WiseTech Global valuation analysis FY26

WiseTech Global Ltd. (ASX: WTC): year to July 2026 Verified Answer #1

Using Friday, July 24, 2026’s completed close of A$30.02—rather than an intraday price from the still-open July 27 ASX session—WiseTech’s share price fell from A$120.16 on July 25, 2025, a decline of approximately 75.0%. Verified Answer #1

Based on the approximately 336.1 million shares outstanding, that represents about A$30.3 billion of market capitalization erased. Verified Answer #1

By comparison, the S&P/ASX All Technology Index lost 34.0% over the year to July 24, 2026, so WiseTech underperformed its already-weak sector by about 41 percentage points. (de.finance.yahoo.com) Verified Answer #1

My conclusions are: Verified Answer #1

The mechanical cause of most of the depreciation was valuation-multiple compression, not a 75% collapse in earnings or cash flow. WiseTech entered the period priced for exceptionally high and dependable growth. Verified Answer #1

The market then reassessed that growth, governance and balance-sheet risk. Verified Answer #1

The principal reasons for the multiple compression were, in descending order: the extreme starting valuation; slower organic CargoWise growth and the lower-quality financial profile following e2open; Richard White-related governance and key-person risk; the sector-wide AI/rate-driven software sell-off; and uncertainty surrounding DSV after September 2028. Verified Answer #1

Technically, WTC is borderline oversold but not conclusively so: a reproducible 14-session RSI approximation is about 31.2, just above the conventional oversold threshold of 30. Verified Answer #1

Fundamentally, it is not clearly oversold at A$30.02. My base-case DCF value is approximately A$29 per share. Verified Answer #1

A favorable resolution of governance and execution risks can support values above A$50, but a disappointing e2open/CargoWise outcome can support values well below A$20. Verified Answer #1

My base-case fundamental price targets, excluding dividends, are: Verified Answer #1

July 2027: A$32–33 Verified Answer #1

July 2029: A$39–40 Verified Answer #1

July 2031: A$44–46 Verified Answer #1

These targets are materially below current broker consensus because my model uses a relatively high 10.5% WACC, explicitly subtracts WiseTech’s substantial net debt, and does not assume a return to its former premium valuation multiple. Verified Answer #1

Performance over the year Verified Answer #1

| Measure | Result | |---|---:| | July 25, 2025 close | A$120.16 | | July 24, 2026 close | A$30.02 | | Price depreciation | −75.0% | | Approximate market-capitalization reduction | A$30.3bn | | 52-week low | A$28.76 on June 23, 2026 | | Current price above 52-week low | 4.4% | | S&P/ASX All Technology one-year return | −34.0% | | WTC underperformance versus technology index | approximately 41 percentage points | Verified Answer #1

Price and index data are through July 24, 2026. Verified Answer #1

The market-capitalization calculation holds the reported 336.1 million share count constant and is therefore approximate. (de.finance.yahoo.com) Verified Answer #1

Dividends only marginally alter the picture: the FY25 final and FY26 interim dividends were US$0.077 and US$0.068 per share, respectively, so total shareholder return remained close to negative 75% before considering franking credits. (wisetechglobal.com) Verified Answer #1

The important diagnostic: earnings did not fall 75% Verified Answer #1

WiseTech’s FY25 operating results were strong: total revenue increased 14%, CargoWise revenue increased 18%—17% organically—underlying NPAT increased 30%, and free cash flow increased 31% to US$287 million. Verified Answer #1

In 1H26, after e2open was consolidated, total revenue rose 76%, underlying NPAT rose 2%, and free cash flow increased 24%, although statutory NPAT fell 36%. (wisetechglobal.com) Verified Answer #1

That divergence—roughly flat-to-rising underlying earnings and cash generation against a 75% share-price fall—shows that the decline was overwhelmingly a re-rating of the price investors were willing to pay for those earnings, rather than a collapse of the underlying business. Verified Answer #1

