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WAM (WAM Capital Ltd) Stock Analysis
Buy, Hold or Sell?

Let's analyze WAM Capital Ltd together

I guess you are interested in WAM Capital Ltd. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

  • 📊 Fundamental Analysis (FA) – WAM Capital Ltd’s Financial Insights
  • 📈 Technical Analysis (TA) – WAM Capital Ltd’s Price Targets

I'm going to help you getting a better view of WAM Capital Ltd. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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1. Quick Overview

1.1. Quick analysis of WAM Capital Ltd (30 sec.)










1.2. What can you expect buying and holding a share of WAM Capital Ltd? (30 sec.)

How much money do you get?

How much money do you get?
A$0.35
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
A$1.61
Expected worth in 1 year
A$1.88
How sure are you?
90.0%

+ What do you gain per year?

Total Gains per Share
A$0.81
Return On Investment
50.6%

For what price can you sell your share?

Current Price per Share
A$1.61
Expected price per share
A$1.585 - A$
How sure are you?
50%
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2. Detailed Analysis

2.1. Valuation of WAM Capital Ltd (5 min.)




Live pricePrice per Share (EOD)
A$1.61
Intrinsic Value Per Share
A$0.96 - A$3.55
Total Value Per Share
A$2.57 - A$5.16

2.2. Growth of WAM Capital Ltd (5 min.)




Is WAM Capital Ltd growing?

Current yearPrevious yearGrowGrow %
How rich?$1.1b$1.1b$50.8m4.3%

How much money is WAM Capital Ltd making?

Current yearPrevious yearGrowGrow %
Making money$150.2m$113.5m$36.6m24.4%
Net Profit Margin66.8%69.1%--

How much money comes from the company's main activities?

2.3. Financial Health of WAM Capital Ltd (5 min.)




2.4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#157 / 687

Most Revenue
#125 / 687

Most Profit
#85 / 687

Most Efficient
#314 / 687
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3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of WAM Capital Ltd?

Welcome investor! WAM Capital Ltd's management wants to use your money to grow the business. In return you get a share of WAM Capital Ltd.

First you should know what it really means to hold a share of WAM Capital Ltd. And how you can make/lose money.

Speculation

The Price per Share of WAM Capital Ltd is A$1.61. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of WAM Capital Ltd.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in WAM Capital Ltd, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is A$1.61. Based on the TTM, the Book Value Change Per Share is A$0.07 per quarter. Based on the YOY, the Book Value Change Per Share is A$0.02 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is A$0.13 per quarter.
Based on historical numbers we can estimate the returns while holding a share of WAM Capital Ltd.

How much money are you going to get?

 MRQTTMYOY3Y5Y10Y
 A$% of Price per ShareA$% of Price per ShareA$% of Price per ShareA$% of Price per ShareA$% of Price per ShareA$% of Price per Share
Usd Eps0.138.3%0.138.3%0.106.3%0.021.3%0.042.5%0.042.6%
Usd Book Value Change Per Share0.052.8%0.052.8%0.010.9%0.021.4%0.053.4%0.074.4%
Usd Dividend Per Share0.095.5%0.095.5%0.095.4%0.085.2%0.074.6%0.063.5%
Usd Total Gains Per Share0.138.3%0.138.3%0.106.3%0.116.6%0.138.0%0.137.9%
Usd Price Per Share0.94-0.94-0.98-1.01-1.13-1.28-
Price to Earnings Ratio7.03-7.03-9.72-3.38--11.47-22.53-
Price-to-Total Gains Ratio7.03-7.03-9.72-10.10--8.45-2.73-
Price to Book Ratio0.89-0.89-0.97-1.00-1.23-1.76-
Price-to-Total Gains Ratio7.03-7.03-9.72-10.10--8.45-2.73-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share1.055355
Number of shares947
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.090.07
Usd Book Value Change Per Share0.050.05
Usd Total Gains Per Share0.130.13
Gains per Quarter (947 shares)126.35121.70
Gains per Year (947 shares)505.38486.81
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1334171495282205477
26693421000563410964
3100351315058456151451
41337684201011278201938
516728552515140910262425
6200610273020169012312912
7234011983525197214363399
8267413694030225416413886
9300915404535253518464373
10334317115040281720514860

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%2.01.00.066.7%3.02.00.060.0%8.02.00.080.0%21.04.00.084.0%
Book Value Change Per Share1.00.00.0100.0%3.00.00.0100.0%4.01.00.080.0%9.01.00.090.0%21.04.00.084.0%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%24.00.01.096.0%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%4.01.00.080.0%9.01.00.090.0%22.03.00.088.0%
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3.2. Key Performance Indicators

