WAM Research Limited

WAM Research Limitedverified

WAX.AX

Price:

$1.155

Market Cap:

$237.46M

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.[Read more]

Industry

Asset Management

IPO Date

2003-08-19

Stock Exchange

ASX

Ticker

WAX.AX

The Enterprise Value as of January 2025 (TTM) for WAM Research Limited (WAX.AX) is 225.68M

According to WAM Research Limited’s latest financial reports and current stock price. The company's current Enterprise Value is 225.68M. This represents a change of 6.52% compared to the average of 211.86M of the last 4 quarters.

WAM Research Limited (WAX.AX) Historical Enterprise Value (quarterly & annually)

How has WAX.AX Enterprise Value performed in the past?

The mean historical Enterprise Value of WAM Research Limited over the last ten years is 217.30M. The current 225.68M Enterprise Value has changed 10.29% with respect to the historical average. Over the past ten years (40 quarters), WAX.AX's Enterprise Value was at its highest in in the March 2021 quarter at 345.13M. The Enterprise Value was at its lowest in in the June 2015 quarter at 139.22M.

Quarterly (TTM)
Annual

Average

217.30M

Median

212.53M

Minimum

139.22M

Maximum

319.28M

WAM Research Limited (WAX.AX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of WAM Research Limited Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 52.37%

Maximum Annual Enterprise Value = 319.28M

Minimum Annual Increase = -30.82%

Minimum Annual Enterprise Value = 139.22M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2024204.87M2.38%
2023200.11M-9.40%
2022220.88M-30.82%
2021319.28M37.54%
2020232.14M9.02%
2019212.94M-8.30%
2018232.22M16.58%
2017199.21M-6.09%
2016212.12M52.37%
2015139.22M-21.28%

WAM Research Limited (WAX.AX) Average Enterprise Value

How has WAX.AX Enterprise Value performed in the past?

The current Enterprise Value of WAM Research Limited (WAX.AX) is greater than its 3-year, less than than its 5-year, and greater than its 10-year historical averages

3-year avg

208.62M

5-year avg

235.46M

10-year avg

217.30M

WAM Research Limited (WAX.AX) Enterprise Value vs. Peers

How is WAX.AX’s Enterprise Value compared to its peers?

WAM Research Limited’s Enterprise Value is less than WAM Capital Limited (1.57B), less than WAM Microcap Limited (365.45M), less than WAM Leaders Limited (1.70B), less than WAM Global Limited (768.81M), greater than WAM Active Limited (62.26M),

CompanyEnterprise ValueMarket cap
1.57B$1.78B
365.45M$411.44M
1.70B$1.71B
768.81M$797.91M
62.26M$64.53M

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Frequently asked questions❓

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How does the current Enterprise Value for WAM Research Limited (WAX.AX) compare to its historical average?