Wex Inc Stock Performance
| WEX Stock | USD 229.90 0.03 0.01% |
On a scale of 0 to 100, Wex holds a performance score of 13. The firm maintains a market beta of 1.02, which attests to a somewhat significant risk relative to the market. Wex returns are very sensitive to returns on the market. As the market goes up or down, Wex is expected to follow. Please check Wex's maximum drawdown, skewness, as well as the relationship between the Skewness and day typical price , to make a quick decision on whether Wex's historical returns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Wex Inc are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain technical and fundamental indicators, Wex showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.56) | Five Day Return (4.08) | Year To Date Return 17.66 | Ten Year Return 150.81 | All Time Return 1.2 K |
1 | WEX Set to Announce Earnings on Thursday | 02/07/2024 |
2 | WEX to Present at KBWs 2024 Fintech Payments Conference | 02/14/2024 |
3 | Disposition of 13000 shares by Melissa Smith of Wex at 103.75 subject to Rule 16b-3 | 02/16/2024 |
4 | Disposition of tradable shares by Ann Drew of Wex at 103.75 subject to Rule 16b-3 | 02/20/2024 |
5 | Disposition of 350 shares by Joel Dearborn of Wex subject to Rule 16b-3 | 03/01/2024 |
6 | Disposition of 564 shares by Trickett Sara of Wex at 173.56 subject to Rule 16b-3 | 03/07/2024 |
7 | WEX Inc. CFO Jagtar Narula Sells 1,725 Shares of Stock | 03/08/2024 |
8 | Heres How Much You Would Have Made Owning WEX Stock In The Last 15 Years | 03/14/2024 |
9 | Disposition of 119 shares by Melanie Tinto of Wex at 233.95 subject to Rule 16b-3 | 03/15/2024 |
10 | WEX Sets New 1-Year High at 235.70 - MarketBeat | 03/20/2024 |
11 | WEX Named to Newsweeks Americas Greatest Workplaces for Diversity, Women in 2024 | 04/02/2024 |
12 | 100 Invested In WEX 15 Years Ago Would Be Worth This Much Today | 04/04/2024 |
13 | WEX INC. FILES FEDERAL LAWSUIT AGAINST HP TO PROTECT TRADEMARK AND BRAND | 04/11/2024 |
14 | Why Wex is a Top Value Stock for the Long-Term | 04/17/2024 |
| Begin Period Cash Flow | 1.9 B |
Wex |
Wex Relative Risk vs. Return Landscape
If you would invest 20,155 in Wex Inc on January 19, 2024 and sell it today you would earn a total of 2,835 from holding Wex Inc or generate 14.07% return on investment over 90 days. Wex Inc is generating 0.2165% of daily returns assuming volatility of 1.2236% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Wex, and above 96% 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 = 0.1769
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Wex is performing at about 13% 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 | 0.15 | |||
| Return On Asset | 0.0321 | |||
| Profit Margin | 0.10 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 9.67 B | |||
| Shares Outstanding | 41.73 M | |||
| Price To Earning | 68.45 X | |||
| Price To Book | 5.41 X | |||
| Price To Sales | 3.86 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 | 43.45 X | |||
| Cash Flow From Operations | 912 M | |||
| Earnings Per Share | 6.16 X | |||
| Market Capitalization | 9.75 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
To evaluate Wex Inc Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wex generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wex Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wex Inc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wex's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 381.64 | 400.72 | |
| 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 zacks.com: Why Wex is a Top Value Stock for the Long-Term |
- 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wex Inc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Wex Inc information on this page should be used as a complementary analysis to other Wex's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Complementary 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.
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Is Wex's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wex. If investors know Wex will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wex listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.01) | Earnings Share 6.16 | Revenue Per Share 59.533 | Quarterly Revenue Growth 0.072 | Return On Assets 0.0321 |
The market value of Wex Inc is measured differently than its book value, which is the value of Wex that is recorded on the company's balance sheet. Investors also form their own opinion of Wex's value that differs from its market value or its book value, called intrinsic value, which is Wex's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wex's market value can be influenced by many factors that don't directly affect Wex's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wex's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wex is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wex's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.