The key performance indicators of WAM Capital Ltd compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-3Y+/-5 Year+/-10 Year+/-
Book Value Change Per Share--0.0690.0690%0.022+207%0.033+107%0.083-17%0.108-36%
Book Value Per Share--1.6071.6070%1.538+4%1.553+3%1.450+11%1.220+32%
Current Ratio--2.4632.4630%3.846-36%3.736-34%9.822-75%14.049-82%
Debt To Asset Ratio--0.0630.0630%0.027+135%0.041+53%0.047+34%0.055+15%
Debt To Equity Ratio--0.0680.0680%0.028+144%0.043+56%0.050+36%0.059+15%
Dividend Per Share--0.1350.1350%0.131+2%0.128+5%0.113+19%0.087+55%
Enterprise Value--1699867523.1201699867523.1200%1796483376.080-5%1874695658.893-9%2264066411.104-25%2844364233.148-40%
Eps--0.2040.2040%0.154+32%0.032+532%0.062+229%0.063+223%
Ev To Ebitda Ratio--5.3235.3230%44.313-88%18.991-72%39.512-87%38.289-86%
Ev To Sales Ratio--4.9504.9500%7.164-31%2.295+116%-8.362+269%27.672-82%
Free Cash Flow Per Share--0.2040.2040%0.046+346%0.147+39%0.093+118%0.032+541%
Free Cash Flow To Equity Per Share--0.0690.0690%-0.086+224%0.018+277%-0.020+129%-0.002+103%
Gross Profit Margin--0.7400.7400%1.000-26%0.913-19%0.948-22%0.974-24%
Intrinsic Value_10Y_max--3.549----------
Intrinsic Value_10Y_min--0.959----------
Intrinsic Value_1Y_max--0.192----------
Intrinsic Value_1Y_min--0.049----------
Intrinsic Value_3Y_max--0.702----------
Intrinsic Value_3Y_min--0.188----------
Intrinsic Value_5Y_max--1.362----------
Intrinsic Value_5Y_min--0.372----------
Market Cap1813262474.240+11%1610537477.1201610537477.1200%1683743726.080-4%1743810391.893-8%1949538722.304-17%2206886843.648-27%
Net Profit Margin--0.6680.6680%0.691-3%0.693-4%0.659+1%0.745-10%
Operating Margin--1.7551.7550%0.930+89%1.027+71%0.975+80%1.272+38%
Operating Ratio--0.1920.1920%1.114-83%0.750-74%0.561-66%0.585-67%
Pb Ratio1.002+11%0.8900.8900%0.972-8%0.999-11%1.226-27%1.760-49%
Pe Ratio7.910+11%7.0267.0260%9.716-28%3.382+108%-11.471+263%22.530-69%
Price Per Share1.610+11%1.4301.4300%1.495-4%1.548-8%1.731-17%1.960-27%
Price To Free Cash Flow Ratio7.893+11%7.0107.0100%32.667-79%16.234-57%3.014+133%-67.816+1067%
Price To Total Gains Ratio7.910+11%7.0267.0260%9.716-28%10.096-30%-8.449+220%2.733+157%
Quick Ratio--2.6962.6960%5.843-54%4.871-45%16.229-83%22.929-88%
Return On Assets--0.1190.1190%0.097+22%0.017+616%0.035+238%0.049+141%
Return On Equity--0.1270.1270%0.100+27%0.018+595%0.038+234%0.053+139%
Total Gains Per Share--0.2040.2040%0.154+32%0.161+26%0.196+4%0.194+5%
Usd Book Value--1186178913.8881186178913.8880%1135312110.611+4%1146746602.137+3%1070715622.280+11%900366278.015+32%
Usd Book Value Change Per Share--0.0450.0450%0.015+207%0.022+107%0.054-17%0.071-36%
Usd Book Value Per Share--1.0531.0530%1.008+4%1.018+3%0.951+11%0.799+32%
Usd Dividend Per Share--0.0880.0880%0.086+2%0.084+5%0.074+19%0.057+55%
Usd Enterprise Value--1114263161.4051114263161.4050%1177594853.020-5%1228863004.405-9%1484095532.479-25%1864480754.829-40%
Usd Eps--0.1330.1330%0.101+32%0.021+532%0.041+229%0.041+223%
Usd Free Cash Flow--150597618.731150597618.7310%33785837.373+346%108364154.897+39%68961689.240+118%23512163.062+541%
Usd Free Cash Flow Per Share--0.1340.1340%0.030+346%0.096+39%0.061+118%0.021+541%
Usd Free Cash Flow To Equity Per Share--0.0450.0450%-0.056+224%0.012+277%-0.013+129%-0.002+103%
Usd Market Cap1188593551.864+11%1055707316.2521055707316.2520%1103694012.445-4%1143067711.886-8%1277922632.470-17%1446614326.011-27%
Usd Price Per Share1.055+11%0.9370.9370%0.980-4%1.015-8%1.135-17%1.284-27%
Usd Profit--150261198.432150261198.4320%113596278.548+32%23779822.153+532%45719851.364+229%46512076.340+223%
Usd Revenue--225084425.177225084425.1770%164375943.588+37%40913121.430+450%64040683.457+251%60710779.444+271%
Usd Total Gains Per Share--0.1330.1330%0.101+32%0.106+26%0.129+4%0.127+5%
 EOD+4 -4MRQTTM+0 -0YOY+26 -143Y+26 -145Y+25 -1510Y+24 -16

