Wex Inc Stock Performance

WEX Stock  USD 153.13  0.77  0.50%   
Wex has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of 1.3, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wex will likely underperform. Wex Inc right now maintains a risk of 1.7%. Please check out Wex Inc market risk adjusted performance, jensen alpha, as well as the relationship between the Jensen Alpha and rate of daily change , to decide if Wex Inc will be following its historical returns.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Wex Inc are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wex is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more

Actual Historical Performance (%)

One Day Return
(0.50)
Five Day Return
(1.55)
Year To Date Return
3.19
Ten Year Return
122.9
All Time Return
795.5
1
Acquisition by Stephen Smith of 1000 shares of Wex at 144.25 subject to Rule 16b-3
11/13/2025
2
Why WEX Stock Is Up Today
11/21/2025
3
Disposition of 1410 shares by Jennifer Kimball of Wex subject to Rule 16b-3
12/16/2025
4
Acquisition by James Groch of 176 shares of Wex subject to Rule 16b-3
12/31/2025
5
Contrasting WEX OppFi
01/02/2026
6
WEX or V Which Is the Better Value Stock Right Now
01/07/2026
7
Does WEXs Embedded B2B Payments Push Mark a Shift in Its Core Investment Story
01/12/2026
8
WEX Inc. to Release Fourth Quarter and Full Year 2025 Financial Results on February 4, 2026
01/22/2026
9
Wex Reports Next Week Wall Street Expects Earnings Growth
01/28/2026
Begin Period Cash Flow2.2 B
Total Cashflows From Investing Activities-960.6 M

Wex Relative Risk vs. Return Landscape

If you would invest  14,854  in Wex Inc on November 5, 2025 and sell it today you would earn a total of  459.00  from holding Wex Inc or generate 3.09% return on investment over 90 days. Wex Inc is generating 0.0641% of daily returns assuming volatility of 1.7044% on return distribution over 90 days investment horizon. In other words, 15% 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  
Considering the 90-day investment horizon Wex is expected to generate 1.17 times less return on investment than the market. In addition to that, the company is 2.25 times more volatile than its market benchmark. It trades about 0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of volatility.

Wex Target Price Odds to finish over Current Price

The tendency of Wex Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 153.13 90 days 153.13 
about 37.73
Based on a normal probability distribution, the odds of Wex to move above the current price in 90 days from now is about 37.73 (This Wex Inc probability density function shows the probability of Wex Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon the stock has the beta coefficient of 1.3 . This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Wex will likely underperform. Additionally Wex Inc has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Wex Price Density   
       Price  

Predictive Modules for Wex

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wex Inc. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wex's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
151.36153.06154.76
Details
Intrinsic
Valuation
LowRealHigh
137.82154.94156.64
Details
Naive
Forecast
LowNextHigh
144.52146.23147.93
Details
16 Analysts
Consensus
LowTargetHigh
157.98173.60192.70
Details

Wex Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Wex is not an exception. The market had few large corrections towards the Wex's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wex Inc, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wex within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.11
β
Beta against Dow Jones1.30
σ
Overall volatility
6.11
Ir
Information ratio -0.05

Wex Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wex for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wex Inc can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Wex Inc has a strong financial position based on the latest SEC filings
Over 99.0% of the company outstanding shares are owned by institutional investors
Latest headline from finance.yahoo.com: Wex Reports Next Week Wall Street Expects Earnings Growth

Wex Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Wex Stock often depends not only on the future outlook of the current and potential Wex's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Wex's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding39 M
Cash And Short Term Investments4.4 B

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.

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 ReportedProjected for Next Year
Days Of Inventory On Hand 73.98  77.68 
Return On Tangible Assets 0.04  0.05 
Return On Capital Employed 0.16  0.13 
Return On Assets 0.03  0.04 
Return On Equity 0.24  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 has a strong financial position based on the latest SEC filings
Over 99.0% of the company outstanding shares are owned by institutional investors
Latest headline from finance.yahoo.com: Wex Reports Next Week Wall Street Expects Earnings Growth
Evaluating Wex's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wex's stock performance include:
  • 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.
It's essential to remember that evaluating Wex's stock performance is not an exact science, and many factors can impact Wex's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.