WisdomTree, Inc. (WT) stock analysis

P/E above its 5-year median

WisdomTree's P/E of 30.2 is above its own 5-year median of 28.2.

P/E above the industry

WisdomTree's P/E of 30.2 is above the Security Brokers, Dealers, and Flotation median of 15.7.

EV/EBITDA below its 5-year median

WisdomTree's EV/EBITDA of 11.6 is below its 5-year median of 11.8.

P/B above the industry

WisdomTree's price-to-book of 7.29 is above the Security Brokers, Dealers, and Flotation median of 3.12.

Trading above fair value

The share price of $21.44 is above our fair value estimate of $17.25.

Margin of safety under 20%

The price is 24.3% above fair value, so there is no margin of safety.

Revenue growing 10%+ a year

Revenue grew 17.9% a year over the last three fiscal years.

EPS growing 10%+ a year

Diluted EPS grew 34.2% a year over the last three fiscal years.

Earnings acceleration

Needs positive net income now, a year ago and five years ago.

Growing faster than the industry

Revenue grew 45.2% over the last twelve months; the Security Brokers, Dealers, and Flotation median is 16.2%.

Company guidance

No outlook found in earnings releases from the last twelve months.

Gross margin trend

This company does not report gross profit.

Return on equity over 15%

Return on equity was 27.0% over the last twelve months and averaged 21.6% over five years.

Return on capital over 10%

Return on invested capital was 161%, above the 10% that usually covers the cost of capital.

Return on equity above the industry

WisdomTree's return on equity of 27.0% is above the Security Brokers, Dealers, and Flotation median of 17.9%.

Earnings over 5 years

Needs positive net income five years ago and in the latest year.

Net margin below its 5-year average

Net margin was 16.6% over the last twelve months, against a 5-year average of 20.1%.

Net margin above the industry

WisdomTree's net margin of 16.6% is above the Security Brokers, Dealers, and Flotation median of 14.4%.

Debt level

Needs debt and equity figures.

Debt trend

Needs a balance sheet from five years ago with positive equity.

Debt coverage

Needs operating cash flow.

Interest well covered

Operating income covers interest expense 5.3 times.

Short-term assets cover short-term debts

Current assets are 3.54 times current liabilities.

Low bankruptcy risk

The Altman Z-score is 3.02; above 3 is the safe zone and below 1.8 the distress zone.

Pays a dividend

WisdomTree paid dividends worth 0.6% of the share price over the last twelve months.

Yield below Treasuries

The 0.6% yield is below the 4.4% on a 1-year Treasury.

Yield below the top quarter

The top quarter of US dividend payers yield 3.8% or more; WisdomTree yields 0.6%.

Dividend was cut

The dividend per share fell by more than 10% at least once in the last 10 fiscal years.

Covered by earnings

Dividends take 15.9% of net income.

Covered by free cash flow

Dividends take 8.5% of free cash flow.