Added to YB: 2026-06-15
Pitch date: 2026-06-10
WISE.L [bullish]
Wise Group plc
Author Info
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 7.9B
Pitch Price
N/A
Price Target
43.00
Dividend
N/A
EV/EBITDA
12.47
P/E
21.73
EV/Sales
3.86
Sector
Financial Services
Category
growth
Wise: The Holy Grail Investment?
WISE.L: Cross-border payments infra, ~1% of $43T TAM. >35% organic rev growth, >80% GM, >30% ROE (~60% ex-cash), $1.7bn net cash, 100%+ cash conversion. Counter-positioned moat: 80+ licenses, direct rails. ~16x normalized EPS, 0.5x PEG. ~38% IRR to ~4300p by 2031. Off 20% on Belgian AML probe (no allegations). Founder-CEO aligned. Risks: take-rate compression, stablecoins, dual-class.
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