SuperworthWorkday WDAY
- Market cap
- $50.6B
- PE
- 42.6×
- 3y median 49.2×
- Forward PE
- 17.4×
- 10y median 70.4×
- Price to sales
- 5.0×
- EV/EBIT
- 38.7×
- Revenue, 12 months
- $10.2B
- +13% on a year ago
- Net margin
- 12.3%
- Free cash flow yield
- 5.6%
Workday trades at 42.6× trailing earnings, cheaper than 74% of the last ten years. Revenue was $10.2B over the last twelve months, up 13% on a year earlier with a 12% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.9B+17% | $1.9B+17% | $2B+18% | $2.1B+17% | $2.2B+16% | $2.2B+15% | $2.2B+13% | $2.3B+13% | $2.4B+13% | $2.5B+15% | $2.5B+14% | $2.6B+13% | |
| Cost of revenue | $445.2M+2% | $460.2M+2% | $489M+17% | $511M+14% | $530M+19% | $539M+17% | $537M+10% | $582M+14% | $591M+12% | $611M+13% | $604M+13% | $652M+12% |
| Gross profit | $1.4B+22% | $1.5B+23% | $1.5B+19% | $1.6B+18% | $1.6B+15% | $1.7B+14% | $1.7B+14% | $1.8B+12% | $1.8B+13% | $1.9B+15% | $1.9B+14% | $2B+13% |
| R&D | $618.7M+9% | $635.1M+3% | $656M+9% | $649M+6% | $647M+5% | $674M+6% | $663M+1% | $660M+2% | $666M+3% | $691M+3% | $705M+6% | $747M+13% |
| SG&A | $713.8M+14% | $748.2M+12% | $773M+13% | $813M+17% | $818M+15% | $848M+13% | $835M+8% | $857M+5% | $911M+11% | $925M+9% | $895M+7% | $937M+9% |
| $87.9M | $78.7M | $64M | $111M+206% | $165M+88% | $75M−5% | $39M−39% | $248M+123% | $259M+57% | $174M+132% | $338M+767% | $313M+26% | |
| Interest expense | $28.5M−4% | $28.4M−1% | $29M+2% | $28M−2% | $29M+2% | $28M−1% | $29M+0% | $29M+4% | $29M+0% | $28M+0% | $26M−10% | $28M−3% |
| Pre-tax income | $129.2M | $138M | $123M+1680% | $168M+105% | $227M+76% | $120M−13% | $103M−16% | $304M+81% | $338M+49% | $264M+120% | $355M+245% | $327M+8% |
| $15M−72% | −$1.1B | $16M+136% | $36M+1042% | $34M+127% | $26M | $35M+119% | $76M+111% | $86M+153% | $119M+358% | $133M+280% | −$305M | |
| Net income | $113.7M | $1.2B | $107M+78577% | $132M+68% | $193M+70% | $94M−92% | $68M−36% | $228M+73% | $252M+31% | $145M+54% | $222M+227% | $632M+177% |
| $0.43 | $4.42 | $0.40 | $0.49+63% | $0.72+67% | $0.35−92% | $0.25−38% | $0.84+71% | $0.94+31% | $0.55+57% | $0.87+248% | $2.57+206% | |
| 266.4M+4% | 268.8M+5% | 270.3M+3% | 267.9M+1% | 268.5M+1% | 270M+0% | 270.3M+0% | 270.2M+1% | 268.6M+0% | 263.4M−2% | 254.3M−6% | 246.3M−9% |
Gross profit: 60 periods, Q3 FY12 to Q2 FY27: not printed by the filing, worked out from its own lines.
Interest expense: Q1 FY13: 6 months less the 3 months printed beside them.
EPS, diluted: 12 periods, Q4 FY12 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: 12 periods, Q4 FY12 to Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 3 periods, Q4 FY24 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY27 | $2.7B | $2.7B to $2.7B | $2.75 | $2.54 to $2.92 | 23 |
| Q4 FY27 | $2.8B | $2.8B to $2.8B | $2.95 | $2.74 to $3.17 | 22 |
| Q1 FY28 | $2.8B | $2.8B to $2.8B | $3.11 | $3.11 to $3.17 | 10 |
| Q2 FY28 | $2.9B | $2.9B to $3B | $3.26 | $3.25 to $3.32 | 17 |
| Q3 FY28 | $3B | $3B to $3B | $3.30 | $3.29 to $3.35 | 10 |
| Q4 FY28 | $3.1B | $3.1B to $3.1B | $3.50 | $3.50 to $3.56 | 11 |
| Q1 FY29 | $3.1B | $3.1B to $3.1B | $3.64 | $3.63 to $3.71 | 15 |
| Q2 FY29 | $3.2B | $3.2B to $3.3B | $3.76 | $3.75 to $3.83 | 11 |
Peers
Companies in Software - Application nearest Workday's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| WDAYWorkday | $50.6B | 42.6× | 49.2× | 17.4× | 5.0× | +13% | 12.3% |
| VEEVVeeva Systems | $52.3B | 52.8× | 75.0× | 33.4× | 15.1× | +17% | 29.3% |
| ADSKAutodesk | $52.7B | 32.7× | 57.7× | 19.4× | 6.8× | +18% | 21.1% |
| MSTRStrategy | $56.1B | n/m | 37.9× | 4.6× | 113× | +8% | n/m |
| TEAMAtlassian | $57.6B | n/m | n/a | 41.4× | 8.8× | +26% | −0.8% |
| ROPRoper Technologies | $43.3B | 18.1× | 30.8× | 18.6× | 5.2× | +11% | 30.2% |
| APPAppLovin | $87.1B | 20.0× | 62.7× | 14.4× | 12.8× | +48% | 64.6% |
| CDNSCadence Design Systems | $87.2B | 62.9× | 59.4× | 36.9× | 14.9× | +15% | 23.6% |
| ZMZoom Communications | $27.9B | n/m | 27.9× | 15.6× | 5.6× | +5% | 65.2% |
| INTUIntuit | $91.8B | 20.8× | 49.4× | 14.9× | 4.3× | +14% | 21.3% |
| DDOGDatadog | $96.8B | n/m | 340× | 101× | 24.4× | +32% | 4.5% |
| Peer median | $56.9B | 26.7× | 57.7× | 19.0× | 10.8× | +16% | 23.6% |
Investors who own it
Investors we follow who held Workday at the end of Jun 30, 2026, from their 13F filings.
- Baillie GiffordBaillie Gifford0.1% of portfoliotrimmed
- Bill NygrenHarris Associates (Oakmark)0.0% of portfolioadded
More on Workday
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #4of 41Application software stocks with the fastest earnings growth
- #6of 14Application software stocks with the lowest PEG ratio
- #10of 19Application software stocks with the lowest forward PE
Its groups
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .