WAM Stock Overview
WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited.
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 5/6 |
WAM Capital Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$1.51 |
| 52 Week High | AU$1.78 |
| 52 Week Low | AU$1.39 |
| Beta | 0.42 |
| 1 Month Change | -7.67% |
| 3 Month Change | -3.22% |
| 1 Year Change | -13.01% |
| 3 Year Change | -34.28% |
| 5 Year Change | -25.86% |
| Change since IPO | 56.77% |
Recent News & Updates
Recent updates
Shareholder Returns
| WAM | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -6.8% | 1.3% | 0.9% |
| 1Y | -13.0% | 6.2% | 5.6% |
Return vs Industry: WAM underperformed the Australian Capital Markets industry which returned 6.2% over the past year.
Return vs Market: WAM underperformed the Australian Market which returned 5.6% over the past year.
Price Volatility
| WAM volatility | |
|---|---|
| WAM Average Weekly Movement | 2.8% |
| Capital Markets Industry Average Movement | 4.7% |
| Market Average Movement | 8.9% |
| 10% most volatile stocks in AU Market | 17.6% |
| 10% least volatile stocks in AU Market | 3.5% |
Stable Share Price: WAM has not had significant price volatility in the past 3 months.
Volatility Over Time: WAM's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | n/a | n/a | www.wilsonassetmanagement.com.au |
WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector.
WAM Capital Limited Fundamentals Summary
| WAM fundamental statistics | |
|---|---|
| Market cap | AU$1.65b |
| Earnings (TTM) | AU$199.29m |
| Revenue (TTM) | AU$274.23m |
8.4x
P/E Ratio6.1x
P/S RatioIs WAM overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WAM income statement (TTM) | |
|---|---|
| Revenue | AU$274.23m |
| Cost of Revenue | AU$0 |
| Gross Profit | AU$274.23m |
| Other Expenses | AU$74.94m |
| Earnings | AU$199.29m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.18 |
| Gross Margin | 100.00% |
| Net Profit Margin | 72.67% |
| Debt/Equity Ratio | 0% |
How did WAM perform over the long term?
See historical performance and comparison