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WDAY vs GOOGL
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
WDAY vs GOOGL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Internet Content & Information |
| Market Cap | $33.95B | $4.70T |
| Revenue (TTM) | $9.55B | $422.57B |
| Net Income (TTM) | $693M | $160.21B |
| Gross Margin | 75.7% | 60.4% |
| Operating Margin | 8.9% | 32.7% |
| Forward P/E | 12.3x | 28.9x |
| Total Debt | $834M | $59.29B |
| Cash & Equiv. | $1.50B | $30.71B |
WDAY vs GOOGL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Workday, Inc. (WDAY) | 100 | 70.3 | -29.7% |
| Alphabet Inc. (GOOGL) | 100 | 542.0 | +442.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WDAY vs GOOGL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WDAY is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 0.71
- Lower volatility, beta 0.71, Low D/E 10.7%, current ratio 1.32x
- Beta 0.71, current ratio 1.32x
GOOGL carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 15.1%, EPS growth 34.5%, 3Y rev CAGR 12.5%
- 9.9% 10Y total return vs WDAY's 80.2%
- 15.1% revenue growth vs WDAY's 13.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.1% revenue growth vs WDAY's 13.1% | |
| Value | Lower P/E (12.3x vs 28.9x) | |
| Quality / Margins | 37.9% margin vs WDAY's 7.3% | |
| Stability / Safety | Beta 0.71 vs GOOGL's 1.26, lower leverage | |
| Dividends | 0.2% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +137.1% vs WDAY's -48.1% | |
| Efficiency (ROA) | 27.4% ROA vs WDAY's 3.8%, ROIC 25.1% vs 8.5% |
WDAY vs GOOGL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WDAY vs GOOGL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
GOOGL leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GOOGL is the larger business by revenue, generating $422.6B annually — 44.2x WDAY's $9.6B. GOOGL is the more profitable business, keeping 37.9% of every revenue dollar as net income compared to WDAY's 7.3%. On growth, GOOGL holds the edge at +21.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $9.6B | $422.6B |
| EBITDAEarnings before interest/tax | $1.2B | $161.3B |
| Net IncomeAfter-tax profit | $693M | $160.2B |
| Free Cash FlowCash after capex | $2.8B | $73.3B |
| Gross MarginGross profit ÷ Revenue | +75.7% | +60.4% |
| Operating MarginEBIT ÷ Revenue | +8.9% | +32.7% |
| Net MarginNet income ÷ Revenue | +7.3% | +37.9% |
| FCF MarginFCF ÷ Revenue | +29.1% | +17.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.5% | +21.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +57.1% | +81.9% |
Valuation Metrics
WDAY leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 35.9x trailing earnings, GOOGL trades at a 28% valuation discount to WDAY's 50.0x P/E. On an enterprise value basis, WDAY's 24.3x EV/EBITDA is more attractive than GOOGL's 31.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $33.9B | $4.70T |
| Enterprise ValueMkt cap + debt − cash | $33.3B | $4.73T |
| Trailing P/EPrice ÷ TTM EPS | 49.95x | 35.94x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.29x | 28.91x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.20x |
| EV / EBITDAEnterprise value multiple | 24.27x | 31.46x |
| Price / SalesMarket cap ÷ Revenue | 3.55x | 11.66x |
| Price / BookPrice ÷ Book value/share | 4.35x | 11.44x |
| Price / FCFMarket cap ÷ FCF | 12.22x | 64.14x |
Profitability & Efficiency
GOOGL leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GOOGL delivers a 39.0% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $9 for WDAY. WDAY carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to GOOGL's 0.14x. On the Piotroski fundamental quality scale (0–9), WDAY scores 8/9 vs GOOGL's 7/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.9% | +39.0% |
| ROA (TTM)Return on assets | +3.8% | +27.4% |
| ROICReturn on invested capital | +8.5% | +25.1% |
| ROCEReturn on capital employed | +8.5% | +30.3% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.11x | 0.14x |
| Net DebtTotal debt minus cash | -$667M | $28.6B |
| Cash & Equiv.Liquid assets | $1.5B | $30.7B |
| Total DebtShort + long-term debt | $834M | $59.3B |
| Interest CoverageEBIT ÷ Interest expense | 12.60x | 392.15x |
Total Returns (Dividends Reinvested)
GOOGL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GOOGL five years ago would be worth $33,706 today (with dividends reinvested), compared to $5,462 for WDAY. Over the past 12 months, GOOGL leads with a +137.1% total return vs WDAY's -48.1%. The 3-year compound annual growth rate (CAGR) favors GOOGL at 54.6% vs WDAY's -10.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -37.4% | +23.3% |
| 1-Year ReturnPast 12 months | -48.1% | +137.1% |
| 3-Year ReturnCumulative with dividends | -29.0% | +269.5% |
| 5-Year ReturnCumulative with dividends | -45.4% | +237.1% |
| 10-Year ReturnCumulative with dividends | +80.2% | +991.5% |
| CAGR (3Y)Annualised 3-year return | -10.8% | +54.6% |
Risk & Volatility
Evenly matched — WDAY and GOOGL each lead in 1 of 2 comparable metrics.
Risk & Volatility
WDAY is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than GOOGL's 1.26 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GOOGL currently trades 98.9% from its 52-week high vs WDAY's 46.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.71x | 1.26x |
| 52-Week HighHighest price in past year | $276.00 | $392.82 |
| 52-Week LowLowest price in past year | $110.39 | $147.84 |
| % of 52W HighCurrent price vs 52-week peak | +46.7% | +98.9% |
| RSI (14)Momentum oscillator 0–100 | 52.6 | 80.1 |
| Avg Volume (50D)Average daily shares traded | 5.4M | 28.3M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates WDAY as "Buy" and GOOGL as "Buy". Consensus price targets imply 53.6% upside for WDAY (target: $198) vs 4.6% for GOOGL (target: $406). GOOGL is the only dividend payer here at 0.21% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $197.90 | $406.28 |
| # AnalystsCovering analysts | 80 | 82 |
| Dividend YieldAnnual dividend ÷ price | — | +0.2% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $0.82 |
| Buyback YieldShare repurchases ÷ mkt cap | +8.5% | +1.0% |
GOOGL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WDAY leads in 1 (Valuation Metrics). 1 tied.
WDAY vs GOOGL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WDAY or GOOGL a better buy right now?
For growth investors, Alphabet Inc.
(GOOGL) is the stronger pick with 15. 1% revenue growth year-over-year, versus 13. 1% for Workday, Inc. (WDAY). Alphabet Inc. (GOOGL) offers the better valuation at 35. 9x trailing P/E (28. 9x forward), making it the more compelling value choice. Analysts rate Workday, Inc. (WDAY) a "Buy" — based on 80 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WDAY or GOOGL?
On trailing P/E, Alphabet Inc.
(GOOGL) is the cheapest at 35. 9x versus Workday, Inc. at 50. 0x. On forward P/E, Workday, Inc. is actually cheaper at 12. 3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — WDAY or GOOGL?
Over the past 5 years, Alphabet Inc.
(GOOGL) delivered a total return of +237. 1%, compared to -45. 4% for Workday, Inc. (WDAY). Over 10 years, the gap is even starker: GOOGL returned +991. 5% versus WDAY's +80. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WDAY or GOOGL?
By beta (market sensitivity over 5 years), Workday, Inc.
(WDAY) is the lower-risk stock at 0. 71β versus Alphabet Inc. 's 1. 26β — meaning GOOGL is approximately 78% more volatile than WDAY relative to the S&P 500. On balance sheet safety, Workday, Inc. (WDAY) carries a lower debt/equity ratio of 11% versus 14% for Alphabet Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WDAY or GOOGL?
By revenue growth (latest reported year), Alphabet Inc.
(GOOGL) is pulling ahead at 15. 1% versus 13. 1% for Workday, Inc. (WDAY). On earnings-per-share growth, the picture is similar: Alphabet Inc. grew EPS 34. 5% year-over-year, compared to 32. 3% for Workday, Inc.. Over a 3-year CAGR, WDAY leads at 15. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WDAY or GOOGL?
Alphabet Inc.
(GOOGL) is the more profitable company, earning 32. 8% net margin versus 7. 3% for Workday, Inc. — meaning it keeps 32. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GOOGL leads at 32. 1% versus 10. 7% for WDAY. At the gross margin level — before operating expenses — WDAY leads at 75. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WDAY or GOOGL more undervalued right now?
On forward earnings alone, Workday, Inc.
(WDAY) trades at 12. 3x forward P/E versus 28. 9x for Alphabet Inc. — 16. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WDAY: 53. 6% to $197. 90.
08Which pays a better dividend — WDAY or GOOGL?
In this comparison, GOOGL (0.
2% yield) pays a dividend. WDAY does not pay a meaningful dividend and should not be held primarily for income.
09Is WDAY or GOOGL better for a retirement portfolio?
For long-horizon retirement investors, Alphabet Inc.
(GOOGL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 26), +991. 5% 10Y return). Both have compounded well over 10 years (GOOGL: +991. 5%, WDAY: +80. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WDAY and GOOGL?
These companies operate in different sectors (WDAY (Technology) and GOOGL (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WDAY is a mid-cap quality compounder stock; GOOGL is a mega-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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