WisdomTree WT Ratios & Valuation
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 36.6%+3.9pp | 35.3%+3.2pp | 32.7%+1.3pp | 32.5%+2.9pp | 32.7%+5.5pp | |
| Net margin | 11.3%-4.5pp | 22.1%+6.5pp | 21.1%+6.8pp | 16.2%-3.5pp | 15.8%-14.0pp | |
| EBITDA margin | 37.6%+4.4pp | 36%+3.5pp | 33.2%+1.4pp | 33%+3.0pp | 33.1%+5.6pp | |
| Free cash flow margin | 29.2%+1.7pp | 29.9%+3.4pp | 27.9%-0.5pp | 28.6%+3.6pp | 27.5%+2.8pp | |
| Returns | ||||||
| Return on equity | 13.8%-2.7pp | 26.8%+10.3pp | 25.8%+11.9pp | 16.2%-0.6pp | 16.5%-12.7pp | |
| Return on assets | 4.4%-2.7pp | 8.6%+1.8pp | 7.8%+1.9pp | 7.1%-0.9pp | 7.1%-4.0pp | |
| Efficiency | ||||||
| Asset turnover | 0.4×-0.1× | 0.4×0.0× | 0.4×0.0× | 0.4×0.0× | 0.4×+0.1× | |
| Liquidity | ||||||
| Current ratio | 4.6×+0.7× | 1.7×-1.2× | 2.8×-0.1× | 1.4×-1.6× | 3.8×+0.9× | |
| Quick ratio | 4.6×+0.7× | 1.7×-1.2× | 2.8×-0.1× | 1.4×-1.6× | 3.8×+0.9× | |
| Cash ratio | 3.7×+3.3× | 1.1×+0.7× | 0.1×-0.2× | 0.2×-1.4× | 0.4×-1.1× | |
| Leverage | ||||||
| Debt-to-equity | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | |
| Debt-to-assets | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | |
| Net debt / EBITDA | -3×-2.9× | -1.7×-1.5× | -0.1×-0.1× | -0.2×+0.8× | -0.2×+0.8× | |
| Interest coverage | 5.5×-1.6× | 5.7×-1.5× | 6×-1.5× | 6.7×-0.7× | 7.1×+0.7× | |
| Per Share | ||||||
| Book value per share | $3.44+21.4% | $2.85+13.3% | $2.48-4.9% | $3.04+13.3% | $2.84+10.8% | |
| Valuation | ||||||
| Market capitalization | $2.06B+57.2% | $1.72B+11.8% | $2.04B+39.3% | $1.57B+8.0% | $1.31B-2.6% | |
| Enterprise value | $1.44B+11.6% | $1.41B-6.7% | $2.02B+38.7% | $1.55B+14.8% | $1.29B+2.8% | |
| Price / earnings | 33.6×+14.6× | 15.7×-7.3× | 21.2×-3.9× | 21.7×+2.6× | 19×+6.5× | |
| Price / sales | 3.8×+0.8× | 3.5×-0.1× | 4.5×+0.9× | 3.5×-0.2× | 3×-0.7× | |
| Price / book | 4.3×+1.2× | 4.1×+0.3× | 5.5×+1.6× | 3.5×+0.3× | 3.2×0.0× | |
| EV / EBITDA | 7×-1.8× | 7.9×-2.9× | 13.3×+2.1× | 10.5×-1.1× | 8.9×-3.7× | |
| EV / sales | 2.6×-0.3× | 2.8×-0.7× | 4.4×+0.8× | 3.5×0.0× | 2.9×-0.5× | |
| Free cash flow yield | 7.7%-1.5pp | 8.6%+1.2pp | 6.2%-1.7pp | 8.1%+1.5pp | 9.2%+2.5pp | |
| Earnings yield | 3%-2.3pp | 6.4%+2.0pp | 4.7%+0.7pp | 4.6%-0.6pp | 5.3%-2.8pp | |
| Dividend yield | 0.8%-0.6pp | 1%-0.2pp | 0.9%-0.5pp | 1.2%-0.3pp | 1.4%-0.1pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- What are WisdomTree's profit margins?
- WisdomTree (WT) runs a 82.5% gross margin and a 36.6% operating margin, with a 11.3% net margin.
- Where do WisdomTree's ratios come from?
- Every ratio is computed from WisdomTree's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
