Added to YB: 2025-09-02
Pitch date: 2025-08-31
WTC.AX [neutral]
WiseTech Global Limited
-28.94%
current return
Author Info
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Company Info
WiseTech Global Limited engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
AUD 14.2B
Pitch Price
AUD 99.88
Price Target
N/A
Dividend
0.24%
EV/EBITDA
38.41
P/E
70.85
EV/Sales
18.12
Sector
Software
Category
growth
Sustainable’s Substack | August ‘25 Portfolio Review - WiseTech Global Limited
WTC.AX (holding update): Fell 15% on CTO product rollout & shift to full per-transaction pricing model from mixed seat/transaction model. Embracing Agentic AI causing platform interaction surge. Virtual monopoly in freight forwarder logistics software. Short-term growth dampener but long-term disruption play - increasing customer lock-in & monetizing productivity gains like perpetual license to SaaS evolution.
Read full article (1 min)