Bringing the fundamentals into focus…
Back to WisdomTree, Inc.
How WisdomTree, Inc. stacks up
WT · against 66 other Financial Services companies of similar size
Valuation
39/ 100
Below the middle of the pack.
Ranked #41 of 67 · scores higher than 39% of peers
Bars: peers in each 10-point band of the valuation score6 peers with a valuation score of 30–39, including WT · Click a bar to see the companies
Why valuation scores 39?
Weighted metrics compared with all Financial Services companies.Mainly because of its earnings yield, which is weaker than most Financial Services peers.
- lower earnings for the price paid: weaker than 78% of peers. Earnings yield: 2.8% vs peer median 5.7%
- EBITDA yield is close to the peer norm. EBITDA yield: 6.9% vs peer median 6.9%
- Free cash flow yield is close to the peer norm. Free cash flow yield: 6.6% vs peer median 6.1%
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 |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 99 reported | 2.8% | 7.6% | 22% | 30% | |
| EBITDA yieldHigher is better · 54 reported | 6.8% | 5.6% | 58% | 50% | |
| Free cash flow yieldHigher is better · 44 reported | 6.4% | 6.3% | 51% | 20% | |
| Book yieldHigher is better · 97 reported | 14.3% | 63.7% | 7% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around WT| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 21.2B BRL (≈$3.8B) | 96 | 66 | |
| 1 | 4.0B USD | 96 | 66 | |
| 3 | 22.8B SEK (≈$2.3B) | 95 | 51 | |
| 4 | 3.2B USD | 94 | 66 | |
| 5 | 1.9B USD | 93 | 47 | |
| 36 | 5.3B USD | 48 | 52 | |
| 38 | 3.4B EUR (≈$3.7B) | 47 | 39 | |
| 39 | 1.7B USD | 42 | 49 | |
| 40 | 3.9B AUD (≈$2.6B) | 40 | 43 | |
| 41 | 3.0B USD | 39 | 52 | |
| 42 | 4.1B USD | 37 | 64 | |
| 43 | 3.37T KRW (≈$2.4B) | 35 | 26 | |
| 44 | 484.1B JPY (≈$3.3B) | 34 | 35 | |
| 44 | 1.5B GBP (≈$1.9B) | 34 | 46 |
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