Wex Net Worth
Wex Net Worth Breakdown | WEX |
Wex Net Worth Analysis
Wex's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Wex's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Wex's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Wex's net worth analysis. One common approach is to calculate Wex's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Wex's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Wex's net worth. This approach calculates the present value of Wex's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Wex's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Wex's net worth. This involves comparing Wex's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Wex's net worth relative to its peers.
Enterprise Value |
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To determine if Wex is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Wex's net worth research are outlined below:
| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: WEX Unveils New Digital Solution to Enhance and Expand Medicare Advantage Platform |
Wex Quarterly Good Will |
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Wex uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Wex Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wex's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Know Wex's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Wex is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wex Inc backward and forwards among themselves. Wex's institutional investor refers to the entity that pools money to purchase Wex's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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 |
Follow Wex's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 7.38 B.Market Cap |
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Project Wex's profitablity
| Last Reported | Projected for Next Year | ||
| 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 |
When accessing Wex's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Wex's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Wex's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Wex's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Wex Inc. Check Wex's Beneish M Score to see the likelihood of Wex's management manipulating its earnings.
Evaluate Wex's management efficiency
Wex Inc has Return on Asset of 0.0316 % which means that on every $100 spent on assets, it made $0.0316 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.196 %, implying that it generated $0.196 on every 100 dollars invested. Wex's management efficiency ratios could be used to measure how well Wex manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Wex's Return On Tangible Assets are fairly stable compared to the past year. Return On Capital Employed is likely to rise to 0.14 in 2024, whereas Return On Assets are likely to drop 0.02 in 2024. At this time, Wex's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 5.2 B in 2024, despite the fact that Net Tangible Assets are likely to grow to (2.2 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 42.54 | 44.66 | |
| Tangible Book Value Per Share | (62.00) | (58.90) | |
| Enterprise Value Over EBITDA | 13.00 | 12.19 | |
| Price Book Value Ratio | 4.57 | 4.55 | |
| Enterprise Value Multiple | 13.00 | 12.19 | |
| Price Fair Value | 4.57 | 4.55 | |
| Enterprise Value | 7.7 B | 8.1 B |
Wex Inc benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Enterprise Value Revenue 2.8986 | Revenue 2.7 B | Quarterly Revenue Growth 0.022 | Revenue Per Share 63.937 | Return On Equity 0.196 |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wex Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 8th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 8th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Wex Earnings per Share Projection vs Actual
Wex Corporate Directors
| Daniel Callahan | Independent Director | Profile | |
| John Bachman | Independent Director | Profile | |
| Shikhar Ghosh | Independent Director | Profile | |
| Susan Sobbott | Independent Director | Profile |
Already Invested in Wex Inc?
The danger of trading Wex Inc is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wex is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wex. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wex Inc is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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.