Wise plc (WPLCF)
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Wise: A Virtuous Cycle That Will Continue To Support Growth
Wise PLC's robust payment infrastructure and low transaction costs create a strong moat, driving double-digit growth in a large, expanding market. The company's impressive financials include a 19% YoY revenue increase, 55% profit growth, and a strong balance sheet with minimal debt. Wise's valuation is attractive, trading at a P/E of 20x, with significant upside potential due to growth catalysts such as new partnerships and regulatory approvals.
Wise plc (WPLCF) Half Year Results for FY 2025 Earnings Call Transcript
Wise plc (OTCPK:WPLCF) Half Year Results for FY 2025 Earnings Conference Call November 6, 2024 4:30 AM ET Company Participants Martin Adams – Director of Finance, Investor Relations Kristo Käärmann – Chief Executive Officer and Co-Founder Emmanuel Thomassin – Chief Financial Officer Conference Call Participants Justin Forsythe – UBS Hannes Leitner – Jefferies Alexandre Faure – BNP Paribas Exane James Britton – HSBC Aditya Buddhavarapu – Bank of America Andrew Hollingworth – Holland Advisors Antonin Baudry – HSBC Sven Merkt – Barclays Josh Levin – Autonomous Nooshin Nejati – Deutsche Bank Martin Adams Good morning, everybody. Thank you very much for joining us here today for Wise plc Half Year Results for FY 2025.
Wise reports 55% profit surge as UK demand for digital payments soars
British digital payments giant Wise has posted a significant 55% rise in profit for the first half of its 2025 fiscal year, reaching £217.3 million, up from £140.6 million a year ago. The increase highlights Wise's strong expansion strategy, driven by a 25% rise in active customers, totalling 11.4 million consumer and business clients.
Blue Owl: A Wise Choice For Long-Term Investors
Blue Owl has rapidly grown its AUM at a 54% CAGR in recent years, driven by its fee-centric business model and focus on permanent capital. I value its predictable revenue streams and relatively minimal exposure to market volatility, which make it a safer investment opportunity compared to traditional banks. Despite recent gains, OWL appears modestly undervalued. It offers a forward yield of 3.4% with further potential upside.
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