Workday, Inc. (WDAY) has a MoatMap StockRank of 48/100 based on Quality (59/100), Value (43/100), and Momentum (31/100) factor scores. The current signal is HOLD. Workday, a leading provider of cloud-based HR and finance software, benefits from high switching costs and mission-critical applications, establishing a strong economic moat and positioning it as a quality compounder under the 'Durable Quality & Moats' theme. While its long-term compounding is clear, the specific asymmetric macro tailwind for enterprise software in the current environment, beyond general appreciation for quality, is less distinct than for other thematic plays, warranting a closer watch for an unpriced inflection.
Workday, Inc. is a leading provider of enterprise cloud applications for finance and human resources, delivering comprehensive Human Capital Management (HCM) and Financial Management suites via a Software-as-a-Service (SaaS) model. The company's strong competitive moat stems from its unified cloud platform, deep functional capabilities, and the high switching costs associated with core enterprise systems, ensuring robust customer retention. Workday holds a prominent market position, recognized for its innovation and user-centric approach in cloud business applications.
| Price | $125.01 |
| Market Cap | $32.3B |
| P/E (TTM) | 46.88 |
| P/E (Forward) | 9.76 |
| Price/Book | 4.03 |
| Return on Equity | 8.2% |
| Return on Invested Capital | 9.6% |
| Debt/Equity | 48.96 |
| Gross Margin | 75.7% |
| Operating Margin | 12.0% |
| Revenue Growth | 14.5% |
| Free Cash Flow | $3.0B |
Workday, Inc. operates in the Software - Application industry, part of the Technology sector (United States).