Added to YB: 2025-12-01
Pitch date: 2025-11-25
WTC.AX [bullish]
WiseTech Global Limited
+4.15%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
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 67.70
Price Target
N/A
Dividend
0.24%
EV/EBITDA
38.41
P/E
70.85
EV/Sales
18.12
Sector
Software
Category
growth
Buy Alert - 3rd Buy, 35% FCF margin <1% attrition business growing at 20%, 10yr low valuation
WTC.AX: Down 55% from AUD 134 to 60 on CEO scandal but adding more. 86% gross margin, 35% FCF margin, 14-21% growth expected. 48 of top 50 3PLs use CargoWise, 99% retention rate, 99% recurring revenue. New CEO appointed, board strengthened. Trading 37x FCF vs peers at 30-51x. Strong moat w/ years-long implementation & <1% attrition since 2012.
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