The rapid EPS growth rate and the significant investment by company insiders indicate a strong confidence in the company's business strategy. These factors make WEX an attractive stock for growth investors to consider for further research.
More insider selling than buying at WEX in the last three months and over the longer term is somewhat bearish. Despite WEX's profitability and growth, low insider ownership and recent selling activity raise caution.
The high P/E ratio for WEX reflects investors' forecast of strong future growth, and their readiness to pay extra for the stock. Assuming steady earnings, this scenario may persist. Balance sheet risks and superior earnings outlook also play a part in the high P/E ratio.
Core Points Balanced risk-reward profile following impressive outperformance WEX has seen broad momentum across its business following a post-pandemic normalization period. The company has gained share in its core Mobility segment alongside impressive growth across Corporate Payments and Benefits aided by the recovery of travel volumes and float revenue on HSA balances. While we are optimistic on the long-term outloo...
WEX Inc股票讨论区
2005年上市,主要做车队解决方案和企业支付业务,看起来和Fleetcor Technologies类似,88%的市场在美国,当前价格208.2。
5年来营收除2020年外增长了4年,平均增速13.5%,营业利润除2019和2020年外增长了3年,平均增速18.8%,其中2022年增长了77.3%,净利润则在2020年受毛利率大幅下滑和大幅减值影响亏损了2.8亿,明显的财务洗澡行为,5年整体看也没什么增长。2022年利息费用占营业利润的22%,利息负担很重。2021年少数股东收益1.36亿,2022年在利润增加的情况下少数股东返还了0.34亿,每股收益增长其实是失真的。
毛利率近5年从63.3%下降到60.4%。
2023前3季度营收增长8.8%,营业利润增长8.3%,净利润受减值影响大幅增长。
目前市盈率44.85,扣除少数股东影响的市盈率为54,缺乏吸引力。
专栏WEX(WEX US)| Share Gainer with Some Near-Term Headwinds Ahead; Initiate at Hold
Balanced risk-reward profile following impressive outperformance
WEX has seen broad momentum across its business following a post-pandemic normalization period. The company has gained share in its core Mobility segment alongside impressive growth across Corporate Payments and Benefits aided by the recovery of travel volumes and float revenue on HSA balances. While we are optimistic on the long-term outloo...
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