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WK 
Workiva Inc (WK)
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Upturn Advisory Summary
12/04/2025: WK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $106.9
1 Year Target Price $106.9
| 8 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -19.66% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.17B USD | Price to earnings Ratio - | 1Y Target Price 106.9 |
Price to earnings Ratio - | 1Y Target Price 106.9 | ||
Volume (30-day avg) 13 | Beta 0.65 | 52 Weeks Range 60.50 - 116.83 | Updated Date 12/5/2025 |
52 Weeks Range 60.50 - 116.83 | Updated Date 12/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.83 |
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 -5.54% | Operating Margin (TTM) -1.52% |
Management Effectiveness
Return on Assets (TTM) -2.73% | Return on Equity (TTM) -2762.53% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 5104425751 | Price to Sales(TTM) 6.12 |
Enterprise Value 5104425751 | Price to Sales(TTM) 6.12 | ||
Enterprise Value to Revenue 6.04 | Enterprise Value to EBITDA -80.36 | Shares Outstanding 52432466 | Shares Floating 46484128 |
Shares Outstanding 52432466 | Shares Floating 46484128 | ||
Percent Insiders 4.12 | Percent Institutions 96.14 |
Upturn AI SWOT
Workiva Inc
Company Overview
History and Background
Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa. It initially focused on financial reporting compliance and has expanded to offer a unified platform for data management, reporting, and compliance.
Core Business Areas
- Wdesk Platform: A cloud-based platform that unifies data, documents, and processes within a secure, controlled environment. It supports various reporting and compliance needs, including financial reporting, ESG reporting, and regulatory filings.
- Solutions for Finance: Provides solutions for financial close management, financial consolidation, and statutory reporting.
- Solutions for ESG: Offers tools for collecting, managing, and reporting ESG data, aligning with frameworks like GRI, SASB, and TCFD.
- Solutions for Audit, Risk and Compliance: Includes SOC Reporting, Internal Audit Management, and regulatory compliance.
Leadership and Structure
Workiva is led by CEO Julie Iskow. The organizational structure is typical for a software company, with departments focused on product development, sales, marketing, customer success, and finance.
Top Products and Market Share
Key Offerings
- Wdesk Platform: Workiva's flagship platform for connected reporting, which helps companies manage and report their financial, operational, and ESG data. Market share data for the specific platform is not publicly available, but Workiva is considered a leader in the connected reporting space. Competitors include BlackLine (BL), Certent (acquired by insightsoftware), and SAP (SAP).
- Wdata: A data management tool that integrates with Wdesk, allowing users to centralize and manage data from various sources. Revenue is integrated within the Wdesk platform revenue and not reported individually. Competitors include Informatica (INFA), Talend (TLND), and Boomi (DELL).
Market Dynamics
Industry Overview
The industry is characterized by increasing regulatory complexity and demand for transparency and accountability. There's a growing emphasis on ESG reporting and the need for integrated data management solutions.
Positioning
Workiva is positioned as a leader in connected reporting, offering a comprehensive platform that addresses various reporting and compliance needs. Its competitive advantage lies in its unified platform and strong customer focus.
Total Addressable Market (TAM)
The total addressable market for connected reporting and compliance software is estimated to be tens of billions of dollars. Workiva is well-positioned to capture a significant share of this market due to its comprehensive platform and strong brand reputation.
Upturn SWOT Analysis
Strengths
- Unified platform for data management and reporting
- Strong brand reputation
- High customer satisfaction
- Expertise in regulatory compliance
- Focus on ESG reporting
Weaknesses
- Relatively high pricing compared to some competitors
- Dependence on Wdesk platform success
- Sales and marketing execution is key for continued growth
Opportunities
- Expansion into new markets and industries
- Increased demand for ESG reporting solutions
- Strategic partnerships and acquisitions
- Further development of AI and machine learning capabilities
Threats
- Increasing competition from larger software vendors
- Economic downturns impacting customer spending
- Changes in regulatory requirements
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- BL
- ADBE
- MSFT
- SAP
Competitive Landscape
Workiva competes with both specialized vendors and larger software companies. Its competitive advantage lies in its unified platform and focus on connected reporting. Competitors offer point solutions or are part of broader suites.
Major Acquisitions
AuditNet
- Year: 2022
- Acquisition Price (USD millions): 60
- Strategic Rationale: This acquisition expands Workiva's compliance solution offerings and enhances its market position by bringing in a SOC reporting tool.
Growth Trajectory and Initiatives
Historical Growth: Workiva has experienced strong revenue growth in recent years, driven by increasing demand for its platform and solutions.
Future Projections: Analysts expect Workiva to continue to grow at a healthy pace, driven by increasing regulatory complexity and the growing emphasis on ESG reporting.
Recent Initiatives: Workiva has focused on expanding its platform capabilities, investing in AI and machine learning, and forming strategic partnerships to drive growth.
Summary
Workiva is a strong company with a leading position in the connected reporting market. Its unified platform and focus on customer success are driving growth. However, it faces increasing competition and needs to continue to innovate to maintain its market leadership. Economic downturns and data security are key concerns to monitor.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Workiva Investor Relations
- Third-party market research reports
- Analyst estimates
- Company Filings (10K, 10Q)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available estimates.
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 Workiva Inc
Exchange NYSE | Headquaters Ames, IA, United States | ||
IPO Launch date 2014-12-12 | CEO, President & Director Ms. Julie Iskow | ||
Sector Technology | Industry Software - Application | Full time employees 2891 | Website https://www.workiva.com |
Full time employees 2891 | Website https://www.workiva.com | ||
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the Americas and internationally. It provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities; audit trail services; administrators access management; and connects and transforms data from various enterprise resource planning, human capital management, and customer relationship management systems, as well as other third-party cloud and on-premise applications. The company serves public and private companies, government agencies, and higher-education institutions. Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa.
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