Inside the research

Workday, Inc.

WDAY Research profile · latest available data

Price overview

$189.45

▼ -1.54 (-0.8%)

52w hi$247.69
52w lo$112.50
Vol1.12M
As of25 Sep 2026

The Verdict

Buy

Our score +0.65

Short+0.28
Medium+0.89
Long+0.90

computed 2026-09-27

Key fundamentals

Workday, Inc.

Technology · Software - Application

Market cap$45.66B
Enterprise value$46.03B
Trailing P/E38.90x
Forward P/E14.32x
EV / EBITDA29.02x
P / S (ttm)4.50x
Profit margin12.3%
Return on equity16.0%
Revenue growth+12.8%
Earnings growth+206.0%
Debt / equity58.39

Layer Breakdown

LayerRawContribution
Fundamental+0.37
Sector+0.15
Technical+0.31
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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. 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. The company serves the professional and business services, financial services, healthcare, manufacturing, media, 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.

United States · www.workday.com

Risk Metrics

Beta vs SPX0.81
Corr SPX0.29
Annual vol45.5%
Annual ret-3.3%
Sharpe-0.07
Max DD-59.8%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$179.22
High / Low$300.00 / $115.00
Median$177.50
Analysts38
Strong Buy7
Buy18
Hold16
Sell0
Strong Sell0

Recent rating actions

2026-03-12Freedom Broker→ Buy
2026-02-26Citigroup→ Neutral
2026-02-25Wells Fargo→ Overweight
2026-02-25UBS→ Neutral
2026-02-25Rosenblatt→ Buy
2026-02-25RBC Capital→ Outperform

Officers & Board

FounderAneel Bhusri current
CEOAneel Bhusri current
FounderDavid Duffield current
CEODavid Duffield current

Material Events

DateEvent8-K
2026-06-22Shareholder Voteread
2026-05-21Earnings Release, Exhibitsread
2026-04-24Exhibitsread
2026-03-06Officer / Director Changeread
2026-02-24Earnings Release, Exhibitsread
2026-02-09Officer / Director Change, Reg FD Disclosure…read
2026-02-04Earnings Release, Restructuring…read
2025-11-25Earnings Release, Exhibitsread
2025-09-17Other Material Eventread
2025-09-16Other Material Event, Exhibitsread
2025-08-21Other Material Event, Exhibitsread
2025-08-21Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-10Garfield Mark S.Chief Accounting OfficerSell918$130.53K
2026-07-09DUFFIELD DAVID ASell1.40K$182.88K
2026-07-09DUFFIELD DAVID ASell27.86K$3.80M
2026-07-09DUFFIELD DAVID ASell1.70K$226.31K
2026-07-09DUFFIELD DAVID ASell500$67.01K
2026-07-09DUFFIELD DAVID ASell14.30K$1.94M
2026-07-09DUFFIELD DAVID ASell1.80K$237.73K
2026-07-09DUFFIELD DAVID ASell39.13K$5.37M
2026-07-09DUFFIELD DAVID ASell20.71K$2.87M
2026-07-09DUFFIELD DAVID AC107.50K—

Flow & Concentration

Insider 180d net-$44.47M
Insider buys / sells0 / 38
Insider biasSellers
13F holders10
Top-5 share96.1%
HHI2,875 (concentrated)

Top Holders

HolderValueShares
State Street Corp$1.17B9.57M
Norges Bank (Norway sovereign)$1.08B8.82M
Capital Research / Capital World$312.67M2.55M
Citadel Advisors$276.81M2.26M
Fidelity / FMR LLC$121.39M991.61K
Millennium Management$60.37M493.10K
AQR Capital Management$32.23M263.54K
Renaissance Technologies$25.26M206.30K
Bridgewater Associates$2.67M21.77K
T. Rowe Price Group$109.18K891.87K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-07-144view
2026-07-134view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-014view
2026-06-294view
2026-06-244view
2026-06-228-Kview
2026-06-184view
2026-06-184view

The Long Run

FY 2012–2026 · 14 years

LineLatestCAGRTrend
Revenue$9.55B+73.7%
Operating income$183.00M+0.0%
Net income$1.38B+585.7%
Cash from ops$2.15B+31.9%

Indices

NASDAQ-100S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$190.16$192.07$188.75$189.451.12M
Sep 24$194.28$195.74$189.71$190.991.25M
Sep 23$189.52$193.92$187.50$192.381.99M
Sep 22$196.29$197.00$187.72$188.231.98M
Sep 21$194.12$196.48$191.65$191.922.02M

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