WisdomTree, Inc.

LSE:0LY1 Stock Report

Market Cap: US$1.5b

WisdomTree Past Earnings Performance

Past criteria checks 1/6

WisdomTree has been growing earnings at an average annual rate of 57%, while the Capital Markets industry saw earnings growing at 8.3% annually. Revenues have been growing at an average rate of 8.5% per year. WisdomTree's return on equity is 15.6%, and it has net margins of 11.5%.

Key information

57.0%

Earnings growth rate

56.8%

EPS growth rate

Capital Markets Industry Growth16.3%
Revenue growth rate8.5%
Return on equity15.6%
Net Margin11.5%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How WisdomTree makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

LSE:0LY1 Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2440847590
30 Jun 2438575550
31 Mar 24364101560
31 Dec 2334995540
30 Sep 2333247530
30 Jun 23313109500
31 Mar 2330570450
31 Dec 2230145450
30 Sep 2230780440
30 Jun 2231313430
31 Mar 2231120390
31 Dec 2130444360
30 Sep 2129120350
30 Jun 2127614350
31 Mar 21257-15330
31 Dec 20250-38330
30 Sep 20253-50360
30 Jun 20257-46380
31 Mar 20267-30410
31 Dec 19267-13420
30 Sep 192673430
30 Jun 1927219440
31 Mar 1928132450
31 Dec 1827434450
30 Sep 1826745420
30 Jun 1825232410
31 Mar 1823329390
31 Dec 1722827390
30 Sep 1721830380
30 Jun 1721230380
31 Mar 1721222390
31 Dec 1621925400
30 Sep 1624543400
30 Jun 1627458400
31 Mar 1630079370
31 Dec 1529980340
30 Sep 1527269330
30 Jun 1523856310
31 Mar 1520143300
31 Dec 1418461290
30 Sep 1417768270
30 Jun 1417072240
31 Mar 1416374220
31 Dec 1314952200

Quality Earnings: 0LY1 has a large one-off loss of $39.8M impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: 0LY1's current net profit margins (11.5%) are lower than last year (14.1%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 0LY1's earnings have grown significantly by 57% per year over the past 5 years.

Accelerating Growth: 0LY1's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: 0LY1 had negative earnings growth (-0.3%) over the past year, making it difficult to compare to the Capital Markets industry average (4.4%).

Return on Equity

High ROE: 0LY1's Return on Equity (15.6%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 13:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

WisdomTree, Inc. is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael CarrierBofA Global Research
George SuttonCraig-Hallum Capital Group LLC
Craig SiegenthalerCredit Suisse