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.
在当今瞬息万变且竞争激烈的商业世界中，投资者和行业观察家在做出投资选择之前必须仔细评估公司。在本文中，我们将进行全面的行业比较，评估 Workday（纳斯达克股票代码：WDAY） 相对于其在软件行业的主要竞争对手。通过对重要财务指标、市场地位和增长潜力的详细分析，我们的目标是提供有价值的见解并突出公司在行业中的表现。
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是一家软件公司，提供人力资本管理（HCM）、财务管理和业务规划解决方案。Workday以纯云软件提供商而闻名，总部位于加利福尼亚州普莱森顿。Workday 成立于 2005 年，现在拥有超过 18,000 名员工。
| 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 | 市销率 | 罗伊 | 息税折旧摊销前利润（单位：十亿） | 毛利（单位：十亿） | 收入增长 |
|---|---|---|---|---|---|---|---|
| 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 设计系统公司 | 79.74 | 24.39 | 20.31 | 9.94% | 0.41 美元 | 0.96 美元 | 18.75% |
| 罗珀科技公司 | 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% |
| 帕兰蒂尔科技公司 | 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 视频通信公司 | 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% |
| 宾利系统公司 | 49.87 | 16.79 | 13.50 | 22.81% | 0.05 美元 | 0.24 美元 | 8.26% |
| 曼哈顿联合公司 | 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:
通过深入分析 Workday，我们可以辨别出以下趋势：
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.
市盈率为 51.22 大大低于行业平均水平 0.44x 表明估值被低估。这可以使该股吸引那些寻求增长的人。
当前的账面价格比率为 8.72，这是 0.64 倍 行业平均水平大大低于行业平均水平，这表明估值可能被低估。
价格与销售额的比率是 9.75，这是 0.7x 行业平均水平。这表明基于销售业绩的估值可能被低估。
该公司的股本回报率 (ROE) 更高为 16.16%，这是 9.45% 高于行业平均水平。这表明有效利用股权来创造利润，并显示出盈利能力和增长潜力。
与同行业相比，该公司的扣除利息、税项、折旧和摊销前的收益（EBITDA）较低 240 亿美元，这是 0.45x 低于行业平均水平，这可能表明盈利能力较低或面临财务挑战。
的毛利润 14.6 亿美元 是 0.96 倍 低于其行业，这表明考虑到生产成本后，收入可能会降低。
该公司的收入增长为 16.75% 超过行业平均水平 13.69%，表明销售表现强劲，市场表现优于市场。
Debt To Equity Ratio
负债权益比率
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.
债务与权益比率（D/E）是一种财务指标，有助于确定与公司资本结构相关的财务风险水平。
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.
在行业比较中考虑债务与权益比率可以对公司的财务状况和风险状况进行简明的评估，从而有助于做出明智的决策。
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:
就债务与权益比率而言，可以通过将Workday与前四名同行进行比较来评估，得出以下观察结果：
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.
与排名前四的同行相比，Workday的财务状况更强，其较低的债务与权益比率为 0.41。
这表明该公司在债务和股权之间取得了更有利的平衡，投资者可以将其视为一个积极的指标。
Key Takeaways
关键要点
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.
对于软件行业的Workday而言，其较低的市盈率、市盈率和市盈率表明该股与同行相比被低估了。高投资回报率表明盈利能力强，而较低的息税折旧摊销前利润和毛利率可能引发对运营效率的担忧。高收入增长率反映了相对于行业竞争对手的未来业绩前景乐观。
This article was generated by Benzinga's automated content engine and reviewed by an editor.
本文由Benzinga的自动内容引擎生成，并由编辑审阅。
译文内容由第三方软件翻译。