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WEX Inc. (WEX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96208T1043

CUSIP

96208T104

Sector

Technology

IPO Date

Feb 16, 2005

Highlights

Market Cap

$6.15B

EPS (TTM)

$7.51

PE Ratio

20.59

PEG Ratio

1.52

Total Revenue (TTM)

$2.63B

Gross Profit (TTM)

$1.80B

EBITDA (TTM)

$813.90M

Year Range

$146.03 - $244.04

Target Price

$168.85

Short %

2.22%

Short Ratio

2.15

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WEX vs. SPY WEX vs. VOO WEX vs. MSFT WEX vs. SCHD WEX vs. AAPL WEX vs. VGT WEX vs. HYDB WEX vs. KTEC WEX vs. RSEE
Popular comparisons:
WEX vs. SPY WEX vs. VOO WEX vs. MSFT WEX vs. SCHD WEX vs. AAPL WEX vs. VGT WEX vs. HYDB WEX vs. KTEC WEX vs. RSEE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WEX Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-15.98%
9.82%
WEX (WEX Inc.)
Benchmark (^GSPC)

Returns By Period

WEX Inc. had a return of -12.80% year-to-date (YTD) and -30.84% in the last 12 months. Over the past 10 years, WEX Inc. had an annualized return of 3.86%, while the S&P 500 had an annualized return of 11.26%, indicating that WEX Inc. did not perform as well as the benchmark.


WEX

YTD

-12.80%

1M

-16.66%

6M

-15.98%

1Y

-30.84%

5Y*

-8.00%

10Y*

3.86%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of WEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.89%-12.80%
20245.06%7.51%8.10%-11.06%-11.33%-5.43%3.56%4.13%9.79%-17.70%9.30%-7.07%-9.88%
202313.03%4.24%-4.63%-3.56%-6.48%9.78%4.00%3.61%-4.12%-11.49%6.07%10.18%18.88%
202214.67%4.68%5.90%-6.84%2.43%-8.64%6.85%-7.20%-17.71%29.31%3.05%-3.25%16.57%
2021-7.34%10.47%0.42%-1.92%-4.53%-1.03%-2.15%-3.25%-4.05%-15.01%-15.55%11.05%-31.02%
20203.56%-13.68%-44.16%26.56%11.91%11.43%-4.02%0.85%-12.99%-8.94%36.89%17.48%-2.83%
201915.19%10.37%7.82%9.54%-10.16%10.14%4.79%-6.20%-1.21%-6.38%6.32%4.14%49.55%
20189.62%-3.40%4.73%3.38%8.58%8.34%-0.35%0.21%5.54%-12.35%-11.93%-9.62%-0.83%
20172.45%-2.71%-6.95%-1.97%0.69%2.07%4.23%0.42%2.82%10.13%4.15%9.72%26.55%
2016-17.86%-10.07%27.66%13.35%-2.36%-3.89%5.65%6.01%8.84%0.93%1.29%0.99%26.24%
2015-6.95%16.23%0.35%4.98%0.60%0.51%-10.47%-7.36%-8.13%3.54%4.85%-6.23%-10.63%
2014-16.83%17.56%-1.83%0.97%0.33%9.01%2.81%5.31%-2.93%2.94%-0.42%-12.52%-0.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WEX is 7, meaning it’s performing worse than 93% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WEX is 77
Overall Rank
The Sharpe Ratio Rank of WEX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of WEX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of WEX is 77
Omega Ratio Rank
The Calmar Ratio Rank of WEX is 44
Calmar Ratio Rank
The Martin Ratio Rank of WEX is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WEX Inc. (WEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WEX, currently valued at -0.90, compared to the broader market-2.000.002.00-0.901.74
The chart of Sortino ratio for WEX, currently valued at -1.04, compared to the broader market-4.00-2.000.002.004.006.00-1.042.36
The chart of Omega ratio for WEX, currently valued at 0.82, compared to the broader market0.501.001.502.000.821.32
The chart of Calmar ratio for WEX, currently valued at -0.82, compared to the broader market0.002.004.006.00-0.822.62
The chart of Martin ratio for WEX, currently valued at -1.41, compared to the broader market-10.000.0010.0020.0030.00-1.4110.69
WEX
^GSPC

The current WEX Inc. Sharpe ratio is -0.90. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WEX Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.90
1.74
WEX (WEX Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


WEX Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

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.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-36.88%
-0.43%
WEX (WEX Inc.)
Benchmark (^GSPC)

Worst Drawdowns

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 36.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.96%Nov 15, 2007258Nov 21, 2008491Nov 4, 2010749
-64.6%Feb 21, 202022Mar 23, 20201005Mar 20, 20241027
-50.98%May 19, 2015186Feb 11, 2016251Feb 9, 2017437
-37.71%Apr 4, 2024216Feb 12, 2025
-36.27%May 11, 2011101Oct 3, 201185Feb 3, 2012186

Volatility

Volatility Chart

The current WEX Inc. volatility is 22.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
22.01%
3.01%
WEX (WEX Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of WEX Inc. compared to its peers in the Software - Infrastructure industry.


PE Ratio
100.0200.0300.0400.0500.0600.020.6
The chart displays the price to earnings (P/E) ratio for WEX in comparison to other companies of the Software - Infrastructure industry. Currently, WEX has a PE value of 20.6. This PE ratio falls in the average range for the industry.
PEG Ratio
0.050.0100.0150.0200.01.5
The chart displays the price to earnings to growth (PEG) ratio for WEX in comparison to other companies of the Software - Infrastructure industry. Currently, WEX has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for WEX Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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