Indicators
Indicators
Value
Direction
MACD(12,26,9)
1.778
Buy
RSI(14)
52.409
Neutral
STOCH(KDJ)(9,3,3)
61.379
Sell
ATR(14)
4.227
Low Volatility
CCI(14)
41.589
Neutral
Williams %R
43.006
Buy
TRIX(12,20)
0.166
Sell
StochRSI(14)
0.000
Sell
WEX Inc
WEX151.050USD
-2.730-1.78%
Close 12/15, 16:00（ET）Quotes delayed by 15 min
5.18BMarket Cap
19.42P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of WEX Inc
Currency: USD Updated: 2025-12-12Key Insights
WEX Inc's fundamentals are relatively stable, and its growth potential is high.Its valuation is considered fairly valued, ranking 41/156 in the Professional & Commercial Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 176.35.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
WEX Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
14
analysts
Hold
Current Rating
176.350
Target Price
+16.48%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
WEX Inc Highlights
StrengthsRisks
WEX Inc. provides a global commerce platform, which simplifies the business of running a business. The Company has three segments: Mobility, Benefits and Corporate Payments. Its Mobility segment provides payment solutions, transaction processing, and information management services to a diverse customer base globally. Its Benefits segment simplifies employee benefit plan administration through Software as a service (SaaS) software integrated with payment solutions, delivering diverse product offerings including Benefit Administration, HSAs, FSAs, HRAs, COBRA and Direct Billing and compliance administration. Its Corporate Payments segment delivers global B2B payment solutions, including its Direct to Corporate solution that integrates with ERPs and accounting workflows to maximize virtual payment usage, and its Embedded Payments solution that integrates virtual payment capabilities into existing workflows for a range of industries, including online travel.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.63B.
Undervalued
The company’s latest PE is 19.77, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 37.86M shares, decreasing 13.48% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 37.81K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.14.
Financial Health
Currency: USD Updated: 2025-12-12The current financial score of WEX Inc is 8.49, ranking 22/156 in the Professional & Commercial Services industry. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 691.80M, representing a year-over-year increase of 3.95%, while its net profit experienced a year-over-year increase of 21.96%.
Score
Financials
5.99
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
9.97
Growth Potential
9.13
Shareholder Returns
7.37
WEX Inc's Company Valuation
Currency: USD Updated: 2025-12-12The current valuation score of WEX Inc is 5.05, ranking 146/156 in the Professional & Commercial Services industry. Its current P/E ratio is 19.77, which is 186.31% below the recent high of 56.60 and 26.90% above the recent low of 14.45.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 41/156
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-12The current earnings forecast score of WEX Inc is 6.86, ranking 111/156 in the Professional & Commercial Services industry. The average price target for WEX Inc is 173.50, with a high of 210.00 and a low of 150.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
14
analysts
Hold
Current Rating
176.350
Target Price
+16.48%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
75
Total
5
Median
8
Average
Company name
Ratings
Analysts
WEX Inc
WEX
14
Block Inc
XYZ
44
PayPal Holdings Inc
PYPL
44
Visa Inc
V
41
Fiserv Inc
FI
35
1
2
3
...
15
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-12The current price momentum score of WEX Inc is 9.21, ranking 47/156 in the Professional & Commercial Services industry. Currently, the stock price is trading between the resistance level at 162.79 and the support level at 139.21, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
152.838
Sell
MA10
151.661
Sell
MA20
147.717
Buy
MA50
149.928
Buy
MA100
159.383
Sell
MA200
150.713
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-12The current institutional shareholding score of WEX Inc is 10.00, ranking 1/156 in the Professional & Commercial Services industry. The latest institutional shareholding proportion is 110.41%, representing a quarter-over-quarter decrease of 9.80%. The largest institutional shareholder is The Vanguard, holding a total of 3.25M shares, representing 9.49% of shares outstanding, with 0.53% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Janus Henderson Investors
BlackRock Institutional Trust Company, N.A.
Atlanta Capital Management Company, L.L.C.
Impactive Capital LP
PAR Capital Management, Inc.
Boston Partners
State Street Investment Management (US)
Fidelity Management & Research Company LLC
EARNEST Partners, LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-12The current risk assessment score of WEX Inc is 7.65, ranking 44/156 in the Professional & Commercial Services industry. The company's beta value is 0.99. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.99
VaR
+3.17%
240-Day Maximum Drawdown
+39.25%
240-Day Volatility
+41.59%
Return
Best Daily Return
60 days
+4.43%
120 days
+6.55%
5 years
+17.26%
Worst Daily Return
60 days
-4.17%
120 days
-4.17%
5 years
-18.66%
Sharpe Ratio
60 days
-1.41
120 days
+0.46
5 years
-0.03
Risk Assessment
Maximum Drawdown
240 days
+39.25%
3 years
+53.15%
5 years
+53.15%
Return-to-Drawdown Ratio
240 days
-0.29
3 years
-0.13
5 years
-0.11
Skewness
240 days
-0.74
3 years
-1.01
5 years
-0.69
Volatility
Realised Volatility
240 days
+41.59%
5 years
+35.04%
Standardised True Range
240 days
+3.30%
5 years
+3.30%
Downside Risk-Adjusted Return
120 days
+90.43%
240 days
+90.43%
Maximum Daily Upside Volatility
60 days
+20.11%
Maximum Daily Downside Volatility
60 days
+21.22%
Liquidity
Average Turnover Rate
60 days
+1.38%
120 days
+2.05%
5 years
--
Turnover Deviation
20 days
-14.50%
60 days
+14.60%
120 days
+69.87%
Peer Comparison
Professional & Commercial Services
WEX Inc
WEX
7.86 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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Score
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Score
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Score
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Score
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View more
FAQs
How does TradingKey generate the Stock Score of WEX Inc?
The TradingKey Stock Score provides a comprehensive assessment of WEX Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of WEX Inc’s performance and outlook.
How do we generate the financial health score of WEX Inc?
To generate the financial health score of WEX Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects WEX Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of WEX Inc.
How do we generate the company valuation score of WEX Inc?
To generate the company valuation score of WEX Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare WEX Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of WEX Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of WEX Inc.
How do we generate the earnings forecast score of WEX Inc?
To calculate the earnings forecast score of WEX Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on WEX Inc’s future.
How do we generate the price momentum score of WEX Inc?
When generating the price momentum score for WEX Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of WEX Inc’s prices. A higher score indicates a more stable short-term price trend for WEX Inc.
How do we generate the institutional confidence score of WEX Inc?
To generate the institutional confidence score of WEX Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about WEX Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of WEX Inc.
How do we generate the risk management score of WEX Inc?
To assess the risk management score of WEX Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of WEX Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of WEX Inc.
