WT Valuation

WisdomTree Inc

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13.650

+0.1(0.738%)1D

Overview
Forecast
Valuation
Earnings

WT Relative Valuation

WT's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, WT is overvalued; if below, it's undervalued.

Historical Valuation

WisdomTree Inc (WT) is now in the Fair zone, suggesting that its current forward PE ratio of 16.49 is considered Fairly compared with the five-year average of 17.40. The fair price of WisdomTree Inc (WT) is between 11.38 to 15.67 according to relative valuation methord.

Relative Value

Fair Zone

11.38-15.67

Current Price：13.55

Fair

16.49

Trailing

Forward

11.36

EV/EBITDA

WisdomTree Inc. (WT) has a current EV/EBITDA of 11.36. The 5-year average EV/EBITDA is 11.49. The thresholds are as follows: Strongly Undervalued below 8.11, Undervalued between 8.11 and 9.80, Fairly Valued between 13.19 and 9.80, Overvalued between 13.19 and 14.88, and Strongly Overvalued above 14.88. The current Forward EV/EBITDA of 11.36 falls within the Historic Trend Line -Fairly Valued range.

12.47

EV/EBIT

WisdomTree Inc. (WT) has a current EV/EBIT of 12.47. The 5-year average EV/EBIT is 12.77. The thresholds are as follows: Strongly Undervalued below 8.40, Undervalued between 8.40 and 10.58, Fairly Valued between 14.95 and 10.58, Overvalued between 14.95 and 17.14, and Strongly Overvalued above 17.14. The current Forward EV/EBIT of 12.47 falls within the Historic Trend Line -Fairly Valued range.

3.92

WisdomTree Inc. (WT) has a current PS of 3.92. The 5-year average PS is 2.85. The thresholds are as follows: Strongly Undervalued below 2.03, Undervalued between 2.03 and 2.44, Fairly Valued between 3.27 and 2.44, Overvalued between 3.27 and 3.68, and Strongly Overvalued above 3.68. The current Forward PS of 3.92 falls within the Strongly Overvalued range.

17.06

P/OCF

WisdomTree Inc. (WT) has a current P/OCF of 17.06. The 5-year average P/OCF is 17.56. The thresholds are as follows: Strongly Undervalued below 4.93, Undervalued between 4.93 and 11.24, Fairly Valued between 23.87 and 11.24, Overvalued between 23.87 and 30.18, and Strongly Overvalued above 30.18. The current Forward P/OCF of 17.06 falls within the Historic Trend Line -Fairly Valued range.

17.06

P/FCF

WisdomTree Inc. (WT) has a current P/FCF of 17.06. The 5-year average P/FCF is 17.57. The thresholds are as follows: Strongly Undervalued below 4.98, Undervalued between 4.98 and 11.28, Fairly Valued between 23.87 and 11.28, Overvalued between 23.87 and 30.17, and Strongly Overvalued above 30.17. The current Forward P/FCF of 17.06 falls within the Historic Trend Line -Fairly Valued range.

WisdomTree Inc (WT) has a current Price-to-Book (P/B) ratio of 4.36. Compared to its 3-year average P/B ratio of 3.05 , the current P/B ratio is approximately 42.66% higher. Relative to its 5-year average P/B ratio of 3.07, the current P/B ratio is about 42.00% higher. WisdomTree Inc (WT) has a Forward Free Cash Flow (FCF) yield of approximately 0.00%. Compared to its 3-year average FCF yield of 7.15%, the current FCF yield is approximately -100.00% lower. Relative to its 5-year average FCF yield of 7.10% , the current FCF yield is about -100.00% lower.

4.36

P/B

Median3y

3.05

Median5y

3.07

6.42

FCF Yield

Median3y

7.15

Median5y

7.10

Competitors Valuation Multiple

The average P/S ratio for WT's competitors is 0.00, providing a benchmark for relative valuation. WisdomTree Inc Corp (WT) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 5.22%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

Sixth Street Specialty Lending Inc

Kimbell Royalty Partners LP

Capital Southwest Corp

Dorchester Minerals LP

Loss

-13.29%

1.22B

Performance Decomposition

Market capitalization of WT increased by 31.30% over the past 1 year. The primary factor behind the change was an increase in P/E Change from 28.41 to 33.49.

The secondary factor is the Margin Expansion, contributed 8.21%to the performance.

Overall, the performance of WT in the past 1 year is driven by P/E Change. Which is more unsustainable.

5.22%

107.03M → 112.62M

Revenue Growth

8.21%

20.33 → 22.00

Margin Expansion

17.87%

28.41 → 33.49

P/E Change

31.30%