Against WiseTech’s subsequently reported FY25 underlying EPS of US$0.728, the July 2025 share price represented roughly a triple-digit earnings multiple after currency conversion. Verified Answer #1

A company priced at approximately 100 times earnings is highly exposed to even modest reductions in growth expectations, increases in discount rates, or governance risk. (wisetechglobal.com) Verified Answer #1

Primary drivers of the depreciation Verified Answer #1

Driver 1 — Extreme starting valuation and software-sector de-rating Verified Answer #1

This is the most important mechanical driver over the complete 12-month period. Verified Answer #1

The S&P/ASX All Technology Index declined 34.0% over the year as investors reduced the valuations assigned to long-duration software earnings. Verified Answer #1

The 2026 global software sell-off was associated with concerns that AI could lower software-development costs, reduce switching costs, permit customers to build more functionality internally, and weaken traditional per-seat SaaS pricing. Verified Answer #1

Higher long-term interest rates also reduce the present value of profits expected far in the future. (spglobal.com) Verified Answer #1

WiseTech was unusually sensitive because it began the period at an exceptionally high valuation. Verified Answer #1

Even if investors continued to believe CargoWise was a high-quality platform, changing the appropriate multiple from around 100 times earnings to something closer to 25–35 times earnings could produce most of the observed price decline without requiring a comparable earnings decline. Verified Answer #1

The sector move alone does not explain everything: if WTC had merely matched the technology index’s 34.0% fall, it would have ended near A$79 rather than A$30. Verified Answer #1

The additional underperformance indicates that company-specific risks were decisive. Verified Answer #1

Driver 2 — Slower organic CargoWise growth and a changed financial profile after e2open Verified Answer #1

CargoWise organic revenue growth slowed from 17% in FY25 to 9% in 1H26. Verified Answer #1

For an ordinary company, 9% organic growth would be respectable; for a company formerly valued at approximately 100 times earnings, it is insufficient to sustain the old valuation without a credible acceleration path. (wisetechglobal.com) Verified Answer #1

The e2open acquisition also changed WiseTech’s financial profile materially: Verified Answer #1

WiseTech drew US$2.4 billion under its US$3 billion syndicated facility to complete e2open and provide liquidity. Verified Answer #1

Net leverage reached 3.2 times at December 31, 2025. Verified Answer #1

Reported EBITDA margin fell from 49% in FY25—or 53% excluding e2open transaction costs—to 38% in 1H26. Verified Answer #1

1H26 statutory NPAT fell 36%, principally because of acquisition-related amortization and higher interest expense. Verified Answer #1

Net finance costs increased from US$2.0 million to US$66.4 million in 1H26. (data-api.marketindex.com.au) Verified Answer #1

This does not mean e2open is necessarily a bad acquisition. Verified Answer #1

WiseTech reported that it achieved its US$50 million FY27 annualized cost-synergy target substantially ahead of schedule, and management reaffirmed FY26 guidance. Verified Answer #1

But the acquisition replaced part of WiseTech’s former debt-light, very high-margin profile with a more leveraged and operationally complicated one. Verified Answer #1

That justifies a higher risk premium until integration, organic growth and deleveraging are demonstrated. (wisetechglobal.com) Verified Answer #1

Driver 3 — Richard White-related governance and key-person risk Verified Answer #1

Governance was the largest identifiable company-specific event risk during the period. Verified Answer #1

On March 23, 2026, WTC fell after reports that ASIC had received a recording potentially relevant to its investigation of Richard White’s share trading. Verified Answer #1

On June 22, the shares fell 18.4% in one session after media reports alleged that the Australian Federal Police was investigating White in connection with immigration and human-exploitation matters. (capitalbrief.com) Verified Answer #1

These allegations are contested. Verified Answer #1

On June 23, WiseTech stated that it was not aware of the alleged investigation, that the reports concerned White in a personal capacity rather than WiseTech, and that White emphatically denied any involvement in human trafficking. Verified Answer #1

