Added to YB: 2024-05-24
Pitch date: 2024-03-31
WDAY [bullish]
Workday, Inc.
-17.7%
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
$60.1B
Pitch Price
$272.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.15
P/E
104.17
EV/Sales
6.22
Sector
Software
Category
growth
Polen Capital Global Growth Strategy Portfolio Holding: Workday, Inc.
WDAY: Recent weakness likely due to high expectations, not fundamentals. Still poised to take share in $100B+ growing global HCM market. Confident in 20%+ annual FCF/share growth over 3-5 years. 40% runup Oct-Feb on strong Q3 '23 & FY24 guide raise.
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