Walkme Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Walkme Ltd (WKME) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Walkme Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 267M vs 620,473M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-16.3%) for its tracked peer group.
- Growth: Walkme Ltd generated 9.0% revenue growth year over year in Q4 2023, vs -15.9% for its tracked competitors combined.
- Profitability: Its -21.3% net margin compares with 22.9% for the peer group.
- Peer revenue share: Walkme Ltd accounted for 0.2% of combined revenue among its tracked peer group, up from 0.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.30M compares with $0.53M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
WKME Sales vs. its Competitors, Q4 2023
Walkme Ltd reported revenue growth of 8.96 % year on year in Q4 2023, above its competitors' combined revenue change of -15.89 %.
With a net margin of -21.26 %, Walkme Ltd reported lower profitability than its competitors (22.85 %).
Walkme Ltd generated 0.21 % of the combined sales of its peer group, up from 0.16 % a year earlier.
Walkme Ltd vs. its Competitors, Q4 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Walkme Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Walkme Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Walkme Ltd's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.0% year over year, combined, vs 9.0% for Walkme Ltd. Walkme Ltd's share of combined industry revenue moved from 0.09% to 0.08%, a loss of 0.01 percentage points.
Walkme Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Walkme Ltd | - | - | - | - |
| Competitors combined (44) | ||||
| High-Confidence Competitors (4) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
WKME Stock Performance relative to its Competitors
WKME Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Fastly Inc | 282.9% | Outperformed |
| 2 | Okta Inc | 282.9% | Outperformed |
| 3 | Akamai Technologies Inc | 282.9% | Outperformed |
| 4 | Aspen Technology inc | 282.9% | Outperformed |
| 5 | Zeta Global Holdings Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Walkme Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Walkme Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Walkme Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Walkme Ltd | 1,240.33 | 266.95 |
| Microsoft Corporation | 3,793,278.88 | 331,839.00 |
| Palantir Technologies Inc | 480,268.72 | 6,156.87 |
| Sap Se | 247,748.75 | 41,216.00 |
| International Business Machines Corporation | 209,708.44 | 69,096.00 |
| Shopify Inc | 192,432.73 | 13,269.00 |
| SUBTOTAL | 5,514,955.01 | 690,104.45 |
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Sources: Walkme Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Walkme Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Walkme Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Microsoft | Named by the company | 85% |
| SAP | Named by the company | 85% |
| Oracle | Named by the company | 85% |
| Salesforce | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Walkme Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Walkme Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Palantir Technologies Inc | Government Operating 51.15 % |
| International Business Machines Corporation | Software 45.22 % |
| Adobe Inc | Reportable 100.00 % |
| Hp inc | Commercial PS 53.74 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Walkme Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Walkme Ltd | 1,240 | 296,616 | -63,059 |
| Microsoft Corporation | 3,793,279 | 1,488,067 | 599,771 |
| Palantir Technologies Inc | 480,269 | 1,390,126 | 684,290 |
| Sap Se | 247,749 | 374,691 | 74,592 |
| International Business Machines Corporation | 209,708 | 226,322 | 35,129 |
| Shopify Inc | 192,433 | 1,745,921 | 611,184 |
| PEERS TOTAL | 5,513,715 | 527,130 | 145,539 |
Walkme Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Walkme Ltd | US 70.03 % |
| Microsoft Corporation | US 51.47 % |
| International Business Machines Corporation | Americas 49.04 % |
| Salesforce Inc | Americas 64.97 % |
| Adobe Inc | Americas 58.69 % |
| Hp inc | Americas 40.65 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Walkme Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- Industry revenue growing at a healthy 11.2% median pace.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-16.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Walkme Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Walkme Ltd | 1.02 | 2.11 | - |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Palantir Technologies Inc | 1.40 | 6.94 | - |
| Sap Se | 0.47 | 1.16 | - |
| International Business Machines Corporation | 0.29 | 0.87 | 3.47 |
| Shopify Inc | 1.16 | 5.18 | 0.02 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Walkme Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Walkme Ltd | Q4 2023 | +9.0 % | - |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Palantir Technologies Inc | Q2 2026 | +93.0 % | +224.4 % |
| Sap Se | Q4 2025 | +7.7 % | +132.6 % |
| International Business Machines Corporation | Q2 2026 | +1.1 % | -1.3 % |
| Shopify Inc | Q2 2026 | +33.7 % | +261.7 % |
| PEERS TOTAL | +11.2 % | +41.7 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Walkme Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Walkme Ltd | Q4 2023 | -17.7 % | - |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Palantir Technologies Inc | Q2 2026 | +54.6 % | +90.6 % |
| Sap Se | Q4 2025 | +8.0 % | - |
| International Business Machines Corporation | Q2 2026 | +3.6 % | +9.0 % |
| Shopify Inc | Q2 2026 | +37.7 % | +100.0 % |
Walkme Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Walkme Ltd | - | - | - |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Palantir Technologies Inc | 31.17% | 34.61% | 37.17% |
| Sap Se | 10.41% | 13.84% | 16.25% |
| International Business Machines Corporation | 7.07% | 7.03% | 33.43% |
| Shopify Inc | 31.59% | 35.47% | 36.31% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Walkme Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Walkme Ltd | - | 4.65 |
| Microsoft Corporation | 28.35 | 11.43 |
| Palantir Technologies Inc | 159.80 | 78.01 |
| Sap Se | 34.60 | 6.01 |
| International Business Machines Corporation | 19.49 | 3.04 |
| Shopify Inc | 100.18 | 14.50 |
| PEERS AVERAGE | 28.96 | 7.99 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.