WTC Share Price Performance
AU$0
-115.96 (-100.00%)
Price AU$0
Fair ValueAU$65.71
Share Pricen/a
Narrative Update • Aug 04
WiseTech Global Limited Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 284 Fair Values set on narratives written by author
WTC Community Narratives
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Fair Value
·Fair Value AU$65.71 35.7% undervalued intrinsic discount
WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity
3users have liked this narrative
0users have commented on this narrative
117users have followed this narrative
AN
Fair Value
·Fair Value AU$124.85 66.1% undervalued intrinsic discount
E2open And CargoWise Will Revolutionize Global E-Commerce Logistics
0users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
AN
Fair Value
·Fair Value AU$41.32 2.3% overvalued intrinsic discount
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
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0users have commented on this narrative
25users have followed this narrative
WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity
WiseTech is changing how it charges customers by bundling new AI-powered tools into a unified, pay-per-use style offering, aiming to make it easier for more logistics businesses to adopt and stick with its software. The upside is bigger reach and new products, but the story also hinges on smoothly absorbing a major acquisition and fending off new tech rivals while taking on more debt.Read more
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AU$65.71
35.7% undervalued intrinsic discount
Fair Value
Revenue
21% p.a.
Profit Margin
25.22%
Future PE
42x
Price in 2029
AU$84.78
Rising Trade Barriers And Compliance Burdens Will Dampen Prospects
WiseTech Global looks like a logistics software winner, but growing trade barriers, heavier regulation, and reliance on a handful of big customers could slow its momentum and pressure profits. The upside case hinges on automation, new products, and big acquisitions paying off—while the downside is that competition and integration missteps hit its lead sooner than many expect.Read more
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AU$41.32
2.3% overvalued intrinsic discount
Fair Value
Revenue
22.04% p.a.
Profit Margin
26.71%
Future PE
24.21x
Price in 2029
AU$53.58
E2open And CargoWise Will Revolutionize Global E-Commerce Logistics
Key Takeaways Strategic acquisitions and integration with E2open position WiseTech to create a fully integrated digital trade marketplace with new, high-margin revenue streams. AI-driven platforms and value-based pricing accelerate adoption, driving recurring revenues and margin expansion as clients shift from legacy to SaaS supply chain solutions.Read more
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AU$124.85
66.1% undervalued intrinsic discount
Fair Value
Revenue
27.03% p.a.
Profit Margin
27.52%
Future PE
64.89x
Price in 2029
AU$160.62
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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WTC: Execution Discipline And Cash Flow Conversion Will Support Recovery Potential
Fair Value: AU$65.71 35.7% undervalued intrinsic discount
117 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
WTC: Governance Reset And AI Restructuring Will Shape Future Earnings Outcomes
Fair Value: AU$41.32 2.3% overvalued intrinsic discount
25 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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WTC: Higher Margin Outlook And Cash Generation Will Support Future Confidence
Fair Value: AU$124.85 66.1% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
WiseTech Global Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 26, 2026
- 0.49
- 81.12%
- 15.18%
- 129.8%
About WTC
- Founded
- 1994
- Employees
- 7000
- CEO
- WebsiteView website
WiseTech Global Limited engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. It develops, sells, and implements software solutions that enable and empower logistics service providers to facilitate the movement and storage of goods and information. The company offers various software solutions for forwarding and customs, landside logistics, digital documents, transport and specialist warehouse management system, carrier and rates, and enterprise. WiseTech Global Limited was incorporated in 1994 and is based in Alexandria, Australia.
