Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-27
WK [neutral]
Workiva Inc.
-1.6%
current return
Author Info
No bio for this author
Company Info
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the Americas and internationally.
Market Cap
$5.2B
Pitch Price
$88.75
Price Target
142.00 (+63%)
Dividend
N/A
EV/EBITDA
-134.79
P/E
-111.45
EV/Sales
6.10
Sector
Software
Category
special_situation
13D Activist Fund Portfolio Holding: Workiva Inc.
WK (holding update): Irenic Capital (2% stake) pushes for governance reforms at cloud reporting co serving 95% Fortune 100 w/ 97% retention. Despite 80% gross margins & $1B 2026 rev target, 7% op margins vs peers' 31% due to bloated 43% sales costs. Dual-class founders (44% vote) aging/selling; comparable M&A at 7-8x rev suggests 40-60% upside in sale.
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