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Wise PLC Class A (WSE)
NASDAQ:WSE
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Wise PLC Class A (WSE) AI Stock Analysis

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WSE

Wise PLC Class A

(NASDAQ:WSE)

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Outperform 71 (OpenAI - 5.2)
Rating:71Outperform
Price Target:
$12.50
▲(1.21% Upside)
Action:N/A
Date:07/15/26
The score is driven primarily by strong financial performance, especially robust free cash flow generation and solid profitability despite recent margin compression. Technicals are supportive with price above key moving averages and positive MACD, though near-overbought stochastic readings add caution. Valuation is the main drag given the ~25.6 P/E and lack of dividend yield data.
Positive Factors
Cash generation
Consistently strong operating and free cash flow that tracks net income indicates high earnings quality and excellent cash conversion. Over a multi-month horizon this supports continued investment in tech and partnerships, funds buybacks/dividends or debt reduction, and increases strategic optionality.
Negative Factors
Margin compression in 2026
Notable margin compression in 2026, including lower gross margin and reduced net income despite higher revenue, raises questions about cost structure and pricing power. If structural, it could erode free cash flow margins and constrain reinvestment or shareholder returns over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation
Consistently strong operating and free cash flow that tracks net income indicates high earnings quality and excellent cash conversion. Over a multi-month horizon this supports continued investment in tech and partnerships, funds buybacks/dividends or debt reduction, and increases strategic optionality.
Read all positive factors

Wise PLC Class A (WSE) vs. SPDR S&P 500 ETF (SPY)

Wise PLC Class A Business Overview & Revenue Model

Company Description
Headquartered in St. Helier, United Kingdom, Wise Group Plc specializes in providing international payment solutions. This company, established on June 17, 2025, delivers cross-border payment capabilities for both financial institutions and indivi...
How the Company Makes Money
Wise primarily makes money from fees charged for moving and converting money internationally and between currencies on its platform. Its core revenue stream is transaction-based: customers pay an upfront, transparent fee when they convert currency...

Wise PLC Class A Earnings Call Summary

Earnings Call Date:Nov 06, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Dec 01, 2026
Earnings Call Sentiment Neutral
The earnings call demonstrates strong customer growth and increased engagement, with significant investments in technology and partnerships driving future potential. However, these are tempered by pricing pressures, high operational costs, and significant one-time expenses.
Positive Updates
Customer Growth and Engagement
Added 2 million active customers, reaching 13 million people and businesses using Wise. Cross-border volumes increased by 24% to nearly GBP 85 billion in the half year.
Negative Updates
Pricing Pressure
Cross-border take rate decreased by 10 basis points year-on-year to 52 basis points, with revenue increasing only 5% compared to last year.
Read all updates
Q2-2026 Updates
Negative
Customer Growth and Engagement
Added 2 million active customers, reaching 13 million people and businesses using Wise. Cross-border volumes increased by 24% to nearly GBP 85 billion in the half year.
Read all positive updates
Company Guidance
In the recent Wise call, the company reported significant growth and strategic investments that have bolstered their performance. They added 2 million active customers, reaching 13 million in total, and achieved a 24% increase in cross-border volumes, amounting to nearly GBP 85 billion for the half-year. Wise has also successfully reduced their average fees by approximately 15%, resulting in a stronger customer affinity and a 13% growth in underlying income. Customer holdings have exceeded GBP 25 billion, highlighting growing trust. Additionally, 74% of payments are now instant, with money reaching recipients in under 20 seconds. Wise's active customer base expanded by 21%, and the cross-border volume grew by 34% annually. The company remains committed to sustainable growth, aiming for a profit before tax margin between 13% and 16%. Looking ahead, Wise plans to continue investing in infrastructure and international banking features, while maintaining a strategic focus on pricing and customer retention.

Wise PLC Class A Financial Statement Overview

Summary
Strong overall fundamentals supported by solid income statement performance (multi-year revenue expansion and healthy profitability) and standout cash generation (consistently high operating cash flow/free cash flow with strong cash conversion). Key risks are 2026 margin compression and some volatility/step-changes in cash flow metrics, plus a 2026 increase in total debt that bears monitoring.
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
83
Very Positive
BreakdownMar 2026Mar 2024Mar 2023Mar 2022Mar 2022
Income Statement
Total Revenue2.05B1.81B1.41B986.30M563.80M
Gross Profit1.18B1.31B1.10B638.20M369.10M
EBITDA525.19M598.60M520.00M179.70M71.20M
Net Income377.23M416.70M354.60M114.00M32.90M
Balance Sheet
Total Assets25.16B19.25B15.14B11.90B7.56B
Cash, Cash Equivalents and Short-Term Investments24.50B12.83B9.22B7.65B2.32B
Total Debt365.89M185.60M224.20M264.40M95.70M
Total Liabilities23.70B17.86B14.16B11.33B7.16B
Stockholders Equity1.46B1.39B979.90M576.90M409.20M
Cash Flow
Free Cash Flow5.70B4.46B3.24B3.91B3.13B
Operating Cash Flow5.71B4.49B3.25B3.92B3.14B
Investing Cash Flow1.32B-598.40M-142.60M-2.59B-490.40M
Financing Cash Flow-207.94M-181.30M-125.60M153.90M-1.30M

Wise PLC Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$14.82B24.5127.43%12.24%-7.61%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
55
Neutral
£20.75M-8.95-18.74%-15.25%58.72%
46
Neutral
£9.30M-4.91-26.09%-44.27%-350.00%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WSE
Wise PLC Class A
12.93
-1.15
-8.17%
GB:TIA
IDE Group Holdings Plc
48.50
-14.00
-22.40%
GB:GST
GSTechnologies
0.40
-0.38
-48.72%

Wise PLC Class A Corporate Events

Wise Group Faces U.S. Trust Bank Charter Denial but Plans GENIUS Act Reapplication
Jul 23, 2026
Wise Group plc, the London‑based cross‑border payments specialist, builds technology that lets individuals and businesses hold multi‑currency balances, send money internationally and spend abroad at lower cost. Its infrastructure...
Wise Group shifts primary listing to Nasdaq after strong FY26 growth
Jun 26, 2026
Wise Group plc reported strong operational and financial performance for the financial year ended 31 March 2026, highlighting rapid growth in cross-border volumes, customer numbers and balances held on its platform. The company expanded its global...
Wise Group posts strong FY2026 results and launches new $500m share buyback plan
Jun 25, 2026
Wise Group plc, the London-headquartered fintech listed on Nasdaq and the LSE, reported its financial results for the year ended 31 March 2026 on 25 June, highlighting rapid growth in cross-border volumes and broader account usage. The company als...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 15, 2026