WisdomTree Investments (Germany) Performance
| 1WT Stock | EUR 11.06 0.27 2.38% |
On a scale of 0 to 100, WisdomTree Investments holds a performance score of 9. The firm maintains a market beta of 0.0432, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Investments is expected to be smaller as well. Please check WisdomTree Investments' treynor ratio, downside variance, and the relationship between the total risk alpha and value at risk , to make a quick decision on whether WisdomTree Investments' historical returns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Investments are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, WisdomTree Investments reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 140.7 M |
WisdomTree |
WisdomTree Investments Relative Risk vs. Return Landscape
If you would invest 904.00 in WisdomTree Investments on September 1, 2024 and sell it today you would earn a total of 202.00 from holding WisdomTree Investments or generate 22.35% return on investment over 90 days. WisdomTree Investments is currently producing 0.3495% returns and takes up 2.8128% volatility of returns over 90 trading days. Put another way, 25% of traded stocks are less volatile than WisdomTree, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
WisdomTree Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WisdomTree Investments, and traders can use it to determine the average amount a WisdomTree Investments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1243
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Estimated Market Risk
| 2.81 actual daily | 25 75% of assets are more volatile |
Expected Return
| 0.35 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average WisdomTree Investments is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree Investments by adding it to a well-diversified portfolio.
WisdomTree Investments Fundamentals Growth
WisdomTree Stock prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Investments, and WisdomTree Investments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0363 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 814.64 M | |||
| Shares Outstanding | 146.52 M | |||
| Price To Earning | 44.81 X | |||
| Price To Book | 2.34 X | |||
| Price To Sales | 2.38 X | |||
| Revenue | 301.35 M | |||
| EBITDA | 56.11 M | |||
| Cash And Equivalents | 88.71 M | |||
| Cash Per Share | 0.58 X | |||
| Total Debt | 147.02 M | |||
| Debt To Equity | 44.20 % | |||
| Book Value Per Share | 2.13 X | |||
| Cash Flow From Operations | 55.09 M | |||
| Earnings Per Share | 0.31 X | |||
| Total Asset | 1.03 B | |||
About WisdomTree Investments Performance
By analyzing WisdomTree Investments' fundamental ratios, stakeholders can gain valuable insights into WisdomTree Investments' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Investments has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds sponsor and asset manager. The company was founded in 1985 and is based in New York, New York. WISDOMTREE INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 214 people.Things to note about WisdomTree Investments performance evaluation
Checking the ongoing alerts about WisdomTree Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WisdomTree Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 77.0% of the company shares are owned by institutions such as pension funds |
- Analyzing WisdomTree Investments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WisdomTree Investments' stock is overvalued or undervalued compared to its peers.
- Examining WisdomTree Investments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WisdomTree Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of WisdomTree Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WisdomTree Investments' stock. These opinions can provide insight into WisdomTree Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WisdomTree Stock analysis
When running WisdomTree Investments' price analysis, check to measure WisdomTree Investments' 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 Investments is operating at the current time. Most of WisdomTree Investments' value examination focuses on studying past and present price action to predict the probability of WisdomTree Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree Investments' price. Additionally, you may evaluate how the addition of WisdomTree Investments to your portfolios can decrease your overall portfolio volatility.
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