WT vs CUBI

Comparison between WisdomTree Inc (WT, Company) and Customers Bancorp Inc (CUBI, Company).

Both WT and CUBI are from the Financial Services sector.

5-Year PerformanceWT has outperformed CUBI, delivering a return of +22.7% compared to +14.0%

WT vs CUBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WT(COMPANY)	CUBI(COMPANY)
Market Cap	$2.56B	$2.56B
Max Drawdown	99.82%	78.56%
Sharpe Ratio	1.56	1.16
5Y Beta	1.27	1.25
Industry	Asset Management	Banks - Regional
P/E Ratio	37.97	9.24
Forward P/E	14.75	10.44
PEG Ratio	1.54	0.10
Dividend Yield	0.70%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	N/A	11.56%
Debt to Equity	0.00%	3.26%
Free Cash Flow Yield	6.23%	16.52%
P/S Ratio	4.71	3.15
P/B Ratio	5.51	1.17

Market Cap

$2.56B

Winner

CUBI

$2.56B

Max Drawdown

99.82%

Winner

CUBI

78.56%

Sharpe Ratio

Winner

1.56

CUBI

1.16

5Y Beta

1.27

Winner

CUBI

1.25

Industry

Asset Management

CUBI

Banks - Regional

P/E Ratio

37.97

Winner

CUBI

9.24

Forward P/E

14.75

Winner

CUBI

10.44

PEG Ratio

1.54

Winner

CUBI

0.10

Dividend Yield

0.70%

CUBI

N/A

5Y Dividends CAGR

4.56%

CUBI

N/A

5Y EPS CAGR

N/A

CUBI

11.56%

Debt to Equity

Winner

0.00%

CUBI

3.26%

Free Cash Flow Yield

6.23%

Winner

CUBI

16.52%

P/S Ratio

4.71

Winner

CUBI

3.15

P/B Ratio

5.51

Winner

CUBI

1.17

WT vs CUBI - Historical Returns

Returns include dividend reinvestment.

Period	WT	CUBI
1 month	-3.86%	+5.90%
3 months	+18.87%	+17.70%
6 months	+52.42%	+7.25%
1 year	+76.93%	+50.81%
5 years(CAGR)	+22.71%	+13.97%
10 years(CAGR)	+7.79%	+11.91%
Max(CAGR)	+8.19%	+15.54%

-3.86%

Winner

CUBI

+5.90%

Winner

+18.87%

CUBI

+17.70%

Winner

+52.42%

CUBI

+7.25%

Winner

+76.93%

CUBI

+50.81%

5Y(CAGR)

Winner

+22.71%

CUBI

+13.97%

10Y(CAGR)

+7.79%

Winner

CUBI

+11.91%

Max(CAGR)

+8.19%

Winner

CUBI

+15.54%

WT vs CUBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WT	CUBI
2026	+44.13%	+5.06%
2025	+21.91%	+54.13%
2024	+57.18%	-12.68%
2023	+28.15%	+105.49%
2022	-11.12%	-57.70%
2021	+15.49%	+260.36%
2020	+17.51%	-22.93%
2019	-26.74%	+25.25%
2018	-44.86%	-31.71%
2017	+9.09%	-27.10%
2016	-24.85%	+35.17%
2015	+4.48%	+43.34%
2014	-7.32%	+15.37%
2013	+173.72%	+41.10%
2012	+1.66%	+20.83%
2011	+36.57%	N/A
2010	+107.50%	N/A
2009	+117.65%	N/A
2008	-75.09%	N/A
2007	-63.79%	N/A
2006	+229.79%	N/A
2005	+32.95%	N/A
2004	+4225.00%	N/A
2003	-69.23%	N/A
2002	+85.71%	N/A
2001	-84.09%	N/A
2000	-89.24%	N/A
1999	+19.01%	N/A

WT vs CUBI Drawdown Comparison

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The maximum drawdown for CUBI was -78.56%, occurring on May 4, 2023. Recovery took 990 trading sessions.

The current WT drawdown is -12.65%. The current CUBI drawdown is -3.62%.

Rank	WT	CUBI
#1	-99.82% Mar 22, 2000 - Nov 21, 2006	-78.56% Jan 7, 2022 - Dec 18, 2025
#2	-94.18% Dec 6, 2006 - Mar 7, 2013	-75.95% Dec 27, 2016 - May 24, 2021
#3	-91.14% Aug 3, 2015 - Mar 18, 2020	-29.74% Nov 27, 2015 - Nov 25, 2016
#4	-48.33% Jan 22, 2014 - Jan 26, 2015	-28.22% Oct 31, 2012 - Dec 10, 2013
#5	-33.40% Dec 10, 1999 - Mar 22, 2000	-22.43% Jul 20, 2015 - Nov 4, 2015
#6	-26.52% Nov 5, 1999 - Dec 6, 1999	-20.31% Jan 22, 2026 - Mar 13, 2026
#7	-23.70% May 21, 2013 - Oct 25, 2013	-19.48% Jun 7, 2021 - Aug 27, 2021
#8	-16.92% Apr 10, 2015 - Jun 10, 2015	-15.00% Feb 21, 2012 - Apr 24, 2012
#9	-12.58% Jun 26, 2015 - Jul 31, 2015	-14.75% Jul 1, 2014 - Feb 2, 2015
#10	-9.24% Oct 29, 2013 - Nov 26, 2013	-14.39% Aug 27, 2021 - Oct 4, 2021
#11	-8.00% Apr 10, 2013 - Apr 29, 2013	-14.23% Jul 5, 2012 - Aug 29, 2012
#12	-7.56% Jan 7, 2014 - Jan 22, 2014	-12.43% Dec 16, 2021 - Dec 27, 2021
#13	-7.39% Mar 20, 2013 - Apr 10, 2013	-12.00% May 7, 2012 - Jul 5, 2012
#14	-7.38% Mar 20, 2015 - Apr 10, 2015	-10.95% Apr 21, 2014 - May 22, 2014
#15	-7.37% May 7, 2013 - May 14, 2013	-7.11% Nov 9, 2021 - Dec 15, 2021

Correlation

Correlation between WT and CUBI is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2014 - 2026)

WT vs CUBI dividend yield comparison.

Year	WT	CUBI
2026	0.33%	0.00%
2025	0.98%	0.00%
2024	1.14%	0.00%
2023	1.73%	0.00%
2022	2.20%	0.00%
2021	1.96%	0.00%
2020	2.24%	0.00%
2019	2.48%	0.00%
2018	1.80%	0.00%
2017	2.55%	0.00%
2016	2.87%	0.00%
2015	3.64%	0.00%
2014	0.51%	9.89%