Added to YB: 2026-04-20
Pitch date: 2026-04-16
WDAY [neutral]
Workday, Inc.
-3.25%
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
$31.9B
Pitch Price
$127.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.11
P/E
47.92
EV/Sales
3.17
Sector
Software
Category
growth
Day twenty-one: Workday $WDAY
WDAY (overview): Dominant HCM & 3rd largest ERP provider at $10B ARR (+15% YoY), 97% gross retention, 3x EV/ARR, 7% GAAP op margin (43x EV/EBIT). $400M AI ACV (+100% YoY), 1.7B AI actions/yr. Bear: AI lowers implementation costs, enables upstart competition. Bull: rip-and-replace unlikely, data moat defensible. Trading at trough multiple despite blue-chip status; path to 20% op margin = 15x EBIT w/ 30%+ growth.
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