WAM Global Ltd. AI Stock Analysis
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WAM Global Ltd. (WGB) AI Stock Analysis
WAM Global Ltd.
(ASX:WGB)
The score is driven primarily by a strong, unleveraged balance sheet and satisfactory recent cash generation, which support financial resilience, but it is held back by very volatile earnings that alternate between strong profits and sizable losses. Technicals currently signal a soft, sideways trend with the price below key moving averages, providing little near-term momentum support. The high dividend yield helps valuation, yet the negative P/E from recent losses tempers the attractiveness, keeping the overall rating in the upper-mid range rather than a clear buy signal.
WAM Global Ltd. (WGB) vs. iShares MSCI Australia ETF (EWA)
- Market Cap
- AUD 686.83M
- Dividend Yield
- 6.91%
- Average Volume (3M)
- 360.99K
- Price to Earnings (P/E)
- -19.4
- Beta (1Y)
- 0.40
- Revenue Growth
- -123.14%
- EPS Growth
- -133.85%
- Country
- Australia
- Employees
- ―
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management - Global
WAM Global Ltd. Business Overview & Revenue Model
Company Description
WAM Global Limited operates as a publicly listed investment company, established and managed by Wilson Asset Management (International) Pty Limited. This firm's investment strategy focuses on global public stock markets, with a particular emphasis on...
WAM Global Ltd. Financial Statement Overview
Summary
Financial performance is mixed: a very strong, debt-free balance sheet and solid recent free cash flow are offset by highly volatile earnings with large profit and loss swings, leaving overall robustness but only moderate predictability.
Income Statement
42NeutralBalance Sheet
82Very PositiveCash Flow
64Positive| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 119.50M | -37.27M | 161.10M | 118.73M | 129.85M | 144.59M |
| Gross Profit | 108.33M | -49.18M | 160.11M | 107.56M | 119.67M | 136.89M |
| EBITDA | 107.31M | -50.32M | 147.62M | 107.31M | 119.68M | 136.99M |
| Net Income | 401.31M | -35.23M | 103.34M | 73.94M | 84.76M | 95.93M |
Balance Sheet | ||||||
| Total Assets | 869.99M | 842.46M | 956.94M | 869.99M | 829.63M | 653.57M |
| Cash, Cash Equivalents and Short-Term Investments | 853.20M | 797.66M | 60.32M | 853.20M | 806.77M | 31.55M |
| Total Debt | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Liabilities | 40.34M | 18.95M | 57.05M | 40.34M | 11.30M | 38.39M |
| Stockholders Equity | 829.66M | 823.52M | 899.90M | 829.66M | 814.56M | 615.17M |
Cash Flow | ||||||
| Free Cash Flow | 48.12M | 44.97M | 47.61M | 48.12M | 16.28M | -47.27M |
| Operating Cash Flow | 48.12M | 44.97M | 47.61M | 48.12M | 16.28M | -47.27M |
| Investing Cash Flow | 0 | 0 | 0 | 0 | 0 | 0 |
| Financing Cash Flow | -37.52M | -55.44M | -40.13M | -37.52M | -35.54M | 41.95M |
WAM Global Ltd. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WGB, the sentiment is Negative. The current price of 1.91 is below the 20-day moving average (MA) of 1.92, below the 50-day MA of 1.93, and below the 200-day MA of 2.07, indicating a bearish trend. The MACD of -0.01 indicates Negative momentum. The RSI at 46.33 is Neutral, neither overbought nor oversold. The STOCH value of 45.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:WGB.
