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: 0.21
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

$106.55

05 Jun
2025

0.040

OPEN

$106.64

0.04%

HIGH

$108.08

407,078

LOW

$106.55

TARGET
$136.10 27.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DP . AIM . DGT . DUB . DUG . ERD . FCL . FCT . GDC . IFT . MAQ . MP1 . NXT . RCL . SDR . TNE . XPN .
FNARENA'S MARKET CONSENSUS FORECASTS
WTC: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 98.8 xxx
DPS (cps) 21.8 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 106.8 xxx
Dividend Yield 0.2% xxx
Div Pay Ratio(%) 22.1% 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: 0.40%

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

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx79.4
DPS All xxxxxxxxxxxxxxx16.9
Sales/Revenue xxxxxxxxxxxxxxx1,041.7 M
Book Value Per Share xxxxxxxxxxxxxxx669.4
Net Operating Cash Flow xxxxxxxxxxxxxxx435.3 M
Net Profit Margin xxxxxxxxxxxxxxx25.23 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx12.80 %
Return on Invested Capital xxxxxxxxxxxxxxx12.45 %
Return on Assets xxxxxxxxxxxxxxx9.58 %
Return on Equity xxxxxxxxxxxxxxx12.80 %
Return on Total Capital xxxxxxxxxxxxxxx17.16 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx357.4 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx11 M
Long Term Debt xxxxxxxxxxxxxxx94 M
Total Debt xxxxxxxxxxxxxxx105 M
Goodwill - Gross xxxxxxxxxxxxxxx1,665 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx122 M
Price To Book Value xxxxxxxxxxxxxxx14.98

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx198.2 M
Capex % of Sales xxxxxxxxxxxxxxx19.03 %
Cost of Goods Sold xxxxxxxxxxxxxxx249 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx409 M
Research & Development xxxxxxxxxxxxxxx172 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

1.0

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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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Morgan Stanley

27/05/2025

1

Overweight

$140.00

31.39%

Morgan Stanley supports WiseTech Global’s acquisition of e2open for -US$2.1bn, viewing it as a strategically sound, financially accretive move that enhances CargoWise’s competitive moat.

The broker suggests the long-term earnings outlook should now improve despite short-term concerns about debt and integration risk.

The deal, fully funded through debt, will raise the company's net leverage to 3.5x earnings (EBITDA) in FY25, though management expects this to fall below 2x by FY28, aided by US$50m in synergies and a 40% lift in pro forma FY26 earnings.

The acquisition will expand WiseTech's total addressable market and create cross-selling opportunities across the supply chain, particularly with manufacturers and retailers, explain the analysts.

Overweight rating retained. Target unchanged at $140. Industry view: Attractive.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 20.80 cents and EPS of 109.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 29.30 cents and EPS of 146.00 cents.

Citi

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$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

29/05/2025

3

Neutral

$100.00

-6.15%

Jarden maintains a Neutral rating on WiseTech Global but raises its target price to $100 from $94 following the proposed US$2.1bn acquisition of e2open.

While the broker views the deal as strategically sound, with potential to unlock US$1bn in post-tax synergies, it flags execution risks, particularly around integration, product overlap, and e2open’s less predictable revenue model.

The transaction is expected to be EPS neutral in FY25 but could become 10% accretive by FY27 if management at WiseTech delivers -US$50m in targeted cost savings, explain the analysts.

FY25 guidance remains unchanged, with revenue expected at the lower end of $792-858m and earnings (EBITDA) margins at the upper end.

Jarden highlights much of the valuation already reflects long-term execution, and notes unresolved governance concerns and uncertainty around FY26 delivery as reasons to remain on the sidelines. 

FORECAST
Jarden forecasts a full year FY25 dividend of 12.00 cents and EPS of 70.20 cents.
Jarden forecasts a full year FY26 dividend of 18.50 cents and EPS of 91.60 cents.
Access Extra Coverage Research History >

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