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WAM Leaders Limited
(Sydney:WLE)
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Rating:71Outperform
Price Target:
AU$1.50
â–²(15.38% Upside)
Action:Upgraded
Date:12/30/25
The score is driven primarily by strong financial quality (debt-free balance sheet and strong reported profitability), tempered by inconsistent cash-flow and earnings variability. Technical signals are broadly neutral with a slightly negative MACD, and valuation is balanced between a higher P/E and a strong dividend yield.
Positive Factors
Debt-free balance sheet
Zero reported debt and a large equity base materially lower financial risk and increase strategic flexibility. Over a multi-month horizon this supports stable distributions, opportunistic buying or capital returns, and resilience through market drawdowns without financing pressure.
Negative Factors
Volatile cash generation history
History of multi-year swings from negative to positive operating cash flow implies cash generation is cycle-dependent. That volatility can constrain consistent dividend policies, make capital allocation timing harder, and elevate execution risk over the next several months.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
Zero reported debt and a large equity base materially lower financial risk and increase strategic flexibility. Over a multi-month horizon this supports stable distributions, opportunistic buying or capital returns, and resilience through market drawdowns without financing pressure.
Read all positive factors
WAM Leaders Limited (WLE) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$1.93B
Dividend Yield7.23%
Average Volume (3M)1.04M
Price to Earnings (P/E)15.4
Beta (1Y)0.49
Revenue Growth144.18%
EPS Growth175.45%
CountryAU
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.05
Shares Outstanding1,380,135,100
10 Day Avg. Volume1,225,025
30 Day Avg. Volume1,041,632
Financial Highlights & Ratios
PEG Ratio0.15
Price to Book (P/B)0.91
Price to Sales (P/S)14.70
P/FCF Ratio13.18
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
WAM Leaders Limited Business Overview & Revenue Model
Company Description
WAM Leaders Limited functions as a closed-end equity investment vehicle, established and managed by Wilson Asset Management (International) Pty Limited. MAM Pty Limited contributes to its oversight as a co-manager. The fund's strategy focuses on p...
How the Company Makes Money
WAM Leaders Limited makes money primarily through investment returns generated on its portfolio of listed equities. Its key economic drivers are: (1) capital growth, where the market value of its investments increases over time and contributes to ...
WAM Leaders Limited Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
90
Very Positive
Cash Flow
61
Positive
| Breakdown | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 109.99M | 47.88M | 194.87M | 134.86M | 349.40M |
| Gross Profit | 109.99M | 21.78M | 169.87M | 69.80M | 318.99M |
| EBITDA | 78.95M | 20.16M | 168.99M | 68.57M | 318.09M |
| Net Income | 63.84M | 22.34M | 130.08M | 65.76M | 228.93M |
Balance Sheet | |||||
| Total Assets | 1.88B | 1.74B | 1.83B | 1.58B | 1.27B |
| Cash, Cash Equivalents and Short-Term Investments | 21.59M | 16.56M | 60.11M | 42.63M | 31.05M |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 101.76M | 48.05M | 56.10M | 159.93M | 122.30M |
| Stockholders Equity | 1.77B | 1.69B | 1.78B | 1.42B | 1.15B |
Cash Flow | |||||
| Free Cash Flow | 122.67M | 63.31M | -114.28M | -193.12M | -43.26M |
| Operating Cash Flow | 122.67M | 63.31M | -114.28M | -193.12M | -43.26M |
| Investing Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Financing Cash Flow | -118.77M | -106.89M | 133.72M | 204.69M | 3.51M |
WAM Leaders Limited Technical Analysis
Positive
1.30
Price Trends
1.33
Positive
1.33
Positive
1.31
Positive
Market Momentum
0.02
Negative
69.86
Neutral
77.56
Neutral
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 1.3 is below the 20-day moving average (MA) of 1.35, below the 50-day MA of 1.33, and below the 200-day MA of 1.31, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 69.86 is Neutral, neither overbought nor oversold. The STOCH value of 77.56 is Neutral, 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
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | AU$3.07B | 11.60 | 17.76% | 3.34% | 138.96% | -62.36% | |
71 Outperform | AU$1.93B | 15.37 | 6.97% | 7.23% | 144.18% | 175.45% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
61 Neutral | AU$4.03B | 30.91 | 13.61% | 3.45% | 11.69% | -15.05% | |
60 Neutral | AU$570.84M | 44.97 | 1.27% | 3.56% | 21.34% | 3.66% | |
58 Neutral | AU$3.12B | 153.75 | 58.96% | 23.72% | 215.38% | -82.04% | |
50 Neutral | AU$2.22B | -128.53 | -1.00% | 6.01% | 2.23% | 96.71% |
* Financial Sector Average
AU:WLE
WAM Leaders Limited
1.40
0.21
17.25%
AU:PPT
Perpetual Limited
19.28
-0.36
-1.82%
AU:L1G
Platinum Asset Management Ltd
1.23
0.64
108.47%
AU:PNI
Pinnacle Investment Management Group Limited
17.62
-2.68
-13.18%
AU:MFF
MFF Capital Investments Ltd.
