Curious why I don’t see many posts about WDAY here? I know software is unloved currently but appears like a worthy business to consider looking at its fundamentals if you are a value investor.
Genuinely interested to hear people’s analysis on the company and financials
EV/EBIDTA hovering in low teens, high margin software, expanding business at reasonable pace.
Is the future SaaSpocalypse sentiment just fully baked in or do people see something fundamentally wrong with their core business?