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WDAY 
Workday Inc (WDAY)
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Upturn Advisory Summary
12/11/2025: 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 $275.37
1 Year Target Price $275.37
| 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 12/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 59.82B USD | Price to earnings Ratio 94.53 | 1Y Target Price 275.37 |
Price to earnings Ratio 94.53 | 1Y Target Price 275.37 | ||
Volume (30-day avg) 43 | Beta 1.15 | 52 Weeks Range 205.33 - 283.68 | Updated Date 12/11/2025 |
52 Weeks Range 205.33 - 283.68 | Updated Date 12/11/2025 | ||
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 94.53 | Forward PE 20.45 | Enterprise Value 55533250000 | Price to Sales(TTM) 6.48 |
Enterprise Value 55533250000 | Price to Sales(TTM) 6.48 | ||
Enterprise Value to Revenue 6.02 | Enterprise Value to EBITDA 42.07 | Shares Outstanding 213000000 | Shares Floating 211057500 |
Shares Outstanding 213000000 | Shares Floating 211057500 | ||
Percent Insiders 0.87 | Percent Institutions 99.27 |
Upturn AI SWOT
Workday Inc
Company Overview
History and Background
Workday, Inc. was founded in March 2005 by David Duffield (founder of PeopleSoft) and Aneel Bhusri. The company initially focused on providing cloud-based human capital management (HCM) software. Key milestones include its initial public offering (IPO) in October 2012, significant expansion into financial management and analytics, and continuous development of its unified cloud platform. Workday has evolved from an HCM provider to a comprehensive enterprise management cloud solution provider.
Core Business Areas
- Human Capital Management (HCM): Workday HCM is the flagship product, offering a suite of applications for managing the entire employee lifecycle, including recruiting, talent management, payroll, time tracking, and workforce planning. It aims to streamline HR processes and provide actionable insights.
- Financial Management: Workday Financial Management provides cloud-based solutions for accounting, procurement, planning, and analytics. It integrates financial operations to offer real-time visibility and control.
- Planning: Workday offers enterprise planning solutions that encompass financial planning, HR planning, and operational planning, enabling businesses to align strategy with execution.
- Analytics and Insights: Workday leverages its unified data foundation to provide advanced analytics and reporting tools, enabling customers to gain insights into their workforce and financials.
- Student and Faculty Solutions: Workday provides cloud-based solutions tailored for higher education institutions, managing student information, financial aid, and faculty administration.
Leadership and Structure
Workday is led by CEO Carl D. Eschenbach and co-founder Aneel Bhusri, who serves as Executive Chairman. The company is structured around its core product offerings and a unified cloud platform approach, emphasizing innovation and customer success.
Top Products and Market Share
Key Offerings
- Workday HCM: A comprehensive cloud-based suite for human capital management, covering all aspects of the employee lifecycle. Competitors include SAP SuccessFactors, Oracle HCM Cloud, and UKG Pro. Market share data is often proprietary, but Workday is a leading player in the enterprise HCM market.
- Workday Financial Management: A cloud-based suite for financial accounting, planning, procurement, and reporting. Competitors include SAP S/4HANA Finance, Oracle Financials Cloud, and Microsoft Dynamics 365 Finance. Workday is a significant competitor in the enterprise financial management space.
- Workday Planning: Integrated enterprise planning tools for finance, HR, and operations. Competitors include Anaplan, Oracle EPM Cloud, and SAP Analytics Cloud. Workday is gaining traction in the enterprise planning market.
Market Dynamics
Industry Overview
The enterprise software market, particularly cloud-based solutions for HCM and Financial Management, is highly competitive and rapidly evolving. Companies are increasingly adopting cloud solutions for their flexibility, scalability, and advanced analytics capabilities. The focus is on integrated platforms that provide a unified view of operations.
Positioning
Workday is positioned as a leader in the cloud enterprise management software market, differentiating itself through its unified cloud platform, strong focus on user experience, and robust analytics capabilities. Its strengths lie in its modern architecture and customer-centric approach.
Total Addressable Market (TAM)
The TAM for enterprise cloud applications, including HCM, Financial Management, and Planning, is substantial and growing, estimated to be hundreds of billions of dollars globally. Workday is well-positioned to capture a significant portion of this market, particularly among mid-to-large enterprises seeking integrated cloud solutions.
Upturn SWOT Analysis
Strengths
- Unified Cloud Platform
- Strong Customer Loyalty and Retention
- User-Friendly Interface
- Innovation in Analytics and AI
- Experienced Leadership
Weaknesses
- Higher Price Point Compared to Some Competitors
- Dependence on Cloud Infrastructure
- Complexity of Implementation for Some Customers
Opportunities
- Expansion into New Geographies and Verticals
- Leveraging AI and Machine Learning for Enhanced Features
- Growth in the Mid-Market Segment
- Strategic Partnerships and Acquisitions
Threats
- Intense Competition from Established Players and New Entrants
- Rapid Technological Advancements Requiring Continuous Innovation
- Data Security and Privacy Concerns
- Economic Downturns Impacting IT Spending
Competitors and Market Share
Key Competitors
- Oracle Corporation (ORCL)
- SAP SE (SAP)
- UKG Inc. (Private)
- Microsoft Corporation (MSFT)
Competitive Landscape
Workday excels in its unified platform approach and user experience. However, it faces intense competition from large, diversified software vendors like Oracle and SAP, which offer broad portfolios. UKG is a strong competitor specifically in the HR and workforce management space. Microsoft's growing cloud offerings also present a challenge.
Major Acquisitions
ServiceNow's HR Service Delivery Business
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance Workday's HR service delivery capabilities and further strengthen its position in the HCM market by integrating ServiceNow's offerings.
EdgeIQ
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To bolster Workday's capabilities in offering richer customer data and insights for various business functions.
Peakon
- Year: 2021
- Acquisition Price (USD millions): 700
- Strategic Rationale: To expand Workday's people analytics and employee engagement offerings, providing deeper insights into employee sentiment and performance.
Growth Trajectory and Initiatives
Historical Growth: Workday has demonstrated consistent and robust historical growth, driven by increasing adoption of its cloud-based solutions and expansion into new product areas. Revenue has grown steadily year over year.
Future Projections: Analyst projections generally indicate continued strong revenue growth for Workday, supported by market trends towards cloud adoption and the company's expanding product portfolio and customer base. Growth is expected to be driven by new customer acquisition and expansion within existing accounts.
Recent Initiatives: Recent initiatives include continued investment in AI and machine learning capabilities, expansion of its finance and planning solutions, and a focus on attracting and retaining talent in a competitive market.
Summary
Workday Inc. is a strong player in the enterprise cloud software market, particularly in HCM and Financial Management. Its unified platform, focus on user experience, and innovation in AI are key strengths. The company benefits from high customer retention and a growing market. However, it faces fierce competition, and continuous innovation is crucial to maintain its edge. Workday needs to carefully navigate the evolving tech landscape and potential economic headwinds.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Workday Inc. Investor Relations
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analyst Reports
- SEC Filings (10-K, 10-Q)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data and acquisition prices are estimates or not publicly disclosed and are subject to change. Users should conduct their own due diligence before making investment decisions.
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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