WisdomTree IncWT
Price$24.29Intrinsic value$15.2837% below price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $15.28median of 6 methods · middle span $9-$35based on filings through 30 Jun 2026
Market Price $24.29Price as of 30 Sep 2026
Margin of Safety -37.1%as of 30 Sep 2026

Valuation methods vs. Market Price

Company vs. peer median Members

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Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 25.8% (near-term consensus, capped) · years 2–5: 16.5%/yr (balance of the path).18.3% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 616.9%Yr 717.3%Yr 817.6%Yr 918.0%Yr 1018.3%
16.5% → 18.3%
Years 11–20: glide to long-run rate
Per-year rates
Yr 1116.8%Yr 1215.3%Yr 1313.7%Yr 1412.2%Yr 1510.7%Yr 169.1%Yr 177.6%Yr 186.1%Yr 194.5%Yr 203.0%
18.3% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Historical EPS growth (multi-year median)median of 1 window (7y) (limited history)18.4%
Discount rate (cost of equity) 10.0%
Volatility vs market (adjusted beta)1.12

Valuation Detail Members

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Assumptions Sandbox Members

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Compare with peers

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Best in rowHigher is betterLower is better—Data not available
TargetWisdomTree IncWTFinancials
Valuation
P/E44.2×
P/S5.5×
P/B8.1×
EV / Revenue—
EV / EBITDA—
Profitability
Gross margin—
Operating margin35.3%
Net margin13.3%
FCF margin32.1%
Returns
ROE19.3%
ROA4.9%
ROIC6.8%
Growth
Revenue growth (YoY)42.5%
5-yr fwd EPS growth18.3%
Financial strength
Debt / Equity2.53×
Current ratio3.00×
Altman Z-Score3.0
Interest coverage—
Dividend yield0.3%

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.