No conclusion about the truth of the allegations should therefore be inferred from the market reaction alone. (announcements.asx.com.au) Verified Answer #1

The valuation impact nevertheless has a clear mechanism: Verified Answer #1

White is both a large shareholder and a central product and innovation figure. Verified Answer #1

Adverse developments could remove or distract a key executive. Verified Answer #1

Keeping him in senior roles preserves innovation continuity but leaves reputational and governance exposure. Verified Answer #1

Removing him could reduce governance risk but create key-person and succession risk. Verified Answer #1

Investors therefore require a higher return—or WACC—to own the stock under either uncertain outcome. Verified Answer #1

On July 7, White stepped down as executive chair and Raelene Murphy became independent chair, but White remained an executive director and chief innovation officer. Verified Answer #1

The shares initially rallied, indicating that the market viewed independent chairmanship as positive, but the continuing executive role means the governance discount has not disappeared. (announcements.asx.com.au) Verified Answer #1

Driver 4 — DSV/customer-platform uncertainty Verified Answer #1

Investors have also worried that DSV, the world’s largest freight forwarder following its acquisition of DB Schenker, could migrate work from CargoWise to Schenker’s internal Tango platform. Verified Answer #1

WiseTech’s July 10 clarification materially reduced the immediate risk: it said DSV remained an active customer, CargoWise transaction volumes at DSV had increased about 20% over the preceding six months, and both companies were contractually committed—including a substantial financial commitment—through September 2028. (capitalbrief.com) Verified Answer #1

However, this is not a permanent resolution. Verified Answer #1

The principal valuation question is what occurs after September 2028. Verified Answer #1

A reduction in dependence by a flagship customer could affect direct revenue and the perceived strategic moat. Verified Answer #1

Conversely, renewal or expansion onto WiseTech’s AI workflow and new commercial model would remove a major overhang. Verified Answer #1

Driver 5 — AI is both an opportunity and a threat Verified Answer #1

WiseTech argues that AI strengthens CargoWise, supports workflow automation and permits a structurally lower cost base. Verified Answer #1

In February 2026, it announced a phased reduction of up to 2,000 roles, approximately 29% of the workforce, and the market initially reacted positively. (data-api.marketindex.com.au) Verified Answer #1

Nevertheless, investors are distinguishing between two possible AI outcomes: Verified Answer #1

Bull case: AI expands CargoWise’s value per transaction, automates logistics workflows, reduces WiseTech’s development costs and supports transaction-based monetization. Verified Answer #1

Bear case: AI lowers the cost of developing competing or internal systems, reduces switching barriers, and weakens established software vendors’ pricing power. Verified Answer #1

WiseTech’s move from seat-based licensing toward transaction and value-based pricing is strategically sensible if automation reduces human user counts. Verified Answer #1

But it introduces execution and customer-acceptance risk during the transition. Verified Answer #1

Is WTC oversold? Verified Answer #1

Technical answer: borderline, but not decisively oversold Verified Answer #1

Using the closing-price changes for the 14 trading sessions ending July 24 and the transparent formula Verified Answer #1

RSI = 100 − 100 / [1 + average gain / average loss], Verified Answer #1

aggregate gains were approximately A$4.43 and aggregate losses approximately A$9.78, producing an RSI approximation of 31.2. Verified Answer #1

The conventional technical definition generally identifies RSI below 30 as oversold. Verified Answer #1

WTC is therefore very close to oversold, but not unambiguously below the threshold. Verified Answer #1

The result could differ slightly under the standard Wilder-smoothed RSI method. Verified Answer #1

Price data also show that A$30.02 was only 4.4% above the A$28.76 52-week low. (intelligentinvestor.com.au) Verified Answer #1

A low RSI does not establish intrinsic value. Verified Answer #1

It means recent losses have substantially exceeded gains and therefore indicates stretched negative momentum. Verified Answer #1

