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 -2.02%, 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.
-1.91%
0.50
32.05%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
11.44%
EBIT Growth (5y)
44.77%
EBIT to Interest (avg)
5.66
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.79
Tax Ratio
29.35%
Dividend Payout Ratio
35.87%
Pledged Shares
0
Institutional Holding
97.03%
ROCE (avg)
29.35%
ROE (avg)
13.12%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
3.51
EV to EBIT
8.97
EV to EBITDA
8.77
EV to Capital Employed
5.25
EV to Sales
2.93
PEG Ratio
NA
Dividend Yield
1.21%
ROCE (Latest)
58.51%
ROE (Latest)
19.96%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend12What is working for the Company
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
NET PROFIT(Q)
Highest at USD 26.31 MM
-4What is not working for the Company
INTEREST(HY)
At USD 10.93 MM has Grown at 32.21%
Here's what is working for WisdomTree, Inc.
Net Profit
At USD 26.31 MM has Grown at 527.33%
over average net sales of the previous four periods of USD 4.19 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Operating Cash Flow
Highest at USD 127.47 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 Profit
Highest at USD 26.31 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Cash and Eqv
Highest at USD 364.05 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Raw Material Cost
Fallen by 1.68% (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
Here's what is not working for WisdomTree, Inc.
Interest
At USD 10.93 MM has Grown at 32.21%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
