WEX, Inc.

  • Market Cap: Small Cap
  • Industry: Miscellaneous
  • ISIN: US96208T1043
USD
151.28
1.91 (1.28%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

127.9 k

Shareholding (Mar 2025)

FII

16.88%

Held by 188 FIIs

DII

24.78%

Held by 65 DIIs

Promoter

0.08%

How big is WEX, Inc.?

22-Jun-2025

As of Jun 18, WEX, Inc. has a market capitalization of $6.48 billion, with net sales of $2.61 billion and a net profit of $315.30 million over the latest four quarters.

Market Cap: As of Jun 18, WEX, Inc. has a market capitalization of 6,482.81 million, classifying it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, WEX, Inc. reported net sales of 2,612.10 million and a net profit of 315.30 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 1,488.80 million and total assets of 13,321.60 million.

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What does WEX, Inc. do?

22-Jun-2025

WEX, Inc. is a mid-cap provider of corporate payment solutions, with recent net sales of $637 million and a net profit of $72 million. Key financial metrics include a P/E ratio of 20.00 and a market cap of approximately $6.48 billion.

Overview: <BR>WEX, Inc. is a provider of corporate payment solutions operating in the Miscellaneous industry and is classified as a mid-cap company.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 637 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 72 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 6,482.81 Million (Mid Cap)<BR><BR>Key Metrics: <BR>P/E: 20.00 <BR>Dividend Yield: 0.00% <BR>Debt Equity: 0.60 <BR>Return on Equity: 39.77% <BR>Price to Book: 8.00<BR><BR>Contact Details: <BR>Address: 97 Darling Ave, SOUTH PORTLAND ME: 04106-2301 <BR>Tel: 1 207 7738171 <BR>Website: https://www.wexinc.com/

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Who are in the management team of WEX, Inc.?

22-Jun-2025

As of March 2022, WEX, Inc.'s management team is led by Ms. Melissa Smith as Chairman, President, and CEO, with Mr. Jack VanWoerkom serving as Lead Independent Vice Chairman, alongside several independent directors.

As of March 2022, the management team of WEX, Inc. includes Ms. Melissa Smith, who serves as the Chairman of the Board, President, and Chief Executive Officer. Additionally, Mr. Jack VanWoerkom holds the position of Lead Independent Vice Chairman of the Board. The board also comprises several independent directors: Mr. Jim Groch, Mr. John Bachman, Mr. Daniel Callahan, Mr. Shikhar Ghosh, and Mr. James Neary.<BR><BR>In summary, as of March 2022, WEX, Inc.'s management team features a combination of executive leadership and independent directors, with Ms. Melissa Smith at the helm as CEO.

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Is WEX, Inc. overvalued or undervalued?

21-Oct-2025

As of October 17, 2025, WEX, Inc. is considered overvalued with a valuation grade of "attractive," reflected by high P/E, Price to Book, and EV to EBITDA ratios compared to peers, alongside a significant 1-year return of -29.52% versus the S&P 500's 14.08%.

As of 17 October 2025, the valuation grade for WEX, Inc. has moved from very attractive to attractive, indicating a shift in perceived value. The company is currently considered overvalued based on its valuation ratios, which include a P/E ratio of 20, a Price to Book Value of 7.79, and an EV to EBITDA of 6.75. In comparison, peers such as ICON plc and Booz Allen Hamilton Holding Corp. have P/E ratios of 14.64 and 15.81, respectively, suggesting that WEX, Inc. is trading at a premium relative to its industry counterparts.<BR><BR>The recent stock performance highlights a concerning trend, with WEX, Inc. experiencing a 1-year return of -29.52%, significantly underperforming the S&P 500's return of 14.08% in the same period. This underperformance, coupled with the elevated valuation ratios, reinforces the conclusion that WEX, Inc. is overvalued in the current market environment.

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Is WEX, Inc. technically bullish or bearish?

28-Oct-2025

As of October 24, 2025, WEX, Inc. shows a neutral trend with mixed signals: mildly bearish MACD and Bollinger Bands, mildly bullish moving averages and OBV, indicating a lack of clear direction.

As of 24 October 2025, the technical trend for WEX, Inc. has changed from mildly bearish to sideways. The current stance is neutral, with mixed signals across various indicators. The MACD is mildly bearish on a weekly basis and bearish on a monthly basis, while the RSI shows no signal for both time frames. Bollinger Bands indicate a sideways trend weekly and mildly bearish monthly. Moving averages are mildly bullish daily, contrasting with the weekly and monthly KST and Dow Theory, both of which are mildly bearish. The On-Balance Volume (OBV) is mildly bullish for both weekly and monthly periods. Overall, the mixed indicators suggest a lack of clear direction, and there is no available return data to compare WEX's performance against the S&P 500.

