Evidence Mounts in Support of Our Kingmaker Thesis
WiseTech’s long-term strategy centres on becoming the operating system for the logistics industry as the industry digitizes.
WiseTech’s long-term strategy centres on becoming the operating system for the logistics industry as the industry digitizes.
CargoWise’s international freight-forwarding solution is best-in-class and we expect this solution to become the industry-default.
WiseTech’s hasn’t yet incorporated many of its acquisitions into the CargoWise product suite and the return on those investments could be dilutive if they lack strategic attention.
Metric
|
WTC
|
MANH
|
DSG
|
---|---|---|---|
Price/Earnings (Normalized) | 97.93 | 52.74 | 63.49 |
Price/Book Value | 15.22 | 54.16 | 6.70 |
Price/Sales | 32.54 | 13.70 | 14.65 |
Price/Cash Flow | 76.91 | 53.87 | 43.60 |
Metric
|
WTC
|
MANH
|
DSG
|
---|---|---|---|
Quick Ratio | 0.78 | 1.11 | 1.66 |
Current Ratio | 1.06 | 1.20 | 1.79 |
Interest Coverage | 20.85 | — | 110.81 |
Metric
|
WTC
|
MANH
|
DSG
|
---|---|---|---|
Return on Assets (Normalized) | 10.51% | 41.68% | 10.20% |
Return on Equity (Normalized) | 14.24% | 115.01% | 12.28% |
Return on Invested Capital (Normalized) | 12.98% | 104.27% | 12.30% |
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|
CRM
| Salesforce Inc | Vksyyws | Yqmvc | $265.5 Bil | |
SAP
| SAP SE ADR | Lymvw | Vqtyc | $213.8 Bil | |
INTU
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NOW
| ServiceNow Inc | Cmxkgkjt | Szn | $147.2 Bil | |
UBER
| Uber Technologies Inc | Kcrplwrz | Tsghfq | $144.1 Bil | |
SHOP
| Shopify Inc Registered Shs -A- Subord Vtg | Qpcwhbc | Pqxzdr | $95.9 Bil | |
CDNS
| Cadence Design Systems Inc | Nxgpgshcl | Hytrr | $76.6 Bil | |
WDAY
| Workday Inc Class A | Ghrmzwbkyw | Nhj | $67.6 Bil | |
ROP
| Roper Technologies Inc | Bvhmgsqbg | Mxzw | $55.4 Bil | |
SNOW
| Snowflake Inc Ordinary Shares - Class A | Mqbhcgmhk | Pqh | $53.2 Bil |