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WAM Stock Chart & Stats
AU$1.56
AU$0.01(0.64%)
At close: 4:00 PM EDT
AU$1.56
AU$0.01(0.64%)
Day’s Range― - ―
52-Week RangeAU$1.47 - AU$1.93
Previous CloseN/A
Volume921.66K
Average Volume (3M)1.02M
Market Cap
AU$1.75B
Enterprise ValueAU$1.55B
Total Cash (Recent Filing)AU$205.38M
Total Debt (Recent Filing)AU$0.00
Price to Earnings (P/E)18.4
Beta0.36
Next Earnings
Sep 01, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield10.03%
Share Statistics
EPS (TTM)0.08
Shares Outstanding1,138,200,800
10 Day Avg. Volume1,226,736
30 Day Avg. Volume1,020,388
Financial Highlights & Ratios
PEG Ratio-1.63
Price to Book (P/B)0.92
Price to Sales (P/S)5.34
P/FCF Ratio15.81
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Debt-free Balance SheetWAM's effectively zero leverage across 2021–2025 provides durable financial flexibility. A debt-free position reduces refinancing and interest-rate risk, supports steady distributions or buybacks during market drawdowns, and preserves the ability to opportunistically deploy capital without balance-sheet strain.
High Operating And Net MarginsSustainably high margins indicate an efficient operating model for an investment company: lower operating drag means more portfolio returns flow to shareholders. Strong margins help absorb revenue volatility and support distributions, even when gross investment returns fluctuate.
LIC Model With Diversified Equity ExposureAs an LIC, WAM offers diversified, manager-led exposure to Australian equities with income and capital-growth objectives. The model provides structural benefits: pooled risk across holdings, professional active management, and recurring dividend/distribution potential derived from portfolio income and realized gains.
Bears Say
Revenue And Earnings VolatilityWAM's earnings are highly cyclical because performance depends on market returns; historical loss years show returns can swing negative. Persistent volatility undermines predictability of dividends and NAV growth, complicates capital planning and investor reliance on steady income over multi-month horizons.
Weakening Operating Cash FlowA large drop in operating cash flow reduces internally generated funds available for distributions and reduces the cushion against market stress. Inconsistent cash conversion forces reliance on asset sales or balance-sheet moves to fund payouts, raising execution risk in adverse markets.
Recent Revenue DeclineA sharp revenue decline signals sensitivity of fee and investment income to market cycles; sustained top-line pressure would strain margins and limit retained earnings. If market returns remain weak, the LIC model can face prolonged pressure on distributable income and NAV performance.
WAM Capital Ltd. News
WAM FAQ
What was WAM Capital Ltd.’s price range in the past 12 months?
WAM Capital Ltd. lowest share price was AU$1.47 and its highest was AU$1.93 in the past 12 months.
What is WAM Capital Ltd.’s market cap?
WAM Capital Ltd.’s market cap is AU$1.75B.
When is WAM Capital Ltd.’s upcoming earnings report date?
WAM Capital Ltd.’s upcoming earnings report date is Sep 01, 2026 which is in 7 days.
How were WAM Capital Ltd.’s earnings last quarter?
Currently, no data Available
Is WAM Capital Ltd. overvalued?
According to Wall Street analysts WAM Capital Ltd.’s price is currently Overvalued.
Does WAM Capital Ltd. pay dividends?
WAM Capital Ltd. pays a Semiannually dividend of AU$0.077 which represents an annual dividend yield of 10.03%. See more information on WAM Capital Ltd. dividends here
What is WAM Capital Ltd.’s EPS estimate?
WAM Capital Ltd.’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does WAM Capital Ltd. have?
WAM Capital Ltd. has 1,138,200,800 shares outstanding.
What happened to WAM Capital Ltd.’s price movement after its last earnings report?
Currently, no data Available
Which hedge fund is a major shareholder of WAM Capital Ltd.?
Currently, no hedge funds are holding shares in AU:WAM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
WAM Capital Ltd. Stock Smart Score
Neutral
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10
Blogger Sentiment
Bearish
AU:WAM Sentiment 75%
Sector Average ―
Sector Average ―
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
27.84%
12-Months-Change
Fundamentals
Return on Equity
10.03%
Trailing 12-Months
Asset Growth
-6.73%
Trailing 12-Months
Company Description
WAM Capital Ltd.
WAM Capital Limited operates as a closed-end equity investment fund, established in Australia on March 8, 1999, and managed by Wilson Asset Management (International) Pty Limited. This fund primarily invests in publicly traded Australian equities, with a focus on companies within the industrial sector. It seeks opportunities in both value and growth stocks among small to medium-capitalization firms. A key aspect of its strategy involves capitalizing on short-term arbitrage and market mispricing opportunities, with an overarching aim to generate absolute returns. The investment process employs a bottom-up approach, driven by a combination of fundamental and quantitative analysis and supported by proprietary in-house research. The S&P/ASX All Ordinaries Accumulation Index is used to benchmark the portfolio's performance.
Technical Analysis
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