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Added to YB: 2026-02-27

Pitch date: 2026-02-25

WDAY [neutral]

Workday, Inc.

+1.54%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$34.3B

Pitch Price

$137.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

20.88

P/E

50.28

EV/Sales

3.42

Sector

Software

Category

growth

Show full summary:
Workday Q4 2025 Snapshot

WDAY (earnings): Q4 rev $2.53B (+14.5% YoY), sub rev +15.7%. Op margin jumped 480bps to 12%, FCF margin 48%. AI products hit $400M ARR, >$100M new ACV in Q4. FY27 sub rev guide $9.925-9.95B (12-13% growth) missed $10B est on longer Fed/SLED/healthcare sales cycles. 3.1x EV/S, 11.5x fwd P/E. Strong profitability offset by growth decel concerns.

Read full article (2 min)