WLE:AU:AU-Wam Leaders Ltd (AUD)

COMMON STOCK | Asset Management |

Last Closing

USD 1.335

Change

-0.02 (-1.11)%

Market Cap

USD 1.76B

Volume

1.35M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Asset Management

ETFs Containing WLE:AU

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Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.55% 37% F 48% F
Dividend Return 3.36% 78% C+ 87% B+
Total Return 0.80% 40% F 51% F
Trailing 12 Months  
Capital Gain -9.49% 26% F 48% F
Dividend Return 6.17% 64% D 78% C+
Total Return -3.32% 26% F 51% F
Trailing 5 Years  
Capital Gain 19.20% 70% C- 66% D+
Dividend Return 34.02% 82% B 86% B+
Total Return 53.21% 80% B- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 6.27% 69% C- 58% F
Dividend Return 10.83% 71% C- 62% D
Total Return 4.56% 60% D- 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 17.03% 70% C- 82% B
Risk Adjusted Return 63.57% 88% B+ 90% A-
Market Capitalization 1.76B 93% A 89% A-

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.