Added to YB: 2025-04-02
Pitch date: 2025-03-31
WTC.AX [bullish]
WiseTech Global Limited
-13.79%
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 81.79
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 Key Beneficiary from Higher Tariff Complexities
WTC.AX: SaaS logistics platform with 30% rev CAGR since 2016, 85%+ gross margin, 40%+ EBIT. Core product CargoWise integrates customs/compliance for 170+ countries. Facing management turmoil with founder stepping down. -40% price drop to AUD 78. Still expensive at 60x FCF, but long-term growth potential in fragmented market.
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