3.3 Fundamental Score

Let's check the fundamental score of WAM Capital Ltd based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-157.910
Price to Book Ratio (EOD)Between0-11.002
Net Profit Margin (MRQ)Greater than00.668
Operating Margin (MRQ)Greater than01.755
Quick Ratio (MRQ)Greater than12.696
Current Ratio (MRQ)Greater than12.463
Debt to Asset Ratio (MRQ)Less than10.063
Debt to Equity Ratio (MRQ)Less than10.068
Return on Equity (MRQ)Greater than0.150.127
Return on Assets (MRQ)Greater than0.050.119
Total8/10 (80.0%)

3.4 Technical Score

Let's check the technical score of WAM Capital Ltd based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5072.047
Ma 20Greater thanMa 501.556
Ma 50Greater thanMa 1001.556
Ma 100Greater thanMa 2001.554
OpenGreater thanClose1.595
Total3/5 (60.0%)

4. In-depth Analysis

4.1 About WAM Capital Ltd

WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It seeks to invest in short-term arbitrage and mispricing opportunities. The fund has absolute returns focus. It employs fundamental and quantitative analysis with a focus on bottom-up approach to make its investments. The fund benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. It conducts in-house research to create its portfolio. WAM Capital Limited was formed on March 8, 1999 and is domiciled in Australia.

Fundamental data was last updated by Penke on 2025-07-03 10:40:07.

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very efficient.
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

4.2.2. Valuation Summary

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is cheap.
Based on how much money comes from the company's main activities, the company is cheap.
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4.3 Financial Health

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profit WAM Capital Ltd earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • A Net Profit Margin of 66.8% means that $0.67 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of WAM Capital Ltd:

  • The MRQ is 66.8%. The company is making a huge profit. +2
  • The TTM is 66.8%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ66.8%TTM66.8%0.0%
TTM66.8%YOY69.1%-2.3%
TTM66.8%5Y65.9%+0.8%
5Y65.9%10Y74.5%-8.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ66.8%55.7%+11.1%
TTM66.8%56.8%+10.0%
YOY69.1%56.3%+12.8%
3Y69.3%60.0%+9.3%
5Y65.9%62.6%+3.3%
10Y74.5%58.9%+15.6%
4.3.1.2. Return on Assets

Shows how efficient WAM Capital Ltd is using its assets to generate profit.

  • Above 5% is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • 11.9% Return on Assets means that WAM Capital Ltd generated $0.12 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of WAM Capital Ltd:

  • The MRQ is 11.9%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 11.9%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ11.9%TTM11.9%0.0%
TTM11.9%YOY9.7%+2.1%
TTM11.9%5Y3.5%+8.4%
5Y3.5%10Y4.9%-1.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ11.9%2.1%+9.8%
TTM11.9%2.0%+9.9%
YOY9.7%1.5%+8.2%
3Y1.7%0.8%+0.9%
5Y3.5%2.0%+1.5%
10Y4.9%2.2%+2.7%
4.3.1.3. Return on Equity

Shows how efficient WAM Capital Ltd is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • 12.7% Return on Equity means WAM Capital Ltd generated $0.13 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of WAM Capital Ltd:

  • The MRQ is 12.7%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 12.7%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ12.7%TTM12.7%0.0%
TTM12.7%YOY10.0%+2.7%
TTM12.7%5Y3.8%+8.9%
5Y3.8%10Y5.3%-1.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ12.7%3.5%+9.2%
TTM12.7%3.6%+9.1%
YOY10.0%2.9%+7.1%
3Y1.8%1.9%-0.1%
5Y3.8%3.2%+0.6%
10Y5.3%3.4%+1.9%
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4.3.2. Operating Efficiency of WAM Capital Ltd.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

Measures how efficient WAM Capital Ltd is operating .

