Financhill
Buy
62

WT Quote, Financials, Valuation and Earnings

Last price:
$12.94
Seasonality move :
-10.54%
Day range:
$12.43 - $12.70
52-week range:
$7.47 - $12.84
Dividend yield:
0.95%
P/E ratio:
36.20x
P/S ratio:
4.36x
P/B ratio:
4.48x
Volume:
2.2M
Avg. volume:
2.5M
1-year change:
17.31%
Market cap:
$1.9B
Revenue:
$427.7M
EPS (TTM):
$0.35

Price Performance History

Performance vs. Valuation Benchmarks

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Competitors

Company Revenue Forecast Earnings Forecast Revenue Growth Forecast Earnings Growth Forecast Analyst Price Target Median
WT
WisdomTree
$111M $0.18 2.35% 33.33% $13.17
AMG
Affiliated Managers Group
$506.5M $5.28 -0.28% 132.8% $216.14
CG
The Carlyle Group
$919.5M $0.90 27.4% 121.65% $58.74
DHIL
Diamond Hill Investment Group
-- -- -- -- --
MFIC
MidCap Financial Investment
$81.7M $0.38 224% 7.66% $13.88
OCSL
Oaktree Specialty Lending
$79.1M $0.45 724.72% 4369% $14.08
Company Price Analyst Target Market Cap P/E Ratio Dividend per Share Dividend Yield Price / LTM Sales
WT
WisdomTree
$12.67 $13.17 $1.9B 36.20x $0.03 0.95% 4.36x
AMG
Affiliated Managers Group
$203.63 $216.14 $5.8B 15.48x $0.01 0.02% 3.54x
CG
The Carlyle Group
$58.19 $58.74 $21B 19.73x $0.35 2.41% 6.16x
DHIL
Diamond Hill Investment Group
$152.86 -- $417M 10.34x $1.50 3.93% 2.74x
MFIC
MidCap Financial Investment
$13.36 $13.88 $1.2B 10.95x $0.38 11.38% 10.02x
OCSL
Oaktree Specialty Lending
$14.61 $14.08 $1.3B 112.38x $0.42 13.62% 22.13x
Company Total Debt / Total Capital Beta Debt to Equity Quick Ratio
WT
WisdomTree
55.23% 1.731 39.09% 3.73x
AMG
Affiliated Managers Group
45.12% 0.574 42.87% 2.10x
CG
The Carlyle Group
65.22% 2.092 63.24% 9.49x
DHIL
Diamond Hill Investment Group
-- 1.391 -- 3.21x
MFIC
MidCap Financial Investment
58.14% 0.959 161.29% 5.96x
OCSL
Oaktree Specialty Lending
49.55% 0.228 107.06% 1.24x
Company Gross Profit Operating Income Return on Invested Capital Return on Common Equity EBIT Margin Free Cash Flow
WT
WisdomTree
$53.6M $34.2M 8.35% 16.8% 33.13% $5.8M
AMG
Affiliated Managers Group
$266.3M $85.5M 5.99% 9.3% 32.36% $207.3M
CG
The Carlyle Group
-- -- 6.82% 17.76% 46.86% -$368.8M
DHIL
Diamond Hill Investment Group
$18.9M $13.1M 24.93% 24.93% 31.14% -$11.3M
MFIC
MidCap Financial Investment
-- -- 3.55% 8.33% 191.25% -$131.3M
OCSL
Oaktree Specialty Lending
-- -- 0.29% 0.61% 19.39% $62M

WisdomTree vs. Competitors

  • Which has Higher Returns WT or AMG?

    Affiliated Managers Group has a net margin of 22.79% compared to WisdomTree's net margin of 14.58%. WisdomTree's return on equity of 16.8% beat Affiliated Managers Group's return on equity of 9.3%.

    Company Gross Margin Earnings Per Share Invested Capital
    WT
    WisdomTree
    49.57% $0.17 $928.3M
    AMG
    Affiliated Managers Group
    53.63% $2.20 $7.1B
  • What do Analysts Say About WT or AMG?

