Wex Inc Stock Performance
| WEX Stock | USD 187.56 14.05 8.10% |
Wex has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of 1.74, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wex will likely underperform. Wex Inc right now maintains a risk of 2.49%. Please check out Wex Inc maximum drawdown, skewness, as well as the relationship between the Skewness and day typical price , to decide if Wex Inc will be following its historical returns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wex Inc are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain technical and fundamental indicators, Wex may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 8.1 | Five Day Return 8.51 | Year To Date Return (4.00) | Ten Year Return 64.95 | All Time Return 996.84 |
1 | Disposition of 1651 shares by Robert Deshaies of Wex at 181.67 subject to Rule 16b-3 | 08/21/2024 |
2 | 3 US Stocks Trading At Estimated Discounts Of Up To 37.9 | 08/30/2024 |
3 | Les flottes nergie mixte ont le vent en poupe une enqute rvle que 80 percent des dirigeants de flottes commerciales mondiales visent ce les VE constituent au mo... | 09/18/2024 |
4 | Are You a Value Investor This 1 Stock Could Be the Perfect Pick | 10/14/2024 |
5 | Wex Lags Q3 Earnings and Revenue Estimates | 10/24/2024 |
6 | Q3 2024 WEX Inc Earnings Call Transcript | 10/25/2024 |
7 | US Exchange 3 Stocks That Investors Might Be Undervaluing | 10/30/2024 |
8 | US Stocks That May Be Trading Below Estimated Value In October 2024 | 10/31/2024 |
9 | 3 Stocks Estimated To Be Trading Below Intrinsic Value By Up To 46.7 | 11/01/2024 |
| Begin Period Cash Flow | 1.9 B |
Wex |
Wex Relative Risk vs. Return Landscape
If you would invest 17,541 in Wex Inc on August 9, 2024 and sell it today you would earn a total of 1,215 from holding Wex Inc or generate 6.93% return on investment over 90 days. Wex Inc is generating 0.1385% of daily returns assuming volatility of 2.4866% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Wex, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Wex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wex's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wex Inc, and traders can use it to determine the average amount a Wex's 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 = 0.0557
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| Cash | Small Risk | WEX | High Risk | Huge Risk |
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Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Wex is performing at about 4% of its full potential. 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 Wex by adding it to a well-diversified portfolio.
Wex Fundamentals Growth
Wex Stock prices reflect investors' perceptions of the future prospects and financial health of Wex, and Wex 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 Wex Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0316 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.29 % | ||||
| Current Valuation | 7.22 B | ||||
| Shares Outstanding | 39.78 M | ||||
| Price To Earning | 68.45 X | ||||
| Price To Book | 4.11 X | ||||
| Price To Sales | 2.81 X | ||||
| Revenue | 1.2 M | ||||
| Gross Profit | 1.73 B | ||||
| EBITDA | 14.81 M | ||||
| Net Income | 266.6 M | ||||
| Cash And Equivalents | 921.98 M | ||||
| Cash Per Share | 50.02 X | ||||
| Total Debt | 3.95 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.12 X | ||||
| Book Value Per Share | 42.15 X | ||||
| Cash Flow From Operations | 912 M | ||||
| Earnings Per Share | 8.52 X | ||||
| Market Capitalization | 7.46 B | ||||
| Total Asset | 13.88 B | ||||
| Retained Earnings | 1.76 B | ||||
| Working Capital | 416.1 M | ||||
| Current Asset | 1.88 B | ||||
| Current Liabilities | 1.41 B | ||||
About Wex Performance
Evaluating Wex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wex 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 Wex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.05 | |
| Return On Capital Employed | 0.12 | 0.14 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.15 | 0.18 |
Things to note about Wex Inc performance evaluation
Checking the ongoing alerts about Wex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wex Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: 3 Stocks Estimated To Be Trading Below Intrinsic Value By Up To 46.7 |
- Analyzing Wex's 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 Wex's stock is overvalued or undervalued compared to its peers.
- Examining Wex's 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 Wex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wex's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wex's stock. These opinions can provide insight into Wex's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Wex Stock Analysis
When running Wex's price analysis, check to measure Wex's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wex is operating at the current time. Most of Wex's value examination focuses on studying past and present price action to predict the probability of Wex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wex's price. Additionally, you may evaluate how the addition of Wex to your portfolios can decrease your overall portfolio volatility.