Added to YB: 2026-07-22
Pitch date: 2026-05-15
WK [bullish]
Workiva Inc.
+17.24%
current return
Author Info
No bio for this author
Company Info
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally.
Market Cap
$3.2B
Pitch Price
$46.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
172.80
P/E
228.93
EV/Sales
3.39
Sector
Software
Category
value
Workiva Inc. - $WK
WK: Enterprise reporting software (SEC/ESG), 89% of F500 users, 97% gross retention, >110% NRR. Inflecting to first-ever GAAP profitability after 2008 founding. Down ~40% YTD on SaaS selloff/soft Q1 billings. Trades ~4x EV/GP, 25x EV/EBIT on core SEC engine w/ ESG upside as free call option. Targets 24% adj EBIT by 2030. Optionality: pricing power, AI cost cuts, $260M DTA (~10% of mkt cap), buyout candidate (4 of 17 proxy peers acquired since 2025). Risks: distant profits, avg mgmt, generous comp.
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