WISETECH GLOBAL LIMITED (WTC)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$85.02

27 Oct
2025

-0.550

OPEN

$86.64

-0.64%

HIGH

$86.92

741,630

LOW

$84.76

TARGET
$123.993 45.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
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 57.5 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: 0.39%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.31

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%

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

Citi

xx/xx/xxxx

1

xxx

$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

1

xxx

$xx.xx

xx.xx%

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

Morgan Stanley

29/08/2025

1

Overweight

$130.00

52.91%

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 25.06 cents and EPS of 149.44 cents.
Morgan Stanley forecasts a full year FY27 dividend of 39.07 cents and EPS of 203.92 cents.

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

UBS

xx/xx/xxxx

1

xxx

$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

1

xxx

$xx.xx

xx.xx%

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

04/09/2025

4

Downgrade to Underweight from Neutral

$82.00

-3.55%

WiseTech Global reported weaker earnings momentum than expected in FY25, resulting in Jarden downgrading the stock to Underweight from Neutral.

FY26 revenue guidance of 14% to 21% growth missed the analyst's previous forecast of over 30% growth, but positively Container Transport Optimisation will be in the market.

Jarden lowers its net profit after tax forecasts by -9% for FY26 and -3.6% for FY27 post-guidance, with longer-term EPS estimates materially downgraded by -19%.

Target price falls to $82 from $106.

FORECAST
Jarden forecasts a full year FY26 dividend of 14.00 cents and EPS of 108.34 cents.
Jarden forecasts a full year FY27 dividend of 21.10 cents and EPS of 104.70 cents.
Access Extra Coverage Research History >

WTC STOCK CHART

FNArena News on WTC

1
Rudi’s View: ALS, Bega, Coles, Elders, Light & Wonder, Lovisa, Telix & More

Oct 23 2025 - Rudi's View
2
Rudi’s View: In Corporate Earnings We Must Trust

Oct 22 2025 - Rudi's View
3
Rudi Interviewed: Diary Of A Successful Investor

Oct 20 2025 - Rudi's View
4
Rudi’s View: Small Caps, Quality, Gold, Balance & Maximum Diversification

Oct 16 2025 - Rudi's View
5
Rudi’s View: All Eyes On Corporate Results

Oct 08 2025 - Rudi's View

Latest Cloud services News

1
Re-Rating Ahead For Fineos Corp?

Oct 23 2025 - Small Caps
2
DigiCo Deals Diminish Doubts

Oct 15 2025 - Small Caps
3
Australia’s Data Centre Boom Marches On

Oct 09 2025 - Australia
4
Treasure Chest: Megaport

Sep 23 2025 - Treasure Chest
5
Australia’s AI Guardrails: How New Rules Could Reprice ASX Tech

Aug 21 2025 - Australia
6
Australia’s Digital Infrastructure Opportunity

Jun 23 2025 - Australia
7
FNArena Visits NextDC’s S3 Data Centre

Jun 19 2025 - Feature Stories
8
Rudi’s View: Macquarie Technology (Stock In Focus)

Jun 18 2025 - Rudi's View
9
WiseTech’s Big Bold Bet On E2open

May 29 2025 - Australia
10
Rudi’s View: How Do We Value The Future?

May 28 2025 - Rudi's View