Workday (WDAY) Stock Insights

WDAY price $204.36 -1.10 -0.54%

Ticker
WDAY
Price
$204.36
Change
-1.10 -0.54%
Market cap ?
$49.25B
P/E ?
41.51
Forward P/E ?
18.43
Dividend yield ?
0.00%
Beta ?
1.07
Sector
Technology
Industry
Software - Application
Stocklytics score
64
Value
51
Quality
60
Growth
80

Stocklytics score rationale: value 51, quality 60, growth 80.

Financials

2017201820192020202120222023202420252026
1574440000214305000028221800003627206000431799600051390000006216000000725900000084460000009552000000

Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously…

Fair value

WDAY fair value $261.13. Price $204.36. Price is 22% below fair value.

Above fair value, around its usual premium.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 2.84B. Growth 6.69%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.21% (beta 1.1). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 241.00M. Net debt 2.32B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare WDAY

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-24—2.74—2.69B
2026-08-272.752.612.65B2.64B
2026-05-212.662.512.54B2.52B
2026-02-242.472.322.53B2.52B
2025-11-252.322.172.43B2.42B
2025-08-212.212.112.35B2.34B
2025-05-222.232.012.24B2.22B
2025-02-261.921.782.21B2.18B
2024-11-261.891.762.16B2.14B
2024-08-221.751.652.08B2.07B
2024-05-231.741.581.99B1.98B
2024-02-261.571.471.92B1.92B
2023-11-281.531.411.87B1.85B
2023-08-241.431.261.79B1.77B
2023-05-251.311.121.68B1.67B
2023-02-270.990.911.65B1.63B
2022-11-290.990.841.60B1.59B
2022-08-250.830.801.54B1.52B
2022-05-260.830.861.43B1.43B
2022-02-280.780.711.38B1.36B
2021-11-181.100.861.33B1.31B
2021-08-261.230.781.26B1.31B
2021-05-260.870.731.18B1.16B
2021-02-250.730.551.13B1.12B
2020-11-190.860.671.11B792.33M
2020-08-270.840.661.06B834.40M
2020-05-270.440.481.02B1.11B
2020-02-270.500.40976.30M781.04M
2019-12-030.530.37938.10M654.90M
2019-08-290.440.35887.75M706.17M
2019-05-280.430.41825.05M786.68M
2019-02-280.410.32788.63M615.51M
2018-11-290.310.14743.19M591.23M
2018-09-040.310.26671.72M563.38M
2018-05-310.330.26618.64M487.42M
2018-02-270.280.20582.48M416.06M
2017-11-290.240.15555.39M347.12M
2017-08-300.240.15525.32M328.32M
2017-06-010.290.16479.86M334.03M
2017-02-270.07-0.01436.67M62.38M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-12Garfield Mark S.Sell918$189.45173.92K
2026-10-09DUFFIELD DAVID ASell99.83K——
2026-10-09DUFFIELD DAVID ABuy99.83K——
2026-10-09DUFFIELD DAVID ASell46.61K$186.368.69M
2026-10-09DUFFIELD DAVID ASell14.29K$186.922.67M
2026-10-09DUFFIELD DAVID ASell14.23K$188.192.68M
2026-10-09DUFFIELD DAVID ASell12.73K$189.362.41M
2026-10-09DUFFIELD DAVID ASell10.47K$190.131.99M
2026-10-09DUFFIELD DAVID ASell1.50K$190.96286.83K
2026-10-06Rowe ZaneSell300$184.9955.50K
2026-10-06Rowe ZaneSell2.80K$186.45522.07K
2026-10-06Rowe ZaneSell1.00K$187.17187.17K
2026-10-06Rowe ZaneSell1.10K$188.41207.25K
2026-10-06Rowe ZaneSell800$189.25151.40K
2026-10-06Kazmaier Gerrit SSell200$184.8536.97K
2026-10-06Kazmaier Gerrit SSell1.03K$186.32191.72K
2026-10-06Kazmaier Gerrit SSell500$186.8593.42K
2026-10-06Kazmaier Gerrit SSell500$188.4394.22K
2026-10-06Kazmaier Gerrit SSell500$189.4994.75K
2026-10-06DUFFIELD DAVID ASell99.23K——
2026-10-06DUFFIELD DAVID ABuy99.23K——
2026-10-06DUFFIELD DAVID ASell2.80K$184.80517.45K
2026-10-06DUFFIELD DAVID ASell10.28K$185.861.91M
2026-10-06DUFFIELD DAVID ASell45.98K$186.668.58M
2026-10-06DUFFIELD DAVID ASell10.05K$187.771.89M
2026-10-06DUFFIELD DAVID ASell19.53K$188.643.68M
2026-10-06DUFFIELD DAVID ASell10.57K$189.392.00M
