WEX · WEX Inc
Price
Snapshot
50 fields · last close| Market Cap | $6.35B |
| P/E | 17.38 |
| Float | 33.55M |
| Beta | 0.94 |
| Volatility | 23.4% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Mid cap |
| Macro sensitivity | Moderate |
| Clavix score | 73.7 |
| Price | 175.74 |
| Change | +0.59% |
| Prev Close | 174.71 |
| Open | 173.27 |
| Day Low | 173.27 |
| Day High | 176.14 |
| Avg Vol | 1 |
| Avg $ Vol | $97.12M |
| 52W High | 203.99 |
| 52W Low | 125.29 |
| 52W Pos | 64.1% |
| From High | −13.85% |
| From Low | +40.27% |
| Max DD 1Y | −31.40% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −1.43% |
| SMA 50 | −6.14% |
| SMA 200 | +8.21% |
| RSI (14) | 43.6 |
| Vol 30D | 31.9% |
| Vol 90D | 38.3% |
| 1Y Range | 125–204 |
| Daily bars | 533 |
| Perf Week | +1.88% |
| Perf Month | −12.97% |
| Perf Quarter | +10.66% |
| Perf Half Y | +4.00% |
| Perf Year | +16.28% |
| Perf YTD | +18.43% |
| Prev Day | +0.59% |
| Clavix | B |
| Debt / Eq | 2.33 |
| Curr Ratio | 1.05 |
| Int Cover | 2.4× |
| FCF Margin | 17.0% |
| Rev Growth | +1.2% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 38 / 69 |
Clavix risk grade
regraded every trading dayWEX grades B, 73.7 of 100. Steadiest on News Sentiment (68), most exposed on Price Stability (58, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 38 of 69 in Financial Services by Clavix score.
How rough the ride is
| WEX | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.94 | 1.21 |
| Volatilityannualized | 23.4% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −31.4% | — |
| Typical daily movemedian absolute daily change | 1.51% | — |
| Days beyond ±3%of the last 252 sessions | 49 (19%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| WEX | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.94 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| WEX | |
|---|---|
| 1 week | +1.9% |
| 1 month | −13.0% |
| Year to date | +18.4% |
| 1 year | +16.3% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| WEX | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 11 since 4 Sep |
| Average score0 most bearish, 100 most bullish | 61 |
| Bullish · bearisharticles above 60 · below 40 | 7 · 3 |
| Directionarticles whose tone is improving vs worsening | 7 ↑ 3 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| WEX | |
|---|---|
| Revenue growthyear over year | +1.2% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openHere at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
WEX (NYSE:WEX - Get Free Report) and Walker & Dunlop (NYSE:WD - Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, institutional ownership, dividends, profitability and risk. Insider & Institutional Ownership 97.5% of WEX shares […]
WEX shares are up 14.5% so far this year, though recent trading has been choppy, and the article flags fresh product news around an expanding AI claims tool as the backdrop for whether the current price is justified by the company's earnings.