In a governance- or balance-sheet-driven re-rating, a stock can remain near an oversold reading for an extended period. Verified Answer #1

Fundamental answer: not clearly oversold in the base case Verified Answer #1

At A$30.02, WTC’s approximate market capitalization is A$10.1 billion. Verified Answer #1

Adding an estimated US$1.9 billion of June 2026 net debt gives an enterprise value of approximately A$12.8 billion at the July 24 exchange rate. Verified Answer #1

Against the midpoint of FY26 EBITDA guidance—US$567.5 million, or about A$813 million—WTC trades at approximately 15.8 times FY26 EV/EBITDA. Verified Answer #1

That is far below its former premium but is not a distressed valuation. (wisetechglobal.com) Verified Answer #1

My base DCF of about A$29 is close to the market price. Verified Answer #1

Thus: Verified Answer #1

Technically: nearly oversold. Verified Answer #1

Fundamentally under conservative assumptions: approximately fairly valued. Verified Answer #1

Fundamentally under a successful-recovery case: significantly undervalued. Verified Answer #1

Fundamentally if integration, governance or customer risks deteriorate: still materially overvalued. Verified Answer #1

The best overall description is therefore “a high-uncertainty recovery option,” not an obvious deep-value oversold stock. Verified Answer #1

DCF valuation Verified Answer #1

Important timing limitation Verified Answer #1

WiseTech had not yet published its FY26 full-year results as of July 27, 2026; the results were scheduled for August 26, 2026. Verified Answer #1

Consequently, June 2026 net debt, second-half free cash flow and full-year organic growth must be estimated. (wisetechglobal.com) Verified Answer #1

All operating forecasts below are in US dollars, consistent with WiseTech’s reporting currency. Verified Answer #1

I convert the result using the July 24, 2026 USD/AUD rate of approximately 1.4321 Australian dollars per US dollar. (ca.investing.com) Verified Answer #1

Base-case starting point Verified Answer #1

WiseTech’s FY26 guidance midpoint is: Verified Answer #1

Revenue: US$1.415 billion Verified Answer #1

EBITDA: US$567.5 million Verified Answer #1

EBITDA margin: approximately 40.1%. (wisetechglobal.com) Verified Answer #1

The reported 1H26 free cash flow of US$153.6 million is after cash interest. Verified Answer #1

Adding back US$61.8 million of interest at an assumed 25% tax shield gives an approximate six-month unlevered cash-flow proxy of: Verified Answer #1

US$153.6m + US$61.8m × (1 − 25%) = approximately US$200m. Verified Answer #1

Annualizing that proxy gives approximately US$400 million of FCFF. Verified Answer #1

I therefore use US$430 million for FY27 FCFF, allowing for modest organic growth, realization of integration savings and reduced one-off restructuring costs. Verified Answer #1

Reported cash-flow and interest figures come from the 1H26 financial report. (data-api.marketindex.com.au) Verified Answer #1

Base-case assumptions Verified Answer #1

| Assumption | Base case | |---|---:| | FY27 FCFF | US$430m | | FY28 FCFF growth | 14% | | FY29 growth | 13% | | FY30 growth | 11% | | FY31 growth | 10% | | FY32–FY36 growth | Declines from 9% to 5% | | Terminal growth | 3.0% | | WACC | 10.5% | | Estimated June 2026 net debt | US$1.90bn | | Current diluted shares | 336.1m | | Annual dilution in target model | 0.5% | | USD/AUD conversion | 1.4321 | Verified Answer #1

The 10.5% WACC is deliberately higher than one might use for an unleveraged, mature vertical-software company. Verified Answer #1

It reflects WiseTech’s governance uncertainty, acquisition leverage, customer-transition risk, high-duration cash flows and the uncertainty around AI’s effect on enterprise-software economics. Verified Answer #1