2026-10-05Garfield Mark S.Sell3.49K$186.14649.81K
2026-10-05Sauer Richard HarrySell6.78K$186.141.26M
2026-10-05Enslin RobertSell5.63K$186.141.05M
2026-10-05Enslin RobertSell736$185.58136.59K
2026-10-05Enslin RobertSell1.70K$186.39316.86K
2026-10-05Enslin RobertSell2.09K$187.44391.94K
2026-10-05Enslin RobertSell626$188.19117.81K
2026-10-05Enslin RobertSell221$188.8141.73K
2026-10-05Rowe ZaneSell10.01K$186.141.86M
2026-10-05BHUSRI ANEELSell8.50K$186.141.58M
2026-10-05Kazmaier Gerrit SSell8.98K$186.141.67M
2026-10-01DUFFIELD DAVID ASell98.45K——
2026-10-01DUFFIELD DAVID ABuy98.45K——
2026-10-01DUFFIELD DAVID ASell5.30K$183.86974.48K
2026-10-01DUFFIELD DAVID ASell9.04K$184.691.67M
2026-10-01DUFFIELD DAVID ASell14.17K$185.722.63M
2026-10-01DUFFIELD DAVID ASell48.97K$186.559.14M
2026-10-01DUFFIELD DAVID ASell4.76K$187.50893.23K
2026-10-01DUFFIELD DAVID ASell1.81K$188.34340.71K
2026-10-01DUFFIELD DAVID ASell3.80K$190.85725.22K
2026-10-01DUFFIELD DAVID ASell3.90K$191.48746.78K
2026-10-01DUFFIELD DAVID ASell600$192.26115.35K
2026-10-01DUFFIELD DAVID ASell4.60K$194.03892.53K
2026-10-01DUFFIELD DAVID ASell1.50K$194.77292.15K
2026-09-28DUFFIELD DAVID ASell98.97K——
2026-09-28DUFFIELD DAVID ABuy98.97K——
2026-09-28DUFFIELD DAVID ASell2.00K$182.67365.34K
2026-09-28DUFFIELD DAVID ASell3.50K$183.88642.83K
2026-09-28DUFFIELD DAVID ASell1.90K$184.67351.60K
2026-09-28DUFFIELD DAVID ASell1.70K$185.78315.82K
2026-09-28DUFFIELD DAVID ASell1.10K$186.80205.48K
2026-09-28DUFFIELD DAVID ASell23.78K$188.134.47M
2026-09-28DUFFIELD DAVID ASell37.99K$188.947.18M
2026-09-28DUFFIELD DAVID ASell23.09K$189.844.38M
2026-09-28DUFFIELD DAVID ASell3.90K$190.60744.11K
2026-09-23DUFFIELD DAVID ASell99.61K——
2026-09-23DUFFIELD DAVID ABuy99.61K——
2026-09-23DUFFIELD DAVID ASell2.32K$188.92439.04K
2026-09-23DUFFIELD DAVID ASell1.78K$189.69336.89K
2026-09-23DUFFIELD DAVID ASell4.85K$190.95925.91K
2026-09-23DUFFIELD DAVID ASell63.85K$192.1012.27M
2026-09-23DUFFIELD DAVID ASell24.93K$192.844.81M
2026-09-23DUFFIELD DAVID ASell1.88K$193.62363.04K
2026-09-18DUFFIELD DAVID ASell94.09K——
2026-09-18DUFFIELD DAVID ABuy94.09K——
2026-09-18DUFFIELD DAVID ASell34.86K$194.046.76M
2026-09-18DUFFIELD DAVID ASell47.20K$194.919.20M
2026-09-18DUFFIELD DAVID ASell12.03K$195.732.35M
2026-09-15DUFFIELD DAVID ASell96.55K——
2026-09-15DUFFIELD DAVID ABuy96.55K——
2026-09-15DUFFIELD DAVID ASell25.16K$190.714.80M
2026-09-15DUFFIELD DAVID ASell17.49K$191.633.35M
2026-09-15DUFFIELD DAVID ASell26.15K$192.735.04M
2026-09-15DUFFIELD DAVID ASell23.88K$193.574.62M
2026-09-15DUFFIELD DAVID ASell3.87K$194.39751.91K
2026-09-10DUFFIELD DAVID ASell100.78K——
2026-09-10DUFFIELD DAVID ABuy100.78K——
2026-09-10DUFFIELD DAVID ASell27.88K$184.335.14M
2026-09-10DUFFIELD DAVID ASell23.55K$184.984.36M
2026-09-10DUFFIELD DAVID ASell24.46K$186.264.56M
2026-09-10DUFFIELD DAVID ASell22.39K$187.054.19M
2026-09-10DUFFIELD DAVID ASell2.49K$187.75468.05K
2026-09-05Rowe ZaneSell2.81K$195.79549.78K
2026-09-05Kazmaier Gerrit SSell3.37K$195.79659.62K
2026-09-05Enslin RobertSell2.23K$195.79436.22K
2026-09-04DUFFIELD DAVID ASell90.61K——
2026-09-04DUFFIELD DAVID ABuy90.61K——
2026-09-04DUFFIELD DAVID ASell13.67K$195.812.68M
2026-09-04DUFFIELD DAVID ASell6.24K$196.731.23M
2026-09-04DUFFIELD DAVID ASell31.61K$198.116.26M
2026-09-04DUFFIELD DAVID ASell30.05K$198.875.98M
2026-09-04DUFFIELD DAVID ASell7.63K$199.911.53M
2026-09-04DUFFIELD DAVID ASell224$200.5944.93K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 979, holders -20 vs prior quarter. Ownership 82.59%.

