WiseTech Global Limited

ASX:WTC 주식 리포트

시가총액: AU$14.1b

WiseTech Global 향후 성장

Future 기준 점검 4/6

WiseTech Global (는) 각각 연간 30.1% 및 15.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.3% 로 예상됩니다.

핵심 정보

30.1%

이익 성장률

27.83%

EPS 성장률

Software 이익 성장23.8%
매출 성장률15.4%
향후 자기자본이익률19.32%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 03

WTC: Higher Margin Outlook And Cash Generation Will Support Future Confidence

Analysts have trimmed the WiseTech Global price target by about A$10.60 to reflect updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on WiseTech Global points to a cluster of bullish views, with several firms reassessing valuation frameworks and risk rewards at current levels.
내러티브 업데이트 • Apr 18

WTC: Execution And Integration Discipline Will Shape Future Earnings And Dividend Outcomes

Analysts have reduced their WiseTech Global price target to about A$47.52 from roughly A$56.40, reflecting updated views on growth, margins and valuation multiples. Analyst Commentary Recent revisions to WiseTech Global price targets highlight a more cautious tone from some bearish analysts, even as interest in the broader logistics and software space continues.
내러티브 업데이트 • Apr 04

WTC: Reaffirmed 2026 Revenue Guidance Will Support Long-Term Share Price Appreciation

Analysts have reduced their fair value estimate for WiseTech Global from about A$107.32 to A$91.59, citing more moderate revenue growth assumptions and a slightly higher discount rate. These factors are partly offset by a small increase in expected profit margins and a lower future P/E multiple.
내러티브 업데이트 • Mar 21

WTC: Higher Margin Outlook And Dividend Guidance Will Support Future Confidence

Analysts have slightly adjusted their WiseTech Global fair value estimate from A$135.97 to A$135.45, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on other listed companies shows several bullish price target revisions, which can be a useful reference point when thinking about how analysts might frame a company like WiseTech Global.
내러티브 업데이트 • Mar 07

WTC: Revised Assumptions Will Shape Future Profitability And Dividend Expectations

Analysts have revised their WiseTech Global price target to A$56.40 from A$73.68, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. Analyst Commentary Recent revisions to WiseTech Global's price target highlight a more cautious tone from some bearish analysts, who are rethinking how much they are willing to pay for the company given updated assumptions around growth, profitability and valuation multiples.
내러티브 업데이트 • Feb 20

WTC: Higher Fair Value And Investor Day Access Will Support Future Confidence

The analyst fair value estimate for WiseTech Global has moved from A$131.14 to A$135.97. Analysts point to updated assumptions for revenue growth, profit margins and a higher future P/E as key drivers of the change.
분석 기사 • Feb 12

WiseTech Global Limited (ASX:WTC) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless

WiseTech Global Limited ( ASX:WTC ) shareholders that were waiting for something to happen have been dealt a blow with...
내러티브 업데이트 • Feb 06

WTC: Future Execution And Investor Day Insights Will Support Bullish Earnings Confidence

Narrative Update on WiseTech Global The updated analyst price target for WiseTech Global has shifted from A$168.58 to A$131.14, as analysts reassessed their fair value assumptions alongside changes in discount rate, revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent external research items reference adjustments to WisdomTree price targets rather than WiseTech Global specifically.
내러티브 업데이트 • Jan 23

WTC: Analyst Day Priorities Will Support Higher Long Term Profitability Expectations

Analysts have nudged their fair value estimate for WiseTech Global slightly higher to A$73.68 from A$73.09, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples. What's in the News WiseTech Global has scheduled an Analyst/Investor Day, focused on outlining key priorities for the business and its longer term direction (Key Developments).
내러티브 업데이트 • Jan 09

WTC: Analyst Day Insights Will Support Long-Term Share Price Appreciation

Analysts have trimmed their fair value estimate for WiseTech Global to A$107.32 from A$113.39, reflecting slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News WiseTech Global has scheduled an Analyst and Investor Day for 27 November 2025, classified as an Analyst/Investor Day event.
내러티브 업데이트 • Dec 15

WTC: Market Outlook Will Balance Higher Risk Assumptions With Stronger Profitability Expectations

Analysts have trimmed their price target on WiseTech Global by approximately A$9 per share. This reflects slightly higher discount rate assumptions, a modestly lower long term revenue growth outlook, and a more conservative future price to earnings multiple, partly offset by a marginally stronger expected profit margin.
분석 기사 • Dec 11

Is WiseTech Global (ASX:WTC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
내러티브 업데이트 • Dec 01

WTC: Long-Term Asset Expansion Will Support Share Price Appreciation

Analysts have lowered their price target for WiseTech Global from $119.24 to $113.39, citing slightly slower expected revenue growth and modestly reduced profit margins in their updated outlook. Analyst Commentary Analysts have delivered a mixed outlook on WiseTech Global following their latest research updates, with viewpoints on both upside potential and existing risks guiding recent price target revisions.
내러티브 업데이트 • Nov 17

