WEX Inc.

WEX
Financial Analysis · Updated May 18, 2026 · Coverage 2026-Q2
Latest Q Revenue
$673.8M
Q1 2026 · +5.8% YoY
TTM ROIC
15%
FY2025 · NOPAT / Tangible Invested Capital (excluding goodwill/intangibles); Adj. NOPAT ~$640M / Tangible Invested Capital ~$4.0–4.5B · WACC ~8.85% · Moat spread +5.5pp

Financial Snapshot


ticker: WEX step: 04 generated: 2026-05-13 source: quick-research

WEX Inc. (WEX) — Financial Snapshot

Income Statement Summary

Metric FY2022 FY2023 FY2024 YoY
Revenue ~$2.35B $2.548B $2.63B +3.1%
Adj. Operating Margin ~28% ~29% ~30% stable
GAAP Net Income variable improving positive
Adj. EPS ~$14.10 ~$14.85 $15.28 +3%
GAAP Diluted EPS $7.50 +22% YoY

FY2025: Record revenue across all segments. Benefits: $204.9M (+9.6%); Corporate Payments: $122.9M (+17.8%). Mobility (fleet) is the dominant segment at ~70% of revenue. Each $0.10 decline in fuel prices reduces EPS by ~$0.20 — fuel price is the key external variable. FY2024 adjusted FCF supported ~$650M in buybacks ($1.2B total since 2022). Baird raised PT to $220 (Outperform). AI-driven efficiency investments are expanding margins.

Cash Flow & Balance Sheet (FY2024)

Metric Value
Operating Cash Flow ~$750–900M
Adjusted Free Cash Flow ~$500–600M
Cash & Equivalents ~$500M
Total Debt ~$3.5–4.0B (revolving credit + term loans)
HSA Custodial Assets $4.9B (off balance sheet)
Shares Repurchased (FY2024) ~$650M

WEX carries meaningful leverage from prior acquisitions (eNett, Noventis, benefitexpress). The debt is manageable relative to consistent FCF generation. HSA custodial assets ($4.9B) earn float income that flows through the Benefits segment — sensitive to interest rates (declining rates reduce this income).

Key Ratios (approximate)

  • P/E: ~11x (GAAP) / ~10x (non-GAAP adj. EPS $15.28) | EV/EBITDA: ~8–9x
  • Revenue Growth (TTM): ~3–5% organic | FCF Margin: ~20–23%

Growth Profile

WEX revenue growth has moderated to 3–8% annually as the fleet card market matures, but profitability is strong (adj. EPS $15.28, FCF margin ~20%). The growth vectors are: Benefits (+9.6% organic), Corporate Payments (+17.8% organic), and international fleet expansion. The EV fleet card (launched Jan 2026) is a strategic bet to remain relevant as commercial fleets electrify. Long-term guidance: 8% revenue CAGR, FCF margin expanding to 41% over 5 years.

Forward Estimates

  • FY2025: Revenue ~$2.7–2.75B; adj. EPS ~$15.50–16.50
  • FY2026: Revenue ~$2.9B; adj. EPS growing mid-single-digits
  • FCF margin expansion target: 41% over 5-year plan
  • Analyst avg PT: ~$170 (range $130–$220) vs. current ~$163
  • 11 analysts covering; majority Hold/Buy; Baird Outperform at $220

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $WEX.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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Markdown: /stocks/wex/financials/md · → thesis · → memo