125 145,294 141,274 136,777 149,797 - -
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.($)
27.32x4.99x11.79x0.6% 3B
21.63x7.44x14.43x4% 99.69B
27.62x11.3x15.68x0.78% 90.63B
21.26x - - 4.31% 28.34B
12.23x4.77x9.39x5.26% 20.77B
16.81x1.78x6.68x4.03% 16.96B
14.7x4.44x12.23x3.04% 16.58B
12.33x9.36x - 10.02% 13.76B
34.93x19.22x27.65x2.26% 11.8B
Average 20.98x 7.91x 13.98x 3.81% 33.5B
Weighted average by Cap. 22.25x 8.56x 14.39x 3.27%

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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