Added to YB: 2025-02-26
Pitch date: 2025-02-25
WTC.AX [bullish]
WiseTech Global Limited
-30.26%
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 101.76
Price Target
N/A
Dividend
0.24%
EV/EBITDA
38.41
P/E
70.85
EV/Sales
18.12
Sector
Software
Category
growth
Buying A Wonderful Business At A Cheaper Price - WiseTech Global Limited
WTC.AX: Global supply chain SaaS leader, 25% rev/share & 48% FCF/share CAGR since IPO. 85%+ GM, 40%+ EBIT margin, 90%+ top industry customers, 0% attrition. Recent CEO scandal & board exits caused 20% drop. Revenue guidance lowered, but efficiency up. Buying half position now, half after H1 call. Not cheap at 75x FCF, but long-term growth potential.
Read full article (3 min)