HolderSharesChangeChange %Value
BLACKROCK, INC.21.13M1.05M+5.21%2.59B
VANGUARD CAPITAL MANAGEMENT LLC13.22M-612.72K-4.43%1.62B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC12.68M2.02M+18.99%1.55B
EAGLE CAPITAL MANAGEMENT LLC11.32M2.62M+30.05%1.39B
VANGUARD PORTFOLIO MANAGEMENT LLC11.18M-461.06K-3.96%1.37B
STATE STREET CORP9.57M33.83K+0.35%1.17B
FIRST EAGLE INVESTMENT MANAGEMENT, LLC8.82M1.22M+15.98%1.08B
INVESCO LTD.8.14M3.67M+82.05%997.08M
GEODE CAPITAL MANAGEMENT, LLC5.90M741.86K+14.37%721.65M
GOLDMAN SACHS GROUP INC4.62M678.63K+17.20%565.96M
MORGAN STANLEY3.61M874.37K+31.93%442.25M
FIL LTD3.25M426.83K+15.14%397.32M
CITIGROUP INC3.06M461.59K+17.75%374.92M
PICTET ASSET MANAGEMENT HOLDING SA2.82M15.84K+0.56%345.18M
BANK OF AMERICA CORP /DE/2.50M-1.26M-33.54%306.13M
UBS GROUP AG2.42M-188.54K-7.24%295.83M
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC2.36M224.61K+10.52%288.85M
GENERATION INVESTMENT MANAGEMENT LLP2.31M-1.87M-44.74%282.92M
LOOMIS SAYLES & CO L P2.30M215.88K+10.38%280.98M
NORGES BANK2.20M2.20MNew268.96M
PZENA INVESTMENT MANAGEMENT LLC1.97M1.97MNew241.32M
NORTHERN TRUST CORP1.96M-86.62K-4.23%239.97M
JPMORGAN CHASE & CO1.70M39.33K+2.36%210.48M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.69M78.62K+4.89%206.30M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.69M1.69MNew206.30M

Insights

Revenue by product
PeriodValue
FY2016Professional Services: 282303000.0, Subscription Services: 1287104000.0
FY2017Professional Services: 355217000.0, Subscription Services: 1787833000.0
FY2018Professional Services: 436411000.0, Subscription Services: 2385769000.0
FY2019Professional Services: 436411000.0, Subscription Services: 2385769000.0
FY2020Professional Services: 530817000.0, Subscription Services: 3096389000.0
FY2021Professional Services: 529544000.0, Subscription Services: 3788452000.0
FY2022Professional Services: 592485000.0, Subscription Services: 4546313000.0
FY2023Professional Services: 648612000.0, Subscription Services: 5567206000.0
FY2024Professional Services: 656000000.0, Subscription Services: 6603000000.0
FY2025Professional Services: 728000000.0, Subscription Services: 7718000000.0
FY2026Professional Services: 719000000.0, Subscription Services: 8833000000.0
Revenue by region
PeriodValue
FY2014UNITED STATES: 394564000.0
FY2015UNITED STATES: 657085000.0
FY2016Non-US: 188129000.0, UNITED STATES: 974217000.0
FY2017Non-US: 287559000.0, UNITED STATES: 1281848000.0
FY2018Non-US: 448703000.0, UNITED STATES: 1694347000.0
FY2019Non-US: 648834000.0, UNITED STATES: 2173346000.0
FY2020Non-US: 885779000.0, UNITED STATES: 2741427000.0
FY2021Non-US: 1068869000.0, UNITED STATES: 3249127000.0
FY2022Non-US: 1293386000.0, UNITED STATES: 3845412000.0
FY2023Non-US: 1533533000.0, UNITED STATES: 4682285000.0
FY2024Non-US: 1802000000.0, UNITED STATES: 5457000000.0
FY2025Non-US: 2114000000.0, UNITED STATES: 6332000000.0
FY2026Non-US: 2376000000.0, UNITED STATES: 7176000000.0

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Workday (WDAY) Stock Insights

WDAY$204.36-1.10 -0.54%

$49.25B

Market Cap

41.51

P/E

18.43

Forward P/E

64

Score

Price History