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Added to YB: 2025-08-14

Pitch date: 2025-08-07

WDAY [neutral]

Workday, Inc.

-2.81%

current return

Author Info

No bio for this author

Company Info

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; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.

Market Cap

$60.1B

Pitch Price

$221.11

Price Target

N/A

Dividend

N/A

EV/EBITDA

43.15

P/E

104.17

EV/Sales

6.22

Sector

Software

Category

growth

Show full summary:
RGA Investment Advisors New Position: Workday, Inc.

WDAY (new position): Mission-critical HR software for Fortune 500s expanding into finance. Double-digit revenue growth with new CEO Eschenbach driving margins. Shares at 25x P/E, 18x EBITDA, 17x FCF - all growing ~20%. Base case: 20% CAGR with multiple expansion upside if proves AI resilience or reaccelerates growth.

Read full article (2 min)