Professional
Added to YB: 2026-04-20
Pitch date: 2026-02-28
WK [neutral]
Workiva Inc.
-5.68%
current return
Author Info
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Company Info
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally.
Market Cap
$3.3B
Pitch Price
$60.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-146.58
P/E
-123.30
EV/Sales
3.58
Sector
Software
Category
growth
Show full summary:
Lakehouse Global Growth Fund Portfolio Holding: Workiva Inc.
WK (holding update): Cloud reporting/compliance platform embedded in 95% Fortune 100. Rev +20% to $885M, subscription +22%. Non-GAAP op margin doubled 4.3%→9.9%, Q4 19.1%. $300k+ ACV customers +42%, $500k+ +37%. 97% gross/113% net retention. 30% of 6.6k customers enabled AI features. Becoming CFO platform vs point solution for SEC filings.
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