WEX Buy Hold or Sell Recommendation

WEX -- USA Stock  

USD 186.93  1.06  0.57%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding WEX is 'Strong Hold'. Macroaxis provides WEX buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WEX positions. The advice algorithm takes into account all of WEX available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from WEX buy-and-hold prospective. See also WEX Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell WEXBuy WEX
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
For the selected time horizon WEX has a risk adjusted performance of 0.18, jensen alpha of 0.16, total risk alpha of 0.032265, sortino ratio of 0.0 and treynor ratio of 0.34
Macroaxis provides buy or sell recommendation on WEX to complement and cross-verify current analyst consensus on WEX. Our buy or sell advice engine determines the company potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure WEX is not overpriced, please check out all WEX fundamentals including its Cash per Share as well as the relationship between Short Ratio and Total Asset . Given that WEX has Number of Shares Shorted of 1.14 M, we strongly advise you confirm WEX market performance and probability of bankruptcy to make sure the company can sustain itself for the next few years given your prevalent risk tolerance and investing horizon.

WEX Thematic Classifications

Macroaxis Index IdeaMacroaxis Index
Macroaxis power theme of selected equities with solid fundamentals

WEX Returns Distribution Density

Mean Return0.33Value At Risk2.39
Potential Upside3.37Standard Deviation1.91
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Bank Of MontrealCommon Shares156.9 K31.5 M
Copper Rock Capital Partners LlcCommon Shares60.4 K12 M
Varma Mutual Pension Insurance CoCommon Shares57.8 K11.6 M
State Of New Jersey Common Pension Fund DCommon Shares33.5 K6.7 M
Nisa Investment Advisors LlcCommon Shares25 K5 M
Wendell David Associates IncCommon Shares18.8 K3.8 M
Aperio Group LlcCommon Shares14.1 K2.8 M

WEX Greeks

α
Alpha over DOW
=0.16
β
Beta against DOW=0.99
σ
Overall volatility
=1.86
Ir
Information ratio =0.09

WEX Volatility Alert

WEX exhibits very low volatility with skewness of 0.13 and kurtosis of 1.83. However, we advise investors to further study WEX technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare WEX to competition

WEX Fundamental Vs Peers

FundamentalsWEXPeer Average
Return On Equity12.00 % (15.17) %
Return On Asset3.07 % (15.64) %
Profit Margin14.61 % (5.50) %
Operating Margin36.14 % (10.91) %
Current Valuation10.46 B152.14 B
Shares Outstanding43.09 M1.43 B
Shares Owned by Insiders0.85 % 6.91 %
Shares Owned by Institutions100.97 % 18.37 %
Number of Shares Shorted1.14 M3.24 M
Price to Earning39.91 times40.69 times
Price to Book4.49 times14.44 times
Price to Sales5.80 times17.81 times
Revenue1.38 B9.85 B
Gross Profit629.09 M21.75 B
EBITDA499.14 M1.41 B
Net Income201.71 M517.71 M
Cash and Equivalents310.78 M3.89 B
Cash per Share7.21 times5.17 times
Total Debt2.5 B7.36 B
Debt to Equity139.70 % 0.72 %
Current Ratio1.44 times3.30 times
Book Value Per Share41.36 times13.64 times
Cash Flow from Operations647.48 M1.25 B
Short Ratio3.61 times2.09 times
Earnings Per Share4.66 times2.30 times
Price to Earnings To Growth1.04 times1.22 times
Number of Employees3.3 K10.67 K
Beta1.460.34
Market Capitalization8.01 B29.78 B
Total Asset3.85 B126.86 B
Retained Earnings1.18 B38.24 B
Working Capital473.08 M3.58 B
Current Asset1.88 B36.8 B
   Payment of 379 shares by George Hogan of WEX subject to Rule 16b-3 [view details]

WEX Alerts

Trading Alerts and Improvement Suggestions

WEX generates negative expected return over the last 30 days
WEX has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial commitments
Over 101.0% of the company outstanding shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by George Hogan of 2000 shares of WEX subject to Rule 16b-3

Latest Analysts View

WEX Current Analysts Recommendations

Target Median Price214.50
Target Mean Price211.83
Recommendation Mean2.10
Target High Price235.00
Number Of Analyst Opinions12
Target Low Price190.00
See also WEX Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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