  • Measures how much profit WAM Capital Ltd makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • An Operating Margin of 175.5% means the company generated $1.75  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of WAM Capital Ltd:

  • The MRQ is 175.5%. The company is operating very efficient. +2
  • The TTM is 175.5%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ175.5%TTM175.5%0.0%
TTM175.5%YOY93.0%+82.5%
TTM175.5%5Y97.5%+78.0%
5Y97.5%10Y127.2%-29.7%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ175.5%62.9%+112.6%
TTM175.5%44.1%+131.4%
YOY93.0%74.1%+18.9%
3Y102.7%52.8%+49.9%
5Y97.5%62.1%+35.4%
10Y127.2%56.9%+70.3%
4.3.2.2. Operating Ratio

Measures how efficient WAM Capital Ltd is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.19 means that the operating costs are $0.19 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of WAM Capital Ltd:

  • The MRQ is 0.192. The company is very efficient in keeping operating costs low. +2
  • The TTM is 0.192. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.192TTM0.1920.000
TTM0.192YOY1.114-0.922
TTM0.1925Y0.561-0.369
5Y0.56110Y0.585-0.024
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.1920.525-0.333
TTM0.1920.514-0.322
YOY1.1140.556+0.558
3Y0.7500.515+0.235
5Y0.5610.479+0.082
10Y0.5850.555+0.030
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4.4.3. Liquidity of WAM Capital Ltd.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if WAM Capital Ltd is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 2.46 means the company has $2.46 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of WAM Capital Ltd:

  • The MRQ is 2.463. The company is able to pay all its short-term debts. +1
  • The TTM is 2.463. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ2.463TTM2.4630.000
TTM2.463YOY3.846-1.383
TTM2.4635Y9.822-7.359
5Y9.82210Y14.049-4.226
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.4632.860-0.397
TTM2.4632.722-0.259
YOY3.8463.255+0.591
3Y3.7363.853-0.117
5Y9.8224.876+4.946
10Y14.0497.298+6.751
4.4.3.2. Quick Ratio

Measures if WAM Capital Ltd is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • A Quick Ratio of 2.70 means the company can pay off $2.70 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of WAM Capital Ltd:

  • The MRQ is 2.696. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 2.696. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ2.696TTM2.6960.000
TTM2.696YOY5.843-3.146
TTM2.6965Y16.229-13.532
5Y16.22910Y22.929-6.700
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.6962.124+0.572
TTM2.6962.303+0.393
YOY5.8433.349+2.494
3Y4.8714.656+0.215
5Y16.2295.865+10.364
10Y22.9298.726+14.203
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4.5.4. Solvency of WAM Capital Ltd.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much % of WAM Capital Ltd assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare WAM Capital Ltd to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.06 means that WAM Capital Ltd assets are financed with 6.3% credit (debt) and the remaining percentage (100% - 6.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of WAM Capital Ltd:

  • The MRQ is 0.063. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.063. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.063TTM0.0630.000
TTM0.063YOY0.027+0.036
TTM0.0635Y0.047+0.016
5Y0.04710Y0.055-0.008
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0630.190-0.127
TTM0.0630.186-0.123
YOY0.0270.188-0.161
3Y0.0410.184-0.143
5Y0.0470.190-0.143
10Y0.0550.187-0.132
4.5.4.2. Debt to Equity Ratio

Measures if WAM Capital Ltd is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare WAM Capital Ltd to the Asset Management industry mean.
  • A Debt to Equity ratio of 6.8% means that company has $0.07 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of WAM Capital Ltd:

  • The MRQ is 0.068. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.068. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.068TTM0.0680.000
TTM0.068YOY0.028+0.040
TTM0.0685Y0.050+0.018
5Y0.05010Y0.059-0.009
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0680.237-0.169
TTM0.0680.234-0.166
YOY0.0280.230-0.202
3Y0.0430.231-0.188
5Y0.0500.259-0.209
10Y0.0590.255-0.196
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4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings WAM Capital Ltd generates.

  • Above 15 is considered overpriced but always compare WAM Capital Ltd to the Asset Management industry mean.
  • A PE ratio of 7.03 means the investor is paying $7.03 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of WAM Capital Ltd:

  • The EOD is 7.910. Based on the earnings, the company is underpriced. +1
  • The MRQ is 7.026. Based on the earnings, the company is cheap. +2
  • The TTM is 7.026. Based on the earnings, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD7.910MRQ7.026+0.884
MRQ7.026TTM7.0260.000
TTM7.026YOY9.716-2.690
TTM7.0265Y-11.471+18.497
5Y-11.47110Y22.530-34.001
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD7.9108.253-0.343
MRQ7.0267.874-0.848
TTM7.0267.467-0.441
YOY9.7168.127+1.589
3Y3.3825.000-1.618
5Y-11.4715.558-17.029
10Y22.5307.300+15.230
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of WAM Capital Ltd:

