WT WisdomTree, Inc.
$19.08
Banks, Insurers & Asset Managers 90%
P/Tangible Book × ROE Quality
Strong · Conviction

Overvalued

Trading 61.2% above fair value

You pay $19.08
Bear $8.28
Fair $11.84
Bull $15.39
Bear $8.28 -56.6% ROTCE 19.8% → 2.41x TBV
Fair $11.84 -38.0% ROTCE 25.0% → 3.42x TBV
Bull $15.39 -19.4% ROTCE 30.0% → 3.98x TBV

Key Value Driver

ROTCE (26.4%) vs. cost of equity (10.5%)

Implied Market Multiple 7.05x

Summary

Our base-case estimate uses P/Tangible Book × ROE Quality. We then blend that result with the average analyst price target of $18.96 from 17 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $11.84 per share.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.
Wall Street's average price target is $18.96 (from 17 analysts). Our estimate is 50% below the consensus -- consider that gap carefully.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly