WalkMe Ltd.'s (NASDAQ:WKME) Shares Lagging The Industry But So Is The Business
WalkMe Ltd.'s (NASDAQ:WKME) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 3.2x WalkMe Ltd. (NASDAQ:WKME) may be sending bullish signals at the moment, given that almost half of all the Software companies in the United States have P/S ratios greater than 4.5x and even P/S higher than 11x are not unusual. Although, it's not wise to just take the P/S at face value as there may be an explanation why it's limited.
鑑於美國幾乎有一半的軟件公司的市盈率超過4.5倍,甚至市盈率高於11倍的情況並不少見,WalkMe Ltd.(納斯達克股票代碼:WKME)目前可能會發出看漲信號。但是,僅按面值計算市盈率是不明智的,因爲可能有其侷限性的解釋。
Check out our latest analysis for WalkMe
查看我們對 WalkMe 的最新分析
![](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20231217/0-c787bcf22d7477cafa5b682246bfe09d-0-8e0f3cedb90d8f1e9f5b4f0314ef5388.png/big)
NasdaqGS:WKME Price to Sales Ratio vs Industry December 17th 2023
納斯達克股票代碼:WKME 市銷比率與行業對比 2023 年 12 月 17 日
How Has WalkMe Performed Recently?
WalkMe 最近的表現如何?
There hasn't been much to differentiate WalkMe's and the industry's revenue growth lately. One possibility is that the P/S ratio is low because investors think this modest revenue performance may begin to slide. Those who are bullish on WalkMe will be hoping that this isn't the case.
最近,WalkMe和該行業的收入增長沒有太大的區別。一種可能性是市盈率很低,因爲投資者認爲這種溫和的收入表現可能會開始下滑。那些看好WalkMe的人會希望情況並非如此。
Want the full picture on analyst estimates for the company? Then our free report on WalkMe will help you uncover what's on the horizon.
想全面了解分析師對公司的估計?然後,我們關於WalkMe的免費報告將幫助您發現即將發生的事情。
Is There Any Revenue Growth Forecasted For WalkMe?
預計WalkMe會有收入增長嗎?
The only time you'd be truly comfortable seeing a P/S as low as WalkMe's is when the company's growth is on track to lag the industry.
只有當公司的增長有望落後於行業時,你才能真正放心地看到市盈率像WalkMe一樣低。
If we review the last year of revenue growth, the company posted a worthy increase of 13%. Pleasingly, revenue has also lifted 78% in aggregate from three years ago, partly thanks to the last 12 months of growth. Therefore, it's fair to say the revenue growth recently has been superb for the company.
如果我們回顧一下去年的收入增長,該公司的收入增長了13%。令人高興的是,收入也比三年前增長了78%,這在一定程度上要歸功於過去12個月的增長。因此,可以公平地說,該公司最近的收入增長非常好。
Turning to the outlook, the next year should generate growth of 6.7% as estimated by the eight analysts watching the company. That's shaping up to be materially lower than the 15% growth forecast for the broader industry.
談到前景,正如關注該公司的八位分析師所估計,明年將實現6.7%的增長。這將大大低於整個行業15%的增長預期。
With this in consideration, its clear as to why WalkMe's P/S is falling short industry peers. It seems most investors are expecting to see limited future growth and are only willing to pay a reduced amount for the stock.
考慮到這一點,很明顯,爲什麼WalkMe的市盈率低於業內同行。看來大多數投資者預計未來增長有限,只願意爲股票支付較少的金額。
What We Can Learn From WalkMe's P/S?
我們可以從 WalkMe 的 P/S 中學到什麼?
Generally, our preference is to limit the use of the price-to-sales ratio to establishing what the market thinks about the overall health of a company.
通常,我們傾向於限制使用價格與銷售比率來確定市場對公司整體健康狀況的看法。
As expected, our analysis of WalkMe's analyst forecasts confirms that the company's underwhelming revenue outlook is a major contributor to its low P/S. At this stage investors feel the potential for an improvement in revenue isn't great enough to justify a higher P/S ratio. It's hard to see the share price rising strongly in the near future under these circumstances.
正如預期的那樣,我們對WalkMe分析師預測的分析證實,該公司令人沮喪的收入前景是其市盈率低的主要原因。在現階段,投資者認爲收入改善的可能性不足以證明提高市盈率是合理的。在這種情況下,很難看到股價在不久的將來強勁上漲。
We don't want to rain on the parade too much, but we did also find 2 warning signs for WalkMe that you need to be mindful of.
我們不想在遊行隊伍中下太多雨,但我們還發現了 WalkMe 的兩個警告標誌,你需要注意。
If companies with solid past earnings growth is up your alley, you may wish to see this free collection of other companies with strong earnings growth and low P/E ratios.
如果過去盈利增長穩健的公司處於困境,那麼你可能希望看到這些盈利增長強勁、市盈率低的其他公司的免費集合。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接聯繫我們。或者,也可以發送電子郵件至編輯團隊 (at) simplywallst.com。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。