WEX · WEX Inc

175.74+1.03  (+0.59%)

Price

Snapshot

50 fields · last close
Market Cap$6.35B
P/E17.38
Float33.55M
Beta0.94
Volatility23.4%
ExchangeNYSE
SectorFinancial Services
Cap tierMid cap
Macro sensitivityModerate
Clavix score73.7
Price175.74
Change+0.59%
Prev Close174.71
Open173.27
Day Low173.27
Day High176.14
Avg Vol1
Avg $ Vol$97.12M
52W High203.99
52W Low125.29
52W Pos64.1%
From High−13.85%
From Low+40.27%
Max DD 1Y−31.40%
Spread0.10%
LiquidityNormal
SMA 20−1.43%
SMA 50−6.14%
SMA 200+8.21%
RSI (14)43.6
Vol 30D31.9%
Vol 90D38.3%
1Y Range125–204
Daily bars533
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%
ClavixB
Debt / Eq2.33
Curr Ratio1.05
Int Cover2.4×
FCF Margin17.0%
Rev Growth+1.2%
ProfitProfitable
LeverageVery High
Sector rank38 / 69

Clavix risk grade

regraded every trading day
B73.7/100

WEX 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.

PriceMacroSectorNewsFinancial

How rough the ride is

WEXFinancial Services median
Betavs the overall market · lower is steadier0.941.21
Volatilityannualized23.4%30.2%
Max drawdown, past yearworst peak-to-trough fall−31.4%—
Typical daily movemedian absolute daily change1.51%—
Days beyond ±3%of the last 252 sessions49 (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

WEX
174.71

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

WEX

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

WEXFinancial Services median
Beta to the markethow much it swings with the S&P 500 · lower is safer0.941.21
Macro sensitivityrate, dollar and credit exposure bucketModerateModerate 41% of 70

Where it sits on the macro scale

Low 6Moderate 29High 24Very High 11

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

Sector
Financial Services69 companies ranked
WEX
#38 of 69

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 3011 since 4 Sep
Average score0 most bearish, 100 most bullish61
Bullish · bearisharticles above 60 · below 407 · 3
Directionarticles whose tone is improving vs worsening7 ↑ 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

Debt / equityTotal debt vs shareholder equity · lower is stronger
2.33sector median 0.58 · 70 names
Current ratioShort-term assets vs liabilities · higher is stronger
1.05sector median 1.37 · 54 names
FCF marginFree cash flow as a share of revenue · higher is stronger
17.0%sector median 27.3% · 55 names
Interest coverageOperating income vs interest expense · higher is stronger
2.4×sector median 7.6× · 57 names

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 open

Here 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.

Source Zacks Investment Research Significance minor Impact other

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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 […]

Source tickerreport.com Significance minor Impact other

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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.

Source yahoo.com Significance moderate Impact financial impact Risk worsening

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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.

Source marketbeat.com Significance minor

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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..

Source wexinc.com Significance minor Impact other

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Nearest peers by size

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VIRTVirtu Financial IncB$8.68B15.730.70Compare
DAVEDave IncD+$4.63B20.794.12Compare
RDNRadian Group IncA-$4.47B8.330.71Compare
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