company background image
WAR

WAM Strategic ValueASX:WAR Stock Report

Market Cap

AU$223.2m

7D

0.4%

1Y

n/a

Updated

18 Oct, 2021

Data

Company Financials
WAR fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance0/6
Financial Health0/6
Dividends0/6

WAR Overview

WAM Strategic Value Limited focuses on providing shareholders with strong risk-adjusted returns derived from an investment strategy focused on identifying and capitalizing on buying assets at a discount.

Risk Analysis

Has not reported any financial data


Price History & Performance

Summary of all time highs, changes and price drops for WAM Strategic Value
Historical stock prices
Current Share PriceAU$1.25
52 Week HighAU$1.24
52 Week LowAU$1.37
Beta0
1 Month Change-0.80%
3 Month Change-6.04%
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO-1.58%

Recent News & Updates

Shareholder Returns

WARAU Capital MarketsAU Market
7D0.4%1.9%0.9%
1Yn/a21.7%20.2%

Return vs Industry: Insufficient data to determine how WAR performed against the Australian Capital Markets industry.

Return vs Market: Insufficient data to determine how WAR performed against the Australian Market.

Price Volatility

Is WAR's price volatile compared to industry and market?
WAR volatility
WAR Beta0
Industry Beta0.98
Market Beta1

Stable Share Price: WAR is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 2% a week.

Volatility Over Time: Insufficient data to determine WAR's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
2021n/aKate Thorleyhttps://www.wilsonassetmanagement.com.au/lic/strategic-value/

WAM Strategic Value Limited focuses on providing shareholders with strong risk-adjusted returns derived from an investment strategy focused on identifying and capitalizing on buying assets at a discount. It intends to invest in LICs and LITs trading at a discount to their underlying asset values; and utilize a portfolio-based and index unaware investment methodology. The company was incorporated in 2021 and based in Sydney, Australia.

WAM Strategic Value Fundamentals Summary

How do WAM Strategic Value's earnings and revenue compare to its market cap?
WAR fundamental statistics
Market CapAU$223.20m
Earnings (TTM)AU$0
Revenue (TTM)n/a

n/a

P/E Ratio

n/a

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
WAR income statement (TTM)
RevenueAU$0
Cost of RevenueAU$0
Gross ProfitAU$0
ExpensesAU$0
EarningsAU$0

Last Reported Earnings

n/a

Next Earnings Date

n/a

Earnings per share (EPS)0
Gross Margin0.00%
Net Profit Margin0.00%
Debt/Equity Ratio0.0%

How did WAR perform over the long term?

See historical performance and comparison

Valuation

Is WAM Strategic Value undervalued compared to its fair value and its price relative to the market?


In this section, we usually try to help investors determine whether WAM Strategic Value is trading at an attractive price based on the cash flow it is expected to produce in the future. But as WAM Strategic Value has not provided consistent financial data, and the stock also has no analyst forecast or coverage, its intrinsic value cannot be reliably calculated by extrapolating past data or using analyst consensus cash flow predictions.

This is quite a rare situation as 89% of companies covered by Simply Wall St do have a valuation analysis.


Future Growth

How is WAM Strategic Value forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

9.1%

Forecasted Diversified Financials industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as WAM Strategic Value has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Past Performance

How has WAM Strategic Value performed over the past 5 years?

9.6%

Historical Diversified Financials annual earnings growth


In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, WAM Strategic Value has not provided sufficient past data to assess its track record.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.


Financial Health

How is WAM Strategic Value's financial position?


In this section we usually analyse WAM Strategic Value's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. WAM Strategic Value has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.


Dividend

What is WAM Strategic Value current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate WAR's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate WAR's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if WAR's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if WAR's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of WAR's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?


CEO

Kate Thorley

no data

Tenure

Ms. Katherine A. Thorley, also known as Kate, CA, B.Comm, GAICD, is Chief Executive Officer and Director at WAM Strategic Value Limited. She serves as Director at Future Generation Global Investment Compan...


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: WAR insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: WAR only recently listed within the past 12 months.


Top Shareholders

Company Information

WAM Strategic Value Limited's employee growth, exchange listings and data sources


Key Information


Location

  • WAM Strategic Value Limited
  • Governor Phillip Tower
  • Level 26
  • Sydney
  • New South Wales
  • 2000
  • Australia

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/10/18 07:05
End of Day Share Price2021/10/18 00:00
EarningsN/A
Annual EarningsN/A


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.