WAM Strategic Value Limited

WAM Strategic Value Limitedverified

WAR.AX

Price:

$1.09

Market Cap:

$196.34M

WAM Strategic Value Limited invests in discounted assets. The company provide capital growth over medium to long term, deliver fully franked dividends and preserve capital. It also offers risk-adjusted returns and intends to invest in LIC. The company was founded in 1997 and is headquartered in Sydney, Australia.

Industry

Asset Management

IPO Date

2021-06-28

Stock Exchange

ASX

Ticker

WAR.AX

The ROE as of April 2025 (TTM) for WAM Strategic Value Limited (WAR.AX) is 8.92%

According to WAM Strategic Value Limited’s latest financial reports and current stock price. The company's current ROE is 8.92%. This represents a change of -62.14% compared to the average of 23.57% of the last 4 quarters.

WAM Strategic Value Limited (WAR.AX) Historical ROE (quarterly & annually)

How has WAR.AX ROE performed in the past?

The mean historical ROE of WAM Strategic Value Limited over the last ten years is 2.45%. The current 8.92% ROE has changed 264.43% with respect to the historical average. Over the past ten years (40 quarters), WAR.AX's ROE was at its highest in in the December 2022 quarter at 84.93%. The ROE was at its lowest in in the June 2022 quarter at -3.47%.

Quarterly (TTM)
Annual

Average

2.45%

Median

3.62%

Minimum

-6.94%

Maximum

9.50%

WAM Strategic Value Limited (WAR.AX) ROE by Quarter and Year

Discovering the peaks and valleys of WAM Strategic Value Limited ROE, 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 = 31.39%

Maximum Annual ROE = 9.50%

Minimum Annual Increase = -Infinity%

Minimum Annual ROE = -6.94%

Quarterly (TTM)
Annual
YearROEChange
20249.50%31.39%
20237.23%-204.25%
2022-6.94%-Infinity%

WAM Strategic Value Limited (WAR.AX) Average ROE

How has WAR.AX ROE performed in the past?

The current ROE of WAM Strategic Value Limited (WAR.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

3.27%

5-year avg

2.45%

10-year avg

2.45%

WAM Strategic Value Limited (WAR.AX) ROE vs. Peers

How is WAR.AX’s ROE compared to its peers?

WAM Strategic Value Limited’s ROE is less than WAM Leaders Limited (73.70%), less than WAM Global Limited (48.57%), less than WAM Capital Limited (14.76%), less than WAM Microcap Limited (10.48%), less than Wam Alternative Assets Limited (4.83%),

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