WiseTech Global (ASX:WTC): Evaluating Valuation as CargoWise Growth Outpaces Share Price Recovery

Simply Wall St.

Nov 08

The latest uptick in attention toward WiseTech Global (ASX:WTC) stems from its ongoing growth in revenue and profits, as well as increased use of its CargoWise logistics platform by leading industry ...

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Still, with a five-year total shareholder return of over...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD","BK7503":"科技股"},"translate_title":"WiseTech Global(ASX：WTC)：随着CargoWise增长超过股价复苏，评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTC.AU":1.5},"content_text":"The latest uptick in attention toward WiseTech Global (ASX:WTC) stems from its ongoing growth in revenue and profits, as well as increased use of its CargoWise logistics platform by leading industry players. See our latest analysis for WiseTech Global. Despite the encouraging momentum in its logistics business, WiseTech Global’s share price return has tumbled in 2024, most recently closing at A$66.17 and down more than 46% year-to-date. Still, with a five-year total shareholder return of over 100%, long-term investors have seen sizeable gains even as short-term sentiment has cooled. If you’re interested in what’s trending in tech and logistics beyond WiseTech, it’s the perfect time to check out See the full list for free.. Given WiseTech’s impressive long-term growth alongside a sharp recent share price decline, investors are left wondering whether the current valuation presents an opportunity to invest in future growth or if the market has already factored it all in. AdvertisementMost Popular Narrative: 44.4% Undervalued According to the most widely followed narrative, WiseTech Global’s fair value estimate stands at A$119.12, well above its last close price of A$66.17. This sizable gap reflects high future growth forecasts and forms the basis for one of the narrative's main arguments.  The rollout of the new unified, transaction-based CargoWise commercial model (the \"Value Pack\"), which removes seat-based pricing and bundles advanced AI-driven workflow and management engines, is expected to accelerate market penetration, reduce adoption friction, and open the SME market. This could result in significant recurring revenue uplift and higher customer retention as user engagement scales with transaction volumes.  Read the complete narrative. Want to dig into the numbers fueling this bullish narrative? One aggressive change in WiseTech’s business model, combined with ambitious growth projections, supports that impressive fair value. What assumptions could justify such a steep upside? Uncover the details inside the full narrative. Result: Fair Value of $119.12 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, slowing organic growth and uncertainty around the new transaction-based revenue model could challenge WiseTech’s bullish case if adoption falters. Find out about the key risks to this WiseTech Global narrative. Another View: Multiples Tell a Cautionary Tale While fair value narratives suggest WiseTech Global is undervalued, the company’s price-to-earnings ratio stands at 71.3x. That is much higher than the Oceanic Software industry average of 35.6x, its peer average of 68.4x, and even our calculated fair ratio at 47.7x. This sizable premium points to higher expectations and greater valuation risk if the company’s growth slows or optimism fades. See what the numbers say about this price — find out in our valuation breakdown. ASX:WTC PE Ratio as at Nov 2025 Build Your Own WiseTech Global Narrative If you think there’s another side to the story or want to draw your own conclusions, you can build your own investment narrative in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding WiseTech Global. Looking for More Investment Opportunities? Smart investors always keep their options open. Make your next move count and act now to uncover promising stocks and breakthrough ideas with these proven resources:  Tap into the surge of artificial intelligence innovation by reviewing these 24 AI penny stocks, building the next generation of smart applications and automation. Maximize your portfolio’s potential by evaluating these 869 undervalued stocks based on cash flows that the market may have overlooked, before others catch on. Catch the wave of digital financial transformation by examining these 82 cryptocurrency and blockchain stocks, making real progress in blockchain and crypto adoption.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if WiseTech Global might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}