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 3,138 - -
Change - -10.28% 29.08% 47.32% 12.4% 88.19% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 3,590 3,508 3,386
Change - -8.39% 52.07% 55.68% 8.24% 66.23% -2.28% -3.49%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 28.4x 16.5x 14.9x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 4.49x 3.45x 2.75x
PEG - - 0x -0.7x 0x -106.5x 0.2x 1.4x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 4.51x 4.11x 3.8x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 5.16x 4.6x 4.1x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 12x 10.8x 9.94x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 12.7x 11.3x 10.2x
EV / FCF 12.3x - 15x 17.6x 14.6x 18.3x 16.2x -
FCF Yield 8.15% - 6.68% 5.68% 6.84% 5.48% 6.16% -
Dividend per Share 2 0.12 - 0.12 0.12 0.12 0.12 0.1225 0.135
Rate of return 1.96% - 1.73% 1.14% 0.98% 0.56% 0.58% 0.64%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.748 1.29 1.43
Distribution rate 38.7% - 18.8% 36.4% 16% 16% 9.5% 9.44%
Net sales 1 304.3 301.3 349 427.7 493.8 695.8 763.3 825.5
EBITDA 1 89.8 70.73 94.24 144 184.1 299.8 325 340.5
EBIT 1 89.06 64.54 93.37 142.3 180.3 282.8 309.2 332.8
Net income 1 49.8 50.68 102.5 66.69 109.1 114.7 199.2 224
Net Debt 1 50.75 62.88 274.9 512 492.5 452.4 370.4 247.8
Reference price 2 6.12 5.45 6.93 10.50 12.19 21.25 21.25 21.25
Nbr of stocks (in thousands) 142,053 143,125 145,294 141,274 136,777 147,659 - -
Announcement Date 1/28/22 A 2/3/23 A 2/2/24 A 1/31/25 A 1/30/26 A - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
28.41x5.16x11.98x0.56% 3.14B
22.78x7.89x15.13x3.76% 110B
16.9x13.49x27.61x0.76% 92.29B
23.38x - - 3.96% 30.86B
12.08x4.98x9.83x4.95% 22.55B
17.82x1.82x6.96x3.9% 17.16B
11.71x4.51x12.43x2.94% 16.89B
15.24x9.6x - 9.6% 14.37B
34.44x19.65x26.99x - 12.24B
Average 20.31x 8.39x 15.85x 3.8% 35.46B
Weighted average by Cap. 19.69x 9.45x 18.71x 3.17%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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