WAM Global Ltd. Peers Comparison
Overall Rating
AU:WQG82.8Outperform
AU:PGF67Neutral
AU:FGG61Neutral- AU:WGB59.7Neutral
AU:NGI57Neutral
AU:GFL39Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AU:WQG | 83Outperform | AUD 537.02M | 6.95 | 13.90% | 4.53% | -5.33% | -20.20% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| AU:PGF | 67Neutral | AUD 1.99B | 6.54 | 19.98% | 4.43% | ― | 40.23% |
| AU:FGG | 61Neutral | AUD 639.36M | 21.84 | 4.65% | 7.04% | -61.20% | -63.78% |
| AU:WGB | 60Neutral | AUD 686.83M | -19.43 | -4.16% | 6.91% | -123.14% | -133.85% |
| AU:NGI | 57Neutral | AUD 1.24B | 35.49 | 2.41% | ― | 2.27% | -84.63% |
| AU:GFL | 39Underperform | AUD 35.88M | -27.06 | -3.10% | ― | -137.88% | -267.38% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AU:WGB | WAM Global Ltd. | 1.91 | -0.44 | -18.65% | |
| AU:NGI | Navigator Global Investments Ltd | 1.97 | -1.03 | -34.31% | |
| AU:WQG | WCM Global Growth Ltd. | 1.95 | -0.03 | -1.67% | |
| AU:PGF | PM Capital Global Opportunities Fund Ltd. | 3.27 | 0.64 | 24.24% | |
| AU:GFL | Global Masters Fund Limited | 3.18 | -0.51 | -13.82% | |
| AU:FGG | Future Generation Global Limited | 1.59 | 0.12 | 8.38% |
WAM Global Ltd. Corporate Events
WAM Global Updates Dividend Reinvestment Plan Price
WAM Global Limited is identified as the issuer of ASX-listed fully paid ordinary shares under the code WGB; the release provides no information about its industry, products, services or market focus.The company updated its previously announced divide...
WAM Global Posts Lower NTA but Maintains Fully Franked Dividend as Portfolio Lags Benchmark
WAM Global reported a September 2026 pre-tax net tangible asset value of 212.14 cents per share, down from 215.13 cents in August, as the investment portfolio declined during the month. The board nonetheless declared a fully franked final dividend of...
WAM Global bolsters board independence with appointment of Graham Mirabito
WAM Global Limited has strengthened its board by appointing experienced technology and fintech executive Graham Mirabito as an independent director, effective 9 October 2026. His appointment shifts the board composition so that independent directors...
WAM Global Plans Nationwide 2026 Shareholder Presentation Series
WAM Global Ltd., part of the Wilson Asset Management group, operates in the funds management industry, offering listed investment vehicles and portfolio management services to retail and institutional investors. The group also supports Future Generat...
WAM Global hosts FY2026 results webinar with portfolio team
WAM Global Ltd., managed by Wilson Asset Management, held an FY2026 full-year results Q&A webinar on 15 September 2026, led by its portfolio management team including lead manager Catriona Burns alongside Nick Healy and William Liu. The online sessio...
WAM Global Schedules FY2026 Results Q&A Webinar for Investors
WAM Global Ltd. will host an FY2026 full-year results webinar on Tuesday 15 September 2026 at 9:00am Sydney time, led by Lead Portfolio Manager Catriona Burns with Portfolio Managers Nick Healy and William Liu. The event will provide investors with a...
WAM Global lifts fully franked dividend despite AI-driven portfolio underperformance
WAM Global has increased its fully franked full-year dividend to 13.2 cents per share, including a 6.6 cent final dividend, giving shareholders an estimated 6.0% dividend yield and 8.6% grossed-up yield based on recent prices, well above average glob...
WAM Global Posts Deep Loss but Maintains Fully Franked Dividends
WAM Global Ltd. reported a sharp deterioration in financial performance for the year ended 30 June 2026, with revenue from ordinary activities falling 123.1% and a significantly larger net loss after tax compared with the prior year. Despite the weak...
WAM Global Declares Half-Year Dividend and Sets DRP Timetable
WAM Global Ltd. is an Australian listed investment company that offers shareholders access to a diversified portfolio of global equities through its ordinary fully paid shares on the ASX under the ticker WGB. Its strategy emphasizes delivering shareh...
WAM Global Updates Governance Framework for 2026
WAM Global Limited, an Australian listed investment company, operates through an external investment manager and maintains a board-driven governance model with no full-time employees. Its board sets strategic direction, oversees capital management, e...
WAM Global Files Updated Corporate Governance Statement with ASX
WAM Global Limited has lodged its updated corporate governance statement and Appendix 4G with the ASX for the financial year ended 30 June 2026, confirming board approval as of 19 August 2026. The statement is hosted on the company’s website and outl...
WAM Global Flags July Portfolio Dip but Maintains High Fully Franked Yield
WAM Global reported that its investment portfolio declined in July 2026, with net tangible assets after tax falling to 215.80 cents per share and the share price closing the month at $2.18. Despite underperforming the MSCI World Index since inception...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 20, 2026