Wisdomtree Stock Five Year Return

WT Stock

11.71 0.26 2.27%

WisdomTree fundamentals help investors to digest information that contributes to WisdomTree's financial success or failures. It also enables traders to predict the movement of WisdomTree Stock. The fundamental analysis module provides a way to measure WisdomTree's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WisdomTree stock.

Other Current Liab Total Assets

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WisdomTree Company Five Year Return Analysis

WisdomTree's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

WisdomTree Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for WisdomTree is extremely important. It helps to project a fair market value of WisdomTree Stock properly, considering its historical fundamentals such as Five Year Return. Since WisdomTree's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of WisdomTree's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of WisdomTree's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Short Term Investments	Good Will	Intangible Assets	Capital Surpluse	Cash And Equivalents	Property Plant Equipment	Net Tangible Assets	Current Deferred Revenue	Long Term Debt	Deferred Long Term Liab	Net Invested Capital	Long Term Investments	Capital Stock	Net Working Capital	Short Long Term Debt
Total Assets		0.85	0.85	0.64	0.49	0.79	0.9	0.56	0.47	0.21	0.96	0.97	0.9	0.41	-0.22	-0.68	0.86	0.28	-0.4	0.26	-0.78	-0.48	0.42	-0.4
Total Stockholder Equity	0.85		0.6	0.85	0.36	0.71	0.55	0.47	0.43	0.07	0.73	0.74	0.8	0.35	-0.3	-0.33	0.69	0.34	-0.71	0.45	-0.68	-0.59	0.33	-0.71
Net Debt	0.85	0.6		0.48	0.28	0.45	0.83	0.21	0.15	0.14	0.9	0.9	0.81	0.43	-0.25	-0.66	0.81	0.28	-0.37	0.28	-0.73	-0.46	0.42	-0.37
Retained Earnings	0.64	0.85	0.48		0.12	0.5	0.35	0.42	0.0	0.01	0.51	0.53	0.56	0.41	-0.44	-0.17	0.53	0.34	-0.71	0.59	-0.52	-0.56	0.29	-0.71
Accounts Payable	0.49	0.36	0.28	0.12		0.54	0.52	0.29	0.63	-0.02	0.47	0.47	0.47	-0.36	0.33	-0.23	0.31	-0.53	0.18	-0.28	-0.09	0.08	-0.4	0.18
Net Receivables	0.79	0.71	0.45	0.5	0.54		0.75	0.83	0.73	0.34	0.74	0.74	0.62	0.38	-0.14	-0.55	0.63	0.27	-0.1	0.2	-0.62	-0.09	0.38	-0.1
Total Liab	0.9	0.55	0.83	0.35	0.52	0.75		0.55	0.47	0.26	0.95	0.94	0.79	0.38	-0.08	-0.78	0.79	0.18	-0.01	0.05	-0.68	-0.18	0.39	-0.01
Total Current Assets	0.56	0.47	0.21	0.42	0.29	0.83	0.55		0.59	0.71	0.43	0.43	0.21	0.57	-0.43	-0.48	0.42	0.34	-0.02	0.38	-0.39	-0.12	0.44	-0.02
Common Stock	0.47	0.43	0.15	0.0	0.63	0.73	0.47	0.59		0.37	0.43	0.42	0.38	0.07	0.07	-0.26	0.31	0.04	0.1	-0.02	-0.27	0.11	0.11	0.1
Short Term Investments	0.21	0.07	0.14	0.01	-0.02	0.34	0.26	0.71	0.37		0.09	0.09	-0.19	0.59	-0.6	-0.42	0.22	0.32	-0.02	0.44	-0.18	-0.25	0.43	-0.02
Good Will	0.96	0.73	0.9	0.51	0.47	0.74	0.95	0.43	0.43	0.09		1.0	0.93	0.4	-0.1	-0.69	0.84	0.24	-0.26	0.16	-0.78	-0.3	0.39	-0.26
Intangible Assets	0.97	0.74	0.9	0.53	0.47	0.74	0.94	0.43	0.42	0.09	1.0		0.94	0.39	-0.12	-0.69	0.85	0.24	-0.29	0.17	-0.78	-0.34	0.39	-0.29
Capital Surpluse	0.9	0.8	0.81	0.56	0.47	0.62	0.79	0.21	0.38	-0.19	0.93	0.94		0.22	0.0	-0.45	0.74	0.18	-0.39	0.13	-0.67	-0.33	0.25	-0.39
Cash And Equivalents	0.41	0.35	0.43	0.41	-0.36	0.38	0.38	0.57	0.07	0.59	0.4	0.39	0.22		-0.71	-0.34	0.43	0.6	-0.31	0.75	-0.47	-0.26	0.61	-0.31
Property Plant Equipment	-0.22	-0.3	-0.25	-0.44	0.33	-0.14	-0.08	-0.43	0.07	-0.6	-0.1	-0.12	0.0	-0.71		0.05	-0.02	-0.57	0.46	-0.87	0.11	0.48	-0.5	0.46
Net Tangible Assets	-0.68	-0.33	-0.66	-0.17	-0.23	-0.55	-0.78	-0.48	-0.26	-0.42	-0.69	-0.69	-0.45	-0.34	0.05		-0.74	-0.25	0.08	0.14	0.79	0.38	-0.54	0.08
Current Deferred Revenue	0.86	0.69	0.81	0.53	0.31	0.63	0.79	0.42	0.31	0.22	0.84	0.85	0.74	0.43	-0.02	-0.74		0.25	-0.4	0.17	-0.88	-0.45	0.4	-0.4
Long Term Debt	0.28	0.34	0.28	0.34	-0.53	0.27	0.18	0.34	0.04	0.32	0.24	0.24	0.18	0.6	-0.57	-0.25	0.25		-0.39	0.51	-0.48	-0.31	0.95	-0.39
Deferred Long Term Liab	-0.4	-0.71	-0.37	-0.71	0.18	-0.1	-0.01	-0.02	0.1	-0.02	-0.26	-0.29	-0.39	-0.31	0.46	0.08	-0.4	-0.39		-0.55	0.49	0.86	-0.3	1.0
Net Invested Capital	0.26	0.45	0.28	0.59	-0.28	0.2	0.05	0.38	-0.02	0.44	0.16	0.17	0.13	0.75	-0.87	0.14	0.17	0.51	-0.55		-0.15	-0.37	0.35	-0.55
Long Term Investments	-0.78	-0.68	-0.73	-0.52	-0.09	-0.62	-0.68	-0.39	-0.27	-0.18	-0.78	-0.78	-0.67	-0.47	0.11	0.79	-0.88	-0.48	0.49	-0.15		0.49	-0.63	0.49
Capital Stock	-0.48	-0.59	-0.46	-0.56	0.08	-0.09	-0.18	-0.12	0.11	-0.25	-0.3	-0.34	-0.33	-0.26	0.48	0.38	-0.45	-0.31	0.86	-0.37	0.49		-0.35	0.86
Net Working Capital	0.42	0.33	0.42	0.29	-0.4	0.38	0.39	0.44	0.11	0.43	0.39	0.39	0.25	0.61	-0.5	-0.54	0.4	0.95	-0.3	0.35	-0.63	-0.35		-0.3
Short Long Term Debt	-0.4	-0.71	-0.37	-0.71	0.18	-0.1	-0.01	-0.02	0.1	-0.02	-0.26	-0.29	-0.39	-0.31	0.46	0.08	-0.4	-0.39	1.0	-0.55	0.49	0.86	-0.3

