Bringing the fundamentals into focus…
Back to WisdomTree, Inc.
How WisdomTree, Inc. stacks up
WT · against 85 other Financial Services companies of similar size
Profitability
78/ 100
Near the top of its peers.
Ranked #20 of 86 · scores higher than 78% of peers
Bars: peers in each 10-point band of the profitability score9 peers with a profitability score of 70–79, including WT · Click a bar to see the companies
Why profitability scores 78?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its return on invested capital, operating margin and return on assets, which are stronger than most Financial Services peers.
- a higher return on assets: stronger than 71% of peers. Return on assets: 5.1% vs peer median 2.6%
- a wider operating margin: stronger than 76% of peers. Operating margin: 38.8% vs peer median 23.5%
- a higher return on invested capital: stronger than 80% of peers. Return on invested capital: 19.2% vs peer median 6.3%
Metric by metric
Position: dot = WT, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | WT | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 90 reported | 19.2% | 5.3% | 81% | 33% | |
| Operating marginHigher is better · 49 reported | 38.8% | 21.7% | 85% | 33% | |
| Return on assetsHigher is better · 89 reported | 5.1% | 2.5% | 70% | 33% | |
| Return on equityHigher is better · 88 reported | 18.7% | 13.3% | 70% | Context only | |
| Gross marginHigher is better · 101 reported | 53.3% | 83.0% | 33% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around WT| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 2.7B USD | 98 | 63 | |
| 2 | 4.2B USD | 97 | 55 | |
| 2 | 2.7B USD | 97 | 58 | |
| 4 | 4.1B USD | 95 | 64 | |
| 5 | 1.5B CHF (≈$1.7B) | 94 | 79 | |
| 16 | 2.3B EUR (≈$2.5B) | 81 | 76 | |
| 16 | 2.9B EUR (≈$3.2B) | 81 | ||
| 18 | 4.0B USD | 80 | 66 | |
| 19 | 1.5B USD | 79 | 58 | |
| 20 | 3.0B USD | 78 | 52 | |
| 21 | 3.1B USD | 76 | 63 | |
| 22 | 14.7B CNY (≈$2.1B) | 75 | 76 | |
| 22 | 34.2B MXN (≈$1.8B) | 75 | 81 | |
| 24 | 31.0B CNY (≈$4.3B) | 74 | 55 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score