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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.
View narrativeUS$253.14
FV
2.6% overvalued intrinsic discount15.00%
Revenue growth p.a.
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27 days ago author updated this narrative
WA
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.
View narrativeUS$296.33
FV
12.4% undervalued intrinsic discount13.69%
Revenue growth p.a.
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7 days ago author updated this narrative