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WAM Capital Ltd

Financial Services • Asset Management • Quote as of 10/29/2026 10:19
WAM Capital Ltd stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
Market Capitalization1,142.28 mln
Float1,094 mln
Earnings Date02/27/2027

Piotroski F-Score

5 / 9
Neutral

Relative Strength

37 / 100
Underperforming

Pre-Tax Margin

115%
Exceptional margin

ROE

-7.13
Negative

Dividend Yield

16.08%
Risk of cut

DPS

0.16
Risk of cut

Business Description

WAM Capital Limited is an Australian closed-end investment fund established in 1999 and run by Wilson Asset Management (International) Pty Limited. The fund focuses on publicly listed Australian companies, particularly small and mid-sized businesses in the industrial sector, targeting undervalued and mispriced opportunities to deliver strong absolute returns. Investment decisions are driven by in-house research combining both fundamental and quantitative methods, with portfolio performance measured against the S&P/ASX All Ordinaries Accumulation Index.

Key Fundamentals

EPS-0.11
ROE-7.13
ROIC-7.48
ROA-6.79
EBITDA, mln-187
EV / EBITDA-5.35
EV / EBIT-5.35
EV / Revenue1.25

Quote Details

Last 1.01
Change 0.015 (1.51%)
Open 1.00
Volume 241,897
Turnover 244,316
Average Volume 2,063,521

Financial Ratios

Pre-Tax Profit Margin115
Leverage Ratio1.05
Current Ratio24.39
Price / Book0.71
Price / Tangible Book0.71
Price / Cash Flow8.95
Price / Free Cash Flow8.96

Financial Strength

Altman Z-Score9.34
Piotroski F-Score 5 / 9
Price to Intrinsic Value0.49
Shiller PE Ratio10.81

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 1% 31 / 100   
1 Month -11.01% 31 / 100   
2 Months -35.67% 9 / 100   
6 Months -39.04% 18 / 100   
1 Year -40.07% 23 / 100   



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