WisdomTree Inc (WT) Stock Analysis
Verdict: HOLD
Momentum from a 24% revenue surge and consistent earnings beats is colliding with a full valuation and heavy debt-to-equity leverage.
Investment score: 64/100
Analysis as of
Is WisdomTree Inc stock worth reviewing? The TradeMates thesis
WisdomTree is demonstrating strong operational momentum with 24% revenue growth and a 3-quarter streak of earnings beats. However, with the stock trading at a TTM P/E of 43x vs the peer average and sitting 107% above its 52W low, the risk/reward is balanced, suggesting waiting for a pullback toward $16.90.
7-factor investment score
- Valuation: 45/100 (weight 20%)
- Financial Health: 60/100 (weight 15%)
- Technical Momentum: 85/100 (weight 15%)
- Earnings Quality: 75/100 (weight 15%)
- Insider Sentiment: 40/100 (weight 10%)
- Analyst Consensus: 65/100 (weight 10%)
- Risk-Adjusted Return: 70/100 (weight 15%)
WisdomTree Inc opportunities and risks
What speaks for WT
- Operating Leverage in Asset Management
What speaks against WT
- Higher Leverage vs Peers
Peers and competitors
- GBDC
- FSK
- APAM
- DBRG
- HTGC
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| WT | 43.1x | 5.4x | 25.6x | 70.3% | 11.3% | 5.5% |
| GBDC | 16.6x | 4.4x | 18.5x | 75.4% | 26.9% | 9.3% |
| FSK | n/a | 5.1x | n/a | 33.6% | -91.8% | 13.4% |
| APAM | 8.5x | 2.1x | 5.3x | 72.9% | 23.3% | 7.4% |
| DBRG | 19.0x | 5.9x | 17.8x | 88.7% | 30.5% | 5.9% |
| HTGC | 8.5x | 5.3x | 15.1x | 85.8% | 60.3% | -12.2% |
| Peer median | 8.5x | 5.1x | 15.1x | 75.4% | 26.9% | 7.4% |
Frequently asked questions about WisdomTree Inc (WT)
Is WT stock a good investment?
The TradeMates model rates WisdomTree Inc as HOLD with an investment score of 64/100. WisdomTree is demonstrating strong operational momentum with 24% revenue growth and a 3-quarter streak of earnings beats. However, with the stock trading at a TTM P/E of 43x vs the peer average and sitting 107% above its 52W low, the risk/reward is balanced, suggesting waiting for a pullback toward $16.90. This is algorithmic model output, not personal investment advice.
Is WT stock a buy?
The TradeMates model verdict for WT is HOLD with an investment score of 64/100. Treat this as a model signal to review, not a personal buy recommendation.