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Upturn AI SWOT - About
WK 
Workiva Inc (WK)
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Upturn Advisory Summary
10/15/2025: 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 $97.6
1 Year Target Price $97.6
| 8 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -16.17% | 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 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.89B USD | Price to earnings Ratio - | 1Y Target Price 97.6 |
Price to earnings Ratio - | 1Y Target Price 97.6 | ||
Volume (30-day avg) 13 | Beta 0.87 | 52 Weeks Range 60.50 - 116.83 | Updated Date 10/17/2025 |
52 Weeks Range 60.50 - 116.83 | Updated Date 10/17/2025 | ||
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 - | When - | Estimate - | Actual - |
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 4879120714 | Price to Sales(TTM) 6.06 |
Enterprise Value 4879120714 | Price to Sales(TTM) 6.06 | ||
Enterprise Value to Revenue 6.05 | Enterprise Value to EBITDA -80.36 | Shares Outstanding 52169998 | Shares Floating 50094734 |
Shares Outstanding 52169998 | Shares Floating 50094734 | ||
Percent Insiders 4.14 | Percent Institutions 91.04 |
Upturn AI SWOT
Workiva Inc
Company Overview
History and Background
Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa. Initially known as WebFilings, it pioneered cloud-based solutions for reporting and compliance. The company evolved to offer a broader platform, Workiva, for connected reporting and compliance.
Core Business Areas
- Wdesk Platform: Provides a unified workspace for data collaboration, reporting, and compliance, catering to various industries and use cases.
- ESG Reporting: Enables companies to collect, manage, and report environmental, social, and governance (ESG) data, helping them meet regulatory requirements and stakeholder expectations.
- Financial Reporting: Streamlines financial reporting processes, allowing companies to generate accurate and timely reports, ensuring compliance with regulations like SOX and SEC filing requirements.
Leadership and Structure
The company is led by CEO Julie Iskow. Workiva has a typical corporate structure with departments for product development, sales, marketing, finance, and customer success.
Top Products and Market Share
Key Offerings
- Wdesk: Cloud-based platform for connected reporting, compliance, and data management. Competitors include BlackLine (BL), OneTrust, and Diligent. Revenue is substantially generated from Wdesk subscriptions. Market share is estimated to be a significant portion of the connected reporting and compliance space. The total number of users using the entire platform is around 5,700.
- ESG Solution: A dedicated ESG reporting solution within the Wdesk platform for organizations to manage and report their environmental, social, and governance data. Competitors include Sphera, Enablon, and Diligent ESG. Market Share cannot be easily retrieved.
Market Dynamics
Industry Overview
The industry focuses on cloud-based solutions for reporting, compliance, and data management. Trends include increasing regulatory complexity, the growing importance of ESG reporting, and the need for data connectivity.
Positioning
Workiva positions itself as a leader in connected reporting and compliance, offering a unified platform that integrates data and processes. Its competitive advantage lies in its established platform, strong customer relationships, and focus on data connectivity.
Total Addressable Market (TAM)
The TAM for connected reporting and compliance is estimated to be in the billions of dollars and is expected to grow with increasing regulatory demands and ESG focus. Workiva is well-positioned to capture a larger share of this growing market.
Upturn SWOT Analysis
Strengths
- Strong Platform
- Established Customer Base
- Focus on Data Connectivity
- Deep domain expertise
- Cloud-based architecture
Weaknesses
- High price
- Reliance on subscription revenue
- Potential for customer concentration
- Complexity of implementation
Opportunities
- Expanding ESG Reporting
- New Regulatory Requirements
- Partnerships and Integrations
- International Expansion
Threats
- Increased Competition
- Economic Downturn
- Changes in Regulations
- Data Security Risks
Competitors and Market Share
Key Competitors
- BL
- ONEO
- DIL
Competitive Landscape
Workiva has a strong platform and a focus on data connectivity. Competitors offer point solutions or broader GRC platforms. Workiva's competitive advantage lies in its unified platform and strong customer relationships.
Major Acquisitions
AuditNet
- Year: 2021
- Acquisition Price (USD millions): 60
- Strategic Rationale: Expanded Workiva's internal audit capabilities, providing a more comprehensive solution for risk and compliance management.
Growth Trajectory and Initiatives
Historical Growth: Workiva has experienced strong historical revenue growth, driven by increasing adoption of its platform and solutions.
Future Projections: Analysts project continued revenue growth for Workiva, driven by the increasing demand for connected reporting, compliance, and ESG solutions.
Recent Initiatives: Recent initiatives include expanding the Wdesk platform's capabilities, investing in ESG solutions, and forming strategic partnerships.
Summary
Workiva is a strong company with a leading platform in the connected reporting and compliance space. Revenue growth is steady, and it's well-positioned for future expansion, especially in ESG reporting. However, they face increasing competition and must manage implementation complexities and reliance on subscription revenue. Their focus on data connectivity is a key differentiator.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Research Reports
- Company Website
- Ycharts
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data. Financial data is rounded for simplicity.
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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