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Upturn AI SWOT - About
WDAY 
Workday Inc (WDAY)
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Upturn Advisory Summary
03/27/2025: WDAY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -0.48% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 62.38B USD | Price to earnings Ratio 119.66 | 1Y Target Price 312.48 |
Price to earnings Ratio 119.66 | 1Y Target Price 312.48 | ||
Volume (30-day avg) 2325436 | Beta 1.38 | 52 Weeks Range 199.81 - 294.00 | Updated Date 04/1/2025 |
52 Weeks Range 199.81 - 294.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.23% | Operating Margin (TTM) 7.19% |
Management Effectiveness
Return on Assets (TTM) 1.81% | Return on Equity (TTM) 6.15% |
Valuation
Trailing PE 119.66 | Forward PE 27.17 | Enterprise Value 57463980000 | Price to Sales(TTM) 7.39 |
Enterprise Value 57463980000 | Price to Sales(TTM) 7.39 | ||
Enterprise Value to Revenue 6.8 | Enterprise Value to EBITDA 53.31 | Shares Outstanding 215000000 | Shares Floating 212839900 |
Shares Outstanding 215000000 | Shares Floating 212839900 | ||
Percent Insiders 0.88 | Percent Institutions 95.69 |
Analyst Ratings
Rating 4.15 | Target Price 295.94 | Buy 11 | Strong Buy 17 |
Buy 11 | Strong Buy 17 | ||
Hold 11 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Workday Inc
Company Overview
History and Background
Workday Inc. was founded in 2005 by Dave Duffield and Aneel Bhusri after Duffield's departure from PeopleSoft. The company focused on cloud-based human capital management (HCM) and financial management software. Workday went public in 2012 and has grown to become a major player in the enterprise software market.
Core Business Areas
- Human Capital Management (HCM): Workday's HCM suite includes solutions for human resources, talent management, payroll, compensation, benefits, and workforce planning. It helps organizations manage their employees and HR processes.
- Financial Management: Workday's Financial Management suite provides solutions for accounting, financial planning, procurement, and revenue management. It helps organizations manage their finances and make data-driven decisions.
- Workday Adaptive Planning: A cloud-based planning platform that helps organizations with budgeting, forecasting, and performance reporting.
Leadership and Structure
Aneel Bhusri is the co-founder and co-CEO. Carl Eschenbach is also co-CEO. The organizational structure is based on functional areas, with leadership roles overseeing specific product lines and business operations. The company has a board of directors with diverse experience in technology and business.
Top Products and Market Share
Key Offerings
- Workday HCM: Workday's flagship product, offering comprehensive human capital management capabilities. Competitors include SAP SuccessFactors, Oracle HCM Cloud, and Ceridian Dayforce. Market share is significant, estimated to be around 25% of the core HR market, although specific, current figures fluctuate. The number of customers are several thousand globally.
- Workday Financial Management: A suite of financial management applications covering accounting, planning, and analysis. Competitors include Oracle NetSuite, SAP S/4HANA, and Microsoft Dynamics 365. Workday Financial Management has significant revenue growth and penetration into large enterprises. Revenue is estimated to be growing strongly year on year.
- Workday Adaptive Planning: A cloud-based platform for financial planning, budgeting, and forecasting. Competitors include Anaplan, Planful, and Board. Revenue generated is significant and growing within the overall Workday revenue stream.
Market Dynamics
Industry Overview
The enterprise software market, particularly for HCM and financial management, is experiencing strong growth, driven by the increasing adoption of cloud-based solutions and the need for digital transformation. Competition is intense, with many established players and emerging startups.
Positioning
Workday Inc. is positioned as a leading provider of cloud-based enterprise software solutions, known for its user-friendly interface, innovative features, and strong customer support. Its competitive advantages include its focus on cloud-native architecture, its unified platform, and its deep industry expertise.
Total Addressable Market (TAM)
The TAM for HCM and financial management software is estimated to be hundreds of billions of dollars. Workday is well-positioned to capture a significant share of this market through its comprehensive product offerings and strong brand reputation.
Upturn SWOT Analysis
Strengths
- Cloud-native architecture
- Unified platform
- Strong customer satisfaction
- Innovative product development
- Strong brand reputation
Weaknesses
- Higher price point compared to some competitors
- Implementation complexity for large enterprises
- Limited presence in certain geographic regions
- Reliance on subscription revenue
Opportunities
- Expanding into new markets and industries
- Developing new products and services
- Acquiring complementary technologies
- Partnering with other technology vendors
- Leveraging AI and machine learning to enhance its offerings
Threats
- Intense competition from established players and emerging startups
- Economic downturn affecting IT spending
- Cybersecurity threats and data privacy concerns
- Changing regulatory landscape
- Rapid technological advancements requiring continuous innovation
Competitors and Market Share
Key Competitors
- SAP (SAP)
- Oracle (ORCL)
- Microsoft (MSFT)
Competitive Landscape
Workday competes primarily with SAP and Oracle in the HCM and financial management markets. Workday's advantages include its cloud-native architecture, user-friendly interface, and strong customer satisfaction. Disadvantages include its higher price point and limited presence in certain geographic regions.
Major Acquisitions
Peakon
- Year: 2021
- Acquisition Price (USD millions): 700
- Strategic Rationale: Expanded Workday's employee engagement and feedback capabilities.
Growth Trajectory and Initiatives
Historical Growth: Workday has experienced significant revenue growth over the past decade, driven by the increasing adoption of cloud-based enterprise software.
Future Projections: Analysts project continued revenue growth for Workday in the coming years, driven by its expanding product portfolio and increasing market share. Continued profit margin expansion is also projected.
Recent Initiatives: Recent strategic initiatives include expanding its product offerings in areas such as skills management and data analytics, as well as focusing on international expansion and partnerships.
Summary
Workday is a strong player in the cloud-based HCM and financial management market. The company's focus on innovation, customer satisfaction, and cloud-native architecture has driven significant growth. However, it faces intense competition and needs to address its higher price point to maintain its competitive edge. Its strengths are well positioning it for the future.
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Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Workday Inc
Exchange NASDAQ | Headquaters Pleasanton, CA, United States | ||
IPO Launch date 2012-10-12 | CEO & Director Mr. Carl M. Eschenbach | ||
Sector Technology | Industry Software - Application | Full time employees 20482 | Website https://www.workday.com |
Full time employees 20482 | Website https://www.workday.com | ||
Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications; and applications for analytics and reporting comprising augmented analytics to surface insights to the line of business in simple-to-understand stories. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications; and Workday Illuminate, which helps customers accelerate manual tasks, assist employees, and transform business processes. The company serves the professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. It sells its solutions through its direct sales organization. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.
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