TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

WDAY stock analysis: Workday

Workday (WDAY) is an S&P 500 company in Application Software. It grades weakest on profitability.

The model's view of WDAY · subscribers

Where WDAY ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with WDAY · updated 2026-10-05 · from prices and SEC filings

WDAY price performance

WDAY against the S&P 500, one year
-50%-25%+0%S&P 500 +18%WDAY -24%2025-09-292026-10-05
Year to date-12.0%S&P 500 +14.5% · behind by 26.5 pts
1 year-20.1%S&P 500 +17.0% · behind by 37.1 pts
3 years-7.9%S&P 500 +89.3% · behind by 97.1 pts
5 years-25.0%S&P 500 +91.3% · behind by 116.3 pts

Total returns with dividends reinvested.

WDAY factor grades

Each grade compares WDAY with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B-ValueP/E 38.3x (industry 25.5x)FCF yield 6.1% (industry 5.6%)
BGrowthRevenue growth +13% (industry +14%)EPS growth +130% (industry +35%)
C-ProfitabilityOperating margin 10.7% (industry 26.2%)ROIC 12.0% (industry 19.7%)
CMomentum12-month change -20%From 52-wk high -23%

WDAY in plain numbers

WDAY key statistics

SectorInformation Technology
IndustryApplication Software
IndexS&P 500
Market value$46.5B
Revenue growth (y/y)+13%
Free-cash-flow yield6.1%
Dividend yieldn/a
Next earnings (expected)2026-11-24
Valuation measures
Market value$46.5B
Enterprise value$48.9B
P/E (trailing)38.3x
Forward P/E (Torvanta estimate)25.5x
PEG (Torvanta estimate)0.51
Price / sales4.6x
Price / book7.2x
EV / revenue4.8x
EV / EBITDA45.1x
Financial highlights
Revenue, last 12 months$10.2B
Net income, last 12 months$1.3B
EPS, last 12 months (GAAP)$4.94
Operating margin10.7%
Net margin12.3%
Return on equity16.0%
Return on invested capital12.0%
Cash$661.0M
Total debt$3.0B
Debt / equity0.46x
Free cash flow, last 12 months$2.8B
Interest cover9.5x
Current ratio0.91x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

WDAY earnings trends

Revenue vs earnings
$0$662.2M$1.3B$2.0B$2.6BOct 2024 Revenue: $2.2BJan 2025 Revenue: $2.2BApr 2025 Revenue: $2.2BJul 2025 Revenue: $2.3BOct 2025 Revenue: $2.4BJan 2026 Revenue: $2.5BApr 2026 Revenue: $2.5BJul 2026 Revenue: $2.6BOct 2024 Net income: $193.0MJan 2025 Net income: $94.0MApr 2025 Net income: $68.0MJul 2025 Net income: $228.0MOct 2025 Net income: $252.0MJan 2026 Net income: $145.0MApr 2026 Net income: $222.0MJul 2026 Net income: $632.0MOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: 8.9%Net margin: 4.3%Net margin: 3.0%Net margin: 9.7%Net margin: 10.4%Net margin: 5.7%Net margin: 8.7%Net margin: 23.9%0%12%24%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.6$1.3$1.9$2.6Oct 2024 EPS (GAAP, diluted): $0.7Jan 2025 EPS (GAAP, diluted): $0.3Apr 2025 EPS (GAAP, diluted): $0.3Jul 2025 EPS (GAAP, diluted): $0.8Oct 2025 EPS (GAAP, diluted): $0.9Jan 2026 EPS (GAAP, diluted): $0.6Apr 2026 EPS (GAAP, diluted): $0.9Jul 2026 EPS (GAAP, diluted): $2.6Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 +31% · Jan 2026 +65% · Apr 2026 +248% · Jul 2026 +206%

From the company's 10-Q and 10-K filings with the SEC.

Workday financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$5.1B$6.2B$7.3B$8.4B$9.6B
Net income$29.4M-$366.7M$1.4B$526.0M$693.0M
EPS (GAAP)$0.11$-1.44$5.21$1.95$2.59
Free cash flown/an/a$1.9B$2.2B$2.8B

WDAY earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-27$2.57+206%+13%+6.9%
2026-05-21$0.87+248%+13%+0.6%
2026-02-24$0.56+65%+15%+1.5%
2026-02-04$0.56+65%+15%+0.2%
2025-11-25$0.94+31%+13%-6.6%
2025-08-21$0.84+71%+13%-3.9%

About Workday

HeadquartersPleasanton, CA
Industry (SEC code)Services-Computer Processing & Data Preparation
Fiscal year endsJanuary 31
Incorporated inDE
Listed onNasdaq
FormerlyWorkday Inc, North Tahoe Power Tools Inc

From the company's SEC registration record.

Companies similar to WDAY

CompanyMarket valueP/ERevenue growthOperating margin12-month change
WDAY Workday$46.5B38.3x+13%10.7%-20%
ADSK Autodesk$46.3B28.7x+18%26.2%-31%compare
INTU Intuit$76.1B17.2x+14%27.4%-58%compare
SNPS Synopsys$93.6B85.4x+46%8.5%+4%compare
ADBE Adobe$94.9B13.7x+11%36.1%-31%
CDNS Cadence Design$97.5B82.4x+13%28.3%+2%
DDOG Datadog$102.6Bn/a+32%0.4%+82%

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Frequently asked questions

Is WDAY stock a buy?

Torvanta does not tell individuals what to buy. Its grades for WDAY are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is WDAY's P/E ratio?

WDAY trades at about 38.3 times its last 12 months of GAAP earnings reported to the SEC, and about 25.5 times Torvanta's own estimate of the next 12 months.

When does WDAY report earnings next?

Based on its filing history, Torvanta expects Workday to report around 2026-11-24.

How has WDAY performed against the S&P 500?

Over the past year WDAY returned -20.1%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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