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Added to YB: 2025-02-28

Pitch date: 2025-02-26

WDAY [neutral]

Workday, Inc.

-16.86%

current return

Author Info

@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.

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

$60.1B

Pitch Price

$270.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

43.15

P/E

104.17

EV/Sales

6.22

Sector

Software

Category

growth

Show full summary:
WDAY Q4 Earnings Overview

WDAY (Q4 overview): Solid Q4, inline guidance. Subscription rev +15.9% YoY, beating est. by 0.7%. PF OM 26.4%, up from 23.8% LY. FY25 guide: 15% YoY growth, 28% PF OM, FCF $2.7B ex-restructuring. AI traction: 30% expansions include AI. 37% upside to 30x CY26 FCF, 62% to CY27 FCF. -9% downside risk.

Read full article (2 min)