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Upturn AI SWOT - About
WK 
Workiva Inc (WK)
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Upturn Advisory Summary
04/01/2025: WK (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -48.87% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.27B USD | Price to earnings Ratio - | 1Y Target Price 117.22 |
Price to earnings Ratio - | 1Y Target Price 117.22 | ||
Volume (30-day avg) 707949 | Beta 1.09 | 52 Weeks Range 65.47 - 116.83 | Updated Date 04/2/2025 |
52 Weeks Range 65.47 - 116.83 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.99 |
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 -7.45% | Operating Margin (TTM) -4.51% |
Management Effectiveness
Return on Assets (TTM) -3.49% | Return on Equity (TTM) -2762.53% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4245803232 | Price to Sales(TTM) 5.78 |
Enterprise Value 4245803232 | Price to Sales(TTM) 5.78 | ||
Enterprise Value to Revenue 5.75 | Enterprise Value to EBITDA -80.36 | Shares Outstanding 52280400 | Shares Floating 49985274 |
Shares Outstanding 52280400 | Shares Floating 49985274 | ||
Percent Insiders 3.81 | Percent Institutions 96.04 |
Analyst Ratings
Rating 4.64 | Target Price 122.54 | Buy 4 | Strong Buy 7 |
Buy 4 | Strong Buy 7 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Workiva Inc
Company Overview
History and Background
Workiva Inc. was founded in 2008 as a cloud-based platform provider for connected reporting and compliance. Initially focused on XBRL reporting, it has expanded its offerings to address broader ESG, audit, and risk management needs.
Core Business Areas
- Cloud Platform for Connected Reporting and Compliance: Workiva's core platform enables organizations to connect data and documents in a controlled, auditable environment. It facilitates regulatory reporting, ESG reporting, and financial close management.
Leadership and Structure
Workiva is led by CEO Julie Iskow. The organizational structure is functional, encompassing sales, marketing, product development, and customer success teams.
Top Products and Market Share
Key Offerings
- Wdesk (Workiva Platform): Workiva's flagship platform for connected reporting and compliance. It is used for SEC reporting (10-K, 10-Q), ESG reporting, audit management, and risk management. Market share data is proprietary, but Workiva is a leading player in the SEC reporting software market. Competitors include BlackLine (BL), Anaplan (PLAN - delisted) and OneTrust.
Market Dynamics
Industry Overview
The market for cloud-based connected reporting and compliance solutions is growing, driven by increasing regulatory complexity, the rise of ESG reporting, and the need for data-driven decision-making. Adoption rates are increasing as more companies digitize their processes.
Positioning
Workiva is positioned as a leading provider of cloud-based connected reporting and compliance solutions. Its competitive advantages include its robust platform, its expertise in regulatory reporting, and its strong customer relationships.
Total Addressable Market (TAM)
The TAM is estimated to be in the tens of billions of dollars, encompassing financial reporting, ESG, audit, and risk management. Workiva is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Robust platform
- Strong customer relationships
- Expertise in regulatory reporting
- Scalable cloud-based architecture
- First-mover advantage in connected reporting
Weaknesses
- Relatively high cost compared to some competitors
- Dependence on regulatory changes driving demand
- Sales cycles can be lengthy
- Requires technical expertise to implement and manage
Opportunities
- Expanding into new markets and geographies
- Developing new products and services to address emerging needs
- Acquiring complementary technologies and businesses
- Partnering with other software vendors
- Capitalizing on increasing ESG reporting requirements
Threats
- Competition from established software vendors
- Emergence of new technologies
- Economic downturn
- Changes in regulatory requirements
- Security breaches
Competitors and Market Share
Key Competitors
- BL
- ONEO
- ALRM
- ACN
Competitive Landscape
Workiva competes with both established software vendors and smaller, niche players. Its competitive advantages include its robust platform and its expertise in regulatory reporting.
Major Acquisitions
ParsePort
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: Strengthen Workiva's European Union presence for ESAP reporting.
Growth Trajectory and Initiatives
Historical Growth: Workiva has experienced strong revenue growth over the past several years.
Future Projections: Analysts project continued revenue growth for Workiva, driven by increasing demand for its platform.
Recent Initiatives: Recent initiatives include expanding its platform to support ESG reporting and investing in sales and marketing.
Summary
Workiva is a leading player in the connected reporting and compliance market. The company exhibits strong revenue growth, driven by its robust platform and expertise in regulatory reporting. Although profitability is a current challenge, Workiva's growth trajectory and market position makes it strong, but it needs to focus on profitability.
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Sources and Disclaimers
Data Sources:
- Workiva's investor relations website
- Third-party market research reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary.
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 Workiva Inc
Exchange NYSE | Headquaters Ames, IA, United States | ||
IPO Launch date 2014-12-12 | CEO, President & Director Ms. Julie Iskow | ||
Sector Technology | Industry Software - Application | Full time employees 2828 | Website https://www.workiva.com |
Full time employees 2828 | Website https://www.workiva.com | ||
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the Americas and internationally. It provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities; audit trail services; administrators access management; and connects and transforms data from various enterprise resource planning, human capital management, and customer relationship management systems, as well as other third-party cloud and on-premise applications. The company serves public and private companies, government agencies, and higher-education institutions. Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa.
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