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The Screen · Technology · Software - Application
Workiva Inc.
WK · the NYSE · USD · Market cap $4.1B · 2,880 employees
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally.
FAIL · Does not pass the screen
74.81 USD
At the last full screen 2026-09-15
Screened 2026-09-15 · the tape above runs as of 23:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markup label.
Workiva Inc. holds its Markup at $74.81. Consolidating, no directional conviction, held for 15 days.
As held on the ledger · 2026-09-15
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 15 days
Price at the screen
$74.81
Valuation
89.06 trailing · 18.48 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.49
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
53.39%
Below 33%
Interest-bearing debt is 53.4% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
37.02%
Below 33%
Interest-bearing cash and securities are 37.0% of assets, above the one-third limit.
Fail
Receivables
34.00%
Below 49%
Money owed to the company is 34.0% of assets, under the 49% limit.
Pass
Revenue purity
3.86%
Below 5%
Only 3.9% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-15 screen. The gold marker is the market price at the same screen. A 27.0% margin of safety to the base estimate.
Third-party analyst targets: 10 covering, consensus Strong Buy. The average target sits +20% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-15 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Reporting software that still runs on thin margins
Finance teams everywhere juggle filings, audits and linked data across borders. Workiva gives them a cloud platform that keeps the audit trail clean and the numbers consistent. Yet the business still only clears a 2% profit margin while growing revenue at 20%, which leaves little room for error when competition heats up.
The shares trade at 16.4 times forward earnings with a 47% gap to our fair value, and analysts are broadly positive. That said, the moat remains unknown and the opportunity rating sits at none, so we pass. The low margin and lack of clear competitive edge outweigh the surface valuation appeal for now.
Currency moves, customer concentration and execution risk all sit in the mix. A software name this early in its profit cycle can stay cheap for longer than expected. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
WK trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-17Markup$74.81+14.8%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 14.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 28%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (11 analysts) rates it strong buy, with a mean price target of $79.
2026-08-18Markup · changed$65.14+33.1%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 33.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 28%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (11 analysts) rates it strong buy, with a mean price target of $79.
2026-07-18Distribution$48.93+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 28%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (11 analysts) rates it strong buy, with a mean price target of $79.
2026-07-03Distribution$48.93+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Distribution$48.93Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
