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Workday Inc (WDAY)



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Upturn Advisory Summary
10/13/2025: WDAY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $282.13
1 Year Target Price $282.13
20 | Strong Buy |
12 | Buy |
11 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.58% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 63.17B USD | Price to earnings Ratio 110.05 | 1Y Target Price 282.13 |
Price to earnings Ratio 110.05 | 1Y Target Price 282.13 | ||
Volume (30-day avg) 43 | Beta 1.1 | 52 Weeks Range 205.33 - 294.00 | Updated Date 10/13/2025 |
52 Weeks Range 205.33 - 294.00 | Updated Date 10/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.15 |
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 6.51% | Operating Margin (TTM) 10.6% |
Management Effectiveness
Return on Assets (TTM) 2.82% | Return on Equity (TTM) 6.66% |
Valuation
Trailing PE 110.05 | Forward PE 21.69 | Enterprise Value 57560700000 | Price to Sales(TTM) 7.05 |
Enterprise Value 57560700000 | Price to Sales(TTM) 7.05 | ||
Enterprise Value to Revenue 6.42 | Enterprise Value to EBITDA 47.77 | Shares Outstanding 217000000 | Shares Floating 215052480 |
Shares Outstanding 217000000 | Shares Floating 215052480 | ||
Percent Insiders 0.86 | Percent Institutions 94.07 |
Upturn AI SWOT
Workday Inc

Company Overview
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.
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 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
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
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 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.
Peer Comparison
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.
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 19517 | Website https://www.workday.com |
Full time employees 19517 | 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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