Added to YB: 2026-05-04
Pitch date: 2026-04-02
WEX [bullish]
WEX Inc.
-2.32%
current return
Author Info
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Company Info
WEX Inc. operates a commerce platform in the United States and internationally. The Mobility segment offers fleet payment solutions, transaction processing, and information management services; and provides account activation and account retention services; authorization and billing inquiries, and account maintenance services; account management; credit and collections services; merchant services; analytics solutions; and ancillary services and offerings.
Market Cap
$5.3B
Pitch Price
$154.73
Price Target
310.00 (+106%)
Dividend
N/A
EV/EBITDA
5.77
P/E
17.09
EV/Sales
1.90
Sector
Financial Services
Category
value
$WEX is accelerating and can double in 12 months.
WEX: Fleet card processor earns fees on fuel spend, ~50% rev from mobility segment. Trading 9x P/E vs 17x LT avg. Mgmt guided $17.55 EPS assuming $3.10/gal fuel; gas at $4.02 today. Each $0.10/gal = $0.35 EPS. Current prices → $20.7 EPS (+29% YoY vs 9% guide). 29% growth + re-rating to 17x P/E = 2x upside in 12mo. Hormuz risk adds fuel price tailwind.
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