0.00%
0.07%
0.43%
69.42%
56.50%
-43.32%
-51.54%
AI Spotlight on WKME
Company Description
WalkMe Ltd.provides cloud-based digital adoption platform in the United States and internationally.Its digital adoption platform enables organizations to measure, drive, and act to maximize the impact of their digital transformation and accelerate the return on their software investment.
The company was formerly known as Make Tutorial Ltd.and changed its name to WalkMe Ltd.in March 2012.
WalkMe Ltd.was incorporated in 2011 and is headquartered in Tel Aviv-Yafo, Israel.
Market Data
| Last Price | 13.96 |
| Change Percentage | 0.07% |
| Open | 13.96 |
| Previous Close | 13.95 |
| Market Cap ( Millions) | 1311 |
| Volume | 1097781 |
| Year High | 14.09 |
| Year Low | 7.6 |
| M A 50 | 13.87 |
| M A 200 | 10.79 |
Financial Ratios
| FCF Yield | 3.19% |
| Dividend Yield | 0.00% |
| ROE | -17.32% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | 676.27% |
| Price To Book | 4.94 |
| Price Earnings Ratio | -28.66 |
| Price To FCF | 31.33 |
| Price To sales | 4.8 |
| EV / EBITDA | -34.77 |
News
- Nov -26 - Category Creator WalkMe Recognized As The “AI-Powered DAP for the Enterprise” In Industry Analyst Report
- Sep -12 - SAP Completes Acquisition of WalkMe
- Aug -19 - WalkMe Doubles Down on AI Innovation, Releases Enhancements to Award-Winning Copilot, WalkMe(X)
- Aug -01 - WalkMe Ltd. Announces Second Quarter 2024 Financial Results
- Jul -25 - Digital Adoption Professionals Emerge as Key Players in AI Transformation, New WalkMe Survey Reveals
- Jul -02 - WalkMe Celebrates Winners of Annual Realizer Awards
- Jun -06 - WalkMe Ltd. (WKME) Hit a 52 Week High, Can the Run Continue?
- Jun -05 - Software giant SAP agrees to buy WalkMe for $1.5 billion cash
- Jun -05 - SAP to acquire WalkMe in all-cash deal valued at about $1.5 billion
- Jun -05 - SAP to acquire Israel-based WalkMe
- Jun -05 - SAP to acquire digital adoption platform WalkMe for $1.5B
- Jun -05 - SAP Enters into Agreement to Acquire WalkMe, Driving Business Transformation by Enhancing the Customer Experience and Enriching SAP Business AI Offerings
- Jun -03 - Wall Street Analysts See a 40.11% Upside in WalkMe (WKME): Can the Stock Really Move This High?
- May -23 - WalkMe's Partner Ecosystem Gains Momentum, Adds New Strategic Alliances With Industry Leaders
- May -22 - WalkMe (WKME) Q1 Earnings and Revenues Top Estimates
- May -22 - WalkMe Ltd. Announces First Quarter 2024 Financial Results
- May -20 - WalkMe Announces New Generative AI Capabilities in Spring Product Release
- May -13 - WalkMe Sets the Stage for Powering Successful AI Transformation at Industry Analyst Day
- May -08 - WalkMe Announces Date of First Quarter 2024 Financial Results and Conference Call
- Apr -15 - WalkMe Cements Category Leadership with Continued AI Innovation, Industry Recognition, and Financial Growth
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Cloud-based Digital Adoption Platform Subscription
Expected Growth : 8 %
What the company do ?
Cloud-based Digital Adoption Platform Subscription from WalkMe Ltd. enables organizations to simplify user onboarding, reduce support queries, and increase software adoption rates.
Why we expect these perspectives ?
WalkMe's Cloud-based Digital Adoption Platform Subscription growth is driven by increasing demand for digital transformation, need for improved user experience, and rising adoption of cloud-based solutions. Additionally, the growing complexity of software applications, increasing need for real-time guidance, and expanding use cases across industries contribute to the 8% growth.
