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WisdomTree, Inc.

$19.01 ▼ -1.02 (-5.09%) at close

18 Visible periods

33 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Excellent

Bullish

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Analytical Summary

WisdomTree, Inc. shows strong fundamentals with top-quartile Return on Common Equity (%) and Profit Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.

Market Cap $2.7B

Dividend Yield 0.63%

Revenue Growth 15.4% ↘

Op. Margin 35.3% ↗

ROIC 32.3% ↗

FCF / Share $1.05 ↗

Trailing P/E 24.7x

Price / Book 6.5x

FCF Yield 5.5%

Debt / Equity —

info Valuation on last close. End-of-day price, Nov 5, 2026.

18-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$493.75M

↑ +15.4% —

Net Income Profit after all expenses

$109.13M

↑ +63.6% —

Operating Margin Operating profit as % of sales

35.3%

↑ +9.9% 90th

FCF / Share Free cash flow per share

$1.05

↑ +34.3% —

Long-Term Debt Long-term obligations

$318.62M

↑ +91.2% —

trending_up

Bullish Indicators

Operating Margin (%)Operating Margin (%) is in the top quartile
Profit Margin (%)Profit Margin (%) is in the top quartile
Return on Common Equity (%)Return on Common Equity (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability ↑

Returns ↑

Financial Health ↑

Cash Quality ↓

Dividend History

Dividend / share · sourced from SEC filings

$0.12 Latest / share

+0.0% YoY

+3.8% 12-yr CAGR

$0.08

FY 2014

$0.57

FY 2015

$0.32

FY 2016

$0.32

FY 2017

$0.12

FY 2018

$0.12

FY 2019

$0.12

FY 2020

$0.12

FY 2021

$0.12

FY 2022

$0.12

FY 2023

$0.12

FY 2024

$0.12

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Revenue Growth YoY (%)	15.4% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+157%)	22.5% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+276%)	15.8% Good Good Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+164%)	—	—	—	—	20.1% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+235%)	4.0% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-33%)	-26.6% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-543%)	62.7% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+945%)	22.9% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+282%)	76.3% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1171%)	30.1% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+402%)	56.6% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+843%)	88.3% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1372%)	—	—
EPS Growth YoY (%)	126.5% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-48.5% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	112.9% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	0.0% Caution Caution Year-over-year change in earnings per share Optimal: > 10%	N/M	-212.5% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	N/M	15.0% Good ↑ Good Improving Year-over-year change in earnings per share Optimal: > 10%	5.3% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	-67.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	26.1% Excellent ↓ Excellent Declining Year-over-year change in earnings per share Optimal: > 10%	12.2% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	355.6% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	200.0% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	66.7% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	—	—
Net Income Growth YoY (%)	63.6% Excellent ↑ Excellent Improving Year-over-year change in net income	-35.0% Weak ↓ Weak Declining Year-over-year change in net income	102.3% Excellent ↑ Excellent Improving Year-over-year change in net income	1.8% Caution Caution Year-over-year change in net income	N/M	-242.0% Weak ↓ Weak Declining Year-over-year change in net income	N/M	34.7% Excellent ↑ Excellent Improving Year-over-year change in net income	4.0% Caution ↑ Caution Improving Year-over-year change in net income	-67.3% Weak ↓ Weak Declining Year-over-year change in net income	31.1% Excellent ↓ Excellent Declining Year-over-year change in net income	18.5% Good ↓ Good Declining Year-over-year change in net income	367.2% Excellent ↑ Excellent Improving Year-over-year change in net income	256.7% Excellent Excellent Year-over-year change in net income	N/M	64.4% Excellent Excellent Year-over-year change in net income	—	—
FCF Growth YoY (%)	34.3% Excellent ↓ Excellent Declining Year-over-year change in free cash flow	-99.9% Weak ↓ Weak Declining Year-over-year change in free cash flow	54.0% Excellent ↓ Excellent Declining Year-over-year change in free cash flow	73454.5% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	66.2% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	1.8% Caution ↑ Caution Improving Year-over-year change in free cash flow	20.8% Good Good Year-over-year change in free cash flow	-28.8% Weak Weak Year-over-year change in free cash flow	—	—	—	—	458.1% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-24.0% Weak Weak Year-over-year change in free cash flow	554.9% Excellent Excellent Year-over-year change in free cash flow	N/M	—	—
Revenue CAGR 3Y (%)	17.9% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—	—	—	-2.8% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	7.5% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	13.7% Good ↓ Good Declining Compound annual revenue growth over 3 years	52.2% Excellent → Excellent Stable Compound annual revenue growth over 3 years	41.3% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	53.1% Excellent Excellent Compound annual revenue growth over 3 years	56.6% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	—	—	5.0% Fair Fair Compound annual revenue growth over 5 years	5.7% Fair Fair Compound annual revenue growth over 5 years	—	—	—	12.9% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	21.9% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	27.5% Excellent ↓ Excellent Declining Compound annual revenue growth over 5 years	48.3% Excellent Excellent Compound annual revenue growth over 5 years	52.8% Excellent Excellent Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	35.4% Excellent Excellent Compound annual EPS growth over 3 years	3.1% Caution Caution Compound annual EPS growth over 3 years	—	—	10.5% Good Good Compound annual EPS growth over 3 years	—	—	-26.5% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-24.2% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-22.6% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	86.1% Excellent Excellent Compound annual EPS growth over 3 years	148.4% Excellent Excellent Compound annual EPS growth over 3 years	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Operating Margin (%) (%)	35.3% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+41%)	32.1% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+28%)	25.1% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	19.9% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-20%)	—	—	—	22.4% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-11%)	21.5% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-14%)	—	—	—	—	—	—	—	—	—