Forecast FCFF Verified Answer #1

| Financial year | FCFF, US$m | Growth | |---|---:|---:| | FY27 | 430 | — | | FY28 | 490 | 14% | | FY29 | 554 | 13% | | FY30 | 615 | 11% | | FY31 | 676 | 10% | | FY32 | 737 | 9% | | FY33 | 796 | 8% | | FY34 | 852 | 7% | | FY35 | 903 | 6% | | FY36 | 948 | 5% | Verified Answer #1

DCF calculation Verified Answer #1

The enterprise value is: Verified Answer #1

EV = Σ[FCFFₜ / (1 + WACC)ᵗ] + [FCFF₁₀ × (1 + g) / (WACC − g)] / (1 + WACC)¹⁰ Verified Answer #1

Using the assumptions above: Verified Answer #1

Present value of explicit FY27–FY36 FCFF: approximately US$3.92bn Verified Answer #1

Present value of terminal value: approximately US$4.80bn Verified Answer #1

Enterprise value: approximately US$8.72bn Verified Answer #1

Less estimated net debt: US$1.90bn Verified Answer #1

Equity value: approximately US$6.82bn Verified Answer #1

Equity value per share: approximately US$20.29 Verified Answer #1

Converted at US$1 = A$1.4321: A$29.06 per share Verified Answer #1

Base DCF fair value: approximately A$29 per share Verified Answer #1

At the A$30.02 reference price, the stock is approximately 3% above this central value—effectively within normal valuation error and therefore fairly valued rather than clearly oversold. Verified Answer #1

Approximately 55% of enterprise value comes from the terminal value. Verified Answer #1

The result is therefore sensitive to the WACC, terminal growth, sustainable post-integration margins and DSV retention after 2028. Verified Answer #1

Projected price targets Verified Answer #1

I calculate future targets as forward-dated intrinsic values rather than applying an arbitrary share-price CAGR. Verified Answer #1

Enterprise value is rolled forward according to: Verified Answer #1

EVₜ₊₁ = EVₜ × (1 + WACC) − FCFFₜ₊₁ Verified Answer #1

I then subtract projected net debt and divide by the expected diluted share count. Verified Answer #1

The model assumes no material unannounced acquisition and holds the exchange rate constant. Verified Answer #1

Base-case targets Verified Answer #1

| Target date | Base target | Implied annualized price return from A$30.02 | Main assumptions | |---|---:|---:|---| | July 2027 | A$32.5 | approximately 8% | Net debt falls to US$1.55bn; FY27 FCFF about US$430m | | July 2029 | A$39.2 | approximately 9% p.a. | Net debt falls to US$0.8bn; e2open integration and pricing model are working | | July 2031 | A$44.6 | approximately 8% p.a. | Net debt falls to US$0.3bn; growth gradually normalizes but remains above terminal growth | Verified Answer #1

Rounded actionable reference points are therefore: Verified Answer #1

July 2027: A$32–33 Verified Answer #1

July 2029: A$39–40 Verified Answer #1

July 2031: A$44–46 Verified Answer #1

These are price-only targets; dividends would add modestly to total return. Verified Answer #1

Scenario analysis Verified Answer #1

Long-dated point estimates create false precision, so the bear and bull cases are at least as important as the base result. Verified Answer #1

| Scenario | FY27 FCFF | WACC | Terminal growth | Current DCF fair value | July 2027 | July 2029 | July 2031 | |---|---:|---:|---:|---:|---:|---:|---:| | Bear | US$380m | 12.0% | 2.5% | A$12 | A$13 | A$16 | A$19 | | Base | US$430m | 10.5% | 3.0% | A$29 | A$32–33 | A$39–40 | A$44–46 | | Bull | US$470m | 9.0% | 3.5% | A$55 | A$60 | A$72 | A$78 | Verified Answer #1

What produces each scenario? Verified Answer #1

Bear case: Verified Answer #1

CargoWise organic growth remains in the high single digits or weaker. Verified Answer #1

