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 ROE as of January 2025 (TTM) for WAM Research Limited (WAX.AX) is 111.91%

According to WAM Research Limited’s latest financial reports and current stock price. The company's current ROE is 111.91%. This represents a change of 293.36% compared to the average of 28.45% of the last 4 quarters.

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

How has WAX.AX ROE performed in the past?

The mean historical ROE of WAM Research Limited over the last ten years is 7.13%. The current 111.91% ROE has changed 1.47% with respect to the historical average. Over the past ten years (40 quarters), WAX.AX's ROE was at its highest in in the June 2023 quarter at 100.38%. The ROE was at its lowest in in the March 2022 quarter at -8.31%.

Quarterly (TTM)
Annual

Average

7.13%

Median

8.83%

Minimum

-10.41%

Maximum

22.19%

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

Discovering the peaks and valleys of WAM Research 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 = 78.72%

Maximum Annual ROE = 22.19%

Minimum Annual Increase = -662.98%

Minimum Annual ROE = -10.41%

Quarterly (TTM)
Annual
YearROEChange
202415.13%78.72%
20238.46%-181.30%
2022-10.41%-146.91%
202122.19%-662.98%
2020-3.94%-642.85%
20190.73%-92.10%
20189.19%32.42%
20176.94%-44.60%
201612.53%19.84%
201510.45%-1.81%

WAM Research Limited (WAX.AX) Average ROE

How has WAX.AX ROE performed in the past?

The current ROE of WAM Research Limited (WAX.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

4.39%

5-year avg

6.29%

10-year avg

7.13%

WAM Research Limited (WAX.AX) ROE vs. Peers

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

WAM Research Limited’s ROE is less than WAM Capital Limited (12.83%), less than WAM Microcap Limited (10.48%), less than WAM Leaders Limited (73.70%), less than WAM Global Limited (48.57%), less than WAM Active Limited (123.50%),

Build a custom stock screener for WAM Research Limited (WAX.AX) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like WAM Research Limited using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

WAM Research Limited (WAX.AX) and other stocks custom spreadsheet templates

The easiest way to analyze a company like WAM Research Limited or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is WAM Research Limited's ROE?

How is the ROE calculated for WAM Research Limited (WAX.AX)?

What is the highest ROE for WAM Research Limited (WAX.AX)?

What is the 3-year average ROE for WAM Research Limited (WAX.AX)?

What is the 5-year average ROE for WAM Research Limited (WAX.AX)?

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