Effective Tax Rate (%) (%)	23.3% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	30.1% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	13.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-26.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	12.1% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-1.2% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	8715.7% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.2% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	53.3% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	52.9% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	41.6% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	17.0% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—	—	—
Profit Margin (%) (%)	22.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	15.6% Good ↓ Good Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-29%)	29.4% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+34%)	16.8% Good Good Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-24%)	—	—	—	13.4% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-39%)	11.9% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-46%)	11.9% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-46%)	26.8% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	33.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+51%)	34.5% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+57%)	13.0% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-41%)	4.7% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-78%)	-18.1% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-182%)	-96.1% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-537%)	—
FCF Margin (%) (%)	29.9% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	26.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	24.5% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	18.2% Good Good Free cash flow as a percentage of revenue Optimal: > 10%	—	—	—	13.6% Fair Fair Free cash flow as a percentage of revenue Optimal: > 10%	21.1% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—	—	—	42.8% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	13.0% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	20.8% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	4.9% Weak Weak Free cash flow as a percentage of revenue Optimal: > 10%	-69.3% Weak Weak Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	1.35x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	1.70x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	0.83x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	1.08x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	1.51x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-1.31x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-4.49x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.02x Fair Fair Free cash flow relative to reported net income Optimal: > 1x	1.77x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	—	—	—	1.24x Good ↓ Good Declining Free cash flow relative to reported net income Optimal: > 1x	1.00x Fair ↓ Fair Declining Free cash flow relative to reported net income Optimal: > 1x	4.39x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-0.27x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	0.72x Caution Caution Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Return on Invested Capital (%)	32.3% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	24.0% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	18.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	24.9% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	13.3% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	12.9% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	-898.4% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	8.0% Fair Fair Return earned on debt + equity capital invested Optimal: > 10%	11.9% Good Good Return earned on debt + equity capital invested Optimal: > 10%	—	—	—	—	—	—	—	—	—
Return on Capital (%) (%)	11.5% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	13.3% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	9.3% Fair ↑ Fair Improving Operating profit relative to total assets Optimal: > 10%	5.8% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	8.6% Fair ↑ Fair Improving Operating profit relative to total assets Optimal: > 10%	6.1% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	5.7% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	6.5% Caution Caution Operating profit relative to total assets Optimal: > 10%	19.3% Excellent Excellent Operating profit relative to total assets Optimal: > 10%	—	—	—	—	—	—	—	—	—
Return on Common Equity (%) (%)	26.4% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+120%)	16.7% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+39%)	25.1% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+109%)	16.6% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+38%)	18.5% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+54%)	-13.4% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-212%)	-3.1% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-126%)	10.2% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-15%)	14.1% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+17%)	13.0% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+8%)	34.1% Excellent → Excellent Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+184%)	33.1% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+176%)	47.3% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+294%)	21.6% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+80%)	12.0% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	-43.8% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-465%)	-132.4% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-1204%)	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Debt to Equity (x)	—	—	—	—	1.18x Caution ↑ Caution Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: At sector avg	0.63x Fair ↑ Fair Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-48%)	0.52x Good Good Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-57%)	0.54x Good Good Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-55%)	—	—	—	—	—	—	—	—	—	—
Interest Coverage (x)	97.81x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	52.10x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	5.74x Good → Good Stable Operating income divided by interest expense Optimal: > 5x	4.02x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	7.22x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	5.70x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	4.76x Fair Fair Operating income divided by interest expense Optimal: > 5x	7.70x Good Good Operating income divided by interest expense Optimal: > 5x	—	—	—	—	—	—	—	—	—	—
Net Debt (USD)	—	—	$-129.31M	$-132.10M	$177.91M	$93.22M	$100.98M	$116.81M	$-54.19M	$-92.72M	$-210.07M	$-165.28M	$-104.32M	$-41.25M	$-25.63M	$-14.23M	$-11.48M	$-13.28M
Debt / EBITDA (x)	—	—	—	—	3.58x Caution ↑ Caution Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	3.03x Caution ↓ Caution Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	3.29x Caution Caution Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	3.18x Caution Caution Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—	—	—	—	—	—	—	—	—

