Snowflake Score | |
---|---|
Valuation | 1/6 |
Future Growth | 0/6 |
Past Performance | 1/6 |
Financial Health | 6/6 |
Dividends | 2/6 |
WAM Strategic Value Limited Competitors
Price History & Performance
Historical stock prices | |
---|---|
Current Share Price | AU$1.13 |
52 Week High | AU$1.13 |
52 Week Low | AU$0.94 |
Beta | 0.39 |
1 Month Change | 4.63% |
3 Month Change | 8.13% |
1 Year Change | 16.49% |
3 Year Change | n/a |
5 Year Change | n/a |
Change since IPO | -10.67% |
Recent News & Updates
Recent updates
Shareholder Returns
WAR | AU Capital Markets | AU Market | |
---|---|---|---|
7D | 3.2% | 0.3% | 1.5% |
1Y | 16.5% | 15.6% | 11.6% |
Return vs Industry: WAR matched the Australian Capital Markets industry which returned 15.6% over the past year.
Return vs Market: WAR exceeded the Australian Market which returned 11.6% over the past year.
Price Volatility
WAR volatility | |
---|---|
WAR Average Weekly Movement | 1.7% |
Capital Markets Industry Average Movement | 4.3% |
Market Average Movement | 8.7% |
10% most volatile stocks in AU Market | 17.1% |
10% least volatile stocks in AU Market | 3.2% |
Stable Share Price: WAR has not had significant price volatility in the past 3 months.
Volatility Over Time: WAR's weekly volatility (2%) has been stable over the past year.
About the Company
Founded | Employees | CEO | Website |
---|---|---|---|
1997 | n/a | Kate Thorley | https://www.wilsonassetmanagement.com.au/lic/strategic-value/ |
WAM Strategic Value Limited invests in discounted assets. The company provide capital growth over medium to long term, deliver fully franked dividends and preserve capital. It also offers risk-adjusted returns and intends to invest in LIC.
WAM Strategic Value Limited Fundamentals Summary
WAR fundamental statistics | |
---|---|
Market cap | AU$203.54m |
Earnings (TTM) | AU$15.36m |
Revenue (TTM) | AU$23.41m |
13.2x
P/E Ratio8.7x
P/S RatioIs WAR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
WAR income statement (TTM) | |
---|---|
Revenue | AU$23.41m |
Cost of Revenue | AU$0 |
Gross Profit | AU$23.41m |
Other Expenses | AU$8.05m |
Earnings | AU$15.36m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
Earnings per share (EPS) | 0.085 |
Gross Margin | 100.00% |
Net Profit Margin | 65.63% |
Debt/Equity Ratio | 0% |
How did WAR perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield50%
Payout RatioDoes WAR pay a reliable dividends?
See WAR dividend history and benchmarksWAM Strategic Value dividend dates | |
---|---|
Ex Dividend Date | May 02 2024 |
Dividend Pay Date | May 30 2024 |
Days until Ex dividend | 34 days |
Days until Dividend pay date | 62 days |
Does WAR pay a reliable dividends?
See WAR dividend history and benchmarks