WisdomTree Investments Performance
The firm maintains a market beta of -0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning WisdomTree Investments are expected to decrease at a much lower rate. During the bear market, WisdomTree Investments is likely to outperform the market. WisdomTree Investments right now maintains a risk of 0.0%. Please check out WisdomTree Investments jensen alpha and downside variance , to decide if WisdomTree Investments will be following its historical returns.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree Investments has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, WisdomTree Investments is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 73.4 M | |
| Total Cashflows From Investing Activities | -99.6 M |
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WisdomTree Investments Relative Risk vs. Return Landscape
If you would invest (100.00) in WisdomTree Investments on August 26, 2024 and sell it today you would earn a total of 100.00 from holding WisdomTree Investments or generate -100.0% return on investment over 90 days. WisdomTree Investments is currently does not generate positive expected returns and assumes 0.0% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of stocks are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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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 = 0.0
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Based on monthly moving average WisdomTree Investments is not performing at its full potential. However, 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 WisdomTree Investments 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 | 0.21 | |||
| Return On Asset | 0.0436 | |||
| Profit Margin | 0.29 % | |||
| Operating Margin | 0.23 % | |||
| Current Valuation | 852.76 M | |||
| Shares Outstanding | 146.52 M | |||
| Price To Earning | 37.36 X | |||
| Price To Book | 2.37 X | |||
| Price To Sales | 2.52 X | |||
| Revenue | 304.32 M | |||
| EBITDA | 71.69 M | |||
| Cash And Equivalents | 238.59 M | |||
| Cash Per Share | 1.67 X | |||
| Total Debt | 318.62 M | |||
| Debt To Equity | 0.82 % | |||
| Book Value Per Share | 2.32 X | |||
| Cash Flow From Operations | 75.32 M | |||
| Earnings Per Share | 0.56 X | |||
| Total Asset | 1.04 B | |||
| Retained Earnings | (24 M) | |||
| Current Asset | 240.54 M | |||
| Current Liabilities | 49.09 M | |||
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 Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 264 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.| WisdomTree Investments is not yet fully synchronised with the market data | |
| WisdomTree Investments has some characteristics of a very speculative penny stock | |
| WisdomTree Investments has a very high chance of going through financial distress in the upcoming years | |
| Over 77.0% of the company outstanding shares are owned by institutional investors |
- 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Other Consideration for investing in WisdomTree Stock
If you are still planning to invest in WisdomTree Investments check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the WisdomTree Investments' history and understand the potential risks before investing.
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