Segment n°2 -> Cloud-based Digital Adoption Platform Professional Services
Expected Growth : 10 %
What the company do ?
Cloud-based Digital Adoption Platform Professional Services from WalkMe Ltd. provides personalized on-screen guidance, real-time support, and analytics to optimize user experience and drive digital transformation.
Why we expect these perspectives ?
WalkMe's Cloud-based Digital Adoption Platform Professional Services growth is driven by increasing demand for digital transformation, need for enhanced user experience, and rising adoption of cloud-based solutions. Additionally, the growing requirement for remote workforce enablement, improved employee productivity, and reduced training costs also contribute to the 10% growth.
Walkme Ltd. Products
| Product Range | What is it ? |
|---|---|
| WalkMe Digital Adoption Platform (DAP) | A cloud-based platform that provides step-by-step guidance and real-time support to users within any software application or website. |
| WalkMe Analytics | A data analytics tool that provides insights into user behavior, helping organizations optimize their software adoption and user experience. |
| WalkMe Automation | A tool that automates repetitive tasks and workflows, freeing up users to focus on higher-value activities. |
| WalkMe Integrations | Pre-built integrations with popular software applications, enabling seamless interactions and workflows. |
| WalkMe Mobile | A mobile app that provides users with on-the-go access to WalkMe's guidance and support features. |
WalkMe Ltd.'s Porter Forces
Threat Of Substitutes
WalkMe Ltd. has a medium threat of substitutes due to the availability of alternative digital adoption platforms. However, the company's strong brand recognition and customer loyalty mitigate this threat to some extent.
Bargaining Power Of Customers
WalkMe Ltd. has a low bargaining power of customers due to its strong market position and the lack of significant competitors. This allows the company to maintain its pricing power and negotiate favorable terms with its customers.
Bargaining Power Of Suppliers
WalkMe Ltd. has a low bargaining power of suppliers due to its strong relationships with its suppliers and the lack of significant supplier concentration. This allows the company to negotiate favorable terms and maintain a stable supply chain.
Threat Of New Entrants
WalkMe Ltd. faces a high threat of new entrants due to the relatively low barriers to entry in the digital adoption platform market. New entrants can easily replicate WalkMe's technology and business model, posing a significant threat to the company's market share.
Intensity Of Rivalry
WalkMe Ltd. operates in a moderately competitive market, with several established players competing for market share. However, the company's strong brand recognition and customer loyalty help to mitigate the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 4.70% |
| Debt Cost | 3.95% |
| Equity Weight | 95.30% |
| Equity Cost | 3.46% |
| WACC | 3.49% |
| Leverage | 4.93% |
WalkMe Ltd. : Quality Control
WalkMe Ltd. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ACSO.L | accesso Technology Group plc, together with its subsidiaries, develops technology solutions for the attractions and leisure industry in the United Kingdom, other European countries, Australia, the South Pacific, the United … |
| MRT | Marti Technologies Inc. provides urban transportation services to riders in Turkey. It also operates a mobility app that provides multiple transportation services to its riders; and operates a fleet of … |
| RSKD | Riskified Ltd. operates an e-commerce risk management platform that allows online merchants to create trusted relationships with their consumers in the United States, Europe, the Middle East, Africa, and internationally. … |
| BIG.L | Big Technologies Plc provides products and services to the remote personal monitoring industry under the Buddi brand name in the United Kingdom and internationally. The company's criminal justice solution includes … |
| VTEX | VTEX provides software-as-a-service digital commerce platform for enterprise brands and retailers. Its platform enables customers to execute their commerce strategy, including building online stores, integrating, and managing orders across channels, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
WalkMe
A-Score
1-Year Total Return ->
🥈
Big Technologies
A-Score
1-Year Total Return ->
🥉
Accesso Technology Group
A-Score
1-Year Total Return ->
4
Marti Technologies
A-Score
1-Year Total Return ->
5
Riskified
A-Score
1-Year Total Return ->
6