5.18
0.99
23.63%
AU:MIR
Mirrabooka Investments Ltd
2.55
-0.66
-20.51%
WAM Leaders Limited Corporate Events
WAM Leaders lifts June performance and flags dividend sustainability
Jul 6, 2026
WAM Leaders reported that its investment portfolio rose in June 2026, beating the SP/ASX 200 Accumulation Index and lifting pre‑tax net tangible assets to 133.27 cents per share. The company highlighted a 7.2% annualised fully franked interi...
WAM Leaders Outperforms Market as Rio Tinto and Goodman Drive NTA and Dividend Strength
Jun 4, 2026
WAM Leaders reported that its investment portfolio rose in May 2026, outperforming the SP/ASX 200 Accumulation Index and lifting net tangible assets to 131.55 cents per share after tax, despite a $4 million tax payment. The company highlighted an ...
WAM Leaders Extends Management Deal With Wilson Asset Management to 2031
May 22, 2026
WAM Leaders Limited has extended its Investment Management Agreement with MAM Pty Limited, part of the Wilson Asset Management Group, pushing the term out to 23 May 2031 following the expiry of the initial period. The renewal underlines the board&...
WAM Leaders Extends Market Outperformance as AI and Commodities Bets Pay Off
May 6, 2026
WAM Leaders reported that its investment portfolio continued to outperform the SP/ASX 200 Accumulation Index in April 2026, supported by a rebound in markets on optimism around ceasefire talks, enthusiasm for AI infrastructure investment and stron...
WAM Leaders director boosts stake via dividend reinvestment plan
May 1, 2026
WAM Leaders Limited has reported a minor change in the shareholding of director Kate Thorley, reflecting additional ordinary shares issued through the company’s dividend reinvestment plan. Thorley acquired 554 ordinary shares at a deemed pri...
WAM Leaders Seeks ASX Quotation for New Dividend Plan Shares
Apr 30, 2026
WAM Leaders Limited has applied to the ASX for quotation of 3,298,144 fully paid ordinary shares, to be issued on April 30, 2026, under its dividend or distribution reinvestment plan. The additional quoted securities will modestly increase the com...
WAM Leaders Updates DRP Pricing on December Half-Year Dividend
Apr 20, 2026
WAM Leaders Limited has updated its notification regarding a six-month dividend for the period ending 31 December 2025, payable on its ordinary fully paid shares. The company clarified that the announcement is an amendment to its 13 February 2026 ...
Geoff Wilson Cuts WAM Leaders Stake Amid Superannuation Tax-Driven Restructuring
Apr 14, 2026
WAM Leaders Limited has disclosed a change in director Geoff Wilson’s indirect interest in the company’s ordinary shares, following on‑market disposals executed via his superannuation fund between 7 April and 14 April 2026. The a...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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.