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WisdomTree Valuation Multiples
Discover revenue and EBITDA valuation multiples for WisdomTree and similar public comparables like Fibra Danhos, HgCapital, Alony-Hetz, FII Ancar IC and more.
WisdomTree Overview
About WisdomTree
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
Founded
1985
HQ
Employees
360
Website
Sectors
Financials (LTM)
EV
$3B
WisdomTree Financials
WisdomTree reported last 12-month revenue of $534M and EBITDA of $213M.
In the same LTM period, WisdomTree generated $213M in EBITDA and $124M in net income.
Revenue (LTM)
WisdomTree P&L
In the most recent fiscal year, WisdomTree reported revenue of $494M and EBITDA of $192M.
WisdomTree expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $534M | XXX | $494M | XXX | XXX | XXX |
| Gross Profit | — | XXX | $267M | XXX | XXX | XXX |
| Gross Margin | — | XXX | 54% | XXX | XXX | XXX |
| EBITDA | $213M | XXX | $192M | XXX | XXX | XXX |
| EBITDA Margin | 40% | XXX | 39% | XXX | XXX | XXX |
| EBIT Margin | 37% | XXX | 36% | XXX | XXX | XXX |
| Net Profit | $124M | XXX | $109M | XXX | XXX | XXX |
| Net Margin | 23% | XXX | 22% | XXX | XXX | XXX |
| Net Debt | — | — | $642M | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
WisdomTree Stock Performance
WisdomTree has current market cap of $2B, and enterprise value of $3B.
Market Cap Evolution
WisdomTree's stock price is $17.52.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $3B | $2B | 0.0% | XXX | XXX | XXX | $0.78 |
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Start Free TrialWisdomTree Valuation Multiples
WisdomTree trades at 5.6x EV/Revenue multiple, and 14.1x EV/EBITDA.
EV / Revenue (LTM)
WisdomTree Financial Valuation Multiples
As of April 10, 2026, WisdomTree has market cap of $2B and EV of $3B.
Equity research analysts estimate WisdomTree's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
WisdomTree has a P/E ratio of 19.9x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $2B | XXX | $2B | XXX | XXX | XXX |
| EV (current) | $3B | XXX | $3B | XXX | XXX | XXX |
| EV/Revenue | 5.6x | XXX | 6.1x | XXX | XXX | XXX |
| EV/EBITDA | 14.1x | XXX | 15.6x | XXX | XXX | XXX |
| EV/EBIT | 15.1x | XXX | 16.8x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 11.3x | XXX | XXX | XXX |
| P/E | 19.9x | XXX | 22.6x | XXX | XXX | XXX |
| EV/FCF | 19.1x | XXX | 20.3x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified WisdomTree Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
WisdomTree Margins & Growth Rates
WisdomTree's revenue in the last 12 month grew by 23%.
WisdomTree's revenue per employee in the last FY averaged $1.4M, while opex per employee averaged $0.8M for the same period.
WisdomTree's rule of 40 is 73% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
WisdomTree's rule of X is 119% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
WisdomTree Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 23% | XXX | 31% | XXX | XXX | XXX |
| EBITDA Margin | 40% | XXX | 39% | XXX | XXX | XXX |
| EBITDA Growth | 30% | XXX | 41% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 73% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 119% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $1.4M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.8M | XXX | XXX | XXX |
| S&M Expenses to Revenue | 4% | XXX | 7% | XXX | XXX | XXX |
| G&A Expenses to Revenue | 18% | XXX | 18% | XXX | XXX | XXX |
| R&D Expenses to Revenue | 3% | XXX | 3% | XXX | XXX | XXX |
| Opex to Revenue | 57% | XXX | 59% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
WisdomTree Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Fibra Danhos | XXX | XXX | XXX | XXX | XXX | XXX |
| HgCapital | XXX | XXX | XXX | XXX | XXX | XXX |
| Alony-Hetz | XXX | XXX | XXX | XXX | XXX | XXX |
| FII Ancar IC | XXX | XXX | XXX | XXX | XXX | XXX |
| Röko | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
WisdomTree M&A Activity
WisdomTree acquired XXX companies to date.
Last acquisition by WisdomTree was on XXXXXXXX, XXXXX. WisdomTree acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by WisdomTree
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Get Verified M&A Valuation Multiples
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Start Free TrialWisdomTree Investment Activity
WisdomTree invested in XXX companies to date.
WisdomTree made its latest investment on XXXXXXXX, XXXXX. WisdomTree invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by WisdomTree
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout WisdomTree
| When was WisdomTree founded? | WisdomTree was founded in 1985. |
| Where is WisdomTree headquartered? | WisdomTree is headquartered in United States. |
| How many employees does WisdomTree have? | As of today, WisdomTree has over 360 employees. |
| Who is the CEO of WisdomTree? | WisdomTree's CEO is Jonathan L. Steinberg. |
| Is WisdomTree publicly listed? | Yes, WisdomTree is a public company listed on NYSE. |
| What is the stock symbol of WisdomTree? | WisdomTree trades under WT ticker. |
| When did WisdomTree go public? | WisdomTree went public in 1992. |
| Who are competitors of WisdomTree? | WisdomTree main competitors are Fibra Danhos, HgCapital, Alony-Hetz, FII Ancar IC. |
| What is the current market cap of WisdomTree? | WisdomTree's current market cap is $2B. |
| What is the current revenue of WisdomTree? | WisdomTree's last 12 months revenue is $534M. |
| What is the current revenue growth of WisdomTree? | WisdomTree revenue growth (NTM/LTM) is 23%. |
| What is the current EV/Revenue multiple of WisdomTree? | Current revenue multiple of WisdomTree is 5.6x. |
| Is WisdomTree profitable? | Yes, WisdomTree is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of WisdomTree? | WisdomTree's last 12 months EBITDA is $213M. |
| What is WisdomTree's EBITDA margin? | WisdomTree's last 12 months EBITDA margin is 40%. |
| What is the current EV/EBITDA multiple of WisdomTree? | Current EBITDA multiple of WisdomTree is 14.1x. |
| What is the current FCF of WisdomTree? | WisdomTree's last 12 months FCF is $157M. |
| What is WisdomTree's FCF margin? | WisdomTree's last 12 months FCF margin is 29%. |
| What is the current EV/FCF multiple of WisdomTree? | Current FCF multiple of WisdomTree is 19.1x. |
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