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Workday
NasdaqGS:WDAY Community
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Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
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US$253.14
FV
1.9% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set as Fair Value
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about 1 month ago
author updated this narrative
Workday
WA
Analyst Price Target
Consensus Narrative from 36 Analysts
AI Investments And Competition Will Impact Future Margins In Enterprise Cloud Applications
Key Takeaways Workday's revenue targets may be overly ambitious due to increased competition and challenges in scaling growth sustainably. Investments in AI and government contracts pose uncertainties, potentially impacting margins and causing short-term revenue volatility.
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US$296.33
FV
12.9% undervalued
intrinsic discount
13.69%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
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users have commented on this narrative
16
users have followed this narrative
18 days ago
author updated this narrative
Your Valuation for
WDAY
Workday
Your Fair Value
US$
Current Price
US$258.05
15.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-457m
14b
2015
2018
2021
2024
2025
2027
2030
Revenue US$14.4b
Earnings US$2.9b
Advanced
Set as Fair Value