  • The EOD is 7.893. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 7.010. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 7.010. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD7.893MRQ7.010+0.882
MRQ7.010TTM7.0100.000
TTM7.010YOY32.667-25.657
TTM7.0105Y3.014+3.996
5Y3.01410Y-67.816+70.830
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD7.8935.645+2.248
MRQ7.0105.587+1.423
TTM7.0106.212+0.798
YOY32.6674.243+28.424
3Y16.2343.622+12.612
5Y3.0143.574-0.560
10Y-67.8162.610-70.426
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4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price of WAM Capital Ltd is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 0.89 means the investor is paying $0.89 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of WAM Capital Ltd:

  • The EOD is 1.002. Based on the equity, the company is underpriced. +1
  • The MRQ is 0.890. Based on the equity, the company is cheap. +2
  • The TTM is 0.890. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD1.002MRQ0.890+0.112
MRQ0.890TTM0.8900.000
TTM0.890YOY0.972-0.082
TTM0.8905Y1.226-0.336
5Y1.22610Y1.760-0.534
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.0020.950+0.052
MRQ0.8900.930-0.040
TTM0.8900.928-0.038
YOY0.9720.924+0.048
3Y0.9990.941+0.058
5Y1.2260.996+0.230
10Y1.7601.135+0.625
4.6.2. Total Gains per Share

4.7 Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of WAM Capital Ltd.

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5. Financial Statements




5.1. Latest Balance Sheet

Balance Sheet of 2024-06-30. Currency in AUD. All numbers in thousands.

Summary
Total Assets1,932,053
Total Liabilities122,474
Total Stockholder Equity1,809,579
 As reported
Total Liabilities 122,474
Total Stockholder Equity+ 1,809,579
Total Assets = 1,932,053

Assets

Total Assets1,932,053
Total Current Assets241,460
Long-term Assets1,693,851
Total Current Assets
Cash And Cash Equivalents 211,804
Short-term Investments 26,154
Net Receivables 26,398
Total Current Assets  (as reported)241,460
Total Current Assets  (calculated)264,356
+/- 22,895
Long-term Assets
Long Term Investments 1,505,882
Long-term Assets Other 187,969
Long-term Assets  (as reported)1,693,851
Long-term Assets  (calculated)1,693,851
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities98,038
Long-term Liabilities48,872
Total Stockholder Equity1,809,579
Total Current Liabilities
Accounts payable 34,339
Other Current Liabilities 63,700
Total Current Liabilities  (as reported)98,038
Total Current Liabilities  (calculated)98,038
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)48,872
Long-term Liabilities  (calculated)0
+/- 48,872
Total Stockholder Equity
Common Stock2,185,296
Retained Earnings -539,699
Accumulated Other Comprehensive Income 163,982
Total Stockholder Equity (as reported)1,809,579
Total Stockholder Equity (calculated)1,809,579
+/-0
Other
Capital Stock2,185,296
Cash and Short Term Investments 211,804
Common Stock Shares Outstanding 1,112,865
Liabilities and Stockholders Equity 1,932,053
Net Debt -211,804



5.2. Balance Sheets Structured

Currency in AUD. All numbers in thousands.

