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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

Show full summary:
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.

Read full article (1 min)