    WisdomTree has a consensus price target of $13.17, signalling upside risk potential of 3.92%. On the other hand Affiliated Managers Group has an analysts' consensus of $216.14 which suggests that it could grow by 6.15%. Given that Affiliated Managers Group has higher upside potential than WisdomTree, analysts believe Affiliated Managers Group is more attractive than WisdomTree.

    Company Buy Ratings Hold Ratings Sell Ratings
    WT
    WisdomTree
    4 2 0
    AMG
    Affiliated Managers Group
    4 2 0
  • Is WT or AMG More Risky?

    WisdomTree has a beta of 1.145, which suggesting that the stock is 14.516% more volatile than S&P 500. In comparison Affiliated Managers Group has a beta of 1.095, suggesting its more volatile than the S&P 500 by 9.451%.

  • Which is a Better Dividend Stock WT or AMG?

    WisdomTree has a quarterly dividend of $0.03 per share corresponding to a yield of 0.95%. Affiliated Managers Group offers a yield of 0.02% to investors and pays a quarterly dividend of $0.01 per share. WisdomTree pays 28.49% of its earnings as a dividend. Affiliated Managers Group pays out 0.27% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios WT or AMG?

    WisdomTree quarterly revenues are $108.1M, which are smaller than Affiliated Managers Group quarterly revenues of $496.6M. WisdomTree's net income of $24.6M is lower than Affiliated Managers Group's net income of $72.4M. Notably, WisdomTree's price-to-earnings ratio is 36.20x while Affiliated Managers Group's PE ratio is 15.48x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for WisdomTree is 4.36x versus 3.54x for Affiliated Managers Group. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    WT
    WisdomTree
    4.36x 36.20x $108.1M $24.6M
    AMG
    Affiliated Managers Group
    3.54x 15.48x $496.6M $72.4M
  • Which has Higher Returns WT or CG?

    The Carlyle Group has a net margin of 22.79% compared to WisdomTree's net margin of 19.51%. WisdomTree's return on equity of 16.8% beat The Carlyle Group's return on equity of 17.76%.

    Company Gross Margin Earnings Per Share Invested Capital
    WT
    WisdomTree
    49.57% $0.17 $928.3M
    CG
    The Carlyle Group
    -- $0.35 $16.8B
  • What do Analysts Say About WT or CG?

    WisdomTree has a consensus price target of $13.17, signalling upside risk potential of 3.92%. On the other hand The Carlyle Group has an analysts' consensus of $58.74 which suggests that it could grow by 0.95%. Given that WisdomTree has higher upside potential than The Carlyle Group, analysts believe WisdomTree is more attractive than The Carlyle Group.

    Company Buy Ratings Hold Ratings Sell Ratings
    WT
    WisdomTree
    4 2 0
    CG
    The Carlyle Group
    6 9 0
  • Is WT or CG More Risky?

    WisdomTree has a beta of 1.145, which suggesting that the stock is 14.516% more volatile than S&P 500. In comparison The Carlyle Group has a beta of 1.866, suggesting its more volatile than the S&P 500 by 86.61%.

  • Which is a Better Dividend Stock WT or CG?

    WisdomTree has a quarterly dividend of $0.03 per share corresponding to a yield of 0.95%. The Carlyle Group offers a yield of 2.41% to investors and pays a quarterly dividend of $0.35 per share. WisdomTree pays 28.49% of its earnings as a dividend. The Carlyle Group pays out 49.29% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios WT or CG?

    WisdomTree quarterly revenues are $108.1M, which are smaller than The Carlyle Group quarterly revenues of $666.5M. WisdomTree's net income of $24.6M is lower than The Carlyle Group's net income of $130M. Notably, WisdomTree's price-to-earnings ratio is 36.20x while The Carlyle Group's PE ratio is 19.73x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for WisdomTree is 4.36x versus 6.16x for The Carlyle Group. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    WT
    WisdomTree
    4.36x 36.20x $108.1M $24.6M
    CG
    The Carlyle Group
    6.16x 19.73x $666.5M $130M
  • Which has Higher Returns WT or DHIL?

