Analyzing Workday In Comparison To Competitors In Software Industry
Analyzing Workday In Comparison To Competitors In Software Industry
In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article, we will undertake a comprehensive industry comparison, evaluating Workday (NASDAQ:WDAY) vis-à-vis its key competitors in the Software industry. Through a detailed analysis of important financial indicators, market standing, and growth potential, our goal is to provide valuable insights and highlight company's performance in the industry.
在當今瞬息萬變且競爭激烈的商業世界中，投資者和行業觀察家在做出投資選擇之前必須仔細評估公司。在本文中，我們將進行全面的行業比較，評估 Workday（納斯達克股票代碼：WDAY） 相對於其在軟件行業的主要競爭對手。通過對重要財務指標、市場地位和增長潛力的詳細分析，我們的目標是提供有價值的見解並突出公司在行業中的表現。
Workday Background
工作日背景
Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 18,000 employees.
Workday是一家軟件公司，提供人力資本管理（HCM）、財務管理和業務規劃解決方案。Workday以純雲軟件提供商而聞名，總部位於加利福尼亞州普萊森頓。Workday 成立於 2005 年，現在擁有超過 18,000 名員工。
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Workday Inc | 51.22 | 8.72 | 9.75 | 16.16% | $0.24 | $1.46 | 16.75% |
| Salesforce Inc | 71.34 | 4.87 | 8.46 | 2.46% | $2.75 | $7.14 | 10.77% |
| Adobe Inc | 46.54 | 14.12 | 11.20 | 3.88% | $1.21 | $4.59 | 11.32% |
| SAP SE | 55.07 | 4.59 | 6.41 | 3.05% | $2.32 | $6.2 | 5.02% |
| Intuit Inc | 64.16 | 10.40 | 11.80 | 2.08% | $0.6 | $2.53 | 11.34% |
| Synopsys Inc | 61.95 | 12.83 | 14.21 | 7.01% | $0.53 | $1.32 | 21.15% |
| Cadence Design Systems Inc | 79.74 | 24.39 | 20.31 | 9.94% | $0.41 | $0.96 | 18.75% |
| Roper Technologies Inc | 42.07 | 3.29 | 9.32 | 2.26% | $0.72 | $1.13 | 12.76% |
| Autodesk Inc | 57.04 | 27.56 | 9.39 | 16.9% | $0.35 | $1.34 | 3.89% |
| Palantir Technologies Inc | 249.11 | 14.27 | 23.15 | 2.8% | $0.11 | $0.5 | 19.61% |
| Datadog Inc | 898.86 | 20.62 | 20.71 | 2.82% | $0.07 | $0.48 | 25.62% |
| Ansys Inc | 59.25 | 5.48 | 13.07 | 5.29% | $0.37 | $0.74 | 15.99% |
| MicroStrategy Inc | 59.26 | 12.27 | 52.27 | 5.93% | $-0.04 | $0.1 | -6.09% |
| AppLovin Corp | 77.94 | 20.16 | 8.44 | 14.58% | $0.37 | $0.68 | 35.73% |
| PTC Inc | 91.86 | 7.75 | 9.98 | 2.42% | $0.16 | $0.44 | 18.09% |
| Zoom Video Communications Inc | 30.06 | 2.39 | 4.24 | 3.87% | $0.2 | $0.87 | 2.56% |
| Tyler Technologies Inc | 106.15 | 5.95 | 9.02 | 1.34% | $0.09 | $0.21 | 6.35% |
| NICE Ltd | 47.47 | 4.58 | 6.76 | 2.49% | $0.19 | $0.42 | 9.61% |
