Workday, Inc.(WDAY)Earnings, Financials & Key RatiosWorkday, Inc. (WDAY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2027Q1
while the forward P/E of 11.58 appears attractive, the combination of decelerating 13.5% revenue growth and significant SBC dilution warrants a cautious approach until operating leverage improves.
Workday, Inc. (WDAY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Workday, Inc. (WDAY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 21, 2026 | $2.66vs $2.51+6.0% | $2.5Bvs $2.5B+1.0% |
| Q1 2026 | Feb 24, 2026 | $2.47vs $2.32+6.5% | $2.5Bvs $2.5B+0.3% |
| Q4 2025 | Nov 25, 2025 | $2.32vs $2.17+6.9% | $2.4Bvs $2.4B+0.6% |
| Q3 2025 | Aug 21, 2025 | $2.21vs $2.11+4.7% | $2.3Bvs $2.3B-0.1% |
Recent stock market news and headlines for Workday, Inc. (WDAY)
An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.
Workday (WDAY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?
Workday remains a buy as AI adoption becomes a tangible expansion driver within its existing customer base. WDAY's agentic AI drove >200% y/y new ACV growth, with expansion deals >50% larger and 4,000+ customers using at least one agent. Core subscription revenue remains durable, growing 14.3% y/y, with ~60% of growth from existing customers and strong backlog visibility.
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Key metrics vs top competitors for Workday, Inc. (WDAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $143.65 | $37.63B | 55.68 | 13.1% | 7.26% | 8.23% | — | |
| $162.77 | $189.67B | 23.78 | 7.68% | 19.58% | 16.69% | — | |
| $141.64 | $407.36B | 24.30 | 17.35% | 25.37% | 49.81% | — | |
| $110.73 | $114.73B | 66.31 | 20.88% | 12.59% | 14.98% | — | |
| $281.17 | $76.91B | 20.57 | 15.63% | 21.91% | 23.29% | — | |
| $143.78 | $7.85B | 17.79 | 8.95% | 22.44% | 31.03% | — |
Workday, Inc. (WDAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Workday, Inc. (WDAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 21, 2026·SEC
Apr 24, 2026·SEC
Mar 6, 2026·SEC
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Workday, Inc. (WDAY) stock FAQ — growth, dividends, profitability & financials explained
Workday, Inc. (WDAY) reported $9.85B in revenue for fiscal year 2026. This represents a 14379% increase from $68.1M in 2011.
Workday, Inc. (WDAY) grew revenue by 13.1% over the past year. This is steady growth.
Yes, Workday, Inc. (WDAY) is profitable, generating $847.0M in net income for fiscal year 2026 (7.3% net margin).
Workday, Inc. (WDAY) has a return on equity (ROE) of 8.2%. This is below average, suggesting room for improvement.
Workday, Inc. (WDAY) generated $2.97B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
