WEX Buy or Sell Recommendation

WEX -- USA Stock  

USD 162.26  0.61  0.38%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding WEX is 'Strong Buy'. 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 current analyst consensus.

Time Horizon

Risk Tolerance

Symbol
Execute Advice

WEX Current Recommendation

SellBuy
Strong Buy

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 0.2836, jensen alpha of 0.3329, total risk alpha of 0.3846, sortino ratio of 0.2367 and treynor ratio of 1.21
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 3.99 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

Returns Distribution Density

Mean Return0.33Value At Risk2.29
Potential Upside2.65Standard Deviation1.93
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Loring Wolcott Coolidge Fiduciary Advisors LlpCommon Shares975.7 K152.8 M
Hermes Investment Management LtdCommon Shares405.1 K63.5 M
Bank Of MontrealCommon Shares152.4 K23.9 M
Btim CorpCommon Shares95.1 K14.9 M
Smith Graham Co Investment Advisors LpCommon Shares59.9 K9.4 M
Varma Mutual Pension Insurance CoCommon Shares51.5 K8.1 M
Copper Rock Capital Partners LlcCommon Shares39.3 K6.2 M

WEX Greeks

α
Alpha over DOW
=0.33
β
Beta against DOW=0.26
σ
Overall volatility
=1.40
Ir
Information ratio =0.19

WEX Volatility Alert

WEX has relatively low volatility with skewness of 1.78 and kurtosis of 9.05. However, we advise all investors to independently investigate WEX to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare WEX to competition

WEX Fundamental Vs Peers

FundamentalsWEXPeer Average
Return On Equity9.87 % (15.17) %
Return On Asset2.65 % (15.64) %
Profit Margin12.82 % (5.50) %
Operating Margin21.56 % (10.91) %
Current Valuation8.79 B152.14 B
Shares Outstanding43.03 M1.43 B
Shares Owned by Insiders0.88 % 6.91 %
Shares Owned by Institutions112.35 % 18.37 %
Number of Shares Shorted3.99 M3.24 M
Price to Earning43.45 times40.69 times
Price to Book4.06 times14.44 times
Price to Sales5.56 times17.81 times
Revenue1.25 B9.85 B
Gross Profit1.02 B21.75 B
EBITDA440.76 M1.41 B
Net Income160.27 M517.71 M
Cash and Equivalents523.99 M3.89 B
Cash per Share12.18 times5.17 times
Total Debt2.43 B7.36 B
Debt to Equity141.00 % 0.72 %
Current Ratio1.53 times3.30 times
Book Value Per Share39.78 times13.64 times
Cash Flow from Operations132.95 M1.25 B
Short Ratio9.45 times2.09 times
Earnings Per Share3.72 times2.30 times
Price to Earnings To Growth1.15 times1.22 times
Number of Employees3.3 K10.67 K
Beta1.510.34
Market Capitalization6.96 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 2745 shares by Hilary Rapkin of WEX subject to Rule 16b-3 [view details]

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See also WEX Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.