WEX Inc. (WEX)

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WEX Inc. (WEX) is down 12.7% since the beginning of the year. At $130 per share, WEX is trading 30.4% below its 52-week high of $187. Investors who bought $1,000 worth of WEX shares 5 years ago would now be looking at an investment worth $657.

WEX Inc. (WEX) has returned -12.71% so far this year and -7.55% over the past 12 months. Over the last ten years, WEX has returned 4.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Feb 16, 2005, WEX's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, an investment would double in approximately 4.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +36.9%, while the worst month was Oct 2008 at -54.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, WEX closed higher 52% of trading days. The best single day was Nov 9, 2020 with a return of +24.8%, while the worst single day was Oct 29, 2008 at -24.3%.

WEX Inc. has an annualized alpha of 3.93%, beta of 1.28, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since February 16, 2005.

• This stock captured 159.70% of S&P 500 Index gains and 144.40% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.39 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

WEX ranks 32 for risk / return — below 32% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the WEX Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WEX Inc. was 78.96%, occurring on Nov 21, 2008. Recovery took 491 trading sessions.

The current WEX Inc. drawdown is 46.31%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of WEX Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how WEX Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.