Market Analysis: Workday And Competitors In Software Industry
Market Analysis: Workday And Competitors In Software Industry
In the fast-paced and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Workday (NASDAQ:WDAY) in comparison to its major competitors within the Software industry. By analyzing crucial financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
在快節奏和競爭激烈的商業世界中，進行徹底的公司分析對於投資者和行業專家至關重要。在本文中，我們將進行全面的行業比較，評估軟件行業內主要競爭對手與CrowdStrike Holdings (NASDAQ:CRWD)的比較。通過分析關鍵的財務指標、市場地位和增長潛力，我們的目標是爲投資者提供有價值的見解，深入了解公司在行業中的表現。workday（納斯達克股票代碼：WDAY）CrowdStrike是一家雲安全公司，專注於下一代安全領域，如端點、雲工作負載、身份和安全運營。CrowdStrike的主要產品是其Falcon平台，爲企業提供一種類似的單一窗口，以檢測和響應攻擊其IT基礎設施的安全威脅。這家總部位於德克薩斯州的公司成立於2011年，並於2019年上市。
Workday Background
Workday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是一家提供人力資本管理（HCM）、財務管理和業務計劃解決方案的軟件公司。以僅云爲基礎的軟件供應商而聞名，總部位於加利福尼亞州普萊森頓。成立於2005年，Workday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 | 37.87 | 6.91 | 7.51 | 1.32% | $0.23 | $1.5 | 18.17% |
| Adobe Inc | 46.69 | 15.66 | 11.59 | 10.38% | $2.19 | $4.71 | 2.45% |
| Salesforce Inc | 41.45 | 3.74 | 6.34 | 2.57% | $2.6 | $6.97 | 10.74% |
| SAP SE | 87.74 | 4.80 | 6.58 | -1.92% | $-0.42 | $5.76 | 8.06% |
| Intuit Inc | 55.69 | 8.98 | 10.81 | 13.4% | $3.34 | $5.67 | 11.95% |
| Synopsys Inc | 66.82 | 13.12 | 15.09 | 4.23% | $0.41 | $1.15 | 15.2% |
| Cadence Design Systems Inc | 83.88 | 24.59 | 21.55 | 7.1% | $0.36 | $0.88 | -1.23% |
| Roper Technologies Inc | 40.65 | 3.33 | 9.33 | 2.17% | $0.73 | $1.18 | 14.36% |
| Palantir Technologies Inc | 208.50 | 14.76 | 25.12 | 2.91% | $0.09 | $0.52 | 20.78% |
| Autodesk Inc | 52.28 | 23.99 | 9.21 | 12.55% | $0.34 | $1.28 | 11.66% |
| Datadog Inc | 344.62 | 17.80 | 18.65 | 2.02% | $0.06 | $0.5 | 26.89% |
| Ansys Inc | 65.71 | 5.28 | 12.85 | 0.64% | $0.09 | $0.4 | -8.41% |
| AppLovin Corp | 47.27 | 33.96 | 7.71 | 23.28% | $0.45 | $0.76 | 47.9% |
| PTC Inc | 72.25 | 7.03 | 9.25 | 3.98% | $0.21 | $0.49 | 11.23% |
| Tyler Technologies Inc | 105.96 | 6.56 | 10.07 | 1.82% | $0.11 | $0.22 | 8.58% |
| Zoom Video Communications Inc | 21.01 | 2.12 | 3.89 | 2.65% | $0.23 | $0.87 | 3.25% |
| Bentley Systems Inc | 47.47 | 16.50 | 13.64 | 7.74% | $0.12 | $0.28 | 7.43% |
| Manhattan Associates Inc | 76.06 | 59.81 | 15.13 | 20.78% | $0.06 | $0.14 | 15.18% |
| Dynatrace Inc | 87.33 | 6.70 | 9.50 | 1.93% | $0.04 | $0.31 | 21.11% |
| Average | 86.19 | 14.93 | 12.02 | 6.57% | $0.61 | $1.78 | 12.62% |
| 公司 | 市銷率P/S | 淨資產收益率ROE | 息稅前收入EBITDA (以十億計) | 毛利潤 (以十億計) | 營收增長 | CrowdStrike Holdings Inc (847.84) | 營業收入增長 |
|---|---|---|---|---|---|---|---|
| workday公司 | 37.87 | 6.91 | 7.51 | 1.32% | $0.23 | $1.5 | 18.17% |
| adobe 公司 | 46.69 | 15.66 | 11.59 | 10.38% | $2.19 | $4.71 | 2.45% |
| Salesforce 公司 | 41.45 | 3.74 | 6.34 | 2.57% | $2.6 | $6.97 | 10.74% |
| sap se | 87.74 | 4.80 | 6.58 | -1.92% | $-0.42 | $5.76 | 8.06% |
| Intuit 公司 | 55.69 | 8.98 | 10.81 | 13.4% | 3.34美元 | $5.67 | 11.95% |
| Synopsys 公司 | 66.82 | 13.12 | 15.09 | 4.23% | $0.41 | $1.15 | 15.2% |
| 鏗騰電子股份有限公司 | 83.88 | 24.59 | 21.55 | 7.1% | $0.36 | $0.88 | -1.23% |
| 儒博實業股份有限公司 | 40.65 | 3.33 | 9.33 | 2.17% | 0.73美元 | $1.18 | 14.36% |
| palantir科技公司 | 208.50 | 14.76 | 25.12 | 2.91% | $0.09 | 0.52美元 | 20.78% |
| 歐特克公司 | 52.28 | 23.99 | 9.21 | 12.55% | $0.34 | $1.28 | 11.66% |
| datadog | 344.62 | 17.80 | 18.65 | 2.02% | 0.06美元 | $0.5 | 26.89% |
| 安澤斯公司 | 65.71 | 5.28 | 12.85 | 0.64% | $0.09 | $0.4 | -8.41% |
| AppLovin公司 | 47.27 | 33.96 | 7.71 | 23.28% | $0.45 | $0.76 | 47.9% |
| PTC公司 | 72.25 | 第七條 其他協議 | 9.25 | 3.98% | 0.21美元 | $0.49 | 11.23% |
