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 3,593 - -
Change - -10.28% 29.08% 47.32% 12.4% 115.47% - -
Enterprise Value (EV) 1 920.1 842.9 1,282 1,995 2,160 4,102 4,044 3,931
Change - -8.39% 52.07% 55.68% 8.24% 89.92% -1.4% -2.8%
P/E 19.7x 17.6x 10.8x 31.8x 16.3x 31.7x 18.2x 15.7x
PBR 2.21x 1.82x 2.55x 3.84x 4.15x 4.95x 4.03x 3.22x
PEG - - 0x -0.7x 0x 13.21x 0.2x 1x
Capitalization / Revenue 2.86x 2.59x 2.88x 3.47x 3.38x 5.12x 4.62x 4.26x
EV / Revenue 3.02x 2.8x 3.67x 4.67x 4.37x 5.84x 5.2x 4.66x
EV / EBITDA 10.2x 11.9x 13.6x 13.9x 11.7x 13.4x 12.2x 11.1x
EV / EBIT 10.3x 13.1x 13.7x 14x 12x 14.3x 12.8x 11.5x
EV / FCF 12.3x - 15x 17.6x 14.6x 20.6x 18.5x 14.3x
FCF Yield 8.15% - 6.68% 5.68% 6.84% 4.87% 5.41% 7%
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% 0.49% 0.5% 0.53%
EPS 2 0.31 0.31 0.64 0.33 0.75 0.768 1.334 1.545
Distribution rate 38.7% - 18.8% 36.4% 16% 15.6% 9.18% 8.41%
Net sales 1 304.3 301.3 349 427.7 493.8 702.3 777.2 843.5
EBITDA 1 89.8 70.73 94.24 144 184.1 305.6 330.7 353.3
EBIT 1 89.06 64.54 93.37 142.3 180.3 287.1 315.8 343.1
Net income 1 49.8 50.68 102.5 66.69 109.1 117.6 205.3 236.2
Net Debt 1 50.75 62.88 274.9 512 492.5 509.3 451.9 338.8
Reference price 2 6.12 5.45 6.93 10.50 12.19 24.33 24.33 24.33
Nbr of stocks (in thousands) 142,053 143,125 145,294 141,274 136,777 147,659 - -
Announcement Date 28/1/22 3/2/23 2/2/24 31/1/25 30/1/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
31.68x5.84x13.42x0.49% 3.59B
19.69x6.89x13.14x4.35% 94.73B
25.92x - - 0.81% 86.77B
20.84x5.93x16.48x4.46% 27.75B
11.33x4.64x9.08x5.45% 20.96B
16.63x1.88x6.76x4% 16.78B
13.13x - - 3.51% 14.26B
14.62x9.42x - 10% 13.79B
31.13x18.22x25.45x - 11.29B
Average 20.55x 7.55x 14.06x 4.13% 32.21B
Weighted average by Cap. 20.91x 6.90x 13.37x 3.51%

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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