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$101.75
- Day Range
- A$100.61–101.35
- 52-Week Range
- A$57.79–101.75
- Bid/Ask
- A$100.89 / A$100.90
- Market Cap
- A$33.64 Bil
- Volume/Avg
- 60,267 / 447,474
Key Statistics
- Price/Earnings (Normalized)
- 107.99
- Price/Sales
- 35.88
- Dividend Yield (Trailing)
- 0.17%
- Dividend Yield (Forward)
- 0.16%
- Total Yield
- 0.16%
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
|
MANH
|
DSG
|
|---|---|---|---|
Price/Earnings (Normalized) | 107.99 | 56.47 | 64.52 |
Price/Book Value | 16.79 | 57.99 | 6.81 |
Price/Sales | 35.88 | 14.67 | 14.89 |
Price/Cash Flow | 84.81 | 57.68 | 44.31 |
Price/Earnings
WTC
MANH
DSG
Financial Strength
|
Metric
|
WTC
|
MANH
|
DSG
|
|---|---|---|---|
Quick Ratio | 0.78 | 1.11 | 1.89 |
Current Ratio | 1.06 | 1.20 | 2.05 |
Interest Coverage | 20.85 | — | 111.90 |
Quick Ratio
WTC
MANH
DSG
Profitability
|
Metric
|
WTC
|
MANH
|
DSG
|
|---|---|---|---|
Return on Assets (Normalized) | 10.51% | 41.68% | 10.36% |
Return on Equity (Normalized) | 14.24% | 115.01% | 12.46% |
Return on Invested Capital (Normalized) | 12.98% | 104.27% | 12.48% |
Return on Assets
WTC
MANH
DSG
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