Company Valuation: WisdomTree, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 869.4 780 1,007 1,483 1,667 2,908 - -
Change - -10.28% 29.08% 47.32% 12.4% 74.4% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 3,428 3,395 3,305
Change - -8.39% 52.07% 55.68% 8.24% 58.72% -0.96% -2.66%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 26.4x 15.4x 13x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 4.34x 3.62x 2.94x
PEG - - 0x -0.7x 0x 19.8x 0.2x 0.7x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 4.16x 3.78x 3.45x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 4.9x 4.41x 3.92x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 11x 10.3x 9.33x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 12x 10.7x 9.56x
EV / FCF 12.3x - 15x 17.6x 14.6x 16.5x 15.4x 11.7x
FCF Yield 8.15% - 6.68% 5.68% 6.84% 6.05% 6.5% 8.53%
Dividend per Share 2 0.12 - 0.12 0.12 0.12 0.12 0.1225 0.13
Rate of return 1.96% - 1.73% 1.14% 0.98% 0.6% 0.61% 0.65%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.76 1.304 1.54
Distribution rate 38.7% - 18.8% 36.4% 16% 15.8% 9.39% 8.44%
Net sales 1 304.3 301.3 349 427.7 493.8 699.5 769.9 843.2
EBITDA 1 89.8 70.73 94.24 144 184.1 310.9 330.2 354.1
EBIT 1 89.06 64.54 93.37 142.3 180.3 286.6 316.6 345.7
Net income 1 49.8 50.68 102.5 66.69 109.1 117.4 202.9 241.4
Net Debt 1 50.75 62.88 274.9 512 492.5 520.3 487.4 397.2
Reference price 2 6.12 5.45 6.93 10.50 12.19 20.03 20.03 20.03
Nbr of stocks (in thousands) 142,053 143,125 145,294 141,274 136,777 147,301 - -
Announcement Date 1/28/22 2/3/23 2/2/24 1/31/25 1/30/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
25.97x4.9x11.03x0.61% 2.91B
22.06x6.01x13x1.97% 180B
13.9x3.35x - 2.58% 147B
16x7.3x - 1.55% 100B
19.82x7.07x12.6x4.3% 94.52B
19.67x10.18x17.37x0.82% 86.16B
24.05x12.59x20.73x3.94% 81.39B
12.62x4.82x - 2.07% 46.17B
11x1.62x5.03x1.32% 43.83B
Average 18.34x 6.43x 13.29x 2.13% 86.92B
Weighted average by Cap. 18.25x 6.63x 14.25x 2.36%

Y-o-Y evolution of P/E

Valuation ratios - P/E - WisdomTree, Inc.

Historical PBR trend

Valuation ratios - PBR - WisdomTree, Inc.

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - WisdomTree, Inc.

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - WisdomTree, Inc.


Year-on-year evolution of the Yield

Valuation ratios - Yield - WisdomTree, Inc.
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