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Added to YB: 2026-04-20

Pitch date: 2026-04-16

WDAY [neutral]

Workday, Inc.

-3.25%

current return

Author Info

No bio for this author

Company Info

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.

Market Cap

$31.9B

Pitch Price

$127.99

Price Target

N/A

Dividend

N/A

EV/EBITDA

19.11

P/E

47.92

EV/Sales

3.17

Sector

Software

Category

growth

Show full summary:
Day twenty-one: Workday $WDAY

WDAY (overview): Dominant HCM & 3rd largest ERP provider at $10B ARR (+15% YoY), 97% gross retention, 3x EV/ARR, 7% GAAP op margin (43x EV/EBIT). $400M AI ACV (+100% YoY), 1.7B AI actions/yr. Bear: AI lowers implementation costs, enables upstart competition. Bull: rip-and-replace unlikely, data moat defensible. Trading at trough multiple despite blue-chip status; path to 20% op margin = 15x EBIT w/ 30%+ growth.

Read full article (4 min)