Added to YB: 2026-04-30
Pitch date: 2026-04-21
WDAY [neutral]
Workday, Inc.
-5.68%
current return
Author Info
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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
$31.1B
Pitch Price
$129.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.63
P/E
46.79
EV/Sales
3.09
Sector
Software
Category
growth
Hotchkis & Wiley Large Cap Fundamental Value Fund Portfolio Holding: Workday, Inc.
WDAY (holding update): Cloud leader in HCM, financials & ERP w/ 97% gross retention, 38% EBIT margin, low-teens subscription growth. Largest & least cloud-penetrated markets = long runway for high-ROIC investment. Q4 beat expectations. AI agent displacement fears pressuring stock despite high switching costs & compliance risks making disruption unlikely. Attractive valuation for established franchise.
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