WAM Strategic Value (ASX:WAR) Beta: -0.2822 (As of Jun. 25, 2026)


ASX:WAR WAM Strategic Value Ltd ASX:WAR
62 GF Score
Price A$1.07
GF Value A$1.21
Valuation Modestly Undervalued
! 3 Warning Signs
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What is WAM Strategic Value Beta?

WAM Strategic Value ASX:WAR -1.39% 62 Beta is -0.2822 as of Jun. 25, 2026. GuruFocus rates ASX:WAR with a GF Score™ of 62/100 and a GF Value™ of A$1.21 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-25), WAM Strategic Value's Beta is -0.2822.

WAM Strategic Value  (ASX:WAR) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

WAM Strategic Value Beta Related Terms

WAM Strategic Value Beta Historical Data

* Premium members only.

The historical data trend for WAM Strategic Value's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

WAM Strategic Value Beta Chart

WAM Strategic Value Annual Data
Trend Mar21 Jun23 Jun24 Jun25
Beta
0.00 0.00 0.71 0.42

WAM Strategic Value Semi-Annual Data
Mar21 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Beta Get a 7-Day Free Trial 0.00 0.71 0.69 0.42 0.33

ASX:WAR vs BLK, BX, KKR: Beta Comparison

For the Asset Management subindustry, WAM Strategic Value's Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

WAM Strategic Value Beta vs Asset Management Industry

For the Asset Management industry and Financial Services sector, WAM Strategic Value's Beta distribution charts can be found below:

* The bar in red indicates where WAM Strategic Value's Beta falls into.


ASX:WAR
62GF Score
WAM Strategic Value Ltd ASX:WAR
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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WAM Strategic Value Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Frequently Asked Questions Learn more about Beta →
What does a Beta of -0.2822 mean?
WAM Strategic Value (ASX:WAR) has a Beta of -0.2822 as of Jun. 25, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for WAM Strategic Value and its competitors.
Is WAM Strategic Value's Beta too high?
WAM Strategic Value's current Beta is -0.2822. Overall, WAM Strategic Value has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does WAM Strategic Value's Beta compare to BLK and BX?
WAM Strategic Value's Beta of -0.2822 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for WAM Strategic Value and its competitors. WAM Strategic Value's current Beta is -0.2822. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Strategic Value stock overvalued right now?
Based on GuruFocus' analysis, WAM Strategic Value (ASX:WAR) is currently considered Modestly Undervalued. The stock's GF Value™ is A$1.21, compared to a current price of A$1.07 — trading 12% below its estimated fair value. The current Beta is -0.2822. WAM Strategic Value's overall GF Score™ is 62/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For WAM Strategic Value (ASX:WAR), the current Beta is -0.2822 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is WAM Strategic Value (ASX:WAR) Overvalued in 2026?

Based on GuruFocus' analysis, WAM Strategic Value stock appears to be undervalued. The current stock price of A$1.07 is trading 12% below its estimated GF Value™ of A$1.21. GuruFocus considers WAM Strategic Value to be Modestly Undervalued.

Key valuation signals for ASX:WAR:

  • Beta: -0.2822
  • GF Value™: A$1.21 vs. price of A$1.07 (12% below fair value)
  • GF Score™: 62/100 with 3 warning signs

No single metric tells the full story. See the ASX:WAR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

WAM Strategic Value Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, Sydney, NSW, AUS, 2000
WAM Strategic Value Ltd is an investment company. The company is engaged in investing activities, including cash, term deposits, and equity investments. Its investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of dividends, and preserve capital while providing shareholders with exposure to a diversified equities portfolio.
62GF Score

Get the complete analysis for ASX:WAR

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.07
Price
A$1.21
GF Value