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

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
WEX Inc -- USA Stock  

USD 120.96  1.01  0.84%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding WEX Inc is 'Strong Hold'.
For the selected time horizon WEX Inc has a risk adjusted performance of (0.006047), jensen alpha of (0.068715), total risk alpha of (0.14), sortino ratio of 0.0 and treynor ratio of (0.072871)
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 3.56 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 Return0.04Value At Risk2.11
Potential Upside1.54Standard Deviation1.19
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Janus Henderson Group PlcCommon Shares4.2 M468.2 M
Wellington Management Group LlpCommon Shares4.1 M465.3 M
Jpmorgan Chase CoCommon Shares4 M452.5 M
Vanguard Group IncCommon Shares3.4 M387.1 M
Blackrock IncCommon Shares3.2 M356.5 M
Atlanta Capital Management Co L L CCommon Shares3.2 M354.6 M
Timessquare Capital Management LlcCommon Shares1.7 M188.3 M

WEX Greeks

α
Alpha over DOW
=0.07
βBeta against DOW=0.68
σ
Overall volatility
=1.18
 IrInformation ratio =0.07

WEX Volatility Alert

WEX Inc exhibits very low volatility with skewness of -0.6 and kurtosis of -0.56. 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 Equity5.01 % (15.17) %
Return On Asset2.85 % (15.64) %
Profit Margin6.09 % (5.5) %
Operating Margin20.58 % (10.91) %
Current Valuation7.54 B152.14 B
Shares Outstanding42.92 M1.43 B
Shares Owned by Insiders0.8 % 6.91 %
Shares Owned by Institutions108.71 % 18.37 %
Number of Shares Shorted3.56 M3.24 M
Price to Earning75.69 times40.69 times
Price to Book3.43 times14.44 times
Price to Sales4.59 times17.81 times
Revenue1.17 B9.85 B
Gross Profit759.84 M21.75 B
EBITDA377.31 M1.41 B
Net Income71.47 M517.71 M
Cash and Equivalents231.21 M3.89 B
Cash per Share5.39 times5.17 times
Total Debt2.39 B7.36 B
Debt to Equity151.2 % 0.72 %
Current Ratio2.2 times3.3 times
Book Value Per Share36.62 times13.64 times
Cash Flow from Operations(186.27 M)1.25 B
Short Ratio7.11 times2.09 times
Earnings Per Share1.66 times2.3 times
Price to Earnings To Growth1.51 times1.22 times
Number of Employees2.27 K10.67 K
Beta1.770.34
Market Capitalization5.39 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 Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
   Sale by Melissa Smith of 3329 shares of WEX [view details]
Risk Adjusted Performance(0.006047)
Market Risk Adjusted Performance(0.062871)
Mean Deviation0.9525
Coefficient Of Variation(3,030)
Standard Deviation1.19
Variance1.41
Information Ratio(0.065721)
Jensen Alpha(0.068715)
Total Risk Alpha(0.14)
Treynor Ratio(0.072871)
Maximum Drawdown4.14
Value At Risk(2.11)
Potential Upside1.54
Skewness(0.6)
Kurtosis(0.56)

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 323.43 Billion. WEX holds roughly 7.54 Billion in current valuation claiming about 2.33% of stocks in Business Services industry.