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Stocks/Information Technology/Application Software

WorkdayWDAY

Application Software · Pleasanton, California · In the S&P 500
Solid businessCheaper than peers
$197.82+1.21%After hours: $197.82 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 14.5% over 1 year
Workday over 1 yearDaily close, $, to 30 Oct 2026
$150Nov2026MarMayJulSep$197.82$150NovMarJul$197.82
Source: Nasdaq daily closes
Market value$47.67B
Price to earnings40.1x
Forward P/E16.4x
Dividend yield–
Year to date−7.9%
One year−14.5%
Next earningsNot scheduled
SectorInformation Technology
52-week range (closes)
$112.50$239.92

Quality and valuation

How Workday compares with other information technology stocks. A description, not a recommendation.

Workday and 6 application software peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: cheaper than most

An average business among information technology companies, priced below most of them.

Workday trades at 16.4 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +13.3% vs +20.6%
  • Less profitable (operating margin): 10.7% vs 17.0%
  • Turns more of its sales into cash: 28.0% vs 21.7%
WDAY trades at 16.4x forward earnings, below the sector medianForward p/e, Application Software peers
ADBE9.3xINTU14.3xORCL15.4xCRM15.7xWDAY16.4xSAP26.6xPLTR108.1xSNOW120.5xSector median 22.2xADBE9.3xINTU14.3xORCL15.4xCRM15.7xWDAY16.4xSAP26.6xPLTR108.1xSNOW120.5xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 40.1x earnings, WDAY is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
50x100xAverage 73.8x2025202640.1x50x100xAverage 73.8x2025202640.1x
Source: Nasdaq prices; SEC filings

Financials

From Workday's SEC filings, through the quarter ending 31 Jul 2026. Hover or tap a bar for its value.

Revenue grew 12.8% from a year earlierQuarterly revenue, $bn, latest Q2 ’27
$0bn$1bn$2bnQ3 ’25Q1 ’26Q3 ’26$2.6bnQ2 ’27$0bn$1bn$2bnQ3 ’25Q1 ’26Q3 ’26$2.6bnQ2 ’27
Source: SEC filings
Growth slowed to +12.8% last quarterRevenue growth, year on year, %
0%5%10%15%Q3 ’25Q1 ’26Q3 ’2612.8%Q2 ’270%10%Q3 ’25Q1 ’26Q3 ’2612.8%Q2 ’27
Source: SEC filings
Operating margin was 11.8% last quarterOperating income as a share of revenue, %
0%5%10%Q3 ’25Q1 ’26Q3 ’2611.8%Q2 ’270%5%10%Q3 ’25Q1 ’26Q3 ’2611.8%Q2 ’27
Source: SEC filings
Free cash flow was $2.8 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0.0bn$0.5bn$1.0bnQ3 ’25Q1 ’26Q3 ’26$0.5bnQ2 ’27$0.0bn$0.5bn$1.0bnQ3 ’25Q1 ’26Q3 ’26$0.5bnQ2 ’27
Source: SEC filings
Last 12 monthsWDAYSector median
Revenue growth+13.3%+20.6%
Operating margin10.7%17.0%
Free cash flow margin28.0%21.7%
Price to earnings40.1x33.1x

Stories on Workday

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Similar companies

Application Software, by market value.

CompanyPriceTodayYTDValue
PLTRPalantir Technologies$184.11−6.27%+3.6%$442B
ORCLOracle$130.67−6.37%−33.0%$396B
SAPSAP$235.02+0.41%−3.2%$289B
CRMSalesforce$229.17−0.75%−13.5%$189B
SNOWSnowflake$306.08−7.32%+39.5%$108B
ADBEAdobe$250.23+0.85%−28.5%$97.39B
INTUIntuit$341.09+2.99%−48.5%$91.15B
CDNSCadence Design Systems$327.89−4.34%+4.9%$89.97B