Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WDAY
Strong BuyPremium GrowerWorkday, Inc. · Technology · United States · $49.3B · Avg Vol: $847M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.2B | 7.3B | 8.4B | 9.6B | 15.4% | 10.2B | 10.7B | 11.8B | 11.1% |
| EPS | -1.44 | 5.28 | 1.98 | 2.61 | -29.7% | 4.90 | 3.13 | 3.74 | 19.6% |
| Shares | 263.9M | 263.9M | 266.4M | 259.1M | -1.8% | 196.0M | — | — | — |
| Debt | 3.2B | 3.3B | 3.4B | 3.8B | 5.6% | 3.8B | — | — | — |
| Equity | 5.6B | 8.1B | 9.0B | 7.8B | 11.8% | — | — | — | — |
| Op CF | 1.7B | 2.1B | 2.5B | 2.9B | 21.0% | 3.1B | — | — | — |
| Inv CF | -2.5B | -1.8B | -1.8B | 333.0M | — | — | — | — | — |
| Fin CF | 1.2B | -268.0M | -1.1B | -3.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of WDAY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WDAY | Workday, Inc.(you) | $49.3B | 84 | Strong Buy |
| ADBE | Adobe Inc. | $115.9B | 84 | Strong Buy |
| ROP | Roper Technologies, Inc. | $42.2B | 69 | Buy |
| ADP | Automatic Data Processing, Inc. | $114.2B | 79 | Buy |
| ADSK | Autodesk, Inc. | $55.0B | 64 | Hold |
| ZM | Zoom Communications, Inc. | $28.7B | 95 | Strong Buy |
| PAYX | Paychex, Inc. | $45.2B | 62 | Hold |
| SSNC | SS&C Technologies Holdings, Inc. | $19.6B | 72 | Buy |
| CRM | Salesforce, Inc. | $210.7B | 86 | Strong Buy |
| DDOG | Datadog, Inc. | $85.1B | 61 | Hold |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%