WAM Capital Limited

WAM Capital Limitedverified

WAM.AX

Price:

$1.59

Market Cap:

$1.78B

WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) 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 seeks to invest in short-term arbitrage and mispricing opportunities. The fund has absolute returns focus. It employs fundamental and quantitative analysis with a focus on bottom-up approach to make its investments. The fund benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. It conducts in-house res...[Read more]

Industry

Asset Management

IPO Date

1999-08-12

Stock Exchange

ASX

Ticker

WAM.AX

The ROE as of January 2025 (TTM) for WAM Capital Limited (WAM.AX) is 12.83%

According to WAM Capital Limited’s latest financial reports and current stock price. The company's current ROE is 12.83%. This represents a change of 124.35% compared to the average of 5.72% of the last 4 quarters.

WAM Capital Limited (WAM.AX) Historical ROE (quarterly & annually)

How has WAM.AX ROE performed in the past?

The mean historical ROE of WAM Capital Limited over the last ten years is 5.31%. The current 12.83% ROE has changed 141.84% with respect to the historical average. Over the past ten years (40 quarters), WAM.AX's ROE was at its highest in in the December 2020 quarter at 11.79%. The ROE was at its lowest in in the June 2022 quarter at -20.03%.

Quarterly (TTM)
Annual

Average

5.31%

Median

8.08%

Minimum

-17.21%

Maximum

15.71%

WAM Capital Limited (WAM.AX) ROE by Quarter and Year

Discovering the peaks and valleys of WAM Capital Limited ROE, 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 = 66.99%

Maximum Annual ROE = 15.71%

Minimum Annual Increase = -818.59%

Minimum Annual ROE = -17.21%

Quarterly (TTM)
Annual
YearROEChange
202412.67%26.60%
202310.01%-158.14%
2022-17.21%-209.54%
202115.71%-818.59%
2020-2.19%-302.23%
20191.08%-88.59%
20189.47%66.99%
20175.67%-49.13%
201611.15%66.59%
20156.69%-41.54%

WAM Capital Limited (WAM.AX) Average ROE

How has WAM.AX ROE performed in the past?

The current ROE of WAM Capital Limited (WAM.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

1.82%

5-year avg

3.80%

10-year avg

5.31%

WAM Capital Limited (WAM.AX) ROE vs. Peers

How is WAM.AX’s ROE compared to its peers?

WAM Capital Limited’s ROE is less than WAM Research Limited (111.91%), less than WAM Leaders Limited (73.70%), less than WAM Global Limited (48.57%), less than WAM Microcap Limited (10.48%), less than Argo Investments Limited (15.11%),

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