+ Watch WDAY
on My Watchlist
Its gonna FAIL
15 billion market cap.....40 x sales...... thats a lot of ground to make up to get to today's valuation. Great company. Stock will go sideways for the next 3-5 years if everything works out well.
MAKING ENTERPRISE TASKS EASY
Time for all the high-flyers to fall.
very high valuation
Priced at 40x sales. I've never seen this work out well.
35% growth for 10 years starting at $1 per share profit they don't have and then this makes sense, buy not really a buy. Workday cloud CRM. Rapidly expanding revenue, P/B 20 , no earnings. End ASAP , via Buffettjr1
High Multiple but the company is earning every cent of the subscriptions. Partners only earn implementation fees with no percentage of subscription. This signals some pretty high profit margins
Though expensive, Workday is where enterprise software is headed. Its not easy to get there if you are SAP or Oracle as they find it hard to let go of the old way which was very profitable for the. Revenue is doubling year-over-year on mainly HCM products. With its Financials products hitting the market now, that sales picture looks good. Renewals in the cloud are far more bankable than on premise software equivalents. This will be a $100 stock by the end of the year.
Workday is the market share leader in true native cloud core system (ERP of the past). They will continue to gain share through gobbling up Oracle and SAP customers. Large complex software is a thing of the past. Customers require simplicity so they can service their own clients better--no one delivers this simplicity as well as Workday. Simplicity is here forever too, so Workday should have a very long run.
Excellent mgmt. and top cloud product in a specific business function.
Very hot area, compelling technology, and a likely takeover candidate as big tech firms go hunting for small firms in the PaaS (next-gen cloud) space.
Management that has done it all before and can use the latest technology avoiding the legacy systems hampering the competition
Admittedly, this one is speculative -- especially at these prices. But the idea for HR in the cloud is an interesting one.
Oracle is competing their offfer. Way too expensive.
will replace SAP on the long run. why? leaner, more user friendly, agile and cloud based.
The company has to increase their revenues and align these volumes to the unit price of the share,
PSR of 40. Even at a more reasonable psr of 10 (matching salesforce.com valuation), it is 1/4 th from here
The best software in the HR space by a distance and they are starting to seriously hurt SAP and Oracle. A significant moat and while the stock may dip further, this is a long term success story in the making
Negative shareholders' equity and a market cap of almost $8 billion. Hmmm...
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