COMP <GO>
WT vs BAC // EV/EBITDA & P/E VALUATION
WisdomTree Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: WT 7
— BAC 4
▲ EV/EBITDA & P/E VALUATION LEADER: WT
LAST: $21.55 (+1.03%) • MKT CAP: $3.27B
valuation
18.7x
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
valuation
30.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WT VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WT | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 33.30% | 2.50% | +30.80 | WT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.7x | 30.2x | -11.50 | WT | /valuation <GO> |
| Free Cash Flow Yield | 4.52% | 2.10% | +2.42 | WT | /fcf-yield <GO> |
| Operating Margin | 35.30% | 32.90% | +2.40 | WT | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 27.00% | -4.10 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 6.80% | +8.60 | WT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 0.00% | +0.53 | WT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | WT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.8 | 38.3 | -3.54 | BAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 10.9x | +13.40 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.27B | $357.61B | -$354.34B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WT REV | BAC REV | WT GROSS % | BAC GROSS % | WT FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $493.8M | $113.10B | — | — | $147.7M | $7.52B |
| FY 2024 | $427.7M | $105.86B | — | — | $113.3M | -$13.57B |
| FY 2023 | $349.0M | $102.77B | — | — | $85.6M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WT // BETA —
BAC // BETA 0.90