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WDAY 
Workday Inc (WDAY)
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Upturn Advisory Summary
01/09/2026: 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 $274.98
1 Year Target Price $274.98
| 20 | Strong Buy |
| 12 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -19.89% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 55.32B USD | Price to earnings Ratio 87.79 | 1Y Target Price 274.98 |
Price to earnings Ratio 87.79 | 1Y Target Price 274.98 | ||
Volume (30-day avg) 43 | Beta 1.14 | 52 Weeks Range 202.22 - 283.68 | Updated Date 01/9/2026 |
52 Weeks Range 202.22 - 283.68 | Updated Date 01/9/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.36 |
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 - | When - | Estimate - | Actual - |
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 87.79 | Forward PE 19.27 | Enterprise Value 52124770000 | Price to Sales(TTM) 5.99 |
Enterprise Value 52124770000 | Price to Sales(TTM) 5.99 | ||
Enterprise Value to Revenue 5.65 | Enterprise Value to EBITDA 39.49 | Shares Outstanding 213000000 | Shares Floating 210852360 |
Shares Outstanding 213000000 | Shares Floating 210852360 | ||
Percent Insiders 0.87 | Percent Institutions 99.03 |
Upturn AI SWOT
Workday Inc
Company Overview
History and Background
Workday Inc. was founded in 2005 by David Duffield and Aneel Bhusri. It emerged from PeopleSoft, which was acquired by Oracle in 2005. Workday's initial focus was on cloud-based human capital management (HCM) software, disrupting traditional on-premise enterprise software solutions. Key milestones include its IPO in 2012, significant expansion into financial management and analytics, and continuous innovation in AI and machine learning to enhance its offerings.
Core Business Areas
- Human Capital Management (HCM): Provides a comprehensive suite of cloud-based applications for managing the entire employee lifecycle, including HR, payroll, talent management, workforce planning, and time tracking. This is Workday's foundational and largest business segment.
- Financial Management: Offers cloud-based applications for accounting, financial planning and analysis (FP&A), procurement, expenses, and revenue management, designed for modern finance operations.
- Planning: Encompasses solutions for enterprise-wide planning, including financial planning, HR planning, and sales forecasting, aiming to align business strategies with operational execution.
- Analytics and AI: Leverages artificial intelligence and machine learning to provide insights and drive intelligent decision-making across HCM and Financial Management domains, including features like AI-powered recommendations and predictive analytics.
Leadership and Structure
Workday is a publicly traded company with a board of directors and an executive leadership team. Key figures often include the CEO, CTO, CFO, and heads of various product and sales divisions. The company operates on a functional organizational structure, with departments dedicated to engineering, sales, marketing, customer success, and finance.
Top Products and Market Share
Key Offerings
- Workday HCM: The flagship product offering comprehensive human capital management capabilities. It serves a vast number of enterprise clients globally. Competitors include Oracle (Oracle Cloud HCM), SAP (SAP SuccessFactors), Microsoft (Microsoft Dynamics 365), and UKG (Ultimate Kronos Group).
- Workday Financial Management: A suite of cloud-based financial management applications including accounting, financial planning, and procurement. It competes directly with modules from Oracle (Oracle Fusion Cloud ERP), SAP (SAP S/4HANA), and Microsoft (Microsoft Dynamics 365 Finance).
- Workday Prism Analytics: A cloud-based analytics platform that brings together data from Workday and non-Workday sources to provide deeper insights across the enterprise. It competes with broader business intelligence and analytics platforms from vendors like Tableau (Salesforce), Microsoft Power BI, and Qlik.
- Workday Adaptive Planning: A leading solution for financial planning, budgeting, and forecasting, often used in conjunction with Workday Financial Management. Competitors include Anaplan, Oracle EPM, and SAP BPC.
Market Dynamics
Industry Overview
Workday operates in the rapidly evolving Enterprise Resource Planning (ERP) and Human Capital Management (HCM) software market. The industry is characterized by a strong shift towards cloud-based solutions, increasing demand for integrated suites, and a growing emphasis on data analytics, AI, and automation. Digital transformation initiatives by businesses are a major driver of adoption.
Positioning
Workday is positioned as a premium provider of cloud-native, integrated solutions for HCM and Financial Management. Its competitive advantages lie in its user-friendly interface, strong customer focus, continuous innovation, and a unified platform approach that breaks down traditional silos between HR and Finance. Its cloud-first architecture provides scalability and agility.
