Added to YB: 2025-07-23
Pitch date: 2025-07-21
WISE.L [bullish]
Wise plc
-16.54%
current return
Author Info
Company Info
Wise plc provides cross-border and domestic financial services for personal and business customers in the United Kingdom, rest of Europe, the Asia-Pacific, North America, and internationally.
Market Cap
GBP 8.8B
Pitch Price
GBP 10.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.10
P/E
23.34
EV/Sales
4.36
Sector
Financial Services
Category
growth
Wise: The Costco Algorithm Applied to Finance.
WISE.L: Fintech disrupting int'l payments ($145B vol vs $32T TAM). Take rate down from 0.69% to 0.53% (Q4 FY20-25), customer holdings up from £3.7B to £21.6B. Evolving from payments to full commercial platform, 38% of revenue from Wise Account. Superior infrastructure gives moat. Trading at 2.3x OCF, founder owns 18.4%. Becoming global financial powerhouse.
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