Added to YB: 2026-07-22
Pitch date: 2026-07-19
WDAY [bullish]
Workday, Inc.
+0.49%
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
$35.8B
Pitch Price
$140.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.23
P/E
45.09
EV/Sales
3.57
Sector
Software
Category
value
Pzena at Halftime - Workday, Inc.
WDAY: Pzena buying SaaS names crushed by AI-disruption fears. Workday = mission-critical ERP for people-centric firms (Chipotle, Walmart). Retention 97-98%. AI a tailwind both ways: powers new products (conversational AI filtering 2,000 applicants/store) & cuts R&D, its biggest cost.
Read full article (1 min)