 Trend2024-06-302023-06-302022-06-302021-06-302020-06-302019-06-302018-06-302017-06-302016-06-302015-06-302014-06-302013-06-302012-06-302011-06-302010-06-302009-06-302008-06-302007-06-302006-06-302005-06-302004-06-302003-06-302002-06-302001-06-302000-06-301999-06-30
> Total Assets 
19,525
28,731
33,166
53,484
65,019
87,589
103,673
116,419
187,635
155,298
147,695
172,654
181,603
181,023
501,009
653,062
863,437
973,956
1,303,363
1,399,962
1,388,185
1,279,215
1,818,510
1,766,211
1,780,045
1,932,053
1,932,0531,780,0451,766,2111,818,5101,279,2151,388,1851,399,9621,303,363973,956863,437653,062501,009181,023181,603172,654147,695155,298187,635116,419103,67387,58965,01953,48433,16628,73119,525
   > Total Current Assets 
19,525
28,729
33,165
53,305
14,124
30,529
44,902
26,117
51,247
0
58,650
95,332
88,001
90,458
236,791
254,592
352,473
972,123
1,300,865
1,397,363
1,364,571
1,210,674
191,795
250,086
160,806
241,460
241,460160,806250,086191,7951,210,6741,364,5711,397,3631,300,865972,123352,473254,592236,79190,45888,00195,33258,650051,24726,11744,90230,52914,12453,30533,16528,72919,525
       Cash And Cash Equivalents 
19,525
13,508
6,850
13,311
12,740
27,778
44,059
20,367
40,548
65,824
52,025
80,666
81,676
78,495
219,141
238,080
321,674
290,992
420,025
389,675
325,988
203,401
149,614
230,178
133,691
211,804
211,804133,691230,178149,614203,401325,988389,675420,025290,992321,674238,080219,14178,49581,67680,66652,02565,82440,54820,36744,05927,77812,74013,3116,85013,50819,525
       Short-term Investments 
0
14,294
24,157
39,011
0
1,183
0
0
0
1,832
2,474
393
583
4,288
801
11,843
2,631
598,828
840,804
973,929
1,000,725
963,612
42,181
19,909
27,115
26,154
26,15427,11519,90942,181963,6121,000,725973,929840,804598,8282,63111,8438014,2885833932,4741,8320001,183039,01124,15714,2940
       Net Receivables 
0
927
2,158
982
1,384
1,568
876
5,762
10,698
14,930
4,143
14,272
5,742
7,675
16,850
16,156
29,755
79,440
39,625
33,291
37,464
20,582
29,789
40,165
56,342
26,398
26,39856,34240,16529,78920,58237,46433,29139,62579,44029,75516,15616,8507,6755,74214,2724,14314,93010,6985,7628761,5681,3849822,1589270
       Other Current Assets 
0
0
0
0
0
0
-44,935
-26,129
-51,247
-80,754
-56,167
-94,939
-87,418
-86,169
-235,990
356
1,045
2,863
411
468
394
23,080
-29,789
-40,165
-56,342
3,258
3,258-56,342-40,165-29,78923,0803944684112,8631,045356-235,990-86,169-87,418-94,939-56,167-80,754-51,247-26,129-44,935000000
   > Long-term Assets 
0
14,294
24,157
39,011
50,771
58,187
58,738
90,290
136,384
155,298
81,797
75,080
94,175
94,820
252,672
398,470
510,963
1,833
2,498
2,598
23,614
68,540
1,626,715
1,516,124
1,619,239
1,693,851
1,693,8511,619,2391,516,1241,626,71568,54023,6142,5982,4981,833510,963398,470252,67294,82094,17575,08081,797155,298136,38490,29058,73858,18750,77139,01124,15714,2940
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
389,323
504,052
598,828
840,804
973,929
1,000,725
963,612
1,566,906
1,309,118
1,400,872
1,505,882
1,505,8821,400,8721,309,1181,566,906963,6121,000,725973,929840,804598,828504,052389,323000000000000000
       Long-term Assets Other 
0
-14,294
-24,157
-39,011
-50,771
-58,187
-3
-3
-4
-5,220
-9,721
-2,635
-10
-33
-12,347
9,146
6,911
1,833
2,498
2,598
23,614
68,540
-1,566,906
-1,309,118
-1,400,872
187,969
187,969-1,400,872-1,309,118-1,566,90668,54023,6142,5982,4981,8336,9119,146-12,347-33-10-2,635-9,721-5,220-4-3-3-58,187-50,771-39,011-24,157-14,2940
> Total Liabilities 
0
5,591
7,268
10,471
5,643
8,536
8,875
9,876
23,751
5,381
6,516
13,907
10,257
13,803
14,271
56,807
56,937
95,207
88,464
76,129
43,768
57,534
121,292
59,500
48,067
122,474
122,47448,06759,500121,29257,53443,76876,12988,46495,20756,93756,80714,27113,80310,25713,9076,5165,38123,7519,8768,8758,5365,64310,4717,2685,5910
   > Total Current Liabilities 
0
1,595
2,511
4,020
2,563
756
1,910
1,223
2,436
3,280
2,883
5,585
2,012
5,408
2,135
42,755
39,319
84,821
76,578
61,330
43,768
33,756
94,113
51,062
41,807
98,038
98,03841,80751,06294,11333,75643,76861,33076,57884,82139,31942,7552,1355,4082,0125,5852,8833,2802,4361,2231,9107562,5634,0202,5111,5950
       Short-term Debt 
0
0
0
0
0
0
0
0
0
1,816
437
0
0
0
0
8,643
2,966
11,504
43,545
9,852
10,050
898
0
0
0
0
000089810,0509,85243,54511,5042,9668,64300004371,816000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,643
2,966
11,504
43,545
9,852
10,050
898
0
0
0
0
000089810,0509,85243,54511,5042,9668,643000000000000000
       Accounts payable 
0
1,595
2,511
4,020
2,563
756
2,100
1,223
2,436
1,464
2,446
5,585
2,012
7,025
2,135
21,962
19,867
21,513
17,737
29,447
29,822
31,528
64,087
42,740
16,543
34,339
34,33916,54342,74064,08731,52829,82229,44717,73721,51319,86721,9622,1357,0252,0125,5852,4461,4642,4361,2232,1007562,5634,0202,5111,5950
       Other Current Liabilities 
0
-1,595
-2,511
-4,020
-2,563
-756
-2,100
-1,223
-2,436
-3,280
-2,883
-5,585
-2,012
-7,025
-2,135
12,150
16,486
51,804
15,296
22,031
3,896
1,330
-64,087
-42,740
-16,543
63,700
63,700-16,543-42,740-64,0871,3303,89622,03115,29651,80416,48612,150-2,135-7,025-2,012-5,585-2,883-3,280-2,436-1,223-2,100-756-2,563-4,020-2,511-1,5950
   > Long-term Liabilities 
0
0
0
1,883
2,618
4,401
3,894
6,560
12,198
1,870
0
0
800
0
0
14,053
17,618
10,385
11,887
14,798
23,778
23,778
27,179
8,439
6,260
48,872
48,8726,2608,43927,17923,77823,77814,79811,88710,38517,61814,05300800001,87012,1986,5603,8944,4012,6181,883000
       Other Liabilities 
0
4,751
5,773
8,588
3,025
3,379
2,573
2,098
7,612
230
669
4,697
2,596
2,568
6,108
12,150
17,618
10,385
11,887
14,798
0
23,778
27,179
8,439
6,260
0
06,2608,43927,17923,778014,79811,88710,38517,61812,1506,1082,5682,5964,6976692307,6122,0982,5733,3793,0258,5885,7734,7510
> Total Stockholder Equity
19,525
23,140
25,898
43,013
59,376
79,053
94,798
106,543
163,884
149,918
141,179
158,747
171,346
167,220
486,739
596,254
806,500
878,749
1,214,898
1,323,833
1,344,417
1,221,681
1,697,218
1,706,711
1,731,979
1,809,579
1,809,5791,731,9791,706,7111,697,2181,221,6811,344,4171,323,8331,214,898878,749806,500596,254486,739167,220171,346158,747141,179149,918163,884106,54394,79879,05359,37643,01325,89823,14019,525
   Common Stock
19,525
21,130
22,347
37,800
52,918
65,988
80,439
82,773
117,707
151,927
147,272
148,703
150,331
152,975
453,005
535,227
744,928
784,688
1,139,486
1,221,306
1,337,451
1,352,964
1,688,343
2,144,769
2,165,837
2,185,296
2,185,2962,165,8372,144,7691,688,3431,352,9641,337,4511,221,3061,139,486784,688744,928535,227453,005152,975150,331148,703147,272151,927117,70782,77380,43965,98852,91837,80022,34721,13019,525
   Retained Earnings Total Equity00000000000000000000000000
   Accumulated Other Comprehensive Income 
0
636
2,584
3,609
3,834
7,643
5,905
11,813
26,139
0
0
4,526
20,111
16,054
40,421
76,741
0
121,681
103,032
130,147
54,582
44,600
184,758
94,762
102,460
163,982
163,982102,46094,762184,75844,60054,582130,147103,032121,681076,74140,42116,05420,1114,5260026,13911,8135,9057,6433,8343,6092,5846360
   Capital Surplus 00000000000000000000000000
   Treasury Stock00000000000000000000000000
   Other Stockholders Equity 
0
0
0
3,609
-133
0
0
-113
0
0
0
0
0
0
0
0
0
0
0
0
-1,344,417
0
-1,697,218
-1,706,711
-1,731,979
0
0-1,731,979-1,706,711-1,697,2180-1,344,417000000000000-11300-1333,609000