DSV reduces CargoWise dependence after September 2028. Verified Answer #1

e2open revenue attrition offsets cost synergies. Verified Answer #1

Governance or regulatory developments keep the cost of equity elevated. Verified Answer #1

Deleveraging is slow, with net debt still around US$1.2 billion in 2031. Verified Answer #1

Base case: Verified Answer #1

CargoWise returns to low-double-digit growth. Verified Answer #1

e2open integration savings are substantially retained. Verified Answer #1

The new commercial model monetizes transactions and AI workflow usage without major customer losses. Verified Answer #1

Governance does not materially worsen, but a persistent discount remains. Verified Answer #1

Net debt declines gradually through internally generated cash flow. Verified Answer #1

Bull case: Verified Answer #1

CargoWise organic growth returns to the mid-teens. Verified Answer #1

AI workflow automation materially increases customer value and transaction revenue. Verified Answer #1

e2open margins and retention improve faster than expected. Verified Answer #1

DSV renews or expands its relationship beyond 2028. Verified Answer #1

Governance risk recedes and WACC normalizes toward 9%. Verified Answer #1

Cross-check against analyst targets Verified Answer #1

As of July 20–21, 2026, external consensus data were much more optimistic than my DCF: Verified Answer #1

S&P Global-derived data reported an average target of approximately A$69.53 from 16 analysts. Verified Answer #1

Financial Times data showed a median of approximately A$63.98, with a very wide range from A$37.99 to A$115.98. (stockanalysis.com) Verified Answer #1

The breadth of that range is itself informative: analysts do not agree on the appropriate discount rate, post-e2open cash conversion, or persistence of the governance discount. Verified Answer #1

My base valuation is lower principally because it: Verified Answer #1

subtracts approximately US$1.9 billion of estimated net debt; Verified Answer #1

uses a 10.5% WACC rather than assuming a rapid return to a premium software discount rate; Verified Answer #1

starts from approximately US$400–430 million of normalized FCFF rather than applying high revenue multiples; Verified Answer #1

assumes gradual, rather than immediate, reacceleration in organic growth; and Verified Answer #1

does not assign additional value for an automatic return to WiseTech’s historical valuation multiple. Verified Answer #1

The consensus target near A$64–70 is closer to my bull case than my base case. Verified Answer #1

It can be achieved, but it requires favorable operating and governance outcomes rather than merely a rebound from an unusually large price fall. Verified Answer #1

What would change the conclusion? Verified Answer #1

Evidence that would make WTC genuinely undervalued Verified Answer #1

The base value would move toward A$45–60 if the August 26 results and subsequent reporting show several of the following: Verified Answer #1

CargoWise organic growth returning to at least 13–15%; Verified Answer #1

strong revenue uplift from the new commercial model without elevated customer attrition; Verified Answer #1

e2open subscription retention stabilizing; Verified Answer #1

EBITDA margins moving toward the mid-40s after restructuring; Verified Answer #1

net debt falling faster than management’s existing leverage targets; Verified Answer #1

DSV adopting additional WiseTech AI or workflow products and extending beyond 2028; Verified Answer #1

credible evidence that the independent chair and CEO operate independently of White; and Verified Answer #1

no adverse regulatory or legal development involving senior leadership. Verified Answer #1

Evidence that would support the bear case Verified Answer #1

A value below A$20 becomes plausible if: Verified Answer #1

FY26 free cash flow or net debt materially misses expectations; Verified Answer #1

underlying CargoWise growth remains below 10%; Verified Answer #1

the new pricing model causes customer resistance; Verified Answer #1

DSV confirms a large-scale post-2028 migration; Verified Answer #1

e2open’s revenue continues to contract despite cost reductions; Verified Answer #1

further acquisition spending delays deleveraging; or Verified Answer #1

governance developments disrupt product leadership or access to capital. Verified Answer #1

Final assessment Verified Answer #1

WiseTech’s 75% decline is real, but percentage decline alone does not establish that a stock is cheap. The shares began the period at an exceptionally demanding valuation and now trade at approximately 16 times guided FY26 EBITDA after including estimated net debt. Verified Answer #1

