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Upturn AI SWOT - About
WDAY 
Workday Inc (WDAY)
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Upturn Advisory Summary
08/14/2025: WDAY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
43 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $294.58
1 Year Target Price $294.58
| 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  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 60.27B USD | Price to earnings Ratio 125.61 | 1Y Target Price 294.58 |
Price to earnings Ratio 125.61 | 1Y Target Price 294.58 | ||
Volume (30-day avg) 43 | Beta 1.24 | 52 Weeks Range 205.33 - 294.00 | Updated Date 08/15/2025 |
52 Weeks Range 205.33 - 294.00 | Updated Date 08/15/2025 | ||
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 2025-08-21 | When - | Estimate 2.11 | Actual - |
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 125.61 | Forward PE 26.39 | Enterprise Value 55697689639 | Price to Sales(TTM) 6.93 |
Enterprise Value 55697689639 | Price to Sales(TTM) 6.93 | ||
Enterprise Value to Revenue 6.41 | Enterprise Value to EBITDA 52.2 | Shares Outstanding 215748992 | Shares Floating 214203420 |
Shares Outstanding 215748992 | Shares Floating 214203420 | ||
Percent Insiders 0.88 | Percent Institutions 93.87 |
Upturn AI SWOT
Workday Inc
Company Overview
History and Background
Workday Inc. was founded in 2005 by David Duffield and Aneel Bhusri after Oracle's acquisition of PeopleSoft, where they were executives. The company focuses on cloud-based human capital management (HCM) and financial management applications. Its initial public offering (IPO) was in 2012.
Core Business Areas
- Human Capital Management (HCM): Workday's core offering, providing solutions for HR, talent management, recruiting, compensation, benefits, and workforce planning.
- Financial Management: Cloud-based finance and accounting software covering general ledger, accounts payable/receivable, and financial planning & analysis (FP&A).
- Workday Adaptive Planning: A cloud-based planning solution for budgeting, forecasting, and reporting.
- Workday Prism Analytics: Allows customers to bring in external data sources and combine them with Workday data for advanced analytics.
Leadership and Structure
Aneel Bhusri is the Co-Founder and Co-CEO. Carl Eschenbach is the Co-CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Workday HCM: This is Workday's flagship product, providing a comprehensive suite of HR tools. Competitors include SAP SuccessFactors, Oracle HCM Cloud, and Ceridian Dayforce. Workday claims a significant portion of the large enterprise HCM market. Precise market share figures fluctuate, but estimates range from 15-25% in the overall HCM market.
- Workday Financial Management: A comprehensive financial management system designed for medium and large enterprises. Competitors include Oracle NetSuite, SAP S/4HANA, and Microsoft Dynamics 365 Finance. Market share is growing but still smaller than HCM.
- Workday Adaptive Planning: A cloud-based planning solution, competing with Anaplan, Planful, and Oracle's planning solutions. It is often sold as an add-on module to Workday HCM or Financial Management.
Market Dynamics
Industry Overview
The HCM and financial management software industry is experiencing rapid growth, driven by digital transformation, cloud adoption, and the need for integrated business solutions. Demand is fueled by the increasing complexity of managing global workforces and finances.
Positioning
Workday is positioned as a leader in cloud-based HCM and financial management software, targeting large enterprises. Its competitive advantages include its unified platform, user-friendly interface, and strong customer satisfaction.
Total Addressable Market (TAM)
The global HCM software market is expected to reach hundreds of billions USD within the next few years. Workday is well-positioned to capture a substantial portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Unified cloud-based platform
- High customer satisfaction
- Innovative product development
- Strong recurring revenue model
Weaknesses
- High implementation costs
- Complexity for smaller businesses
- Reliance on cloud infrastructure
- Less flexible compared to on-premise solutions
- Can be perceived as expensive.
Opportunities
- Expanding into new geographic markets
- Developing new products and features
- Acquiring complementary businesses
- Partnering with other technology providers
- Capitalizing on the growing demand for cloud solutions
Threats
- Intense competition
- Economic downturn
- Security breaches
- Changing regulatory landscape
- Disruptive technologies
Competitors and Market Share
Key Competitors
- SAP (SAP)
- Oracle (ORCL)
- Ceridian (CDAY)
Competitive Landscape
Workday competes primarily with SAP and Oracle in the HCM and financial management software market. Workday's advantages include its cloud-native architecture and user-friendly interface. Disadvantages include higher implementation costs and complexity for smaller businesses.
Major Acquisitions
Peakon
- Year: 2021
- Acquisition Price (USD millions): 700
- Strategic Rationale: Expanded Workday's employee engagement capabilities.
VNDLY
- Year: 2021
- Acquisition Price (USD millions): 510
- Strategic Rationale: VNDLY expanded Workdayu2019s capabilities for managing external workforce.
Growth Trajectory and Initiatives
Historical Growth: Workday has experienced significant revenue growth over the past several years, driven by increasing adoption of its cloud-based solutions.
Future Projections: Analyst estimates project continued revenue growth for Workday, driven by expansion into new markets and increasing adoption of its products.
Recent Initiatives: Recent initiatives include investments in AI and machine learning, expansion into new industries, and strategic partnerships.
Summary
Workday is a strong player in the cloud-based HCM and financial management software market, with a reputation for innovation and customer satisfaction. Its unified platform and recurring revenue model are key strengths. However, high implementation costs and intense competition remain challenges. The continued expansion into new markets and product development is crucial for maintaining its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
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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