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Workday Inc (WDAY)



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Upturn Advisory Summary
06/30/2025: WDAY (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $297.62
1 Year Target Price $297.62
20 | Strong Buy |
12 | Buy |
11 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.38% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 63.98B USD | Price to earnings Ratio 133.33 | 1Y Target Price 297.62 |
Price to earnings Ratio 133.33 | 1Y Target Price 297.62 | ||
Volume (30-day avg) 43 | Beta 1.24 | 52 Weeks Range 199.81 - 294.00 | Updated Date 06/30/2025 |
52 Weeks Range 199.81 - 294.00 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-06-18 | When After Market | Estimate 2.0091 | Actual 2.23 |
Profitability
Profit Margin 5.6% | Operating Margin (TTM) 9.15% |
Management Effectiveness
Return on Assets (TTM) 2.38% | Return on Equity (TTM) 5.7% |
Valuation
Trailing PE 133.33 | Forward PE 27.93 | Enterprise Value 59406040000 | Price to Sales(TTM) 7.36 |
Enterprise Value 59406040000 | Price to Sales(TTM) 7.36 | ||
Enterprise Value to Revenue 6.83 | Enterprise Value to EBITDA 55.68 | Shares Outstanding 215748992 | Shares Floating 214224780 |
Shares Outstanding 215748992 | Shares Floating 214224780 | ||
Percent Insiders 0.88 | Percent Institutions 94.54 |
Analyst Ratings
Rating 5 | Target Price 297.62 | Buy 12 | Strong Buy 20 |
Buy 12 | Strong Buy 20 | ||
Hold 11 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Workday Inc

Company Overview
History and Background
Workday Inc. was founded in 2005 by Aneel Bhusri and David Duffield after they left PeopleSoft, which was acquired by Oracle. Workday aimed to deliver Human Capital Management (HCM) and Financial Management applications as a cloud-based service. It went public in 2012.
Core Business Areas
- Human Capital Management (HCM): Workday's HCM suite helps organizations manage their workforce, including talent acquisition, compensation, benefits, learning, and workforce planning.
- Financial Management: Workday's Financial Management suite offers solutions for accounting, financial planning and analysis, procurement, and revenue management.
- Workday Adaptive Planning: A cloud-based planning solution for budgeting, forecasting, and reporting.
- Workday Prism Analytics: A platform that allows users to integrate and analyze data from various sources.
Leadership and Structure
Aneel Bhusri is the co-founder and Executive Chair. Carl Eschenbach is the CEO. The company operates with a functional organizational structure, with departments for engineering, sales, marketing, finance, and HR.
Top Products and Market Share
Key Offerings
- Competitors: SAP SuccessFactors,Oracle HCM Cloud,Ceridian Dayforce
- Market Share: 15
- Workday HCM: Workday's flagship product for human capital management. As of 2023, Workday held approximately 15% market share in the HCM suite market. Competitors include SAP SuccessFactors, Oracle HCM Cloud, and Ceridian Dayforce.
- Competitors: Oracle NetSuite,SAP S/4HANA,Microsoft Dynamics 365 Finance
- Workday Financial Management: A comprehensive suite of financial management applications. Market share information is less readily available, but Workday is a significant player in the cloud-based financial management space. Competitors include Oracle NetSuite, SAP S/4HANA, and Microsoft Dynamics 365 Finance.
Market Dynamics
Industry Overview
The enterprise software market is experiencing growth, driven by the increasing adoption of cloud-based solutions. Companies are investing in HCM and financial management software to improve efficiency and decision-making.
Positioning
Workday is positioned as a leading provider of cloud-based HCM and financial management solutions, known for its user-friendly interface and comprehensive feature set. It differentiates itself through its focus on innovation and customer satisfaction.
Total Addressable Market (TAM)
The total addressable market for HCM and financial management software is estimated to be around $100 billion. Workday is well-positioned to capture a significant portion of this market, leveraging its cloud-native architecture and expanding product portfolio.
Upturn SWOT Analysis
Strengths
- Cloud-native architecture
- Strong customer satisfaction
- Comprehensive HCM and financial management suite
- Innovative product development
- Experienced leadership team
Weaknesses
- Relatively high price point
- Limited presence in certain geographic regions
- Integration complexity with legacy systems
Opportunities
- Expansion into new markets
- Development of new products and services
- Strategic acquisitions
- Increased adoption of cloud-based solutions
- Leveraging AI and machine learning
Threats
- Intense competition
- Economic downturn
- Data security breaches
- Changing regulatory landscape
- Rapid technological advancements
Competitors and Market Share
Key Competitors
- SAP (SAP)
- Oracle (ORCL)
- Microsoft (MSFT)
- Ceridian (CDAY)
- Paylocity (PCTY)
- Automatic Data Processing (ADP)
Competitive Landscape
Workday's advantages include its cloud-native architecture, strong customer satisfaction, and comprehensive feature set. Its disadvantages include its relatively high price point and limited presence in certain geographic regions.
Major Acquisitions
Peakon
- Year: 2021
- Acquisition Price (USD millions): 700
- Strategic Rationale: To enhance Workday's employee engagement and feedback capabilities.
Zimit
- Year: 2020
- Acquisition Price (USD millions): 220
- Strategic Rationale: To enhance Workday's configure price quote solution.
Growth Trajectory and Initiatives
Historical Growth: Workday has experienced significant revenue growth over the past several years, driven by the increasing adoption of its cloud-based solutions.
Future Projections: Analyst estimates project continued revenue growth for Workday, driven by increasing demand for HCM and financial management software.
Recent Initiatives: Workday has recently invested in AI and machine learning capabilities, expanded its product portfolio, and pursued strategic acquisitions.
Summary
Workday is a strong contender in the HCM and Financial Management cloud space, known for its user-friendly interface and comprehensive feature set. Its cloud-native architecture and customer satisfaction are key strengths. However, it faces intense competition and must continue to innovate to maintain its market position and revenue growth. Its higher price point might make it less accessible to small businesses.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis reports
- Market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary depending on the source. This data is based on publicly available information and might not reflect the most up-to-date developments.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Workday Inc
Exchange NASDAQ | Headquaters Pleasanton, CA, United States | ||
IPO Launch date 2012-10-12 | CEO & Director Mr. Carl M. Eschenbach | ||
Sector Technology | Industry Software - Application | Full time employees 20515 | Website https://www.workday.com |
Full time employees 20515 | Website https://www.workday.com |
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. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications; and applications for analytics and reporting comprising augmented analytics to surface insights to the line of business in simple-to-understand stories. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications; and Workday Illuminate, which helps customers accelerate manual tasks, assist employees, and transform business processes. The company serves the professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. It sells its solutions through its direct sales organization. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.
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