ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is WisdomTree, Inc. ?
1
Strong Long Term Fundamental Strength with a 44.77% CAGR growth in Operating Profits
2
The company has declared positive results in Mar'2025 after 2 consecutive negative quarters
- OPERATING CASH FLOW(Y) Highest at USD 127.47 MM
- RAW MATERIAL COST(Y) Fallen by 1.68% (YoY)
- CASH AND EQV(HY) Highest at USD 364.05 MM
3
With ROE of 19.96%, it has a expensive valuation with a 3.51 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 0.52%, its profits have fallen by -19.3%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to WisdomTree, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is WisdomTree, Inc. for you?
Medium Risk, Medium Return
Absolute
Risk Adjusted
Volatility
WisdomTree, Inc.
65.75%
0.66
32.06%
S&P 500
13.68%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
14.25%
EBIT Growth (5y)
186.46%
EBIT to Interest (avg)
5.66
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.91
Tax Ratio
29.35%
Dividend Payout Ratio
16.00%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
29.35%
ROE (avg)
13.12%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
5.10
EV to EBIT
10.01
EV to EBITDA
9.75
EV to Capital Employed
17.80
EV to Sales
3.62
PEG Ratio
0.28
Dividend Yield
0.83%
ROCE (Latest)
177.94%
ROE (Latest)
29.52%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Sideways
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend25What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 149.46 MM
ROCE(HY)
Highest at 26.69%
RAW MATERIAL COST(Y)
Fallen by -3.75% (YoY
CASH AND EQV(HY)
Highest at USD 867.58 MM
NET SALES(Q)
Highest at USD 147.43 MM
PRE-TAX PROFIT(Q)
Highest at USD 52.32 MM
NET PROFIT(Q)
Highest at USD 41.5 MM
EPS(Q)
Highest at USD 0.28
-13What is not working for the Company
INTEREST COVERAGE RATIO(Q)
Lowest at 563.43
DEBT-EQUITY RATIO
(HY)
Highest at 156.42 %
DEBTORS TURNOVER RATIO(HY)
Lowest at 9.03 times
INTEREST(Q)
Highest at USD 11.02 MM
Here's what is working for WisdomTree, Inc.
Operating Cash Flow
Highest at USD 149.46 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 147.43 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 147.43 MM has Grown at 29.04%
over average net sales of the previous four periods of USD 114.25 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 52.32 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 52.32 MM has Grown at 46.01%
over average net sales of the previous four periods of USD 35.84 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 41.5 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Profit
At USD 41.5 MM has Grown at 56.04%
over average net sales of the previous four periods of USD 26.6 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 0.28
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Cash and Eqv
Highest at USD 867.58 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Raw Material Cost
Fallen by -3.75% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at USD 2.04 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Depreciation
At USD 2.04 MM has Grown at 113.7%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (USD MM)
Here's what is not working for WisdomTree, Inc.
Interest
At USD 11.02 MM has Grown at 30.2%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Interest Coverage Ratio
Lowest at 563.43
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Interest
Highest at USD 11.02 MM
in the last five periods and Increased by 30.2% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Debt-Equity Ratio
Highest at 156.42 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Debtors Turnover Ratio
Lowest at 9.03 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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