| Bentley Systems Inc | 49.87 | 16.79 | 13.50 | 22.81% | $0.05 | $0.24 | 8.26% |
| Manhattan Associates Inc | 84.50 | 52.72 | 16.06 | 19.96% | $0.06 | $0.13 | 20.27% |
| Dynatrace Inc | 71.89 | 7.34 | 10.34 | 2.3% | $0.05 | $0.3 | 22.74% |
| Average | 115.21 | 13.62 | 13.93 | 6.71% | $0.53 | $1.52 | 13.69% |
| 公司 | P/E | P/B | 市銷率 | 羅伊 | 息稅折舊攤銷前利潤（單位：十億） | 毛利（單位：十億） | 收入增長 |
|---|---|---|---|---|---|---|---|
| Workday公司 | 51.22 | 8.72 | 9.75 | 16.16% | 0.24 美元 | 1.46 美元 | 16.75% |
| Salesforce | 71.34 | 4.87 | 8.46 | 2.46% | 2.75 美元 | 7.14 美元 | 10.77% |
| Adobe | 46.54 | 14.12 | 11.20 | 3.88% | 1.21 美元 | 4.59 美元 | 11.32% |
| 肥皂性交 | 55.07 | 4.59 | 6.41 | 3.05% | 2.32 | 6.2 美元 | 5.02% |
| Intuit Inc | 64.16 | 10.40 | 11.80 | 2.08% | 0.6 美元 | 2.53 美元 | 11.34% |
| 新思科技公司 | 61.95 | 12.83 | 14.21 | 7.01% | 0.53 美元 | 1.32 | 21.15% |
| Cadence 設計系統公司 | 79.74 | 24.39 | 20.31 | 9.94% | 0.41 美元 | 0.96 美元 | 18.75% |
| 羅珀科技公司 | 42.07 | 3.29 | 9.32 | 2.26% | 0.72 美元 | 1.13 | 12.76% |
| Autodesk公司 | 57.04 | 27.56 | 9.39 | 16.9% | 0.35 美元 | 1.34 | 3.89% |
| 帕蘭蒂爾科技公司 | 249.11 | 14.27 | 23.15 | 2.8% | 0.11 美元 | 0.5 美元 | 19.61% |
| Datadog Inc | 898.86 | 20.62 | 20.71 | 2.82% | 0.07 美元 | 0.48 美元 | 25.62% |
| Ansys Inc | 59.25 | 5.48 | 13.07 | 5.29% | 0.37 美元 | 0.74 美元 | 15.99% |
| 微策略公司 | 59.26 | 12.27 | 52.27 | 5.93% | -0.04 美元 | 0.1 美元 | -6.09% |
| AppLovin 公司 | 77.94 | 20.16 | 8.44 | 14.58% | 0.37 美元 | 0.68 美元 | 35.73% |
| PTC Inc. | 91.86 | 7.75 | 9.98 | 2.42% | 0.16 美元 | 0.44 美元 | 18.09% |
| Zoom 視頻通信公司 | 30.06 | 2.39 | 4.24 | 3.87% | 0.2 美元 | 0.87 美元 | 2.56% |
| 泰勒科技公司 | 106.15 | 5.95 | 9.02 | 1.34% | 0.09 | 0.21 美元 | 6.35% |
| NICE 有限公司 | 47.47 | 4.58 | 6.76 | 2.49% | 0.19 美元 | 0.42 美元 | 9.61% |
| 賓利系統公司 | 49.87 | 16.79 | 13.50 | 22.81% | 0.05 美元 | 0.24 美元 | 8.26% |
| 曼哈頓聯合公司 | 84.50 | 52.72 | 16.06 | 19.96% | 0.06 美元 | 0.13 美元 | 20.27% |
| Dynatrace Inc | 71.89 | 7.34 | 10.34 | 2.3% | 0.05 美元 | 0.3 美元 | 22.74% |
| 平均值 | 115.21 | 13.62 | 13.93 | 6.71% | 0.53 美元 | 1.52 美元 | 13.69% |
By thoroughly analyzing Workday, we can discern the following trends:
通過深入分析 Workday，我們可以辨別出以下趨勢：
A Price to Earnings ratio of 51.22 significantly below the industry average by 0.44x suggests undervaluation. This can make the stock appealing for those seeking growth.