5.3. Balance Sheets

Currency in AUD. All numbers in thousands.




5.4. Cash Flows

Currency in AUD. All numbers in thousands.




5.5. Income Statements

Currency in AUD. All numbers in thousands.


5.6. Latest Income Statement

Income Statement (annual), 2024-06-30. Currency in AUD. All numbers in thousands.

Gross Profit (+$)
totalRevenue343,378
Cost of Revenue-5,881
Gross Profit337,497337,497
 
Operating Income (+$)
Gross Profit337,497
Operating Expense-60,007
Operating Income283,371277,490
 
Operating Expense (+$)
Research Development-
Selling General Administrative60,007
Selling And Marketing Expenses59,536
Operating Expense60,007119,543
 
Net Interest Income (+$)
Interest Income10,063
Interest Expense--
Other Finance Cost-0
Net Interest Income10,063
 
Pretax Income (+$)
Operating Income283,371
Net Interest Income10,063
Other Non-Operating Income Expenses-
Income Before Tax (EBT)319,369247,372
EBIT - interestExpense = 602,550
319,369
229,231
Interest Expense-
Earnings Before Interest and Taxes (EBIT)602,550319,369
Earnings Before Interest and Taxes (EBITDA)319,369
 
After tax Income (+$)
Income Before Tax319,369
Tax Provision-90,138
Net Income From Continuing Ops229,231229,231
Net Income229,231
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses60,007
Total Other Income/Expenses Net35,998-10,063
 

Technical Analysis of WAM Capital Ltd
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of WAM Capital Ltd. The general trend of WAM Capital Ltd is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine WAM Capital Ltd's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. WAM Capital Ltd Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of WAM Capital Ltd.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: .

