FMP
Dec 1, 2021 7:44 PM - Davit Kirakosyan
Salesforce.com (NYSE:CRM) shares were trading more than 11% lower Wednesday afternoon following the company’s reported Q3 results. While both EPS and revenue beat the consensus estimates, the company’s Q4 EPS guidance of $0.72–0.73 was below the $0.82 consensus estimate.
Q3 revenue grew 27% year-over-year to $6.86 billion, beating the consensus estimate of $6.80 billion. Quarterly EPS came in at $1.27, better than the consensus estimate of $0.9.
The overall business momentum slowed during the quarter and Mulesoft was called out as having a challenging quarter. Additionally, the Q4 organic CRPO guidance implies further deceleration, but could prove conservative given the increasing invoicing seasonality next quarter.
Positively, the margin story remains on track despite the extra expenses for integrating Slack and Acumen, revenue attrition reached a record at sub-8%, and Service Cloud had a strong quarter.
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...