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Added to YB: 2026-06-11

Pitch date: 2026-06-09

WTC.AX [neutral]

WiseTech Global Limited

+2.15%

current return

Author Info

No bio for this author

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 8.9B

Pitch Price

AUD 37.25

Price Target

N/A

Dividend

0.54%

EV/EBITDA

25.08

P/E

55.16

EV/Sales

10.26

Sector

Software

Category

growth

Show full summary:
WiseTech Global Limited - $WTC.AX

WTC.AX (overview): ASX software co; CargoWise dominates freight forwarding (most of top 25 forwarders as clients), high EBITDA margins, high-teens growth, may justify price alone. Shares -70% from 2024 peak. 2025 $2.1B E2Open buy = leveraged BS + integration risk; bet on mgmt. Needs revisiting.

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