WDAY

Workday, Inc.

$190.81

-2.96% Oct 16 close

Information TechnologyS&P 500 Compare

1M 3M 6M 1Y 2Y

WDAYSPY

+2.3%

+1.6%

+31.8%

+54.1%

YTD

-11.2%

-16.2%

Live chart

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What they do

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events.

Technology · Software - Application

For information only · Important disclosures

Grades vs sector

Momentum

22nd percentile in sector

12-1 return: -20.6%
Percentile within its GICS sector across the S&P 1500.

Growth

42nd percentile in sector

Revenue growth (YoY): +12.8%
Percentile within its GICS sector across the S&P 1500.

Value

49th percentile in sector

C+

Forward E/P: 6.9% · EBITDA/EV: 3.4%
Percentile within its GICS sector across the S&P 1500.

Profitability

57th percentile in sector

B-

Profit margin: +12.3% · Return on equity: +16.0%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

ranked 442 of 499 · 12-month momentum -18.0%

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

Coteau Long Book

Not in the current book

News

More news

ServiceNow Fell 20% Over a Year But This Wall Street Analyst Predicts 70% Gains From Here

24/7 Wall St. · Oct 20

What First Trust Growth Strength (FTGS) Bought: Salesforce Leads on Oct. 16

GuruFocus.com · Oct 20

Can WDAY's New AI Offerings Across Business Functions Drive Growth?

Zacks · Oct 19

Workday downgraded, Fox Corp. upgraded: Wall Street's top analyst calls

The Fly · Oct 16

Key stats

52-week range$112.50 – $245.67

Valuation and fundamentals

Valuation & fundamentals

Bottom line

Looks undervalued

Model read-out from the numbers below, not advice. Score +3 (DCF counts double).

▲DCF (base case)above the price by 111%

▲Piotroski F-score7/9

▲Net debt / EBITDA-0.3x

Discounted cash flow

Bear

$238

+25%

growth 9% · disc. 10.2% · term. 2.0%

Base

$403

+111%

growth 15% · disc. 9.2% · term. 2.5%

Bull

$638

+234%

growth 19% · disc. 8.2% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal

Not enough data to run a reverse DCF.

Edit assumptions · recalculates instantly

Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-07-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)

sector median 35.9×

–

Forward P/E

sector median 16.9×

–

EV / EBITDA

sector median 20.8×

–

Price / sales

sector median 4.6×

–

Price / book

sector median 5.1×

–

FCF yield

sector median 3.5%

–

Backlog (remaining performance obligations)

RPO

$5.5B

as of 2018-07-31

vs a year ago

–

YoY

× TTM revenue

0.54×

coverage

18-04

18-07

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin

98.4%

Operating margin

10.7%

FCF margin

28.0%

Net margin

12.3%

Return on equity

19.4%

Return on invested capital

17.5%

Net debt / EBITDA

-0.3×

Current ratio

0.9×

Interest cover

9.9×

Cash conversion (OCF/NI)

2.5×

Piotroski F-score 7/9 · last two fiscal years

✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

No analyst targets available.

Annual history

FY	Revenue	Net income	Free cash flow
2026	$9.6B	$693.0M	$2.8B
2025	$8.4B	$526.0M	$2.2B
2024	$7.3B	$1.4B	$1.9B
2023	$6.2B	$-367.0M	$1.3B
2022	$5.1B	$29.0M	$1.7B
2021	$4.3B	$-282.4M	$1.3B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +15.4%.

Earnings

Next report: –

No EPS history available.

Stats refreshed – ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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Beta 0.9 · Oct 21, 2026