Added to YB: 2026-05-19
Pitch date: 2026-05-17
WISE.L [neutral]
Wise Group plc
-2.77%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
Wise Group 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 9.2B
Pitch Price
GBP 9.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.97
P/E
25.38
EV/Sales
4.63
Sector
Financial Services
Category
growth
The 15 best stock pitches from Omaha part 3 - Wise Group plc
WISE.L (overview: Cross-border payments co w/ proprietary rails bypassing SWIFT; moves £ via local accounts in ~10 countries. Take rate fell 67→53bps as volumes surge. £32T market: 5% personal, 1% SMB, ~0% of £16T enterprise (real prize). FCF/share > rev/share from deposits. Under-earning to build unbeatable network. Moat: direct payment rails + banking licenses in each country = unit costs fraction of banks. Remitly/Revolut not real threats.
Read full article (2 min)