Workday's investment thesis is anchored in its dominant position in cloud-based HCM and Financials, evidenced by a stable 75%+ gross margin and a growing deferred revenue base of $4.5B. However, the path to shareholder value creation is complicated by persiste...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to 12.9% in 2027Q2, yet operating income expanded 27.8% YoY, suggesting emerging operating leverage despite gross margins remaining stable in the 75-76% range.
Workday's Human Capital Management (HCM) and Financials (FINS) segments are key growth drivers, supporting strong free cash flow growth.
Expanding operations globally presents significant growth opportunities for Workday, enhancing its market reach and revenue potential.
Workday's disciplined financial guidance underscores its ability to maintain steady growth and operational efficiency.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $2.75+5.4% vs $2.61 | $2.6B+0.5% vs $2.6B |
Q2 2026 May 21, 2026 | $2.66+6.0% vs $2.51 | $2.5B+1.0% vs $2.5B |
Q1 2026 Feb 24, 2026 | $2.47+6.5% vs $2.32 | $2.5B+0.3% vs $2.5B |
Q4 2025 Nov 25, 2025 | $2.32+6.9% vs $2.17 | $2.4B+0.6% vs $2.4B |
Workday Named a Leader in Inaugural 2026 Gartner Magic Quadrant⢠for Workforce Management TechnologyPR NewswirePLEASANTON, Calif., Sept. 17, 2026Workday Uni
Workday Unifies Workforce Management, HR, and Payroll on One AI Platform for Smarter Frontline Work PLEASANTON, Calif., Sept. 17, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, has been named a Leader in the Gartner Magic Quadrant™ for Workforce Management Technology.
DALLAS--(BUSINESS WIRE)--OneSource Virtual (OSV), a leading provider of HR and payments services for the Workday ecosystem, today announced a new partnership with Workday that will enable customers to add OSV's payroll administration and payroll tax services to their Workday platform through an agreement with Workday. The offering is now available to new Workday Payroll customers in the U.S. with 3,500 or fewer employees across all industries. Since 2008, OSV has used patented in-tenant technol.
Frontline Worker Research from DailyPay and Workday Reveals Closing This Gap Unlocks Key Advantages in Recruiting, Retention and Productivity NEW YORK, Sept. 17, 2026 /PRNewswire/ -- DailyPay, the leader in On-Demand Pay, and Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance and IT, today released "The Frontline Worker Expectation Gap," new research that shows a significant gap between what frontline workers expect and what their employers provide.
Benchmark WDAY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Workday, Inc. (WDAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $188.23 | $49.31B | 72.96 | 13.1% | 7.26% | 8.23% | — | |
| $210.68 | $245.49B | 30.67 | 7.68% | 20.41% | 17.41% | — | |
| $149.12 | $428.88B | 25.58 | 17.35% | 26.36% | 42.1% | — | |
| $137.00 | $141.64B | 82.04 | 20.88% | 11.34% | 13.77% | — | |
| $292.35 | $79.97B | 21.39 | 15.63% | 21.29% | 23.42% | — | |
| $224.61 | $12.26B | 27.80 | 8.95% | 22.78% | 40.43% | — |
Workday, Inc. (WDAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Workday, Inc. (WDAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 27, 2026·SEC
May 21, 2026·SEC
Apr 24, 2026·SEC
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Workday, Inc. (WDAY) stock FAQ — growth, dividends, profitability & financials explained
Workday, Inc. (WDAY) reported $10.16B in revenue for fiscal year 2026. This represents a 14825% 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 $1.25B 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 $2.84B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
