WAM Leaders Limited (WLE) AI Stock Analysis

• Market Cap: N/A
• Dividend Yield: 7.49%
• Average Volume (3M): 1.29M
• Price to Earnings (P/E): 38.2
• Beta (1Y): 0.51
• Revenue Growth: -18.89%
• EPS Growth: -34.65%
• Country: AU
• Employees: N/A
• Sector: Financial
• Sector Strength: 81
• Industry: Asset Management
• EPS (TTM): 0.03
• Shares Outstanding: 1,373,470,700
• 10 Day Avg. Volume: 1,538,286
• 30 Day Avg. Volume: 1,287,367
• PEG Ratio: N/A
• Price to Book (P/B): 0.89
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 25.82
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 64 Neutral
• 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 Business Overview & Revenue Model

Company Description

WAM 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 Money

WAM 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

WAM Leaders Limited showcases financial stability with a strong balance sheet and improving cash flows. The absence of debt is a significant strength, providing a buffer against volatility in revenue and earnings. However, the income statement reflects revenue and profitability challenges that need addressing to sustain long-term growth.

Income Statement

The income statement shows a volatile revenue trend with a significant drop in revenue from 2023 to 2024. Despite this, the company maintained a positive net income, indicating effective cost management. However, a negative EBIT margin in 2024 suggests operational challenges. The gross profit margin remained stable, reflecting some operational efficiency.

Balance Sheet

The balance sheet is strong with no debt, providing financial stability. The equity ratio is high, showing a solid capital base. Return on equity was positive, demonstrating efficient use of shareholder funds, though it has decreased over the years due to declining net income.

Cash Flow

Cash flow statements indicate improved operating cash flow in 2024, turning positive from the previous year. Free cash flow also improved, reflecting better management of cash operations. However, the operating cash flow to net income ratio indicates room for improvement in cash generation efficiency.

Breakdown	Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement
Total Revenue	47.22M	194.87M	91.43M	334.05M	13.26M
Gross Profit	21.12M	169.87M	26.37M	303.64M	-15.41M
EBITDA	20.16M	168.99M	68.57M	318.09M	-1.19M
Net Income	22.34M	130.08M	65.76M	228.93M	5.33M
Balance Sheet
Total Assets	1.74B	1.83B	1.58B	1.27B	960.34M
Cash, Cash Equivalents and Short-Term Investments	16.56M	60.11M	42.63M	31.05M	70.79M
Total Debt	0.00	0.00	0.00	0.00	0.00
Total Liabilities	48.05M	30.39M	159.93M	122.30M	40.73M
Stockholders Equity	1.69B	1.78B	1.42B	1.15B	919.61M
Cash Flow
Free Cash Flow	63.31M	-114.28M	-193.12M	-43.26M	10.78M
Operating Cash Flow	63.31M	-114.28M	-193.12M	-43.26M	10.78M
Investing Cash Flow	0.00	0.00	0.00	0.00	10.78M
Financing Cash Flow	-106.89M	133.72M	204.69M	3.51M	-45.99M

WAM Leaders Limited Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1.26
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WLE, the sentiment is Positive. The current price of 1.26 is above the 20-day moving average (MA) of 1.21, above the 50-day MA of 1.22, and above the 200-day MA of 1.22, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 66.16 is Neutral, neither overbought nor oversold. The STOCH value of 96.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:WLE.

WAM Leaders Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WLE	64 Neutral		38.18	2.50%	7.49%	-18.89%	-34.65%
Sector *	61 Neutral	C$14.64B	6.11	21.96%	5.59%	27.38%	-22.40%
HH4			―		―	―	―
E7L		€87.50M	12.47	9.28%	5.86%	―	―
MAM	73 Outperform	AU$71.86M	9.62	34.01%	7.17%	19.50%	31.19%
LCE	60 Neutral	AU$25.04M	250.00	0.47%	1.88%	-16.07%	-36.00%
CIW	58 Neutral	AU$31.04M	―	-9.28%	0.61%	-13.78%	50.00%

WAM Leaders Limited Corporate Events

WAM Leaders Limited Announces Director’s Interest Update

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

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

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

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

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

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

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

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

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.