Is WisdomTree, Inc. overvalued or undervalued?

Sep 20 2025 05:51 PM IST
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As of September 3, 2025, WisdomTree, Inc. is considered very expensive and overvalued with a P/E ratio of 18, an EV to EBITDA ratio of 8.77, and a Price to Book Value of 3.51, significantly higher than its peers, despite outperforming the S&P 500 with a year-to-date return of 37.81%.
As of 3 September 2025, the valuation grade for WisdomTree, Inc. has moved from expensive to very expensive, indicating a significant shift in its perceived value. Based on the current metrics, the company appears overvalued. The P/E ratio stands at 18, while its EV to EBITDA ratio is 8.77, and the Price to Book Value is 3.51, all suggesting a premium valuation compared to its peers.

In comparison to its industry, WisdomTree's P/E ratio of 22.34 is notably higher than that of peers like Blackstone Secured Lending Fund at 10.85 and Viper Energy, Inc. at 8.34, both of which are categorized as very attractive. Additionally, the company's recent performance has outpaced the S&P 500, with a year-to-date return of 37.81% compared to the index's 12.22%, reinforcing the notion of its current overvaluation.
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