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
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.
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