WTC: Revenue Model Shift Will Drive Opportunity Despite Adoption Uncertainty

The analyst consensus price target for WiseTech Global has been adjusted slightly higher, increasing from A$119.12 to A$119.24. Analysts are weighing ongoing uncertainty regarding the company’s product adoption and evolving revenue model.
내러티브 업데이트 • Nov 03

WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity

WiseTech Global’s analyst price target has been reduced marginally from A$119.68 to A$119.12. This adjustment reflects analysts’ caution amid ongoing uncertainties about new product adoption and changes to the company’s revenue model.
분석 기사 • Oct 29

Is It Too Late To Consider Buying WiseTech Global Limited (ASX:WTC)?

Let's talk about the popular WiseTech Global Limited ( ASX:WTC ). The company's shares saw significant share price...
내러티브 업데이트 • Oct 20

Unified Model And E2open Integration Will Expand Global Supply Chain

WiseTech Global's analyst price target has been reduced from A$130 to A$120. Analysts cite increased uncertainty around future product adoption and a shift to a new transaction-only revenue model.
내러티브 업데이트 • Oct 05

Unified Model And E2open Integration Will Expand Global Supply Chain

WiseTech Global’s analyst price target has been lowered from A$130 to A$120. This reflects a cautious outlook as analysts point to uncertainty around product adoption and a shift to a transaction-only revenue model.
내러티브 업데이트 • Aug 28

Unified Model And E2open Integration Will Expand Global Supply Chain

Analysts have lowered WiseTech Global’s price target, primarily reflecting a sharp increase in its forward P/E and a slowdown in consensus revenue growth forecasts, resulting in a revised fair value of A$122.56. What's in the News RBC Capital downgraded WiseTech to Sector Perform from Outperform, lowering the price target to A$120 (from A$130), citing uncertainty around fiscal 2026 outlook, adoption of new products, and the transition to a transaction-only revenue model (Periodicals).
분석 기사 • Aug 18

Should You Be Adding WiseTech Global (ASX:WTC) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Jul 17

The Return Trends At WiseTech Global (ASX:WTC) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Jun 30

WiseTech Global (ASX:WTC) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
새 내러티브 • Feb 09

Adoption Of CargoWise Next And Breakthrough Products Will Expand Market Reach And Efficiency

Innovative products and major partnerships drive WiseTech Global's market penetration and revenue growth, enhancing operational efficiency and margins.

이익 및 매출 성장 예측

ASX:WTC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20281,78042743467415
6/30/20271,58230431155516
6/30/20261,41418819540016
12/31/20251,070162241390N/A
9/30/2025924182229378N/A
6/30/2025779201218367N/A
3/31/2025758201195343N/A
12/31/2024738202173319N/A
9/30/2024711187168307N/A
6/30/2024684172164295N/A
3/31/2024648158161281N/A
12/31/2023626147161274N/A
9/30/2023569140155256N/A
6/30/2023544141159253N/A
3/31/2023517147158246N/A
12/31/2022497154159243N/A
9/30/2022435135140212N/A
6/30/2022436134141212N/A
3/31/2022442126138210N/A
12/31/2021399103119185N/A
9/30/202138290103169N/A
6/30/20213818191159N/A
3/31/20213689670139N/A
12/31/202035611248119N/A
9/30/202031911036102N/A
6/30/20202961112790N/A
3/31/2020254773180N/A
12/31/2019279644292N/A
9/30/201925249N/A82N/A
6/30/201924538N/A79N/A
3/31/201922536N/A71N/A
12/31/201820134N/A61N/A
9/30/201818332N/A57N/A
6/30/201816430N/A53N/A
3/31/201815328N/A50N/A
12/31/201713726N/A46N/A
9/30/201712925N/A45N/A
6/30/201711824N/A42N/A
3/31/201710717N/A34N/A
12/31/20169010N/A25N/A
9/30/2016876N/A21N/A
6/30/2016772N/A16N/A
3/31/2016734N/A17N/A
12/31/2015636N/A17N/A
9/30/2015556N/A16N/A
6/30/2015548N/A16N/A

애널리스트 향후 성장 전망

수입 대 저축률: WTC 의 연간 예상 수익 증가율(30.1%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: WTC 의 연간 수익(30.1%)이 Australian 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: WTC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: WTC 의 수익(연간 15.4%)이 Australian 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: WTC 의 수익(연간 15.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WTC의 자본 수익률은 3년 후 19.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 11:45
종가2026/05/11 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

WiseTech Global Limited는 31명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Aryan NoroziBarrenjoey Markets Pty Limited
Matthew RyanBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited