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WAM Leaders Limited (AU:WLE)
:WLE
Australian Market

WAM Leaders Limited (WLE) AI Stock Analysis

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AU

WAM Leaders Limited

(Sydney:WLE)

Rating:64Neutral
Price Target:―
WAM Leaders Limited demonstrates financial stability, driven by a strong balance sheet with no debt and improving cash flows. However, revenue and profitability challenges weigh on its financial performance. The technical indicators reveal a neutral stance, while valuation metrics suggest the stock may be overvalued, partially offset by a high dividend yield. These factors combined result in a moderate stock score.

WAM Leaders Limited (WLE) vs. iShares MSCI Australia ETF (EWA)

WAM Leaders Limited Business Overview & Revenue Model

Company DescriptionWAM Leaders Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by MAM Pty Limited. It invests into public equity and fixed income markets of Australia. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stocks of large- cap companies on the S&P/ASX 200 Index. The fund employs fundamental analysis, with focus on bottom-up research to create its portfolio. WAM Leaders Limited was formed on April 12, 2016 and is domiciled in Australia.
How the Company Makes MoneyWAM Leaders Limited makes money primarily through the capital gains and income generated from its investment portfolio. The company invests in large-cap Australian equities and seeks to deliver superior returns by selecting stocks with strong fundamentals, attractive valuations, and growth potential. Dividends from these investments provide a steady income stream, while the active management strategy aims to enhance capital appreciation. Additionally, WLE may earn revenue from interest on cash and cash equivalents held. The company's performance is also influenced by its ability to effectively manage risk and adapt to market conditions, ensuring sustainable growth and profitability for its shareholders.

WAM Leaders Limited Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Jun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income StatementTotal Revenue
47.22M194.87M91.43M334.05M13.26M
Gross Profit
21.12M169.87M26.37M303.64M-15.41M
EBIT
-25.44M168.99M68.57M318.09M-1.19M
EBITDA
20.16M168.99M68.57M318.09M-1.19M
Net Income Common Stockholders
22.34M130.08M65.76M228.93M5.33M
Balance SheetCash, Cash Equivalents and Short-Term Investments
16.56M60.11M42.63M31.05M70.79M
Total Assets
1.74B1.83B1.58B1.27B960.34M
Total Debt
0.000.000.000.000.00
Net Debt
-15.75M-59.33M-39.90M-28.33M-68.07M
Total Liabilities
48.05M30.39M159.93M122.30M40.73M
Stockholders Equity
1.69B1.78B1.42B1.15B919.61M
Cash FlowFree Cash Flow
63.31M-114.28M-193.12M-43.26M10.78M
Operating Cash Flow
63.31M-114.28M-193.12M-43.26M10.78M
Investing Cash Flow
0.000.000.000.0010.78M
Financing Cash Flow
-106.89M133.72M204.69M3.51M-45.99M

WAM Leaders Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.21
Price Trends
50DMA
1.21
Negative
100DMA
1.22
Negative
200DMA
1.22
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
45.88
Neutral
STOCH
34.13
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WLE, the sentiment is Negative. The current price of 1.21 is below the 20-day moving average (MA) of 1.23, below the 50-day MA of 1.21, and below the 200-day MA of 1.22, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 45.88 is Neutral, neither overbought nor oversold. The STOCH value of 34.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:WLE.

WAM Leaders Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (64)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUBKI
72
Outperform
22.564.44%4.62%-4.33%-13.07%
AUWHF
70
Outperform
30.163.53%3.72%9.87%5.04%
AUARG
68
Neutral
27.683.96%3.92%-3.41%-4.97%
AUAFI
68
Neutral
30.613.68%3.61%1.81%0.50%
64
Neutral
$12.85B9.817.59%16985.65%12.30%-7.71%
AUWLE
64
Neutral
36.672.50%7.69%-18.89%-34.65%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:WLE
WAM Leaders Limited
1.21
0.02
1.68%
AU:WHF
Whitefield Ltd
5.64
0.83
17.26%
AU:AFI
Australian Foundation Investment Co. Ltd.
7.34
0.44
6.38%
AU:ARG
Argo Investments Limited
9.05
0.71
8.57%
AU:BKI
BKI Investment Co. Ltd.
1.71
0.11
6.87%

WAM Leaders Limited Corporate Events

WAM Leaders Limited Announces Director’s Interest Update
Apr 30, 2025

WAM Leaders Limited has announced a change in the director’s interest, with Kate Thorley acquiring 572 ordinary shares through a dividend reinvestment plan. This change reflects the company’s ongoing commitment to aligning its leadership’s interests with shareholder value, potentially impacting investor confidence positively.

WAM Leaders Limited Announces Quotation of New Securities
Apr 29, 2025

WAM Leaders Limited has announced the quotation of 3,727,494 ordinary fully paid securities on the Australian Securities Exchange (ASX) under the code WLE, effective April 29, 2025. This move is part of a dividend or distribution plan, potentially enhancing the company’s liquidity and market presence, which could have implications for stakeholders by possibly increasing shareholder value.

WAM Leaders Limited Updates Dividend Reinvestment Plan Price
Apr 16, 2025

WAM Leaders Limited has announced an update to its previous dividend distribution notification, specifically adjusting the Dividend Reinvestment Plan (DRP) price. This update pertains to the dividend distribution for the six-month period ending December 31, 2024, with a record date of April 14, 2025. This adjustment may impact shareholders who are participating in the DRP, reflecting the company’s ongoing commitment to providing value to its investors.

WAM Income Maximiser Limited Launches $510 Million Share Offer
Apr 1, 2025

WAM Income Maximiser Limited, in collaboration with Wilson Asset Management, has announced an offer to raise up to $510 million through the issuance of 340 million fully paid ordinary shares at $1.50 per share. This initiative aims to provide monthly income and capital growth by investing in high-quality Australian companies. The offer includes a priority allocation for Wilson Asset Management Family members, a broker firm offer, and a general offer. Investors are encouraged to consult financial advisors before making investment decisions, as the presentation does not constitute financial advice.

WAM Income Maximiser IPO Launches Early, Exceeds Expectations
Mar 12, 2025

WAM Income Maximiser Limited has launched its initial public offering (IPO) earlier than planned, with strong investor demand exceeding the minimum subscription requirement. This new listed investment company aims to provide monthly franked dividends and capital growth, leveraging Wilson Asset Management’s successful track record. A significant portion of the funds raised is allocated to existing shareholders of WAM’s other LICs, highlighting a strategic focus on rewarding loyal investors and enhancing shareholder value.

Wilson Asset Management Launches WAM Income Maximiser to Address Market Gap
Mar 5, 2025

Wilson Asset Management has announced a priority offer for its new listed investment company, WAM Income Maximiser (ASX: WMX), which aims to provide monthly franked dividends and capital growth. The launch addresses a gap in the Australian equity market following the reduction of franked income sources due to recent regulatory changes, and it is expected to enhance the firm’s position by meeting shareholder demand for consistent income streams.

WAM Leaders Limited to Host Investment Portfolio Webinar
Feb 27, 2025

WAM Leaders Limited announced an upcoming webinar where Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub will discuss the company’s investment portfolio, market outlook, and current opportunities in the equity market. This event aims to engage shareholders by providing insights into the company’s strategic positioning and addressing their questions, potentially impacting stakeholder confidence and market perception.

WAM Leaders Limited Reports Strong Half-Year Financial Performance
Feb 12, 2025

WAM Leaders Limited has reported significant financial growth for the half year ending December 31, 2024, with revenue from ordinary activities up by 111%, profit before tax increasing by 184.7%, and net profit after tax rising by 131.9% compared to the previous year. The company announced a fully franked interim dividend of 4.7 cents per share, with the Dividend Reinvestment Plan in operation, indicating robust financial health and a continued commitment to shareholder returns.

WAM Leaders Limited Announces New Dividend Distribution
Feb 12, 2025

WAM Leaders Limited has announced a new dividend distribution for its fully paid ordinary shares, with a payment amount of AUD 0.047 per share. This distribution is for the six-month period ending December 31, 2024, and is scheduled to be paid on April 29, 2025. The announcement indicates a positive financial outlook for the company, potentially benefiting stakeholders by providing returns on their investments.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.