WDAY
Workday, Inc.
Information Technology · Application Software · US
✓ ETHICAL PASS
NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$31.2B
Total market value of the company
48.19
Expensive — high growth expected
10.03
Based on estimated future earnings — lower means cheaper
Rev Growth
+14.5%
Year-over-year revenue change
Profit Margin
7.3%
How much profit the company keeps from each dollar of revenue
8.2%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$179.22
+24% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 38 analysts covering this stock
About Workday, Inc.
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.
https://www.workday.com
Country: United States Employees: 21,070 Industry: Software - Application
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
21.1% PASS
Debt must be below 33% of total assets
Cash Ratio
1.3% PASS
Interest-bearing cash below 33% of assets
Receivables
21.2% PASS
Receivables below 49% of assets
Revenue Purity
3.3% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$180.47
What our model estimates this business is worth per share
20.1%
Trading below fair value — margin of safety exists
Rating
OPPORTUNITY
Overall assessment combining ethics, valuation, and quality
96.4th
Ranks in the top 4% of our 13,571 screened universe
Trading at $125 against a fair value of $180, a 31% discount. Passes all ethical screens. Ranks better than 93% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
MARKUP
Price trending up with increasing momentum
-0.535
Returns do not compensate for the risk — negative edge
-0.0515
No positive edge detected — the data suggests staying out
-0.406
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-24.3%
Historical annualised return based on price data
-59.8%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
22
How long the current regime has persisted — longer means more stable
Market Data
Trading characteristics and market positioning
1.04
Moves slightly more than the broader market
52W High
$274.65
47% below the year high
52W Low
$110.36
31% above the year low
Avg Volume
5,408,961
Average daily shares traded — higher means easier to buy and sell
5.3
Days it would take all short sellers to cover — higher means more crowded
Short % Float
14.7%
Elevated short interest — bears are positioned against this
0.0%
Annual dividend as a percentage of the share price
$2.59
Earnings per share over the last 12 months
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
0.49
Conservative use of debt — low financial risk
1.32
Adequate but worth monitoring
Quick Ratio
1.22
Like current ratio but excludes inventory — stricter test
Gross Margin
75.7%
Revenue left after cost of goods — higher means pricing power
Operating Margin
12.0%
Profit from core operations before interest and tax
$3.0B
Positive — the business generates more cash than it spends
Revenue (TTM)
$9.6B
Total revenue over the last 12 months
Net Income
$693M
Profitable — the bottom line is positive
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
| Date |
Insider |
Title |
Type |
Shares |
Value |
| 2026-05-05 |
ROWE ZANE C |
Chief Financial Officer |
|
87,291 |
— |
| 2026-05-05 |
KAZMAIER GERRIT S |
Officer |
|
116,387 |
— |
| 2026-05-05 |
SAUER RICHARD HARRY |
Officer |
|
98,929 |
— |
| 2026-05-05 |
ENSLIN ROBERT |
President |
|
87,291 |
— |
| 2026-05-05 |
GARFIELD MARK S. |
Officer |
|
46,554 |
— |
| 2026-04-10 |
GARFIELD MARK S. |
Officer |
|
1,585 |
$179,184 |
| 2026-04-09 |
DUFFIELD DAVID A. |
Beneficial Owner of more than 10% of a Class of Security |
|
107,500 |
$12,075,839 |
| 2026-04-09 |
DUFFIELD DAVID A. |
Beneficial Owner of more than 10% of a Class of Security |
|
107,500 |
— |
| 2026-04-07 |
ROWE ZANE C |
Chief Financial Officer |
|
6,000 |
$769,314 |
| 2026-04-07 |
KAZMAIER GERRIT S |
Officer |
|
9,356 |
$1,201,217 |
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date |
Politician |
Party |
Type |
Amount |
| 2026-04-13 |
Ro Khanna |
Democrat |
Purchase |
1K–15K |
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15