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WAM Research Limited (WAX.AX)

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1.2100
-0.0300
(-2.42%)
At close: 3:33:31 PM GMT+11
Loading Chart for WAX.AX
  • Previous Close 1.2400
  • Open 1.2400
  • Bid 1.2200 x --
  • Ask 1.2300 x --
  • Day's Range 1.2100 - 1.2400
  • 52 Week Range 1.0350 - 1.2550
  • Volume 184,691
  • Avg. Volume 130,971
  • Market Cap (intraday) 248.771M
  • Beta (5Y Monthly) 0.45
  • PE Ratio (TTM) 5.76
  • EPS (TTM) 0.2100
  • Earnings Date Feb 19, 2025
  • Forward Dividend & Yield 0.10 (9.30%)
  • Ex-Dividend Date Apr 19, 2024
  • 1y Target Est --

WAM Research Limited is a closed-ended equity mutual fund launched and managed by MAM Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. The fund conducts in-house research to make its investments. It was formerly known as Wilson Investment Fund Limited. WAM Research Limited was formed on May 10, 2002 and is domiciled in Australia.

www.wamfunds.com.au/WAM-Research/Tabs/Overview.aspx

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Full Time Employees

June 30

Fiscal Year Ends

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Performance Overview: WAX.AX

Trailing total returns as of 4/4/2025, which may include dividends or other distributions. Benchmark is S&P/ASX 200 [XJO] (^AXJO) .

YTD Return

WAX.AX
4.31%
S&P/ASX 200 [XJO] (^AXJO)
6.02%

1-Year Return

WAX.AX
10.39%
S&P/ASX 200 [XJO] (^AXJO)
1.36%

3-Year Return

WAX.AX
12.87%
S&P/ASX 200 [XJO] (^AXJO)
2.05%

5-Year Return

WAX.AX
40.26%
S&P/ASX 200 [XJO] (^AXJO)
51.31%

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Statistics: WAX.AX

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Valuation Measures

Annual
As of 4/4/2025
  • Market Cap

    248.77M

  • Enterprise Value

    --

  • Trailing P/E

    5.64

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    3.89

  • Price/Book (mrq)

    1.07

  • Enterprise Value/Revenue

    3.92

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    63.44%

  • Return on Assets (ttm)

    9.66%

  • Return on Equity (ttm)

    11.45%

  • Revenue (ttm)

    36.58M

  • Net Income Avi to Common (ttm)

    23.21M

  • Diluted EPS (ttm)

    0.2100

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    198.61M

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    27.62M

Research Analysis: WAX.AX

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