# WisdomTree Inc. (WT) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $24.89, market value $3.8 billion.

## Valuation
- **P/E (trailing): 45.3×** (5-yr avg 18.7×, 3-yr avg 19.4×). WisdomTree Inc. trades at 45.3× trailing earnings, well above its own five-year average of 18.7×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 18.8×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.15**. A PEG of 0.15 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 6.2×**. Each dollar of revenue is priced at 6.2×.
- **Price / book: 8.8×**. The shares trade at 8.8× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 16.7×**. Enterprise value is 16.7× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 5.2%** (5-yr avg 7.5%). Free cash flow equals 5.2% of the market value, below its five-year average of 7.5%, so the shares are pricier on cash than usual. Above 5% is generally attractive.
- **Earnings yield: 2.2%**. The inverse of the P/E: 2.2% of the price is earned each year.

## Profitability
- **Operating margin: 38.8%**. 38.8% of revenue is left after running the business, an exceptional level.
- **Net margin: 22.1%**. 22.1% of each dollar of sales reaches the bottom line.
- **Return on equity: 26.4%**. 26.4% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 25.4%**. Return on all capital, debt included, is 25.4%: comfortably above what that capital costs.
- **Return on assets: 5.3%**. Each dollar of assets produces 5.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 15.4%** (3-yr 17.9%/yr). Revenue grew 15.4% over the last year.
- **EPS growth (1 yr): 127.3%** (3-yr 34.2%/yr). Earnings per share rose 127.3%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 39.1%/yr**. Free cash flow has compounded at 39.1% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 0.48%** ($0.12 per share, trailing). WisdomTree Inc. yields 0.48%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 16%** (9% of free cash flow). 16% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 7**. 7 straight years of increases.
- **Dividend growth (5 yr): 0.0%/yr** (1-yr 0.0%). The dividend has not grown over five years.

## Analyst view
- **Analyst consensus: buy** (7 analysts). 7 analysts cover WisdomTree Inc.; the consensus is buy, with an average price target of $24.19 (-3% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 82.2%** (YTD 104.9%, 3-mo 36.9%). The shares are up 82.2% over twelve months including dividends.
- **From 52-week high: -3.9%** (132.8% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 66**. An RSI of 66 is neutral.
- **Beta (1 yr): 1.56** (volatility 40%). Beta of 1.56 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=WT · Page: https://foliofundamentals.com/stocks/wt

Not investment advice.