WEX Inc. (WEX)
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-09-04
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · WEX
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $194 WEX trades at 11× p/e, below its 12× p/e peer median, but our blended $186 fair value sits below the price. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $152–$200. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $172.00 | — | — | Analyst | high |
| graham number | 12M | $122.64 | — | — | TTM | high |
| Mgmt guidance | 12M | $246.60 | 12.4 | 19.88 | Mgmt | high |
| Peer P/B | 12M | $51.65 | 1.3 | 38.53 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$152.00 – $200.00 (median $172.00) · 5 analysts · as of 2026-07-27
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $34.39 |
| 11.1 |
| 3.11 |
| TTM |
| high |
| Peer P/E | 12M | $229.68 | 11.2 | 20.60 | ntm analyst | high |
| Peer P/S | 12M | $230.21 | 2.9 | 80.00 | TTM | high |
| PEG | 12M | $512.45 | 28.4 | 18.01 | TTM | high |
| residual income | 12M | $91.77 | — | — | TTM | high |
| Own P/E history | 12M | $194.11 | 10.8 | 18.01 | TTM | high |
| triangulated | 12M | $223.24 | 12.4 | 18.00 | Triangulated | high |
| Mgmt guidance | 3Y | $389.58 | 12.4 | 31.41 | Mgmt(prov.) | medium |
| Peer P/B | 3Y | $39.26 | 1.3 | 29.29 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $250.70 | 11.2 | 22.48 | Analyst | medium |
| Peer P/S | 3Y | $255.88 | 2.9 | 88.92 | guidance | medium |
| PEG | 3Y | $639.58 | 28.4 | 22.48 | Analyst | medium |
| Own P/E history | 3Y | $242.26 | 10.8 | 22.48 | Analyst | medium |
| Mgmt guidance | 5Y | $528.43 | 12.4 | 42.60 | Mgmt(prov.) | high |
| Peer P/B | 5Y | $32.71 | 1.3 | 24.40 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $267.70 | 11.2 | 24.01 | Analyst | high |
| Peer P/S | 5Y | $273.23 | 2.9 | 94.95 | guidance | high |
| PEG | 5Y | $682.95 | 28.4 | 24.01 | Analyst | high |
| Own P/E history | 5Y | $258.69 | 10.8 | 24.01 | Analyst | high |