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iScoreScore
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Strong Sell
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Strong Buy

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Dashboard
1

Company has a low Debt to Equity ratio (avg) at times

 
2

Flat results in Jun 25

3

With ROE of 39.77%, it has a fair valuation with a 7.79 Price to Book Value

4

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Miscellaneous

stock-summary
Market cap

USD 7,859 Million (Small Cap)

stock-summary
P/E

20.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-0.23

stock-summary
Return on Equity

31.91%

stock-summary
Price to Book

8.03

Revenue and Profits:
Net Sales:
660 Million
(Quarterly Results - Jun 2025)
Net Profit:
68 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-12.74%
0%
-12.74%
6 Months
9.4%
0%
9.4%
1 Year
-17.74%
0%
-17.74%
2 Years
-16.43%
0%
-16.43%
3 Years
-11.68%
0%
-11.68%
4 Years
20.6%
0%
20.6%
5 Years
-21.0%
0%
-21.0%

WEX, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
9.13%
EBIT Growth (5y)
15.77%
EBIT to Interest (avg)
3.04
Debt to EBITDA (avg)
1.22
Net Debt to Equity (avg)
0.60
Sales to Capital Employed (avg)
0.45
Tax Ratio
26.35%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
93.25%
ROE (avg)
18.53%
Valuation key factors
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
7.79
EV to EBIT
9.95
EV to EBITDA
6.75
EV to Capital Employed
5.25
EV to Sales
2.60
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
52.70%
ROE (Latest)
39.77%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 117 Schemes (58.22%)

Foreign Institutions

Held by 188 Foreign Institutions (16.88%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is -2.06% vs 8.40% in Jun 2024",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is -11.56% vs -19.20% in Jun 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "659.60",
          "val2": "673.50",
          "chgp": "-2.06%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "241.40",
          "val2": "249.20",
          "chgp": "-3.13%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "65.00",
          "val2": "59.90",
          "chgp": "8.51%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-1.50",
          "val2": "-3.10",
          "chgp": "51.61%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "68.10",
          "val2": "77.00",
          "chgp": "-11.56%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "238.80%",
          "val2": "251.70%",
          "chgp": "-1.29%",
          "chgp_class": "negative"
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      {
        "prefix": "Consolidated Net Profit ",
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        "dir": -1
      }
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        "Dec'24",
        "Dec'23",
        "Change(%)"
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          "val2": "2,548.00",
          "chgp": "3.15%",
          "chgp_class": "positive"
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          "val2": "929.90",
          "chgp": "8.97%",
          "chgp_class": "positive"
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          "field": "Interest",
          "val1": "235.90",
          "val2": "217.80",
          "chgp": "8.31%",
          "chgp_class": "negative"
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        {
          "field": "Exceptional Items",
          "val1": "-12.20",
          "val2": "-166.00",
          "chgp": "92.65%",
          "chgp_class": "positive"
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          "field": "Consolidate Net Profit",
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          "val2": "266.60",
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          "field": "Operating Profit Margin (Excl OI)",
          "val1": "263.30%",
          "val2": "256.60%",
          "chgp": "0.67%",
          "chgp_class": "positive"
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Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary
Jun'25
Jun'24
Change(%)
Net Sales
659.60
673.50
-2.06%
Operating Profit (PBDIT) excl Other Income
241.40
249.20
-3.13%
Interest
65.00
59.90
8.51%
Exceptional Items
-1.50
-3.10
51.61%
Consolidate Net Profit
68.10
77.00
-11.56%
Operating Profit Margin (Excl OI)
238.80%
251.70%
-1.29%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in quarter ended Jun 2025 is -2.06% vs 8.40% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is -11.56% vs -19.20% in Jun 2024

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
2,628.20
2,548.00
3.15%
Operating Profit (PBDIT) excl Other Income
1,013.30
929.90
8.97%
Interest
235.90
217.80
8.31%
Exceptional Items
-12.20
-166.00
92.65%
Consolidate Net Profit
309.60
266.60
16.13%
Operating Profit Margin (Excl OI)
263.30%
256.60%
0.67%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 3.15% vs 8.40% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 16.13% vs 59.16% in Dec 2023

stock-summaryCompany CV
About WEX, Inc. stock-summary
stock-summary
WEX, Inc.
Miscellaneous
WEX Inc. is a provider of corporate payment solutions. The Company operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment provides customers with payment and transaction processing services designed for the needs of commercial and government fleets. The Travel and Corporate Solutions segment focuses on the complex payment environment of business-to-business payments, providing customers with payment processing solutions for their corporate payment and transaction monitoring needs. The Health and Employee Benefit Solutions segment provides healthcare payment products and software as a service consumer directed platforms, as well as payroll related benefits to customers in Brazil. The Company subsidiaries include WEX Europe Services and WEX Bank.
Company Coordinates stock-summary
Company Details
97 Darling Ave , SOUTH PORTLAND ME : 04106-2301
stock-summary
Tel: 1 207 7738171
stock-summary
Registrar Details