WEX Inc. (NYSE:WEX - Get Free Report) COO Robert Deshaies sold 2,000 shares of the company's stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $173.56, for a total value of $347,120.00. Following the completion of the transaction, the chief operating officer directly owned 17,288 shares of the company's stock, valued at approximately $3,000,505.28. This represents a 10.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Life rarely follows the plan. A child wakes up sick and needs to see a doctor. A pair of glasses gets broken on the way to work. A routine dental appointment turns into an unexpected procedure, or a prescription you weren’t planning for suddenly becomes an expense. These moments may be ordinary, but the costs […] The post HSA Day 2026: How an HSA can be a financial safety net appeared first on WEX Inc.. Life rarely follows the plan. A child wakes up sick and needs to see a doctor. A pair of glasses gets broken on the way to work. A routine dental appointment turns into an unexpected procedure, or a prescription you weren’t planning for suddenly becomes an expense. These moments may be ordinary, but the costs that come with them can still create financial stress, especially when they aren’t part of the household budget. With HSA Day just around the corner, it’s a good time to take a closer look at one of the most practical reasons to contribute to a health savings account (HSA): preparing for life’s unscripted healthcare expenses. Check out our recent episode of Benefits Buzz, when we spoke with Steve Jackson, SVP of sales at Health-E Commerce, about how employers can help employees understand the “why” behind their HSA and see it as more than another benefits account. Healthcare expenses don’t always come with a warning Most people are comfortable budgeting for predictable expenses like rent, groceries and monthly bills. Healthcare can be different. Even when we’re thoughtful about our healthcare spending, unexpected expenses can show up at exactly the wrong time. A child may need an urgent care visit, glasses may break, or a routine appointment may lead to an unexpected treatment. The stress isn’t always about the size of the expense, it’s that it wasn’t part of the plan. That’s where an HSA can provide both financial and emotional value. Setting money aside for qualified healthcare expenses can help make an unexpected cost more manageable and give employees a greater sense of control when life doesn’t go according to plan. The goal isn’t to predict exactly what will happen; it’s to be prepared when something does. Turning HSA contributions into long-term preparation An HSA is a tax-advantaged account available to individuals who meet applicable eligibility requirements, and it can be used to save for qualified medical expenses. Contributions can receive favorable tax treatment, earnings can grow tax-free, and withdrawals for qualified medical expenses are generally tax-free. Unused HSA funds generally roll over from year to year, allowing employees to build a healthcare reserve over time rather than feeling like they need to spend their balance within a single plan year. That long-term potential is important for employees who may feel they don’t have enough extra money to contribute. Preparedness doesn’t have to mean fully funding an HSA overnight. Small, consistent contributions can add up, and employer contributions can complement employee savings. Because employees generally retain ownership of their HSA when they leave an employer, the account can also remain a resource throughout different stages of their career and life. Make the “why” behind an HSA relatable For employers, communicating the features and tax advantages of an HSA is important, but technical details alone don’t always make the benefit feel relevant. Instead, employers can start with situations employees recognize: the child who falls at the playground, the glasses that get accidentally sat on, the “routine” appointment that requires unexpected treatment or the prescription that wasn’t in the monthly budget. These everyday examples help employees visualize when they might actually use the money they’re setting aside. The key is to make the message reassuring rather than fear-based. The goal isn’t to make employees worry about what could go wrong; it’s to acknowledge that life is unpredictable and give them a practical way to prepare. You can’t predict the unexpected, but you can prepare for it. Framed this way, an HSA becomes less about another benefits account and more about building confidence and control around future healthcare expenses. From understanding the benefit to taking action Once employees understand the “why,” employers can make it easier for them to take action. Clear communication about how contributions can add up, what employer contributions are available and how to access funds for qualified expenses can help employees move from simply having an HSA to actively using it as part of their financial strategy. Reinforcing these messages throughout the year, not just during open enrollment, can also keep the benefit top of mind. As HSA Day approaches, it’s an opportunity to remind employees that preparing for healthcare expenses doesn’t have to be complicated. An HSA can help create a financial cushion for the moments you can’t plan for, while small contributions today can support greater preparedness tomorrow. You’re not saving because you expect something to go wrong. You’re saving because you know life happens. Check out our HSA Day page for more helpful HSA resources! The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own counsel. Copyright ©2026 WEX Inc. All rights reserved. The information in this document is subject to change without notice. The post HSA Day 2026: How an HSA can be a financial safety net appeared first on WEX Inc..
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| VCTR | Victory Capital Holdings Inc | B+ | $6.74B | 14.55 | 1.16 | Compare |
| GLXY | Galaxy Digital Inc | D- | $7.70B | 97.63 | 3.52 | Compare |
| RELY | Remitly Global Inc | C+ | $5.03B | 16.49 | 0.48 | Compare |
| VIRT | Virtu Financial Inc | B | $8.68B | 15.73 | 0.70 | Compare |
| DAVE | Dave Inc | D+ | $4.63B | 20.79 | 4.12 | Compare |
| RDN | Radian Group Inc | A- | $4.47B | 8.33 | 0.71 | Compare |
| HLI | Houlihan Lokey Inc | B | $9.05B | 22.21 | 0.94 | Compare |
| SEZL | Sezzle Inc | D | $4.39B | 27.31 | 6.77 | Compare |
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