WISETECH GLOBAL LIMITED (WTC)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

WTC - WISETECH GLOBAL LIMITED

FNArena Sector : Cloud services
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.66
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

WiseTech Global is an Australian developer and provider of software solutions to the global logistics industry. Founded in 1994 the company listed on the ASX in 2016. Started life as logistics support act for AC/DC tours around the world.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$94.09

22 Jul
2024

-0.410

OPEN

$94.00

-0.43%

HIGH

$94.78

376,656

LOW

$93.86

TARGET
$95.859 1.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DP . AIM . BTH . DSE . DUB . DUG . ERD . FCL . FCT . GDC . LVT . MAQ . MP1 . NXT . RCL . SDR . SOV . TNE . XPN .
FNARENA'S MARKET CONSENSUS FORECASTS
WTC: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 64.8 81.5 xxx
DPS (cps) xxx 15.0 16.1 xxx
EPS Growth xxx 8.5% 25.8% xxx
DPS Growth xxx 34.5% 7.2% xxx
PE Ratio xxx N/A 118.2 xxx
Dividend Yield xxx N/A 0.2% xxx
Div Pay Ratio(%) xxx 23.2% 19.7% xxx

Dividend yield today if purchased 3 years ago: 0.49%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.16

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 08/03 - ex-div 7.7c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx64.8
DPS All xxxxxxxxxxxxxxx15.0
Sales/Revenue xxxxxxxxxxxxxxx816.8 M
Book Value Per Share xxxxxxxxxxxxxxx575.4
Net Operating Cash Flow xxxxxxxxxxxxxxx383.6 M
Net Profit Margin xxxxxxxxxxxxxxx25.98 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx13.22 %
Return on Invested Capital xxxxxxxxxxxxxxx13.04 %
Return on Assets xxxxxxxxxxxxxxx9.82 %
Return on Equity xxxxxxxxxxxxxxx13.22 %
Return on Total Capital xxxxxxxxxxxxxxx17.23 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx314.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx236 M
Long Term Debt xxxxxxxxxxxxxxx21 M
Total Debt xxxxxxxxxxxxxxx256 M
Goodwill - Gross xxxxxxxxxxxxxxx1,551 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx143 M
Price To Book Value xxxxxxxxxxxxxxx13.87

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx142.0 M
Capex % of Sales xxxxxxxxxxxxxxx17.38 %
Cost of Goods Sold xxxxxxxxxxxxxxx184 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx332 M
Research & Development xxxxxxxxxxxxxxx128 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

13/05/2024

1

Buy

$112.00

19.03%

Further analysis of WiseTech Global's investments into Landslide Logistics has made UBS analysts more optimistic on the company's addressable market in years to come.

The broker posits its revised growth forecasts are significantly above market estimates. UBS's blended valuation has risen by 10% to $112.

The broker sees the stock's current premium as justified in light of the increased longer-term growth projections. Buy.

FORECAST
UBS forecasts a full year FY24 dividend of 16.00 cents and EPS of 80.00 cents.
UBS forecasts a full year FY25 EPS of 104.00 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Goldman Sachs

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Jarden

05/03/2024

3

Neutral

$79.00

-16.04%

First  half earnings were ahead of Jarden's estimates. EBITDA from WiseTech Global grew 23% to $229.9m. The company also increased the capitalisation rate of product design and development costs to 54%.

The broker suspects guidance for FY24 may be conservative, calculating that, while the revenue outlook was effectively lowered to the mid point of the existing range, applying margin guidance still infers a full year EBITDA range of $479-504m.

Jarden expects significant growth from the global roll-out of software within large freight forwarder customers. Neutral retained given a lack of catalysts. Target is raised to $79 from $68.

FORECAST
Jarden forecasts a full year FY24 dividend of 16.40 cents and EPS of 82.10 cents.
Jarden forecasts a full year FY25 dividend of 22.30 cents and EPS of 115.60 cents.
Access Stockbroker Research History >

WTC STOCK CHART

FNArena News on WTC

1
In Brief: More US Millionaires & More From ECB

Jul 19 2024 - Weekly Reports
2
ESG Focus: The Little Big Things – 10-07-2024

Jul 10 2024 - ESG Focus
3
Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value

Jul 10 2024 - Rudi's View
4
ESG Focus: Mine Safety, Water & Diversity

Jul 08 2024 - ESG Focus
5
Australian Broker Call *Extra* Edition – Jul 04, 2024

Jul 04 2024 - Daily Market Reports

Latest Cloud services News

1
In Brief: More US Millionaires & More From ECB

Jul 19 2024 - Weekly Reports
2
Part Three: Generative AI, Investing in the 21st Century Megatrend

May 14 2024 - Feature Stories
3
Solid Support For WiseTech Global Shares

Apr 30 2024 - Technicals
4
NextDC And The AI Boom

Mar 06 2024 - Australia
5
Resistance No More For NextDC

Feb 20 2024 - Technicals
6
NextDC Invests For Megatrend Megademand

Sep 06 2023 - Australia
7
Research To Download: Pharma & Biotech, Pointerra, Rent.com.au, & More

Aug 09 2023 - FYI
8
Prospects Brighten Further For NextDC 

Apr 17 2023 - Australia
9
Adveritas, The Next Foreign Target?

Jan 19 2023 - Small Caps
10
Buy Signal For WiseTech

Nov 01 2022 - Technicals