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Upturn AI SWOT - About
WK 
Workiva Inc (WK)
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Upturn Advisory Summary
08/14/2025: WK (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
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $94.1
1 Year Target Price $94.1
| 8 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.91% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.08B USD | Price to earnings Ratio - | 1Y Target Price 94.1 |
Price to earnings Ratio - | 1Y Target Price 94.1 | ||
Volume (30-day avg) 13 | Beta 0.86 | 52 Weeks Range 60.50 - 116.83 | Updated Date 08/15/2025 |
52 Weeks Range 60.50 - 116.83 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.19 |
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 2025-07-31 | When - | Estimate 0.05 | Actual 0.19 |
Profitability
Profit Margin -8.25% | Operating Margin (TTM) -10.29% |
Management Effectiveness
Return on Assets (TTM) -3.75% | Return on Equity (TTM) -2762.53% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4064654166 | Price to Sales(TTM) 5.06 |
Enterprise Value 4064654166 | Price to Sales(TTM) 5.06 | ||
Enterprise Value to Revenue 5.04 | Enterprise Value to EBITDA -80.36 | Shares Outstanding 52170000 | Shares Floating 50096975 |
Shares Outstanding 52170000 | Shares Floating 50096975 | ||
Percent Insiders 4.14 | Percent Institutions 90.8 |
Upturn AI SWOT
Workiva Inc
Company Overview
History and Background
Workiva Inc. (WK) was founded in 2008 as WebFilings, LLC. It rebranded as Workiva in 2014. Initially focused on SEC reporting, it has evolved into a cloud-based platform for connected reporting, compliance, and planning.
Core Business Areas
- Wdesk Platform: Workiva's core offering is the Wdesk platform, a cloud-based solution that connects data, documents, and teams to streamline reporting processes.
- Solutions: Workiva provides solutions for various functions, including financial reporting, ESG reporting, audit management, risk management, and regulatory compliance.
- Services: Workiva offers professional services, including implementation, training, and support, to help customers adopt and utilize its platform effectively.
Leadership and Structure
Workiva is led by CEO Julie Iskow. The organizational structure is typical of a software company, with departments focused on engineering, product development, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Wdesk Platform for SEC Reporting: Wdesk helps companies streamline their SEC reporting processes, including 10-K, 10-Q, and other filings. Market share is estimated to be around 25-30% in the SEC reporting software market. Competitors include BlackLine and Certent (acquired by insightsoftware).
- Wdesk Platform for ESG Reporting: Wdesk helps companies to collect, manage, and report ESG (Environmental, Social, and Governance) data. Market share is growing rapidly as ESG reporting becomes more prevalent. Competitors include Sphera, Diligent ESG, and Nasdaq OneReport.
- Wdesk Platform for Financial Close: Wdesk helps companies streamline their financial close process. Competitors include BlackLine, FloQast and Trintech.
Market Dynamics
Industry Overview
The market for cloud-based reporting, compliance, and planning software is growing rapidly due to increasing regulatory complexity and the need for greater data accuracy and transparency.
Positioning
Workiva is positioned as a leader in the connected reporting, compliance, and planning space, offering a comprehensive platform and strong customer support.
Total Addressable Market (TAM)
The total addressable market for Workiva is estimated to be in the tens of billions of dollars, encompassing financial reporting, ESG reporting, and risk management. Workiva is well-positioned to capture a significant share of this market with its integrated platform.
Upturn SWOT Analysis
Strengths
- Strong platform with integrated data connectivity
- High customer retention rates
- Experienced management team
- Growing market for reporting and compliance solutions
Weaknesses
- Relatively high price point compared to some competitors
- Reliance on direct sales model
- Need to continually innovate to stay ahead of competition
Opportunities
- Expanding into new markets and geographies
- Developing new solutions for emerging regulatory requirements
- Partnering with other technology providers
- Acquiring complementary technologies or companies
Threats
- Increased competition from larger software vendors
- Economic downturn impacting customer spending
- Changes in regulatory requirements
- Data security breaches or platform outages
Competitors and Market Share
Key Competitors
- BL (BlackLine)
- ADSK (Autodesk)
- SAP (SAP SE)
- MSFT (Microsoft)
Competitive Landscape
Workiva's advantages include its integrated platform and strong customer support. Disadvantages include its relatively high price point and reliance on a direct sales model.
Major Acquisitions
AuditNet
- Year: 2021
- Acquisition Price (USD millions): 60
- Strategic Rationale: Expanded Workiva's audit management capabilities and broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: Workiva has experienced strong revenue growth over the past several years, driven by increasing adoption of its Wdesk platform.
Future Projections: Analysts project continued revenue growth for Workiva, driven by the increasing demand for cloud-based reporting and compliance solutions.
Recent Initiatives: Workiva has recently focused on expanding its ESG reporting capabilities and partnering with leading consulting firms to reach new customers.
Summary
Workiva is a strong company with a leading position in the growing market for cloud-based reporting and compliance solutions. Its integrated platform and high customer retention rates are key strengths. However, Workiva needs to manage its expenses carefully and continue to innovate to stay ahead of the competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Workiva Investor Relations
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market conditions and company performance can change rapidly.
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 2896 | Website https://www.workiva.com |
Full time employees 2896 | 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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