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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WisdomTree Return On Tangible Assets

Return On Tangible Assets

0.43

At this time, WisdomTree's Return On Tangible Assets are comparatively stable compared to the past year.

According to the company disclosure, WisdomTree has a Five Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

WisdomTree Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WisdomTree's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of WisdomTree could also be used in its relative valuation, which is a method of valuing WisdomTree by comparing valuation metrics of similar companies.

WisdomTree is currently under evaluation in five year return category among its peers.

WisdomTree ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, WisdomTree's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to WisdomTree's managers, analysts, and investors.

Environmental

Governance

Social

WisdomTree Fundamentals

	Return On Equity	0.12
	Return On Asset	0.0814
	Profit Margin	0.14 %
	Operating Margin	0.36 %
	Current Valuation	1.93 B
	Shares Outstanding	146.1 M
	Shares Owned By Insiders	12.63 %
	Shares Owned By Institutions	94.88 %
	Number Of Shares Shorted	21.6 M
	Price To Book	4.43 X
	Price To Sales	4.02 X
	Revenue	349.04 M
	Gross Profit	131.03 M
	EBITDA	87.73 M
	Net Income	102.55 M
	Cash And Equivalents	132.1 M
	Total Debt	275.47 M
	Book Value Per Share	2.65 X
	Cash Flow From Operations	85.6 M
	Short Ratio	13.04 X
	Earnings Per Share	0.31 X
	Target Price	13.13
	Number Of Employees	314
	Beta	1.43
	Market Capitalization	1.64 B
	Total Asset	944.14 M
	Retained Earnings	95.74 M
	Working Capital	126.58 M
	Annual Yield	0.01 %
	Net Asset	944.14 M
	Last Dividend Paid	0.12

About WisdomTree Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze WisdomTree's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WisdomTree using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WisdomTree based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for WisdomTree Stock Analysis

When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.

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