Added to YB: 2026-06-02
Pitch date: 2026-03-27
WEX [bullish]
WEX Inc.
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
$5.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.47
P/E
16.25
EV/Sales
1.80
Sector
Financial Services
Category
special_situation
WEX Inc. - $WEX
WEX: B2B payments at 9x EPS (10x incl SBC), low end of range. Diesel spot $2/gal above F26 guide = 20-40% EPS uplift (10c diesel = 35c EPS). Delevered to 3x target, all FCF to buybacks (15% in 2025, 10+%/yr ahead). Impactive activist (6%, 4 board noms) pushing buybacks/sale. EV overhang risk.
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