Added to YB: 2026-04-22
Pitch date: 2026-04-19
WEX [neutral]
WEX Inc.
+2.21%
current return
Author Info
No bio for this author
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
$6.0B
Pitch Price
$173.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.43
P/E
20.48
EV/Sales
2.14
Sector
Financial Services
Category
special_situation
WEX - undemanding valuation w/ proxy battle tailwind
WEX (proxy battle): Impactive Capital (4.9% owner) targeting $35-$40 non-GAAP EPS by 2028 via Benefits spinoff, margin improvement & capital allocation changes. Stock at 10.1x fwd non-GAAP EPS, 5x 2028 est—cheapest in 20yrs ex-GFC. 40% mkt share Mobility biz (duopoly w/ CPAY), customers signal pricing power. Every $0.10 fuel = $0.35 EPS. Vote May 5th; backing Impactive nominees for re-rating catalyst
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