Wex Inc Stock Buy Hold or Sell Recommendation
| WEX Stock | USD 189.80 3.86 2.08% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Wex Inc is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wex Inc given historical horizon and risk tolerance towards Wex. When Macroaxis issues a 'buy' or 'sell' recommendation for Wex Inc, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wex Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Wex and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Wex Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
Wex |
Execute Wex Buy or Sell Advice
The Wex recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wex Inc. Macroaxis does not own or have any residual interests in Wex Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wex's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Wex Trading Alerts and Improvement Suggestions
| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: WEX Launches Two AI Pilots for Benefits Administration |
Wex Returns Distribution Density
The distribution of Wex's historical returns is an attempt to chart the uncertainty of Wex's future price movements. The chart of the probability distribution of Wex daily returns describes the distribution of returns around its average expected value. We use Wex Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wex returns is essential to provide solid investment advice for Wex.
| Mean Return | 0.02 | Value At Risk | -1.95 | Potential Upside | 2.01 | Standard Deviation | 2.42 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wex historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wex Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Wex, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Wex Inc back and forth among themselves.
| Shares | Lyrical Asset Management Lp | 2024-09-30 | 820.2 K | Bessemer Group Inc | 2024-06-30 | 776.4 K | River Road Asset Management, Llc | 2024-09-30 | 720.5 K | Geode Capital Management, Llc | 2024-09-30 | 693.3 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 584.4 K | Brown Advisory Holdings Inc | 2024-09-30 | 512.6 K | Neuberger Berman Group Llc | 2024-06-30 | 465.8 K | Bank Of America Corp | 2024-06-30 | 462.9 K | Norges Bank | 2024-06-30 | 460.9 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4.4 M | Hhg Plc | 2024-06-30 | 4.1 M |
Wex Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 426.4M | 348.3M | (72.8M) | 602.9M | 370.3M | 388.8M | |
| Free Cash Flow | 560.3M | 776.5M | 64.4M | 563.2M | 763.9M | 802.1M | |
| Depreciation | 237.1M | 261.9M | 272.6M | 263.9M | 276.2M | 290.0M | |
| Other Non Cash Items | 104.5M | 251.9M | 73.0M | 405.9M | 264.8M | 278.0M | |
| Capital Expenditures | 102.9M | 80.5M | 86.0M | 116.2M | 143.6M | 150.8M | |
| Net Income | 155.3M | (280.5M) | 136.1M | 167.5M | 266.6M | 279.9M | |
| End Period Cash Flow | 981.4M | 1.3B | 1.3B | 1.9B | 2.2B | 2.3B | |
| Change To Inventory | 68.3M | 67.6M | 164.8M | 959.1M | 1.1B | 1.2B | |
| Change To Netincome | 160.9M | 260.7M | 143.8M | 409.6M | 471.1M | 494.6M | |
| Investments | (5.3M) | (5.4M) | (956.3M) | (716.7M) | (1.6B) | (1.5B) | |
| Net Borrowings | 578.6M | 150.6M | (258.5M) | (129.0M) | (116.1M) | (110.3M) |
Wex Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wex or Professional Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wex's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wex stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.2 | |
β | Beta against Dow Jones | 1.71 | |
σ | Overall volatility | 2.48 | |
Ir | Information ratio | -0.05 |
Wex Volatility Alert
Wex Inc shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wex's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wex's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wex Fundamentals Vs Peers
Comparing Wex's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wex's direct or indirect competition across all of the common fundamentals between Wex and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wex or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wex's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wex by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wex to competition |
| Fundamentals | Wex | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0316 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.29 % | (5.51) % |
| Current Valuation | 7.81 B | 16.62 B |
| Shares Outstanding | 39.78 M | 571.82 M |
| Shares Owned By Insiders | 0.75 % | 10.09 % |
| Shares Owned By Institutions | 99.25 % | 39.21 % |
| Number Of Shares Shorted | 863.67 K | 4.71 M |
| Price To Earning | 68.45 X | 28.72 X |
| Price To Book | 4.46 X | 9.51 X |
| Price To Sales | 2.79 X | 11.42 X |
| Revenue | 2.55 B | 9.43 B |
| Gross Profit | 1.73 B | 27.38 B |
| EBITDA | 14.81 M | 3.9 B |
| Net Income | 266.6 M | 570.98 M |
| Cash And Equivalents | 921.98 M | 2.7 B |
| Cash Per Share | 50.02 X | 5.01 X |
| Total Debt | 3.87 B | 5.32 B |
| Debt To Equity | 1.84 % | 48.70 % |
| Current Ratio | 1.12 X | 2.16 X |
| Book Value Per Share | 42.15 X | 1.93 K |
| Cash Flow From Operations | 907.9 M | 971.22 M |
| Short Ratio | 1.74 X | 4.00 X |
| Earnings Per Share | 7.87 X | 3.12 X |
| Price To Earnings To Growth | 1.52 X | 4.89 X |
| Target Price | 207.62 | |
| Number Of Employees | 7.2 K | 18.84 K |
| Beta | 1.57 | -0.15 |
| Market Capitalization | 7.4 B | 19.03 B |
| Total Asset | 13.88 B | 29.47 B |
| Retained Earnings | 1.76 B | 9.33 B |
| Working Capital | 416.1 M | 1.48 B |
Note: Disposition of 1897 shares by Robert Deshaies of Wex at 211.01 subject to Rule 16b-3 [view details]
Wex Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wex . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Wex Buy or Sell Advice
When is the right time to buy or sell Wex Inc? Buying financial instruments such as Wex Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Wex in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Hybrid Mix Funds Thematic Idea Now
Hybrid Mix Funds
Funds or Etfs that are made of portfolios of stocks, bonds, or cash instruments with different maturity horizons and characteristics. The Hybrid Mix Funds theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Hybrid Mix Funds Theme or any other thematic opportunities.
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Additional 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.