Added to YB: 2026-07-29
Pitch date: 2026-07-26
WDAY [neutral]
Workday, Inc.
Author Info
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
$33.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.90
P/E
42.15
EV/Sales
3.34
Sector
Software
Category
N/A
SaaS-Stocks that Thrive in the Age of AI - Workday, Inc.
WDAY (watchlist): Down 53.6% from ATH on conservative FY27 subscription guide of 12-13% growth (below consensus). Seat-based HCM/payroll pricing at risk if AI cuts headcount. Strong retention: 65% of Fortune 500, 97% gross retention. New 'Flex Credits' consumption pricing unproven. Jury still out.
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