WEX Buy or Sell Recommendation

Macroaxis provides WEX Inc 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 Inc 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 current analyst consensus

Time Horizon

Risk Tolerance

Symbol
Execute Advice
WEX Inc -- USA Stock  

USD 144.9  1.82  1.24%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding WEX Inc is 'Strong Buy'.
For the selected time horizon WEX Inc has a risk adjusted performance of 0.1945, jensen alpha of 0.2102, total risk alpha of (0.060228), sortino ratio of 0.0 and treynor ratio of 0.6675
Macroaxis provides buy or sell recommendation on WEX to complement and cross-verify current analyst consensus on WEX Inc. 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 Inc is not overpriced, please check out all WEX Inc fundamentals including its Cash per Share as well as the relationship between Short Ratio and Total Asset . Given that WEX Inc has Number of Shares Shorted of 3.99 M, we strongly advise you confirm WEX Inc 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.

Returns Distribution Density

Mean Return0.32Value At Risk1.16
Potential Upside1.26Standard Deviation0.75
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Frontier Capital Management Co LlcCommon Shares472.2 K66.7 M
Schwab Charles Investment Management IncCommon Shares219.7 K31 M
Bank Of MontrealCommon Shares148.5 K21 M
Nisa Investment Advisors LlcCommon Shares25 K3.5 M
Wendell David Associates IncCommon Shares18.6 K2.6 M
Oregon Public Employees Retirement FundCommon Shares15 K2.1 M
Louisiana State Employees Retirement SystemCommon Shares10.1 K1.4 M
Simplex Trading LlcCall Options11675 K
Simplex Trading LlcPut Options72.02 K

WEX Greeks

α
Alpha over DOW
=0.21
β
Beta against DOW=0.47
σ
Overall volatility
=0.79
Ir
Information ratio =0.12

WEX Volatility Alert

WEX Inc exhibits very low volatility with skewness of -0.42 and kurtosis of 0.44. However, we advise investors to further study WEX Inc technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare WEX to competition
FundamentalsWEXPeer Average
Return On Equity5.25 % (15.17) %
Return On Asset2.57 % (15.64) %
Profit Margin7.09 % (5.5) %
Operating Margin21.84 % (10.91) %
Current Valuation8.39 B152.14 B
Shares Outstanding42.91 M1.43 B
Shares Owned by Insiders0.81 % 6.91 %
Shares Owned by Institutions113.75 % 18.37 %
Number of Shares Shorted3.99 M3.24 M
Price to Earning72.69 times40.69 times
Price to Book3.82 times14.44 times
Price to Sales5.12 times17.81 times
Revenue1.21 B9.85 B
Gross Profit759.84 M21.75 B
EBITDA393.8 M1.41 B
Net Income85.75 M517.71 M
Cash and Equivalents263.18 M3.89 B
Cash per Share6.13 times5.17 times
Total Debt2.44 B7.36 B
Debt to Equity149.4 % 0.72 %
Current Ratio2.09 times3.3 times
Book Value Per Share37.85 times13.64 times
Cash Flow from Operations(115.93 M)1.25 B
Short Ratio9.45 times2.09 times
Earnings Per Share1.99 times2.3 times
Price to Earnings To Growth1.49 times1.22 times
Number of Employees2.27 K10.67 K
Beta1.760.34
Market Capitalization6.2 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
SellBuy
Strong Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
   Exercise or conversion by Strzegowski Gregory Scott of 900 shares of WEX subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.1945
Market Risk Adjusted Performance0.6775
Mean Deviation0.5569
Coefficient Of Variation232.31
Standard Deviation0.7513
Variance0.5645
Information Ratio0.1244
Jensen Alpha0.2102
Total Risk Alpha(0.060228)
Treynor Ratio0.6675
Maximum Drawdown2.93
Value At Risk(1.16)
Potential Upside1.26
Skewness(0.42)
Kurtosis0.4438

Current Valuation

WEX Current Valuation Analysis
WEX Inc is rated second in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Business Services industry is at this time estimated at about 328.09 Billion. WEX holds roughly 8.39 Billion in current valuation claiming about 2.56% of stocks in Business Services industry.