WalkMe Ltd.

NasdaqGS:WKME Rapport sur les actions

Capitalisation boursière : US$1.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

WalkMe Croissance future

Future contrôle des critères 1/6

WalkMe devrait augmenter ses bénéfices et son chiffre d'affaires de 17.8% et de 10.1% par an respectivement. Le BPA devrait croître de de 20.7% par an. Le rendement des capitaux propres devrait être 9.8% dans 3 ans.

Informations clés

17.8%

Taux de croissance des bénéfices

20.70%

Taux de croissance du BPA

Software croissance des bénéfices20.7%
Taux de croissance des recettes10.1%
Rendement futur des capitaux propres9.76%
Couverture par les analystes

Good

Dernière mise à jour12 Sep 2024

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse • Jun 06

Revenues Not Telling The Story For WalkMe Ltd. (NASDAQ:WKME) After Shares Rise 68%

WalkMe Ltd. ( NASDAQ:WKME ) shareholders have had their patience rewarded with a 68% share price jump in the last...
Seeking Alpha • May 02

WalkMe Suffers Revenue Growth Headwinds As It Seeks Breakeven

Summary WalkMe Ltd. sells its Digital Adoption Platform to help companies improve user engagement and experience. The global digital adoption platform market is expected to reach $2.8 billion by 2030, driven by the need for personalized user experiences and AI-enabled technologies. WalkMe is focusing on Global 2000 and Enterprise customers, and its partner approach plays a critical role in its revenue generation. But top-line revenue growth has fallen as it seeks operating breakeven in a high cost of capital environment. Until management can reignite growth while achieving operating breakeven, I'm Neutral - Hold on WalkMe Ltd. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04

WalkMe: Becoming Cash Flow Positive

Summary Today, we take a deeper look at WalkMe Ltd.,  a cloud-based digital adaption platform and professional services provider based in Tel Aviv, Israel. The stock finds itself deep in 'Busted IPO' territory, but the company is turning the quarter on profitability and is becoming free cash flow positive. What's ahead for this digital transformation concern in 2024?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Article d’analyse • Dec 16

We're Interested To See How WalkMe (NASDAQ:WKME) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Article d’analyse • Jun 22

We Think WalkMe (NASDAQ:WKME) Can Easily Afford To Drive Business Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Article d’analyse • Mar 08

We're Interested To See How WalkMe (NASDAQ:WKME) Uses Its Cash Hoard To Grow

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Sep 12

WalkMe finance chief Casey to step down

WalkMe (NASDAQ:WKME) said Monday CFO Andrew Casey will step down to pursue another opportunity. Casey will remain with WKME on an advisory basis through its Q3 earnings announcement to ensure orderly transition. WKME launched a formal search to hire Casey's permanent replacement. Hagit Ynon, WKME's EVP of finance & operations, will serve as interim CFO in the meantime after Casey's departure.
Article d’analyse • Aug 03

WalkMe (NASDAQ:WKME) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Jul 20

WalkMe Prioritizes Larger Customer Size As Losses Worsen

WalkMe went public in June 2021, raising approximately $287 million in gross proceeds in an IPO. The firm sells a software platform for enterprises to track and analyze online customer engagement activities. WKME has grown revenue and gross profit, but is generating high and worsening operating losses, a distinct negative in the current market environment. I'm on Hold for WKME until management can make a meaningful move toward operating breakeven. A Quick Take On WalkMe WalkMe (WKME) went public in June 2021, raising approximately $287 million in gross proceeds from an IPO that priced at $31.00 per share. The firm enables enterprises to monitor and analyze online customer engagement via its SaaS Digital Adoption Platform. Until WKME begins to make meaningful progress toward operating breakeven, in the current market environment, I don’t see a lot of upside to the stock. I’m on Hold for WKME in the near term. WalkMe Overview Tel Aviv, Israel-based WalkMe was founded to develop a SaaS platform for enterprises to maximize their insight into and ability to increase customer engagement across various aspects of their online business. Management is headed by co-founder and CEO Dan Adika, who was previously a software engineer at Hewlett-Packard Company and computer programmer in the IDF. The company’s primary offerings include: Unified visibility & insights Consistent user experience Self-service onboarding, feature engagement, support WalkMe’s Market & Competition According to a 2018 market research report by Research and Markets, the global customer experience management market is projected to grow to $21.3 billion by 2024. This represents a forecast CAGR of 22% from 2018 to 2024. The main driver for this expected growth is the increasing need for personalized customer experience. Also, as IT infrastructure becomes more complex, organizations continue to seek more unified views into the online activities of their prospects and customers for decision-making purposes. Major competitive or other industry participants include: SAP Microsoft Oracle Salesforce Software for specific in-app guidance WalkMe’s Recent Financial Performance Total revenue by quarter has grown steadily over the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has followed roughly the same trajectory as that of total revenue: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have remained quite high: 5 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating losses by quarter have worsened markedly in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have also remained considerably negative in recent periods: 5 Quarter Earnings Per Share (Seeking Alpha) In the past 12 months, WKME’s stock price has fallen 67.4 percent vs. the U.S. S&P 500 index’ drop of around 8.2 percent, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For WalkMe Below is a table of relevant capitalization and valuation figures for the company: Measure Amount Enterprise Value $452,520,000 Market Capitalization $762,250,000 Enterprise Value / Sales [TTM] 2.18 Price / Sales [TTM] 3.01 Revenue Growth Rate [TTM] 32.38% Operating Cash Flow [TTM] -$49,630,000 Earnings Per Share (Fully Diluted) -$1.76 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. WKME’s most recent GAAP Rule of 40 calculation was negative (11%) as of Q1 2022, so the firm needs significant improvement in this regard, per the table below: GAAP Rule of 40 Calculation Recent Rev. Growth % 32% GAAP EBITDA % -43% Total -11% (Source - Seeking Alpha) Commentary On WalkMe In its last earnings call (Source - Seeking Alpha), covering Q1 2022’s results, management highlighted the growth in customer use of its Digital Adoption Platform, with average ARR per customer of $650,000. The company recently launched its Digital Transformation Intelligence product, to enable organizations to monitor their digital transformation initiatives.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:WKME - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2026351N/A77824
12/31/2025309-3446516
12/31/2024282-4227325
6/30/2024273-454247N/A
3/31/2024270-393641N/A
12/31/2023267-591115N/A
9/30/2023264-67-7-3N/A
6/30/2023260-81-25-20N/A
3/31/2023254-96-42-36N/A
12/31/2022245-93-54-47N/A
9/30/2022233-100-61-52N/A
6/30/2022221-100-63-53N/A
3/31/2022207-95-58-50N/A
12/31/2021193-96-42-34N/A
9/30/2021179-87-27-22N/A
6/30/2021167-80-14-11N/A
3/31/2021157-61-7-4N/A
12/31/2020148-54-11-9N/A
12/31/2019105-50-53-49N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: WKME devrait rester non rentable au cours des 3 prochaines années.

Bénéfices vs marché: WKME devrait rester non rentable au cours des 3 prochaines années.

Croissance élevée des bénéfices: WKME devrait rester non rentable au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WKME ( 10.1% par an) devrait croître plus rapidement que le marché US ( 13.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WKME ( 10.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WKME devrait être faible dans 3 ans ( 9.8 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2024/09/12 20:21
Cours de l'action en fin de journée2024/09/12 00:00
Les revenus2024/06/30
Revenus annuels2023/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

WalkMe Ltd. est couverte par 7 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Keith BachmanBMO Capital Markets Equity Research
Tyler RadkeCitigroup Inc
Patrick WalravensCitizens JMP Securities, LLC