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 Global Ltd WTC
Bulls Say, Bears Say
Bulls
CargoWise’s international freight-forwarding solution is best-in-class and we expect this solution to become the industry-default.
Bears
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.
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News
Trading Information
- Previous Close Price
- A$90.71
- Day Range
- A$86.77–89.94
- 52-Week Range
- A$57.79–97.69
- Bid/Ask
- A$88.35 / A$88.96
- Market Cap
- A$29.50 Bil
- Volume/Avg
- 400,655 / 480,269
Key Statistics
- Price/Earnings (Normalized)
- 96.28
- Price/Sales
- 31.99
- Dividend Yield (Trailing)
- 0.18%
- Dividend Yield (Forward)
- 0.17%
- Total Yield
- 0.18%
Company Profile
WiseTech is a founder-led technology company that provides logistics software. WiseTech’s core product suite, CargoWise, provides the best-in-class software solution for international freight-forwarding and boasts industry-leading annual customer retention rates of over 99%. CargoWise’s main competition consists of in-house software solutions and manual processes, providing a large and highly winnable market opportunity for WiseTech’s current and future products.
- Sector
- Technology
- Industry
- Software - Application
- Stock Style Box
- Large Growth
- Total Number of Employees
- 1,860
- Website
- https://www.wisetechglobal.com
Competitors
Valuation
|
Metric
|
WTC
|
DSG
|
MANH
|
|---|---|---|---|
Price/Earnings (Normalized) | 96.28 | 63.48 | 61.01 |
Price/Book Value | 14.97 | 6.37 | 50.98 |
Price/Sales | 31.99 | 13.93 | 15.53 |
Price/Cash Flow | 75.61 | 41.47 | 63.73 |
Price/Earnings
WTC
DSG
MANH
Financial Strength
|
Metric
|
WTC
|
DSG
|
MANH
|
|---|---|---|---|
Quick Ratio | 0.78 | 1.66 | 1.24 |
Current Ratio | 1.06 | 1.79 | 1.31 |
Interest Coverage | 20.85 | 110.81 | — |
Quick Ratio
WTC
DSG
MANH
Profitability
|
Metric
|
WTC
|
DSG
|
MANH
|
|---|---|---|---|
Return on Assets (Normalized) | 10.51% | 10.20% | 40.72% |
Return on Equity (Normalized) | 14.24% | 12.28% | 109.72% |
Return on Invested Capital (Normalized) | 12.98% | 12.30% | 100.73% |
Return on Assets
WTC
DSG
MANH
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