Total Addressable Market (TAM)
The global market for cloud ERP and HCM solutions is substantial and projected to grow significantly. While specific TAM figures vary by research firm and segmentation, it is estimated to be in the hundreds of billions of dollars annually. Workday is a major player in this market, particularly in the mid-to-large enterprise segment for HCM and increasingly for Financial Management, but faces intense competition from established giants and emerging players.
Upturn SWOT Analysis
Strengths
- Strong cloud-native architecture
- Integrated suite of HCM and Financial Management solutions
- User-friendly interface and excellent customer experience
- Reputation for innovation and investment in AI/ML
- Loyal customer base and high customer retention rates
- Talented and experienced leadership team
Weaknesses
- Higher price point compared to some competitors
- Continued reliance on HCM for a significant portion of revenue
- Challenges in expanding market share against deeply entrenched ERP competitors in some large enterprise segments
- Potential for market saturation in core HCM for very large enterprises
Opportunities
- Expansion into new geographies and emerging markets
- Increased adoption of Workday Financial Management and Planning solutions
- Leveraging AI and ML for further product differentiation and customer value
- Growth in the mid-market segment
- Acquisitions to expand capabilities or market reach
- Increased demand for digital transformation solutions in post-pandemic economy
Threats
- Intense competition from Oracle, SAP, Microsoft, and other software vendors
- Economic downturns affecting enterprise IT spending
- Rapid technological changes requiring continuous R&D investment
- Cybersecurity threats and data privacy regulations
- Potential for new disruptive technologies to emerge
Competitors and Market Share
Key Competitors
- Oracle (ORCL)
- SAP SE (SAP)
- Microsoft Corporation (MSFT)
Competitive Landscape
Workday's advantage lies in its modern, cloud-native platform and a strong focus on user experience and integrated workflows for HCM and Finance. However, Oracle and SAP have vast existing customer bases, broad product portfolios, and extensive partner ecosystems, making them formidable competitors, especially for large, complex global deployments. Microsoft is rapidly expanding its Dynamics 365 suite, offering a compelling alternative, particularly for organizations already heavily invested in the Microsoft ecosystem.
Major Acquisitions
VNDLY
- Year: 2020
- Acquisition Price (USD millions): 510
- Strategic Rationale: To strengthen Workday's global HR capabilities and provide a unified platform for managing contingent workforce and talent acquisition.
Scout RFP
- Year: 2019
- Acquisition Price (USD millions): 540
- Strategic Rationale: To enhance Workday's procurement and sourcing capabilities, integrating strategic sourcing and RFP management into its financial suite.
Adaptive Insights
- Year: 2018
- Acquisition Price (USD millions): 1550
- Strategic Rationale: To bolster Workday's financial planning and analysis (FP&A) offerings, solidifying its position in the corporate performance management (CPM) market.
Growth Trajectory and Initiatives
Historical Growth: Workday has experienced consistent and impressive historical growth, primarily driven by its leadership in the cloud HCM market and its successful expansion into financial management. Revenue has grown substantially year-over-year for over a decade.
Future Projections: Analyst consensus generally projects continued strong revenue growth for Workday, driven by cloud adoption, expansion in finance and planning, and the increasing integration of AI. While growth rates may moderate as the company matures and its revenue base expands, the outlook remains positive.
Recent Initiatives: Recent initiatives include deepening its AI capabilities with the introduction of Workday Extend, expanding its presence in the financial management space, and focusing on customer success and innovation to maintain its competitive edge. Continued emphasis on analytics and planning solutions is also a key focus.
Summary
Workday Inc. is a strong player in the cloud HCM and financial management software market, benefiting from a modern platform, excellent user experience, and continuous innovation. Its core HCM business remains robust, and its expansion into financial management and planning is gaining traction. The company must continue to innovate rapidly and effectively compete against larger, more established enterprise software giants like Oracle and SAP, while also fending off Microsoft's growing presence. Maintaining customer loyalty and navigating economic uncertainties will be key for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Workday Inc. Investor Relations Filings (SEC)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Industry Research Reports (e.g., Gartner, IDC)
- Financial Data Providers (e.g., Refinitiv, FactSet)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data is based on publicly available information and may be subject to change. Users should conduct their own due diligence before making investment decisions. Market share data is estimated and can vary based on methodology and reporting period.
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 20588 | Website https://www.workday.com |
Full time employees 20588 | 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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