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Revenue per Share (USD)	$3.52	$2.96	$2.41K	$2.11K	—	—	—	$1.87	$1.70	$1.63	$2.18	$1.39	$1.18	$0.69	$0.57	$0.37	$0.21	—
Basic EPS, GAAP (USD)	$0.77	$0.34	$0.66	$0.31	$0.31	$-0.25	$-0.08	$0.23	$0.20	$0.19	$0.58	$0.46	$0.41	$0.09	$0.03	$-0.07	$-0.21	—
Free Cash Flow per Share (USD)	$1.05	$0.78	$590.76	$383.63	$0.52	$0.31	$0.31	$0.26	$0.36	—	—	—	$0.50	$0.09	$0.12	$0.02	$-0.15	—
Dividend per Share (USD)	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.32	$0.32	$0.57	$0.08	—	—	—	—	—	—
Book Value per Share (USD)	$2.94	$2.74	$2.72K	$2.09K	$1.86	$1.79	$2.17	$2.34	$1.41	$1.48	$1.69	$1.38	$0.84	$0.41	$0.22	$0.15	$0.16	—
Tangible Book Value per Share (USD)	$-4.01	$-2.00	$-1.88K	$-2.62K	$1.27	$1.21	$1.62	$1.78	$1.40	$1.46	$1.68	$1.37	$0.84	$0.41	$0.22	$0.15	$0.16	—
Basic Weighted Avg Shares (shares)	140.38M	144.63M	144,707	143,020	143.85M	148.68M	151.82M	146.65M	134.61M	134.40M	137.24M	131.77M	126.65M	122.14M	114.13M	111.98M	103.40M	—
Dividend Payout Ratio (%)	15.6% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	35.3% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	18.2% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	38.7% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	38.7% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-48.0% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	-150.0% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	52.2% Fair ↓ Fair Declining Dividends paid as a percentage of earnings Optimal: 30-60%	160.0% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	168.4% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	98.3% Weak Weak Dividends paid as a percentage of earnings Optimal: 30-60%	17.4% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—	—	—	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Working Capital (USD)	$210.31M	$209.18M	$126.58M	$145.53M	$220.30M	$67.86M	$44.02M	$55.48M	$96.98M	$133.66M	$191.45M	$155.74M	$94.68M	$39.52M	$16.29M	$9.38M	—	—
LT Debt (USD)	—	—	—	—	$318.62M	$166.65M	$175.96M	$194.59M	—	—	—	—	—	—	—	—	—	—
Total Equity (USD)	$413.67M	$399.98M	$409.14M	$305.61M	$269.42M	$266.26M	$337.41M	$358.33M	$192.95M	$201.34M	$234.50M	$184.28M	$109.03M	$51.06M	$25.85M	$17.23M	$16.03M	$22.06M

📋 What is driving earnings? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗
Sales/Revenue/Turnover (USD)	$493.75M	$427.74M	$349.04M	$301.35M	—	—	—	$274.12M	$228.29M	$219.45M	$298.94M	$183.76M	$149.47M	$84.80M	$65.16M	$41.61M	$22.09M	—
Net Income, GAAP (USD)	$109.13M	$66.69M	$102.55M	$50.68M	$49.80M	$-35.66M	$-10.43M	$36.63M	$27.20M	$26.16M	$80.05M	$61.05M	$51.54M	$11.03M	$3.09M	$-7.55M	$-21.23M	—
Operating Cash Flow (USD)	$147.95M	$113.46M	$85.60M	$55.09M	$75.32M	$47.14M	$46.83M	$37.47M	$48.51M	—	—	—	$70.12M	$11.23M	$13.69M	$2.13M	$-15.03M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 4 days ago 18 years · 67 quarters

WisdomTree, Inc.

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