The bearish price targets are: 1.6036342342342 > 1.595 > 1.585.

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WAM Capital Ltd Daily Support & Resistance Chart
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2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of WAM Capital Ltd. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

WAM Capital Ltd Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of WAM Capital Ltd. The current macd is 0.00667215.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the WAM Capital Ltd price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for WAM Capital Ltd. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the WAM Capital Ltd price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
WAM Capital Ltd Daily Moving Average Convergence/Divergence (MACD) ChartWAM Capital Ltd Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of WAM Capital Ltd. The current adx is 20.35.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy WAM Capital Ltd shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
WAM Capital Ltd Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of WAM Capital Ltd. The current sar is 1.53824549.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
WAM Capital Ltd Daily Parabolic SAR Chart
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3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of WAM Capital Ltd. The current rsi is 72.05. The current phase is Overbought in bull market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is 0/(-13 +13).

  • Overbought in bull market: Short-term excessive buying, potential for pullback. Consider taking profits, be cautious of potential correction. -1
  • Trending up: The RSI is trending up. +1
WAM Capital Ltd Daily Relative Strength Index (RSI) ChartWAM Capital Ltd Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of WAM Capital Ltd. The current phase is Continuation in bull market.

The long score for the Stochastic Oscillator is 1/6.
The longshort score for the Stochastic Oscillator is -2/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the WAM Capital Ltd price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
WAM Capital Ltd Daily Stochastic Oscillator ChartWAM Capital Ltd Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of WAM Capital Ltd. The current cci is 367.89.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
WAM Capital Ltd Daily Commodity Channel Index (CCI) ChartWAM Capital Ltd Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of WAM Capital Ltd. The current cmo is 62.18.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
WAM Capital Ltd Daily Chande Momentum Oscillator (CMO) ChartWAM Capital Ltd Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of WAM Capital Ltd. The current willr is -27.27272727.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that WAM Capital Ltd is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
WAM Capital Ltd Daily Williams %R ChartWAM Capital Ltd Daily Williams %R Chart
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4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of WAM Capital Ltd.

WAM Capital Ltd Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of WAM Capital Ltd. The current atr is 0.01929402.

WAM Capital Ltd Daily Average True Range (ATR) ChartWAM Capital Ltd Daily Average True Range (ATR) Chart
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5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of WAM Capital Ltd. The current obv is -1,301,974.

WAM Capital Ltd Daily On-Balance Volume (OBV) ChartWAM Capital Ltd Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of WAM Capital Ltd. The current mfi is 65.04.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
WAM Capital Ltd Daily Money Flow Index (MFI) ChartWAM Capital Ltd Daily Money Flow Index (MFI) Chart
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6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for WAM Capital Ltd.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2025-02-13MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-14STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-02-18RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-20STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-02-24RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-26STOCH SHORT EXITThe %K line crosses above the %D line.
2025-02-28RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-05WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-03-06DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-03-11STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-03-12ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2025-03-13STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-14BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2025-03-17CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-03-19STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-20STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-03-21STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-25STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-26CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-03-27STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-28STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-03-31MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2025-04-01WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-02STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-03STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-04MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-07SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-08SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-04-09STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2025-04-10BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-04-15STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-16ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-17MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-22MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-04-24MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-28STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-04-29STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-30STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-05-01STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-05-02DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-06DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-05-08DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-05-12STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-15CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-05-16CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-05-20STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-22STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-27STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-05-30SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-06-02DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2025-06-03DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-04CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-06-05STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-06CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-06-11DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-06-12CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-06-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-06-16STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-18CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-06-19STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-06-20BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-06-23DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-24DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2025-06-26STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2025-06-27SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-07-01MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-07-02CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-07-03WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-07-04STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

WAM Capital Ltd Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of WAM Capital Ltd based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5072.047
Ma 20Greater thanMa 501.556
Ma 50Greater thanMa 1001.556
Ma 100Greater thanMa 2001.554
OpenGreater thanClose1.595
Total3/5 (60.0%)
Penke
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