Wex Inc Stock Performance
| WEX Stock | USD 158.06 3.97 2.58% |
The firm maintains a market beta of 0.99, which attests to possible diversification benefits within a given portfolio. Wex returns are very sensitive to returns on the market. As the market goes up or down, Wex is expected to follow. At this point, Wex Inc has a negative expected return of -0.15%. Please make sure to check out Wex's total risk alpha, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Wex Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wex Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return 2.58 | Five Day Return 2.91 | Year To Date Return (9.73) | Ten Year Return 53.9 | All Time Return 824.33 |
1 | Acquisition by Jennifer Kimball of 2821 shares of Wex subject to Rule 16b-3 | 12/16/2024 |
2 | Acquisition by Callahan Don of 149 shares of Wex subject to Rule 16b-3 | 01/07/2025 |
3 | Resumen WEX ampla su cartera de soluciones para flotas de energa mixta en toda Europa con el fin de impulsar la adopcin de los VE comerciales | 01/29/2025 |
4 | WEX Inc Trading Down 18.14 percent on Feb 6 | 02/06/2025 |
5 | WEX to Host Investor Community Call with KBW on February 28, 2025 | 02/24/2025 |
6 | Should You Buy WEX Stock At 160 | 02/26/2025 |
7 | WEX prices upsized 550M senior unsecured notes offering | 02/27/2025 |
8 | Zacks Research Weighs in on WEXs FY2027 Earnings | 02/28/2025 |
9 | Wex Up 1.5 percent Since Last Earnings Report Can It Continue | 03/07/2025 |
10 | Reclaim Health Integrates AI-powered Healthcare Financial Management into WEXs Benefits ... | 03/11/2025 |
11 | Heres Why You Should Retain WEX Stock in Your Portfolio Now | 03/13/2025 |
| Begin Period Cash Flow | 2.2 B |
Wex |
Wex Relative Risk vs. Return Landscape
If you would invest 17,379 in Wex Inc on December 17, 2024 and sell it today you would lose (1,970) from holding Wex Inc or give up 11.34% of portfolio value over 90 days. Wex Inc is generating negative expected returns assuming volatility of 2.9877% on return distribution over 90 days investment horizon. In other words, 26% of stocks are less volatile than Wex, and above 99% 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 = -0.051
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WEX |
Estimated Market Risk
| 2.99 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wex is not performing at its full potential. However, 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 Wex 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 | 0.19 | ||||
| Return On Asset | 0.0321 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.25 % | ||||
| Current Valuation | 6 B | ||||
| Shares Outstanding | 38.82 M | ||||
| Price To Earning | 68.45 X | ||||
| Price To Book | 4.02 X | ||||
| Price To Sales | 2.28 X | ||||
| Revenue | 2.63 B | ||||
| Gross Profit | 1.9 B | ||||
| EBITDA | 975 M | ||||
| Net Income | 309.6 M | ||||
| Cash And Equivalents | 921.98 M | ||||
| Cash Per Share | 50.02 X | ||||
| Total Debt | 1.29 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.12 X | ||||
| Book Value Per Share | 38.17 X | ||||
| Cash Flow From Operations | 481.4 M | ||||
| Earnings Per Share | 7.50 X | ||||
| Market Capitalization | 5.98 B | ||||
| Total Asset | 13.32 B | ||||
| Retained Earnings | 2.07 B | ||||
| Working Capital | 188.2 M | ||||
| Current Asset | 1.88 B | ||||
| Current Liabilities | 1.41 B | ||||
About Wex Performance
Evaluating Wex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 | 0.14 | 0.14 | |
| Return On Assets | 0.02 | 0.04 | |
| Return On Equity | 0.21 | 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.| Wex Inc generated a negative expected return over the last 90 days | |
| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from zacks.com: Heres Why You Should Retain WEX Stock in Your Portfolio Now |
- 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.
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.