| Tyler Technologies公司 | 105.96 | 6.56 | 10.07 | 1.82% | $0.11 | $0.22 | 8.58% |
| zoom視頻通訊公司 | 21.01 | 2.12 | 3.89 | 2.65% | $0.23 | $0.87 | 3.25% |
| Bentley Systems公司 | 47.47 | 16.50 | 13.64 | 7.74% | $0.12 | $0.28 | 7.43% |
| Manhattan Associates公司 | 76.06 | 59.81 | 15.13 | 20.78% | 0.06美元 | 0.14美元 | 15.18% |
| dynatrace公司 | 87.33 | 6.70 | 9.50% | 1.93% | 0.04美元 | $0.31 | 21.11% |
| 平均值 | 86.19 | 14.93 | 12.02 | 6.57% | $0.61 | 1.78美元 | 12.62% |
Through a detailed examination of Workday, we can deduce the following trends:
通過對Workday的詳細考察，我們可以推斷出以下趨勢：
A Price to Earnings ratio of 37.87 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 6.91, which is 0.46x the industry average, is substantially lower than the industry average, indicating potential undervaluation.
The Price to Sales ratio is 7.51, which is 0.62x the industry average. This suggests a possible undervaluation based on sales performance.
With a Return on Equity (ROE) of 1.32% that is 5.25% below the industry average, it appears that the company exhibits potential inefficiency in utilizing equity to generate profits.
The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $230 Million is 0.38x below the industry average, suggesting potential lower profitability or financial challenges.
With lower gross profit of $1.5 Billion, which indicates 0.84x below the industry average, the company may experience lower revenue after accounting for production costs.
With a revenue growth of 18.17%, which surpasses the industry average of 12.62%, the company is demonstrating robust sales expansion and gaining market share.
低於行業板塊平均水平的市盈率爲37.87顯著低於行業板塊平均水平 0.44倍這可以讓那些尋求創業板的人覺得這支股票很有吸引力。
當前市淨率爲6.91，該值是0.46倍當前市銷率爲
價格與銷售比率爲7.51，該值是0.62倍行業平均水平，這表明基於銷售表現可能存在低估。
具有股東權益回報率（ROE）1.32%高於行業平均水平，該公司似乎展現出了有效使用股本產生利潤的能力。5.25%低於行業板塊平均水平，表明公司利用股權產生利潤的潛力不高。
拉姆研究的息稅前利潤爲$2.3億美元。0.38倍低於行業平均水平，表明可能存在較低的盈利能力或財務挑戰。
由於較低的毛利潤$15億美元，表明0.84x低於行業平均水平，該公司可能在考慮生產成本後，經歷較低的營業收入。
營業收入增長爲18.17%，超過了行業平均水平的12.62%，說明公司展示了強勁的銷售擴張並獲得了市場份額。
Debt To Equity Ratio
債務權益比率
The debt-to-equity (D/E) ratio measures the financial leverage of a company by evaluating its debt relative to its equity.
負債與股東權益比率衡量公司通過評估其債務與股權之間的比例來評估其財務槓桿水平。
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權益比率可以簡明地評估公司的財務狀況和風險特徵，有助於投資者做出明智的決策。
By evaluating Workday against its top 4 peers in terms of the Debt-to-Equity ratio, the following observations arise:
通過比較Workday與其前4個同行企業的資產負債比率，得出以下結論：
When considering the debt-to-equity ratio, Workday exhibits a stronger financial position compared to its top 4 peers.
This indicates that the company has a favorable balance between debt and equity, with a lower debt-to-equity ratio of 0.41, which can be perceived as a positive aspect by investors.
在考慮資產負債比率時，Workday相對於其前4個同行業競爭對手展示了更強的財務狀況。
這表明公司在債務和股權之間有一個有利的平衡，負債/股權比率較低，爲投資者帶來積極因素。0.41對於微軟在軟件行業中的股票，市盈率和市淨率表明，與同行相比，股票被低估，意味着潛在的增長。然而，高市銷率意味着股票基於收入可能被高估。在ROE、EBITDA、毛利潤和營業收入增長方面，微軟表現出較強的業績和成長潛力，優於行業同行。
Key Takeaways
要點
For Workday in the Software industry, the PE, PB, and PS ratios suggest that the company is undervalued compared to its peers. However, the low ROE, EBITDA, and gross profit indicate potential operational inefficiencies. On the positive side, the high revenue growth implies strong top-line performance relative to industry competitors.
對於軟件行業的Workday，市盈率、市淨率和市銷率表明公司相對於同行業競爭對手被低估。然而，低ROE、EBITDA和毛利潤表明可能存在潛在的運營效率問題。從積極方面來看，高營業收入增長率意味着相對於同行業競爭對手強勁的營收表現。
This article was generated by Benzinga's automated content engine and reviewed by an editor.
本文由Benzinga的自動化內容引擎生成並由編輯審查。
譯文內容由第三人軟體翻譯。