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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

Show full summary:
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.

Read full article (4 min)