Professional
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
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.
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