FMP
Sep 22, 2022 7:22 PM - Davit Kirakosyan
Oppenheimer analysts provided their key takeaways from Salesforce, Inc. (NYSE:CRM) Investor Meeting, where the company reaffirmed its $50 billion revenue target in 2026. Shares were trading more than 2% higher Thursday afternoon.
According to the analysts, the most meaningful comment was management guiding to a strong medium-term operating margin. Salesforce's CFO Amy Weaver presented a robust medium-term (three years) operating margin target from sustained growth expectations, and a lower CAC through self-service and sales productivity gains and leverage in G&A.
According to the analysts, sales and marketing expenses have been a headwind for the operating margin in recent years but are turning into a tailwind. This should translate into an operating margin of over 25% in fiscal 2026, which is above Street estimates.
The analysts believe the margin guidance and management commentary should diminish any concerns about the growth trajectory, uses of cash, and the sustainability of margin expansion.
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...