WAM Microcap Limited

WAM Microcap Limitedverified

WMI.AX

Price:

$1.48

Market Cap:

$411.44M

WAM Microcap 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 invests in stocks of companies operating across diversified sectors. The fund invests in value and growth stocks of micro-cap companies with a market capitalization of less than $300 million. It employs fundamental and quantitative analysis with bottom-up approach focusing on factors such as free cash flow, return on equity, quality of the potential investee company, management, earnings growth potential, valuation, and industry position to make its investments. The fund conducts in-house research to create its portfolio. WAM Microcap L...[Read more]

Industry

Asset Management

IPO Date

2022-11-09

Stock Exchange

ASX

Ticker

WMI.AX

The ROE as of January 2025 (TTM) for WAM Microcap Limited (WMI.AX) is 10.48%

According to WAM Microcap Limited’s latest financial reports and current stock price. The company's current ROE is 10.48%. This represents a change of 114.87% compared to the average of 4.88% of the last 4 quarters.

WAM Microcap Limited (WMI.AX) Historical ROE (quarterly & annually)

How has WMI.AX ROE performed in the past?

The mean historical ROE of WAM Microcap Limited over the last ten years is 6.42%. The current 10.48% ROE has changed 63.08% with respect to the historical average. Over the past ten years (40 quarters), WMI.AX's ROE was at its highest in in the December 2022 quarter at 6.62%. The ROE was at its lowest in in the June 2019 quarter at 0%.

Quarterly (TTM)
Annual

Average

6.42%

Median

7.66%

Minimum

-13.46%

Maximum

23.23%

WAM Microcap Limited (WMI.AX) ROE by Quarter and Year

Discovering the peaks and valleys of WAM Microcap 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 = 272.02%

Maximum Annual ROE = 23.23%

Minimum Annual Increase = -170.91%

Minimum Annual ROE = -13.46%

Quarterly (TTM)
Annual
YearROEChange
20249.07%-4.96%
20239.54%-170.91%
2022-13.46%-157.94%
202123.23%272.02%
20206.24%59.44%

WAM Microcap Limited (WMI.AX) Average ROE

How has WMI.AX ROE performed in the past?

The current ROE of WAM Microcap Limited (WMI.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

1.72%

5-year avg

6.92%

10-year avg

6.42%

WAM Microcap Limited (WMI.AX) ROE vs. Peers

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

WAM Microcap Limited’s ROE is

CompanyROEMarket cap

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Frequently asked questions❓

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