FMP
Sep 22, 2021 5:54 PM - Davit Kirakosyan
Analysts at Oppenheimer provided their takeaways from Workday, Inc. (NASDAQ:WDAY) analyst day, reiterating their outperform rating and $285 price target on the company’s shares.
According to the brokerage the company’s management committed to sustainable organic 20%+ subscription revenue growth on the path to $10 billion in revenue. The brokerage said that management's confidence is based on:
(1) an expanded product portfolio,
(2) continued momentum with Financials (now $1 billion in revenue),
(c) a large and under-penetrated international opportunity.
Analysts see a number of levers driving sustainable 20%+ subscription revenue growth, but 2023 operating margin Jan guidance/higher S&M intensity at scale calls into question potentially higher structural 24.6% customer acquisition costs going forward. The brokerage said it takes comfort in the longer-term operating $1,857 million margin framework of 25% at $10 billion in revenue.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...