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Workday Inc Class A WDAY

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Stock XNAS Rating as of
$190.64 −0.55 (0.29%)
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As of Delayed Price Post-Trading: $191.50 +0.50

Company Report

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Workday's Switching Costs Support a Narrow Moat Amid AI's Potential Disruption

Luke Yang

Workday is a relatively new entrant to the enterprise resource planning market. However, the company was able to take market share from competitors by demonstrating that adopting cloud-native enterprise systems provides a superior user experience and reduces the total cost of ownership. As Workday continues to expand its ecosystem with third-party partners, we believe it operates the best-of-breed cloud-only solution for human capital management.

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Price vs Fair Value

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WDAY is trading at a LOCK|j^^g$@f premium.
Price
$191.18
Fair Value
$!@
Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Workday has already gathered a large customer base as enterprises move their corporate systems to the cloud, offering the company upsell opportunities as it rolls out new modules.

Bears

Workday’s FINS platform still misses some advanced functionality compared with other solutions, which may limit future financial management module attach rates.

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News

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Trading Information

Previous Close Price
$191.18
Day Range
$190.43–195.78
52-Week Range
$110.36–249.85
Bid/Ask
$190.00 / $191.50
Shares Outstanding
246.97M
Market Cap
$47.08B
Volume/Avg
4M / 5M

Key Statistics

Price/Earnings (Normalized)
19.79
Price/Sales
5.12
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield
8.88%

Company Profile

Workday is a software company that offers human capital management, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
Sector
Technology
Industry
Software - Application
Stock Style Box
Mid Core
Total Number of Employees
21,000
Website
https://www.workday.com

Competitors

Valuation

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Metric
WDAY
SAP
ORCL
Price/Earnings (Normalized)
 19.7927.4119.22
Price/Book Value
 7.124.7011.25
Price/Sales
 5.125.456.34
Price/Cash Flow
 14.6522.5015.35
Price/Earnings
WDAY
SAP
ORCL

Financial Strength

Metric
WDAY
SAP
ORCL
Quick Ratio
 0.910.981.01
Current Ratio
 1.011.151.12
Interest Coverage
 9.7719.485.08
Quick Ratio
WDAY
SAP
ORCL

Profitability

Metric
WDAY
SAP
ORCL
Return on Assets (Normalized)
 11.16%10.63%10.48%
Return on Equity (Normalized)
 23.44%17.37%76.33%
Return on Invested Capital (Normalized)
 15.25%14.14%15.95%
Return on Assets
WDAY
SAP
ORCL

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