Added to YB: 2026-02-27
Pitch date: 2026-02-25
WDAY [neutral]
Workday, Inc.
+1.54%
current return
Author Info
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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
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.
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