+ Watch WDAY
on My Watchlist
Yes Revenues are growing quickly (40% YoY) which makes shorting this risky (if they execute well the stock may eventually grow into its current valuation). At $50 this company is valued at $10B; or over 15x current revenue.
Workday is acquiring and launching more modules such as recruiting. It will continue to grow as its user ease and user interface are unmatched as well as its data leveraging capabilities.
BG went long around $97.
sales and integration for payroll systems. these guys know how to sell, and 2 month integration.
CEO has vision to change the indursty
it will fly
I'm short CRM, and I was floored comparing P/S and P/B ratios. Makes CRM look cheap by those metrics. WDAY can't scale like CRM has due to narrower software focus.
The move away from awful monolithic ERPs is underway. And WorkDay is well positioned and has an excellent management team.
Its gonna FAIL
MAKING ENTERPRISE TASKS EASY
very high valuation
Priced at 40x sales. I've never seen this work out well.
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.
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