WDAY official logo WDAY
WDAY 1-star rating from Upturn Advisory
Workday Inc (WDAY) company logo

Workday Inc (WDAY)

Workday Inc (WDAY) 1-star rating from Upturn Advisory
$215.34
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PASS
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Upturn Advisory Summary

11/26/2025: WDAY (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

5 star rating from financial analysts

43 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $277.28

1 Year Target Price $277.28

Analysts Price Target For last 52 week
$277.28 Target price
52w Low $205.33
Current$215.34
52w High $294

Analysis of Past Performance

Type Stock
Historic Profit -19.89%
Avg. Invested days 39
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/26/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 57.50B USD
Price to earnings Ratio 90.86
1Y Target Price 277.28
Price to earnings Ratio 90.86
1Y Target Price 277.28
Volume (30-day avg) 43
Beta 1.14
52 Weeks Range 205.33 - 294.00
Updated Date 11/27/2025
52 Weeks Range 205.33 - 294.00
Updated Date 11/27/2025
Dividends yield (FY) -
Basic EPS (TTM) 2.37

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 2025-11-25
When After Market
Estimate 2.17
Actual 2.32

Profitability

Profit Margin 6.96%
Operating Margin (TTM) 10.86%

Management Effectiveness

Return on Assets (TTM) 3.18%
Return on Equity (TTM) 7.34%

Valuation

Trailing PE 90.86
Forward PE 20.12
Enterprise Value 54445780000
Price to Sales(TTM) 6.23
Enterprise Value 54445780000
Price to Sales(TTM) 6.23
Enterprise Value to Revenue 5.9
Enterprise Value to EBITDA 41.25
Shares Outstanding 213000000
Shares Floating 214158285
Shares Outstanding 213000000
Shares Floating 214158285
Percent Insiders 0.86
Percent Institutions 97.2

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Workday Inc

Workday Inc(WDAY) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Workday Inc. was founded in 2005 by David Duffield and Aneel Bhusri after they left PeopleSoft, which was acquired by Oracle. Workday focused on cloud-based Human Capital Management (HCM) and Financial Management applications. They went public in 2012.

Company business area logo Core Business Areas

  • Human Capital Management (HCM): Workday's flagship product, offering solutions for human resources, talent management, benefits, payroll, and workforce planning.
  • Financial Management: Provides cloud-based financial management software including accounting, revenue management, spend management, and analytics.
  • Workday Adaptive Planning: A cloud-based planning platform for budgeting, forecasting, and analysis.
  • Workday Prism Analytics: A platform for data discovery and analytics, allowing customers to bring external data sources into Workday.

leadership logo Leadership and Structure

Aneel Bhusri is the co-founder, chairman and CEO. The company has a typical corporate structure with various executive vice presidents overseeing different product and functional areas.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Competitors: SAP SuccessFactors,Oracle HCM Cloud,ADP
  • Workday HCM: Workday's core offering, a comprehensive HCM solution. They have a significant market share in cloud HCM, competing with SAP SuccessFactors and Oracle HCM Cloud. Estimated market share is around 20%.
  • Competitors: Oracle NetSuite,SAP S/4HANA,Microsoft Dynamics 365 Finance
  • Workday Financial Management: Provides cloud financial management solutions. Competes with Oracle NetSuite, SAP S/4HANA, and Microsoft Dynamics 365 Finance. Estimated market share is around 15%.
  • Competitors: Anaplan,Planful,BlackLine
  • Workday Adaptive Planning: A cloud-based planning platform. Competes with Anaplan, Planful, and BlackLine.

Market Dynamics

industry overview logo Industry Overview

The market for cloud-based HCM and financial management software is growing rapidly, driven by digital transformation initiatives and the need for more agile and scalable solutions.

Positioning

Workday is positioned as a leading provider of cloud-based enterprise applications, known for its user-friendly interface and comprehensive functionality. Their competitive advantage lies in their unified platform and focus on customer satisfaction.

Total Addressable Market (TAM)

The TAM for HCM and Financial Management software is estimated to be over $100 billion. Workday is positioned to capture a significant portion of this market through innovation and expansion into new geographies and industries.

Upturn SWOT Analysis

Strengths

  • Cloud-native platform
  • Strong brand reputation
  • High customer satisfaction
  • Unified data model
  • Innovative product development

Weaknesses

  • High implementation costs
  • Limited presence in certain geographies
  • Complexity of integration with legacy systems
  • Premium pricing model

Opportunities

  • Expanding into new industries
  • Growth in international markets
  • Strategic acquisitions
  • Partnerships with other technology providers
  • Increased adoption of AI and machine learning

Threats

  • Intense competition
  • Economic downturn
  • Security breaches
  • Changes in regulatory requirements
  • Rapid technological advancements

Competitors and Market Share

Key competitor logo Key Competitors

  • ORCL
  • SAP
  • ADSK

Competitive Landscape

Workday differentiates itself through its unified platform, user-friendly interface, and focus on customer satisfaction. Competitors like Oracle and SAP have broader product portfolios but may lack Workday's focus on cloud-based solutions.

Major Acquisitions

Peakon

  • Year: 2021
  • Acquisition Price (USD millions): 700
  • Strategic Rationale: Acquisition of Peakon enhanced Workday's employee engagement and feedback capabilities.

Growth Trajectory and Initiatives

Historical Growth: Workday has experienced rapid growth since its founding, driven by the increasing adoption of cloud-based enterprise applications.

Future Projections: Analysts project continued revenue growth in the range of 15-20% annually over the next few years.

Recent Initiatives: Recent initiatives include expanding into new markets, investing in AI and machine learning, and enhancing the user experience.

Summary

Workday is a strong player in the cloud-based HCM and financial management market, leveraging its unified platform and customer focus. It has seen rapid growth but faces competition from larger, more established players like Oracle and SAP. Workday needs to continue innovating and expanding into new markets to maintain its growth trajectory, focusing on maintaining its competitive advantage in user experience and cloud-native architecture. It has to continue maintaining its costs and profitability.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q), Investor Presentations, Market Research Reports, Analyst Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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 20482
Full time employees 20482

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.