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Upturn AI SWOT - About
WK 
Workiva Inc (WK)
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Upturn Advisory Summary
06/30/2025: 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
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $99.29
Year Target Price $99.29
| 8 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.67B USD | Price to earnings Ratio - | 1Y Target Price 99.29 |
Price to earnings Ratio - | 1Y Target Price 99.29 | ||
Volume (30-day avg) 13 | Beta 0.87 | 52 Weeks Range 60.50 - 116.83 | Updated Date 06/30/2025 |
52 Weeks Range 60.50 - 116.83 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.16 |
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 -8.41% | Operating Margin (TTM) -12% |
Management Effectiveness
Return on Assets (TTM) -3.94% | Return on Equity (TTM) -2762.53% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3695571004 | Price to Sales(TTM) 4.77 |
Enterprise Value 3695571004 | Price to Sales(TTM) 4.77 | ||
Enterprise Value to Revenue 4.8 | Enterprise Value to EBITDA -80.36 | Shares Outstanding 51888200 | Shares Floating 49815405 |
Shares Outstanding 51888200 | Shares Floating 49815405 | ||
Percent Insiders 4.17 | Percent Institutions 92.82 |
Analyst Ratings
Rating 4 | Target Price 99.29 | Buy 5 | Strong Buy 8 |
Buy 5 | Strong Buy 8 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Workiva Inc
Company Overview
History and Background
Workiva Inc. (WK) was founded in 2008 and is headquartered in Ames, Iowa. It evolved from a company called Engineering Animation, Inc. (EAI). Workiva provides cloud-based solutions for data management, reporting, and compliance.
Core Business Areas
- Wdesk Platform: Workiva's primary offering is the Wdesk platform, which allows users to create, manage, and link data across various reports and documents. This includes financial reporting, regulatory compliance, and environmental, social, and governance (ESG) reporting.
Leadership and Structure
Workiva is led by CEO Julie Iskow. The company has a typical corporate structure with functional departments reporting to the executive team.
Top Products and Market Share
Key Offerings
- Wdesk (now Workiva Platform): The Workiva platform is a unified cloud platform for reporting, compliance, and data management. It's used extensively for SEC reporting (10-K, 10-Q), internal audit, SOX compliance, and ESG reporting. Competitors include BlackLine, Oracle, and SAP. While precise market share is challenging to ascertain, Workiva is a significant player in the connected reporting space. They also report key performance indicators (KPIs).
Market Dynamics
Industry Overview
The industry focuses on cloud-based software solutions for financial reporting, compliance, and data management. It's driven by increasing regulatory scrutiny, the need for transparency, and the growing importance of ESG reporting.
Positioning
Workiva is positioned as a leader in connected reporting and compliance solutions. Its competitive advantages include its integrated platform, focus on data integrity, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for connected reporting and compliance software is estimated to be in the billions of dollars. Workiva is well-positioned to capture a significant share of this market due to its established platform and growing customer base.
Upturn SWOT Analysis
Strengths
- Integrated Platform
- Strong Customer Relationships
- Focus on Data Integrity
- Cloud-Based Architecture
- SEC Reporting Expertise
Weaknesses
- Higher Price Point
- Reliance on Subscription Model
- Limited Brand Recognition Compared to Larger Competitors
- Complexity of Initial Implementation
Opportunities
- Expanding ESG Reporting Market
- Increasing Regulatory Compliance Requirements
- Growth in Cloud Adoption
- Partnerships and Integrations
- International Expansion
Threats
- Competition from Larger Software Vendors
- Economic Downturn
- Changes in Regulatory Requirements
- Data Security Breaches
- Emergence of Disruptive Technologies
Competitors and Market Share
Key Competitors
- BL
- ORCL
- SAP
Competitive Landscape
Workiva possesses the advantage of being a first mover in the market, but is challenged by larger, more established software providers such as Oracle and SAP.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be observed in Workiva's financial statements over the past years.
Future Projections: Analyst estimates can be found on financial news sites.
Recent Initiatives: Recent initiatives can be gathered from Workiva's investor relations statements and press releases.
Summary
Workiva is a leader in the connected reporting and compliance space with a well-regarded platform. Its cloud-based solutions and strong focus on data integrity serve it well. However, it faces competition from larger players and needs to continue to innovate and expand its offerings. Growth in ESG reporting provides a substantial opportunity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Workiva's Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is approximate and may vary by source.
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 2873 | Website https://www.workiva.com |
Full time employees 2873 | 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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