Workday

WDAY

Software - Application · Technology

Price

$144.78

-0.65 (-0.45%)

Market Cap

$37.92B

Exchange

NASDAQ

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Share count rising — dilution

+3.7% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 254.0M (2022) → 263.4M (2026)

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and managemen

Winston Score History

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60 trades / 12mo

35 Congressional buys and 25 sells on WDAY in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+14.5% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+57.1% YoY

YoY Growth Rate

Strong earnings growth

R&D Spend

$2.7B/ year

→ Flat (+2% vs prior year)

28.0% of revenue

1.9x the sector average (15%)

Steady R&D investment year-over-year

Insider Activity

0.7%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$1.5B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Workday is a rare growth stock that's already generating positive cash flow while growing at 15%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

75.9%

Premium pricing power — 75.9% gross margin

Operating Margin

12.0%

Healthy — 12.0% operating margin

ROCE

2.8%

Weak — 2.8% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

+13.3%

Fast-growing sales (13.3% YoY)

EPS YoY

-55.1%

Earnings shrinking (-55.1% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Cash Conversion

500%

Turns 500% of profit into real cash

FCF Margin

35.5%

Converts sales into free cash efficiently (35.5%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

Debt / Equity

0.40

Conservative — low debt load (0.40)

Interest Cover

7.77x

Adequate interest coverage (7.8x)

Interest coverage between 3 and 8. Profits cover interest several times over.

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Valuation

P/E Ratio (TTM)

53.6x

Expensive — P/E 53.6

P/E over 35. The market is pricing in heavy, sustained growth.

P/E vs Forward

+44.2

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (53.6 → 9.4)

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Dividends

Not applicable for this business.

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