WISETECH GLOBAL LIMITED (WTC)
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WTC

WTC - WISETECH GLOBAL LIMITED

FNArena Sector : Cloud services
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.26
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

$67.55

05 Nov
2025

-0.960

OPEN

$67.13

-1.40%

HIGH

$68.11

871,961

LOW

$66.73

TARGET
$123.993 83.6% upside
Franking for last dividend paid out: 100%
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3DP . AIM . DGT . DGT . DUB . DUG . DXN . ERD . FCL . FCT . IFT . MAQ . MP1 . NXT . RCL . SDR . TNE . XPN .
FNARENA'S MARKET CONSENSUS FORECASTS
WTC: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 123.9 xxx
DPS (cps) 23.3 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 54.8 xxx
Dividend Yield 0.3% xxx
Div Pay Ratio(%) 18.8% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.38%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.33

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: 06/09 - ex-div 9.20c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx93.3
DPS All xxxxxxxxxxxxxxx22.2
Sales/Revenue xxxxxxxxxxxxxxx1,202.4 M
Book Value Per Share xxxxxxxxxxxxxxx783.7
Net Operating Cash Flow xxxxxxxxxxxxxxx562.5 M
Net Profit Margin xxxxxxxxxxxxxxx25.77 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx12.88 %
Return on Invested Capital xxxxxxxxxxxxxxx12.23 %
Return on Assets xxxxxxxxxxxxxxx9.94 %
Return on Equity xxxxxxxxxxxxxxx12.88 %
Return on Total Capital xxxxxxxxxxxxxxx19.64 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx461.8 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx12 M
Long Term Debt xxxxxxxxxxxxxxx159 M
Total Debt xxxxxxxxxxxxxxx170 M
Goodwill - Gross xxxxxxxxxxxxxxx1,885 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx255 M
Price To Book Value xxxxxxxxxxxxxxx13.91

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx230.8 M
Capex % of Sales xxxxxxxxxxxxxxx19.20 %
Cost of Goods Sold xxxxxxxxxxxxxxx269 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx434 M
Research & Development xxxxxxxxxxxxxxx183 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

0.9

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

29/08/2025

1

Overweight

$130.00

92.45%

Morgan Stanley's first response was WiseTech Global had released a "messy" FY25 financial report. Overweight rating maintained but the 12-month price target has been reduced to $130 from $140.

FY25 adjusted EBITDA was US$410m, about 2% above consensus, but FY26 guidance of US$1.39–1.44bn revenue and US$550–585m EBITDA sits -5–10% below market expectation after the switch to USD reporting and inclusion of E2open.

The broker backs the new CargoWise “Value Pack” pricing, moving from seat+transaction to transaction-only from 1H FY26, arguing it should broaden total addressable market (TAM), lift adoption and improve SaaS metrics as uptake accelerates through FY26–FY27.

Forecasts are reset in USD and updated for E2open, with medium-term growth intact and EBITDA margin stepping toward 45% by FY27.

Commentary explains the valuation leans on DCF/EV-sales/SoTP with a scenario range of US$60–$200 and US$130 as base case.

The stock remains a Top Pick at Morgan Stanley given product leadership and a long runway for Rule-of-40-style growth, albeit with execution, integration and macro risks noted.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 25.07 cents and EPS of 149.46 cents.
Morgan Stanley forecasts a full year FY27 dividend of 39.08 cents and EPS of 203.96 cents.

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Jarden

04/11/2025

3

Upgrade to Neutral from Underweight

$73.00

8.07%

Jarden lowers its target for WiseTech Global to $73 from $82 and upgrades to Neutral from Underweight noting the stock price now better reflects balanced upside and downside risks.

The analysts still regard WiseTech as a high-quality, high-return on invested capital (ROIC) growth business but caution the ongoing ASIC and AFP investigations could distract management and pressure FY26 guidance.

Conversely, consensus FY26 revenue expectations appear conservative in the analysts' view, leaving scope for upgrades if WiseTech delivers near the top of its 14-21% CargoWise growth range or improves operating leverage.

Jarden trims its FY26 EPS forecast by -3.2% after lowering forecast CargoWise growth to 16%, highlighting longer-term consensus assumptions as overly bullish.

The broker argues WiseTech must rebuild investor confidence through clearer operational targets, transparent KPIs, improved communication, and a defined succession plan for founder Richard White.

FORECAST
Jarden forecasts a full year FY26 dividend of 13.30 cents and EPS of 103.07 cents.
Jarden forecasts a full year FY27 dividend of 19.80 cents and EPS of 98.10 cents.
Access Extra Coverage Research History >

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