WAM Research Limited

WAM Research Limitedverified

WAX.AX

Price:

$1.235

Market Cap:

$255.76M

WAM Research Limited is a closed-ended equity mutual fund launched and managed by MAM 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 benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. The fund conducts in-house research to make its investments. It was formerly known as Wilson Investment Fund Limited. WAM Research Limited was formed on May 10, 2002 and is domiciled in Australia.

Industry

Asset Management

IPO Date

2003-08-19

Stock Exchange

ASX

Ticker

WAX.AX

The Enterprise Value as of December 2025 (TTM) for WAM Research Limited (WAX.AX) is 245.51M

According to WAM Research Limited’s latest financial reports and current stock price. The company's current Enterprise Value is 245.51M. This represents a change of 16.67% compared to the average of 210.44M of the last 4 quarters.

WAM Research Limited (WAX.AX) Historical Enterprise Value (quarterly & annually)

How has WAX.AX Enterprise Value performed in the past?

The mean historical Enterprise Value of WAM Research Limited over the last ten years is 225.16M. The current 245.51M Enterprise Value has changed 10.80% with respect to the historical average. Over the past ten years (40 quarters), WAX.AX's Enterprise Value was at its highest in in the December 2021 quarter at 298.15M. The Enterprise Value was at its lowest in in the December 2005 quarter at 0.

Quarterly (TTM)
Annual

Average

225.16M

Median

215.36M

Minimum

199.21M

Maximum

319.28M

WAM Research Limited (WAX.AX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of WAM Research Limited Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 52.37%

Maximum Annual Enterprise Value = 319.28M

Minimum Annual Increase = -30.82%

Minimum Annual Enterprise Value = 199.21M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2025217.78M6.30%
2024204.87M2.38%
2023200.11M-9.40%
2022220.88M-30.82%
2021319.28M37.54%
2020232.14M9.02%
2019212.94M-8.30%
2018232.22M16.58%
2017199.21M-6.09%
2016212.12M52.37%

WAM Research Limited (WAX.AX) Average Enterprise Value

How has WAX.AX Enterprise Value performed in the past?

The current Enterprise Value of WAM Research Limited (WAX.AX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

207.59M

5-year avg

232.58M

10-year avg

225.16M

WAM Research Limited (WAX.AX) Enterprise Value vs. Peers

How is WAX.AX’s Enterprise Value compared to its peers?

WAM Research Limited’s Enterprise Value is less than Pengana International Equities Limited (317.85M), less than CVC Limited (393.75M), greater than Cadence Capital Limited (172.98M), less than Pacific Current Group Limited (335.20M), greater than WAM Strategic Value Limited (158.16M), greater than Spheria Emerging Companies Limited (161.83M), greater than Wam Alternative Assets Limited (158.16M), greater than WAM Active Limited (71.97M), less than WAM Microcap Limited (411.60M), greater than Euroz Hartleys Group Limited (59.72M),

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Frequently asked questions❓

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How does the current Enterprise Value for WAM Research Limited (WAX.AX) compare to its historical average?