    Diamond Hill Investment Group has a net margin of 22.79% compared to WisdomTree's net margin of 24.7%. WisdomTree's return on equity of 16.8% beat Diamond Hill Investment Group's return on equity of 24.93%.

    Company Gross Margin Earnings Per Share Invested Capital
    WT
    WisdomTree
    49.57% $0.17 $928.3M
    DHIL
    Diamond Hill Investment Group
    45.11% $3.77 $169M
  • What do Analysts Say About WT or DHIL?

    WisdomTree has a consensus price target of $13.17, signalling upside risk potential of 3.92%. On the other hand Diamond Hill Investment Group has an analysts' consensus of -- which suggests that it could fall by --. Given that WisdomTree has higher upside potential than Diamond Hill Investment Group, analysts believe WisdomTree is more attractive than Diamond Hill Investment Group.

    Company Buy Ratings Hold Ratings Sell Ratings
    WT
    WisdomTree
    4 2 0
    DHIL
    Diamond Hill Investment Group
    0 0 0
  • Is WT or DHIL More Risky?

    WisdomTree has a beta of 1.145, which suggesting that the stock is 14.516% more volatile than S&P 500. In comparison Diamond Hill Investment Group has a beta of 0.797, suggesting its less volatile than the S&P 500 by 20.343%.

  • Which is a Better Dividend Stock WT or DHIL?

    WisdomTree has a quarterly dividend of $0.03 per share corresponding to a yield of 0.95%. Diamond Hill Investment Group offers a yield of 3.93% to investors and pays a quarterly dividend of $1.50 per share. WisdomTree pays 28.49% of its earnings as a dividend. Diamond Hill Investment Group pays out 38.29% of its earnings as a dividend. Both of these payout ratios are sufficient to cover dividend payouts with earnings for the foreseeable future.

  • Which has Better Financial Ratios WT or DHIL?

    WisdomTree quarterly revenues are $108.1M, which are larger than Diamond Hill Investment Group quarterly revenues of $42M. WisdomTree's net income of $24.6M is higher than Diamond Hill Investment Group's net income of $10.4M. Notably, WisdomTree's price-to-earnings ratio is 36.20x while Diamond Hill Investment Group's PE ratio is 10.34x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for WisdomTree is 4.36x versus 2.74x for Diamond Hill Investment Group. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    WT
    WisdomTree
    4.36x 36.20x $108.1M $24.6M
    DHIL
    Diamond Hill Investment Group
    2.74x 10.34x $42M $10.4M
  • Which has Higher Returns WT or MFIC?

    MidCap Financial Investment has a net margin of 22.79% compared to WisdomTree's net margin of 95.41%. WisdomTree's return on equity of 16.8% beat MidCap Financial Investment's return on equity of 8.33%.

    Company Gross Margin Earnings Per Share Invested Capital
    WT
    WisdomTree
    49.57% $0.17 $928.3M
    MFIC
    MidCap Financial Investment
    -- $0.32 $3.3B
  • What do Analysts Say About WT or MFIC?

    WisdomTree has a consensus price target of $13.17, signalling upside risk potential of 3.92%. On the other hand MidCap Financial Investment has an analysts' consensus of $13.88 which suggests that it could grow by 3.86%. Given that WisdomTree has higher upside potential than MidCap Financial Investment, analysts believe WisdomTree is more attractive than MidCap Financial Investment.

    Company Buy Ratings Hold Ratings Sell Ratings
    WT
    WisdomTree
    4 2 0
    MFIC
    MidCap Financial Investment
    4 3 0
  • Is WT or MFIC More Risky?

    WisdomTree has a beta of 1.145, which suggesting that the stock is 14.516% more volatile than S&P 500. In comparison MidCap Financial Investment has a beta of 0.977, suggesting its less volatile than the S&P 500 by 2.263%.

  • Which is a Better Dividend Stock WT or MFIC?