The underlying business continues to generate cash, and CargoWise retains meaningful strategic strengths, but investors are now being asked to underwrite a leveraged integration, slower organic growth, AI-driven disruption and opportunity, DSV uncertainty, and unresolved founder-related governance risk simultaneously. Verified Answer #1

Therefore: Verified Answer #1

Technical verdict: borderline oversold, with RSI around 31 and price close to its 52-week low. Verified Answer #1

Fundamental verdict: approximately fairly valued in a conservative base DCF, rather than clearly oversold. Verified Answer #1

Current base fair value: A$29 per share. Verified Answer #1

July 2027 base target: A$32–33. Verified Answer #1

July 2029 base target: A$39–40. Verified Answer #1

July 2031 base target: A$44–46. Verified Answer #1

Bull-case potential: A$55 currently and approximately A$60/A$72/A$78 at the three target dates. Verified Answer #1

Bear-case risk: approximately A$12 currently, with only a gradual recovery thereafter. Verified Answer #1

The August 26, 2026 full-year release is the next major evidence point. Verified Answer #1

Until actual June net debt, second-half CargoWise growth and post-integration cash conversion are known, the strongest conclusion is not “obviously oversold,” but “borderline technically oversold and priced near conservative intrinsic value, with unusually wide upside and downside tails.” Verified Answer #1

Principal references Verified Answer #1

WiseTech Global Limited. (2025, August 27). WiseTech EBITDA margin exceeds expectations, long-term growth runway—FY25 results. (wisetechglobal.com) Verified Answer #1

WiseTech Global Limited. (2026, February 25). WTC reaffirms FY26 guidance and accelerates AI transformation. (data-api.marketindex.com.au) Verified Answer #1

WiseTech Global Limited. (2026, February 25). 1H26 financial report. (wisetechglobal.com) Verified Answer #1

WiseTech Global Limited. (2026, June 23). Response to media commentary. (announcements.asx.com.au) Verified Answer #1

WiseTech Global Limited. (2026, July 7). New Independent Chair appointed and succession planning update. (announcements.asx.com.au) Verified Answer #1

WiseTech Global Limited. (2026, July 10). Clarification regarding the WiseTech relationship with DSV. (marketindex.com.au) Verified Answer #1

S&P Dow Jones Indices. (2026, July 24). S&P/ASX All Technology Index performance. (spglobal.com) Verified Answer #1

InvestSMART/Morningstar. (2026, July 24). WiseTech Global share-price history. (intelligentinvestor.com.au) Verified Answer #1

*This is a general valuation analysis, not personalized financial advice. Verified Answer #1

DCF estimates are highly assumption-sensitive, particularly for a leveraged, founder-influenced technology company undergoing a major acquisition integration.* Verified Answer #1

Sources: [1] WiseTech Global Limited (WTC.AX) Kursverlauf und Daten – Yahoo Finanzen [2] Shareholder services | WiseTech Global [3] ASX Announcement: 2025/57 [4] wisetechglobal.com [5] S&P/ASX All Technology Index | S&P Dow Jones Indices [6] data-api.marketindex.com.au [7] PowerPoint Presentation [8] WiseTech shares dive amid new reports about Richard White — Capital Brief [9] ASX Announcement: 2026/36 [10] ASX Announcement: 2026/41 [11] WiseTech dismisses reports over split with freight giant DSV — Capital Brief [12] Wisetech Global Limited (ASX:WTC) - Share Price - Intelligent Investor [13] Investor center | WiseTech Global [14] USD AUD Exchange Rate History - Investing.com CA [15] WiseTech Global (ASX:WTC) Stock Forecast & Price Targets [16] wisetechglobal.com [17] WTC:ASX Announcement - Clarification regarding the WiseTech relationship with DSV - 10 Jul 2026 Verified Answer #1