TOPIC

SOFTWARE AS A SERVICE News & Analysis

ASX now home to the world's cheapest Wide Moat company
Stocks
ASX now home to the world's cheapest Wide Moat company
This moaty yet volatile small-cap stock hit another slump. Our analyst thinks the business is misunderstood and its shares severely undervalued.
Joseph Taylor | 01 September 2024
Why Siteminder is like Shopify for hotels
Video
Why Siteminder is like Shopify for hotels
Siteminder has been added to Morningstar’s coverage list. Our analyst talks through our view of the company's prospects. 
Joseph Taylor | 11 July 2024
How covid changed consumer behaviour and company valuations
Markets
How covid changed consumer behaviour and company valuations
Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...
Dave Sekera, CFA | 20 October 2020
Peering into Palantir's data market disruption
Stocks
Peering into Palantir's data market disruption
Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.
Mark Cash | 29 September 2020
WiseTech surge no reflection of result
Stocks
WiseTech surge no reflection of result
The logistics software company remains at a hefty premium to the fair value estimate of Morningstar’s Gareth James.
Lex Hall | 20 August 2020