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Company Analysis WisdomTree, Inc.
1. Summary
Disadvantages
- Price (10.06 $) is higher than fair price (6.76 $)
- Dividends (1.2%) are below the sector average (2.94%).
- The stock's return over the last year (-2.9%) is lower than the sector average (16.03%).
- Current debt level 49.63% has increased over 5 years from 21.29%.
- The company's current efficiency (ROE=14.16%) is lower than the sector average (ROE=16.52%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| WisdomTree, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | 0.4% | 5.2% | 1.4% |
| 90 days | 26.5% | -7.6% | 14.8% |
| 1 year | -2.9% | 16% | 17.8% |
WT vs Sector: WisdomTree, Inc. has significantly underperformed the "Financials" sector by -18.93% over the past year.
WT vs Market: WisdomTree, Inc. has significantly underperformed the market by -20.68% over the past year.
Stable price: WT is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WT with weekly volatility of -0.0557% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (10.06 $) is higher than the fair price (6.76 $).
Price is higher than fair: The current price (10.06 $) is 32.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (23.27) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (23.27) is lower than that of the market as a whole (61.82).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.88) is higher than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (3.88) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.63) is lower than that of the sector as a whole (3.88).
P/S vs Market: The company's P/S indicator (3.63) is lower than that of the market as a whole (15.96).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (13.42) is higher than that of the sector as a whole (-114.97).
EV/Ebitda vs Market: The company's EV/Ebitda (13.42) is lower than that of the market as a whole (19.26).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -57.41% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-57.41%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (14.16%) is lower than that of the sector as a whole (16.52%).
ROE vs Market: The company's ROE (14.16%) is lower than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (6.74%) is higher than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (6.74%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.2%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.1%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.2% is below the average for the sector '2.94%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.2% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 1.2% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (28.49%) are at a comfortable level.
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