WAM Leaders Limited (AU:WLE)
ASX:WLE
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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:UpgradedDate: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
Strong Balance Sheet
A debt-free balance sheet provides financial flexibility and reduces risk, allowing the company to capitalize on investment opportunities without the burden of interest obligations.
Negative Factors
Earnings Variability
Earnings volatility can lead to unpredictable cash flows and investor uncertainty, potentially impacting the company's ability to consistently meet shareholder expectations.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Balance Sheet
A debt-free balance sheet provides financial flexibility and reduces risk, allowing the company to capitalize on investment opportunities without the burden of interest obligations.
Read all positive factors
WAM Leaders Limited (WLE) vs. iShares MSCI Australia ETF (EWA)
Market Cap
N/A
Dividend Yield7.23%
Average Volume (3M)1.04M
Price to Earnings (P/E)4.5
Beta (1Y)0.53
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 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. Th...
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 fund...
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
Neutral
1.30
Price Trends
1.33
Negative
1.31
Positive
1.28
Positive
Market Momentum
<0.01
Negative
48.49
Neutral
21.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WLE, the sentiment is Neutral. The current price of 1.3 is below the 20-day moving average (MA) of 1.33, below the 50-day MA of 1.33, and above the 200-day MA of 1.28, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 48.49 is Neutral, neither overbought nor oversold. The STOCH value of 21.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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$2.78B | 12.77 | 17.76% | 3.34% | 138.96% | -62.36% | |
71 Outperform | ― | 4.54 | 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$3.51B | 14.10 | 13.61% | 3.45% | 11.69% | -15.05% | |
60 Neutral | AU$577.56M | 48.59 | 1.27% | 3.56% | 21.34% | 3.66% | |
58 Neutral | AU$3.00B | 1.91 | 58.96% | 23.72% | 215.38% | -82.04% | |
50 Neutral | AU$1.91B | 9.75 | -1.00% | 6.01% | 2.23% | 96.71% |
* Financial Sector Average
AU:WLE
WAM Leaders Limited
1.31
0.18
16.13%
AU:PPT
Perpetual Limited
16.66
1.21
7.87%
AU:L1G
Platinum Asset Management Ltd
1.15
0.53
84.98%
AU:PNI
Pinnacle Investment Management Group Limited
16.21
-1.62
-9.10%
AU:MFF
MFF Capital Investments Ltd.
4.75
0.85
21.76%
AU:MIR
Mirrabooka Investments Ltd
2.57
-0.52
-16.91%
WAM Leaders Limited Corporate Events
WAM Leaders Lifts Returns and Maintains High Dividend Yield on Strong December Portfolio Gains
Jan 6, 2026
WAM Leaders Limited reported a strong December 2025, with its investment portfolio outperforming the SP/ASX 200 Accumulation Index and delivering an annualised return of 12.1% since inception versus 9.3% for the benchmark, supported by a $1.8 bill...
WAM Leaders Limited 2025 AGM Results Announced
Nov 19, 2025
WAM Leaders Limited held its 2025 Annual General Meeting, where resolutions and proxies were discussed as per ASX Listing Rule 3.13.2 and Section 251AA of the Corporations Act 2001. This meeting is a key part of the company’s governance, imp...
WAM Leaders Limited Reports FY2025 Performance and Positive Outlook
Nov 18, 2025
WAM Leaders Limited reported a mixed performance for FY2025, with its investment portfolio increasing by 5.9% but underperforming the SP/ASX 200 Accumulation Index, which rose by 13.8%. Despite this, the company increased its fully franked dividen...
WAM Leaders Limited Updates Director’s Shareholding
Nov 17, 2025
WAM Leaders Limited announced a change in the director’s interest, specifically for Director Kate Thorley. The change involved the acquisition of 536 ordinary shares through a dividend reinvestment plan, increasing her direct holding to 15,4...
WAM Leaders Limited Expands Capital with New Securities Issuance
Nov 17, 2025
WAM Leaders Limited has announced the issuance of 3,366,330 ordinary fully paid securities to be quoted on the Australian Securities Exchange (ASX) as of November 17, 2025. This move is part of a dividend or distribution plan, potentially enhancin...
WAM Leaders Limited Updates Dividend Distribution Details
Nov 7, 2025
WAM Leaders Limited has announced an update regarding its dividend distribution for the period ending June 30, 2025. The update pertains to the Dividend Reinvestment Plan (DRP) price, reflecting changes from a previous announcement made on August ...
WAM Leaders Limited Outperforms Market with Strong October Results
Nov 6, 2025
WAM Leaders Limited announced a strong investment portfolio performance for October 2025, surpassing the SP/ASX 200 Accumulation Index, primarily due to robust contributions from the materials sector. The company’s ability to continue paying...
WAM Leaders Limited Announces 2025 AGM Details
Oct 17, 2025
WAM Leaders Limited has announced its 2025 Annual General Meeting (AGM) scheduled for November 19, 2025, at the Museum of Sydney, with online access available for participants. The AGM will cover the consideration of financial statements, adoption...
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.