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Potential Private Equity Entry May Lift Software Valuations, but Divergence Within the Sector Will Deepen

Institution
Morgan Stanley
Date
2026-08-16
Authors
George W Webb, Mark Hyatt, William Richards
Company
-
Ticker
-
Industry
Technology - Software & Services
Rating
Sector view: In-Line
NeutralMedium confidenceRumors of a potential private equity acquisition of Workday may support a valuation recovery in the software sector, but investors remain divided over the sustainability of the rebound; meanwhile, Netcompany's earnings quality and free cash flow continue to create pressure.
AuthorsGeorge W Webb, Mark Hyatt, William Richards
CoverageUnited States、Europe
Business segmentsEnterprise Software、IT Services、Generative Artificial Intelligence
Research firm divisions/subsidiariesMorgan Stanley(Other)

AI summary card

Potential Private Equity Entry May Lift Software Valuations, but Divergence Within the Sector Will Deepen

Morgan Stanley believes that Silver Lake's reported discussions to acquire Workday could rekindle private equity confidence in software assets; however, investors expect subsequent stock performance to diverge, while Netcompany's cash flow and earnings quality remain weak.

Sector view In-Line; Netcompany maintained at Underweight
Private EquityWorkdaySoftware ValuationOpen-Weight ModelsNetcompanyFree Cash Flow
  • If a Workday transaction materializes, it could become an important signal of private equity returning to large enterprise software deals and provide valuation support for software stocks.
  • In the survey, 52% of investors expected software and business services to become more divergent; approximately 28% believed the rebound would be sustainable, exceeding the roughly 15% who viewed it as unsustainable.
  • Open-weight models may lower token prices, but under lower-price assumptions, hyperscalers' generative AI return on investment could still be approximately 20%-60%.
  • Netcompany's revenue growth is strong, but earnings quality, adjusted EBITDA margin, and free cash flow performance limit its scope for valuation re-rating.

Report interpretation

Overview

This report is a weekly review of the European software and services sector, focusing on Workday's potential privatization, investor sentiment toward the software sector, the commercialization impact of open-weight models, and Netcompany's earnings quality. The core view is that a potential large M&A transaction could improve perceptions of software asset value, but credit conditions, AI disruption, and differences in company fundamentals make a broad sector-wide re-rating unlikely.

Core views

If confirmed, a potential Workday transaction could prompt financial investors to reassess software investment opportunities and reduce short pressure; assuming a 30%-40% premium to the unaffected price, the potential acquisition valuation would be approximately 5x 2027 sales and 16x free cash flow, below the historical average for software transactions. Meanwhile, investors are more inclined to expect gains within the sector to be selective rather than broad-based. Open-weight models are expected to address high-frequency or simpler tasks through lower-cost models, while premium closed-source models continue to serve complex enterprise workflows.

Analysis framework

The report forms its conclusions by combining news events, investor surveys, relative valuation metrics, company earnings and cash flow analysis, and scenario analysis of generative AI infrastructure returns.

Methodology notes

  • Valuation AnalysisForward P/E and Free Cash Flow Multiples

    Assessing valuation levels using NTM adjusted P/E and forward free cash flow multiples

    The report compares the potential Workday acquisition valuation with historical software transactions and examines the difference between Netcompany's FY26 and FY27 free cash flow multiples.

  • Investment Return AnalysisROIC Scenario Analysis

    Estimating returns on capital under different pricing assumptions

    For a 1GW owned GB300 configuration, the analysis assesses hyperscalers' generative AI ROIC after open-weight models drive prices lower.

  • Investor SentimentInvestor Survey

    Measuring market expectations for the sustainability of the rebound through a survey

    A survey of more than 150 investors is used to assess expectations for the sustainability and divergence of the rebound in software and business services.

Asset mapping & comparison

Structured mapping from thesis to named assets (strengths, weaknesses, peers, risks).