    WisdomTree has a quarterly dividend of $0.03 per share corresponding to a yield of 0.95%. MidCap Financial Investment offers a yield of 11.38% to investors and pays a quarterly dividend of $0.38 per share. WisdomTree pays 28.49% of its earnings as a dividend. MidCap Financial Investment pays out 141.29% of its earnings as a dividend. WisdomTree's payout ratio is sufficient to cover dividend payouts with earnings for the foreseeable future, but MidCap Financial Investment's is not.

  • Which has Better Financial Ratios WT or MFIC?

    WisdomTree quarterly revenues are $108.1M, which are larger than MidCap Financial Investment quarterly revenues of $31.8M. WisdomTree's net income of $24.6M is lower than MidCap Financial Investment's net income of $30.3M. Notably, WisdomTree's price-to-earnings ratio is 36.20x while MidCap Financial Investment's PE ratio is 10.95x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for WisdomTree is 4.36x versus 10.02x for MidCap Financial Investment. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    WT
    WisdomTree
    4.36x 36.20x $108.1M $24.6M
    MFIC
    MidCap Financial Investment
    10.02x 10.95x $31.8M $30.3M
  • Which has Higher Returns WT or OCSL?

    Oaktree Specialty Lending has a net margin of 22.79% compared to WisdomTree's net margin of 90.2%. WisdomTree's return on equity of 16.8% beat Oaktree Specialty Lending's return on equity of 0.61%.

    Company Gross Margin Earnings Per Share Invested Capital
    WT
    WisdomTree
    49.57% $0.17 $928.3M
    OCSL
    Oaktree Specialty Lending
    -- -$0.42 $2.9B
  • What do Analysts Say About WT or OCSL?

    WisdomTree has a consensus price target of $13.17, signalling upside risk potential of 3.92%. On the other hand Oaktree Specialty Lending has an analysts' consensus of $14.08 which suggests that it could fall by -3.61%. Given that WisdomTree has higher upside potential than Oaktree Specialty Lending, analysts believe WisdomTree is more attractive than Oaktree Specialty Lending.

    Company Buy Ratings Hold Ratings Sell Ratings
    WT
    WisdomTree
    4 2 0
    OCSL
    Oaktree Specialty Lending
    1 6 0
  • Is WT or OCSL More Risky?

    WisdomTree has a beta of 1.145, which suggesting that the stock is 14.516% more volatile than S&P 500. In comparison Oaktree Specialty Lending has a beta of 0.686, suggesting its less volatile than the S&P 500 by 31.445%.

  • Which is a Better Dividend Stock WT or OCSL?

    WisdomTree has a quarterly dividend of $0.03 per share corresponding to a yield of 0.95%. Oaktree Specialty Lending offers a yield of 13.62% to investors and pays a quarterly dividend of $0.42 per share. WisdomTree pays 28.49% of its earnings as a dividend. Oaktree Specialty Lending pays out 305.35% of its earnings as a dividend. WisdomTree's payout ratio is sufficient to cover dividend payouts with earnings for the foreseeable future, but Oaktree Specialty Lending's is not.

  • Which has Better Financial Ratios WT or OCSL?

    WisdomTree quarterly revenues are $108.1M, which are larger than Oaktree Specialty Lending quarterly revenues of -$40.2M. WisdomTree's net income of $24.6M is higher than Oaktree Specialty Lending's net income of -$36.2M. Notably, WisdomTree's price-to-earnings ratio is 36.20x while Oaktree Specialty Lending's PE ratio is 112.38x. Generally a lower price-to-earnings ratio signals a stock is trading at a lower multiple of earnings and is a better value. Another key metric is the price-to-sales ratio, which for WisdomTree is 4.36x versus 22.13x for Oaktree Specialty Lending. Usually stocks with elevated PS ratios are considered overvalued.

    Company Price/Sales Ratio Price/Earnings Ratio Quarterly Revenue Quarterly Net Income
    WT
    WisdomTree
    4.36x 36.20x $108.1M $24.6M
    OCSL
    Oaktree Specialty Lending
    22.13x 112.38x -$40.2M -$36.2M

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