Workday Inc - Ordinary Shares - Class A

Workday Inc - Ordinary Shares - Class A

WDAY

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Market Cap$38.29B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Workday Inc - Ordinary Shares - Class AWorkday Inc - Ordinary Shares - Class A43.8-13%3.91

Earnings Call Q1 2027

May 21, 2026 - AI Summary

Strong Q1 momentum; “best first quarter of new ACV growth in 5 years” + AI traction - Management framed Q1 as the inflection point after slower ACV growth in FY26, driven by both the core business and agentic AI. - AI/product momentum highlights: - Organic agents: ~20 in GA/EA; >4,000 customers using at least one organic agent (more than double QoQ). - Hiring agent: 14M hiring processes supported, +44% YoY. - Contract intelligence: 1.1M+ contracts analyzed, up 53% vs. last quarter. - New ACV from agentic AI: grew >200% YoY; management also claims ~$500M ARR approaching from agentic AI solutions.
Business performance & financials (growth, retention, cash generation) - Subscription revenue: $2.354B (+14%) - Total revenue: $2.542B (+13%) (pro services $188M) - Retention/backlog: - Gross revenue retention: 97% - Net customer expansion: ~60% of subscription revenue growth (consistent with prior quarter) - CRPO (12-month subscription revenue backlog): $8.81B (+15.5%) - Total subscription revenue backlog: $27.29B (+11%) - Profitability & cash: Non-GAAP operating margin 31.8%; operating cash flow $696M (+52%); free cash flow $616M (+46%). - Capital return: $1.6B share repurchase in the quarter; $1.3B remaining authorization. (No dividends mentioned.)
Guidance / outlook (reiterated FY27; Q2 specifics) - FY27 subscription revenue: reiterated $9.925B–$9.95B (+12% to +13%) - Q2 FY27 subscription revenue: ~$2.455B (+13%) - CRPO growth in Q2: +13.5% to +14.5% - Q2 pro services: ~$180M - Margin outlook: non-GAAP operating margin FY27 raised to ~30.5%; Q2 non-GAAP ~30% - GAAP margin guide remains lower (per call: GAAP operating margin ~19 pts lower than non-GAAP) - Cash flow: FY27 operating cash flow $3.45B; capex ~$270M; FY27 FCF $3.18B (+15%).

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$178.67

Target Price by Analysts

21.6% upsideWorkday Target Price DetailsTarget Price
$186.11

Current Fair Value

26.7% upside

Undervalued by 26.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$38.29 Billion
Enterprise Value$44.56 Billion
Dividend Yield$- (-)
Earnings per Share$2.6
Beta1.04
Outstanding Shares253,891,000

Return

Return on Equity12.67%ROE
Return on Assets5.26%
Return on Invested Capital11.65%

Valuation & Multiples

P/E Ratio43.82P/E Ratio
PEG19.35PEG
Price to Sales3.87Price to Sales
Price to Book Ratio5.65Price to Book Ratio
Enterprise Value to Revenue4.52
Enterprise Value to EBIT40.04
Enterprise Value to Net Income52
Total Debt to Enterprise0.15
Debt to Equity1.02Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$2.49
Average shareholder expectation
Revenue Estimate
$2.52 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 20, 2026
EPS Estimate
$2.56
Average shareholder expectation
Revenue Estimate
$2.64 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7529▼ 11.75%
Total Calls5,294,921▲ 78.39%
Total Puts3,986,425▲ 54.31%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %75.42%▼ 1.70%
Total Invested$25.57B▼ 50.97%
Investors Holding986▼ 164.00%

ESG Score

No data

About Workday Inc

CEO: Aneel Bhusri

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing corporate tax structures and capital investment credits, which are critical to Workday's and its clients' financial planning.

Finance

As the primary tax-writing committee, it drives corporate valuations through tax policy, directly impacting Workday's own profitability and the investment capacity of its diverse client base across industries.

Health, Education, Labor, and Pensions

Workday's core offerings include Human Capital Management (HCM) software. This committee's regulation of labor laws, benefits, and workplace standards directly impacts the features and compliance requirements of HR software.

Judiciary

This committee oversees antitrust laws and intellectual property. Decisions on M&A, market competition, and the protection of software patents and copyrights are critical to Workday's strategy as a technology company.

Banking, Housing, and Urban Affairs

Workday provides financial management systems. This committee regulates the entire financial system (Fed, SEC), directly impacting Workday's financial sector clients and the compliance requirements for its financial products.

Commerce, Science, and Transportation

This committee's vast jurisdiction over interstate commerce, 'Big Tech' through privacy and data governance laws (e.g., FTC oversight), directly impacts Workday as a cloud service and data processing provider.

Homeland Security and Governmental Affairs

This committee regulates government procurement and efficiency, directly impacting federal contracting for Workday's enterprise cloud applications. Its oversight of emerging risks like AI in financial markets is also highly relevant to Workday's product offerings.