  • WORKDAY INC
    Potential Acquisition Target
    Strengths
    A large enterprise software vendor focused on human capital management and financial management software; a potential transaction could signal restored private equity confidence.
    Weaknesses
    The transaction has not yet been confirmed by the company or potential buyer, and the financing environment may still constrain execution.
    Comparison
    Assuming a 30%-40% premium, this implies approximately 5x 2027 sales and approximately 16x 2027 free cash flow, below the historical average for software transactions.
    Risks
    Transaction failure to materialize, tighter financing conditions, AI-related valuation pressure, and changes in business fundamentals.
  • Netcompany Group A/S
    Covered Company
    Strengths
    Approximately 17% organic revenue growth in the second quarter of 2026, significantly outperforming the industry; revenue guidance has modest upside risk.
    Weaknesses
    Deteriorating earnings quality, weak adjusted EBITDA margin, and persistently weak free cash flow; the FY26 free cash flow forecast has been substantially reduced.
    Comparison
    The expected FY26 free cash flow multiple is approximately 49x, versus approximately 19x for FY27, leaving valuation highly dependent on cash flow recovery.
    Risks
    Project delivery issues, the impact of restructuring and M&A integration, and failure of free cash flow to improve in the second half of 2026.

Key data

  • Potential Workday Transaction SizeApproximately $50 billion market capitalizationSilver Lake is reportedly in discussions to acquire the company; neither party has commented, and Morgan Stanley states that it has no independent transaction information.
  • Potential Workday Acquisition Premium30%-40%Assumption range based on historical software transactions.
  • Potential Workday Acquisition ValuationApproximately 5x 2027 sales and approximately 16x 2027 free cash flowCalculated based on the above premium assumptions and below historical average levels.
  • Investor Views on Sector Rebound52% expect divergence; approximately 28% believe it is sustainable; approximately 15% believe it is unsustainableMorgan Stanley survey of more than 150 investors.
  • Hyperscaler Generative AI ROICApproximately 20%-60%Analysis result under lower-price assumptions and a 1GW owned GB300 configuration.
  • Netcompany Organic Revenue GrowthApproximately 17%Second quarter of 2026, outperforming the industry.
  • Netcompany Free Cash Flow Over the Past Six QuartersDKK -192mCompared with adjusted net income of DKK +935m, indicating a significant divergence between cash flow and profit.
  • Netcompany Restructuring ProvisionApproximately DKK 149mRecognized in the second quarter of 2026.
  • Netcompany Free Cash Flow Forecast RevisionReduced by more than 60%FY26 forecast after Morgan Stanley's model update.

Impact & implications

For the software industry, the emergence of a large privatization transaction could signal that valuation declines have become excessive and increase the M&A appeal of high-quality software assets with stable cash flow; however, low-cost open-weight models will continue to intensify AI pricing competition. Investors should place greater emphasis on corporate cash conversion, earnings quality, project delivery risk, and differences in business models, rather than allocating solely on the basis of a sector rebound.

Risks

  • The potential Workday acquisition is based only on media reports, and transaction terms, financing, and completion probability are all uncertain.
  • Tight credit conditions and debate over AI business models may continue to suppress private equity transaction activity.
  • Price competition from open-weight models could erode the unit economics of models and cloud services faster than expected.
  • Netcompany's weak free cash flow may not be solely a timing issue and could reflect project delivery or operational problems.
  • The valuation and return assessments in this report rely on forecasts and scenario assumptions, and actual results may differ materially.

What to watch

  • Whether Silver Lake and Workday confirm or terminate the potential transaction, as well as the final premium and financing arrangements.
  • Whether M&A activity in the software sector expands to other large enterprise software companies.
  • Open-weight model pricing, price differences between Chinese and U.S. models, and the pace of enterprise adoption.
  • Hyperscalers' generative AI capital expenditures, utilization rates, and actual ROIC.
  • Netcompany's second-half 2026 free cash flow, adjusted EBITDA margin, and project delivery progress.
Zhejiang ICP No. 2022035445-5
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