The current Price to Book ratio of 8.72, which is 0.64x the industry average, is substantially lower than the industry average, indicating potential undervaluation.
The Price to Sales ratio is 9.75, which is 0.7x the industry average. This suggests a possible undervaluation based on sales performance.
The company has a higher Return on Equity (ROE) of 16.16%, which is 9.45% above the industry average. This suggests efficient use of equity to generate profits and demonstrates profitability and growth potential.
Compared to its industry, the company has lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $240 Million, which is 0.45x below the industry average, potentially indicating lower profitability or financial challenges.
The gross profit of $1.46 Billion is 0.96x below that of its industry, suggesting potential lower revenue after accounting for production costs.
The company's revenue growth of 16.75% exceeds the industry average of 13.69%, indicating strong sales performance and market outperformance.
市盈率爲 51.22 大大低於行業平均水平 0.44x 表明估值被低估。這可以使該股吸引那些尋求增長的人。
當前的賬面價格比率爲 8.72，這是 0.64 倍 行業平均水平大大低於行業平均水平，這表明估值可能被低估。
價格與銷售額的比率是 9.75，這是 0.7x 行業平均水平。這表明基於銷售業績的估值可能被低估。
該公司的股本回報率 (ROE) 更高爲 16.16%，這是 9.45% 高於行業平均水平。這表明有效利用股權來創造利潤，並顯示出盈利能力和增長潛力。
與同行業相比，該公司的扣除利息、稅項、折舊和攤銷前的收益（EBITDA）較低 240 億美元，這是 0.45x 低於行業平均水平，這可能表明盈利能力較低或面臨財務挑戰。
的毛利潤 14.6 億美元 是 0.96 倍 低於其行業，這表明考慮到生產成本後，收入可能會降低。
該公司的收入增長爲 16.75% 超過行業平均水平 13.69%，表明銷售表現強勁，市場表現優於市場。
Debt To Equity Ratio
負債權益比率
The debt-to-equity (D/E) ratio is a financial metric that helps determine the level of financial risk associated with a company's capital structure.
債務與權益比率（D/E）是一種財務指標，有助於確定與公司資本結構相關的財務風險水平。
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
在行業比較中考慮債務與權益比率可以對公司的財務狀況和風險狀況進行簡明的評估，從而有助於做出明智的決策。
In terms of the Debt-to-Equity ratio, Workday can be assessed by comparing it to its top 4 peers, resulting in the following observations:
就債務與權益比率而言，可以通過將Workday與前四名同行進行比較來評估，得出以下觀察結果：
Workday has a stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.41.
This suggests that the company has a more favorable balance between debt and equity, which can be perceived as a positive indicator by investors.
與排名前四的同行相比，Workday的財務狀況更強，其較低的債務與權益比率爲 0.41。
這表明該公司在債務和股權之間取得了更有利的平衡，投資者可以將其視爲一個積極的指標。
Key Takeaways
關鍵要點
For Workday in the Software industry, its low PE, PB, and PS ratios suggest the stock is undervalued compared to peers. The high ROE indicates strong profitability, while low EBITDA and gross profit ratios may raise concerns about operational efficiency. The high revenue growth rate reflects a positive outlook for future performance relative to industry competitors.
對於軟件行業的Workday而言，其較低的市盈率、市盈率和市盈率表明該股與同行相比被低估了。高投資回報率表明盈利能力強，而較低的息稅折舊攤銷前利潤和毛利率可能引發對運營效率的擔憂。高收入增長率反映了相對於行業競爭對手的未來業績前景樂觀。
This article was generated by Benzinga's automated content engine and reviewed by an editor.
本文由Benzinga的自動內容引擎生成，並由編輯審閱。
譯文內容由第三人軟體翻譯。