
A steady large-cap growth-at-a-reasonable-price pick trading at a discounted valuation. Frameworks sharply disagree on it.
Mkt Cap
$30.21B
P/E
—
PEG
0.49
P/B
4.02
Dividend
—
ROE
8.2%
About the business
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. 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. The company serves the professional and business services, financial services, healthcare, manufacturing, media, 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.
Who would buy WDAY?
Consensus 29/100 · Mixed · Investors are split.
Endorses
· 3 frameworksPEG < 1 (growth at a discount) 0.49× clears "< 1.00×".
Down > 30% from 52-wk high -56.2% clears "< -30.0%".
Debt/Equity < 0.5 0.49 clears "< 0.50".
7 insiders sold $206.0M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net buyers by 6,124,312 shares.
In Prism's context
Insider selling is worth flagging but insiders sell for many non-thesis reasons. Read alongside the framework verdict (Fails criteria).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| SAUER RICHARD HARRY | Officer | Award / grant | May 5, 2026 | 98,929 | $0.00 | $0 | Direct |
| ENSLIN ROBERT | President | Award / grant | May 5, 2026 | 87,291 | $0.00 | $0 | Direct |
| ROWE ZANE C | Chief Financial Officer | Award / grant | May 5, 2026 | 87,291 | $0.00 | $0 | Direct |
| KAZMAIER GERRIT S | Officer | Award / grant | May 5, 2026 | 116,387 | $0.00 | $0 | Direct |
| GARFIELD MARK S. | Officer | Award / grant | May 5, 2026 | 46,554 | $0.00 | $0 | Direct |
| GARFIELD MARK S. | Officer | Open-market sell | Apr 10, 2026 | 1,585 | $113.05 | $179K | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Apr 9, 2026 | 107,500 | $112.33 | $12.08M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Apr 9, 2026 | 107,500 | — | — | Indirect |
| ROWE ZANE C | Chief Financial Officer | Open-market sell | Apr 7, 2026 | 6,000 | $128.22 | $769K | Direct |
| KAZMAIER GERRIT S | Officer | Open-market sell | Apr 7, 2026 | 9,356 | $128.39 | $1.20M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Apr 6, 2026 | 107,500 | $129.60 | $13.93M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Apr 6, 2026 | 107,500 | — | — | Indirect |
| ENSLIN ROBERT | President | Open-market sell | Apr 6, 2026 | 5,373 | $129.41 | $695K | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 31, 2026 | 107,500 | $129.76 | $13.95M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 31, 2026 | 107,500 | — | — | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 26, 2026 | 107,500 | $128.35 | $13.80M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 26, 2026 | 107,500 | — | — | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 23, 2026 | 107,500 | $136.82 | $14.71M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 23, 2026 | 107,500 | — | — | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 18, 2026 | 107,500 | $132.58 | $14.25M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 18, 2026 | 107,500 | — | — | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 13, 2026 | 107,500 | $132.67 | $14.26M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 13, 2026 | 107,500 | — | — | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 10, 2026 | 107,500 | $142.18 | $15.28M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 10, 2026 | 107,500 | — | — | Direct |
| BHUSRI ANEEL | Chief Executive Officer | Award / grant | Mar 5, 2026 | 437,602 | $0.00 | $0 | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 5, 2026 | 107,500 | $147.16 | $15.82M | Indirect |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 5, 2026 | 107,500 | — | — | Indirect |
| ENSLIN ROBERT | President | Award / grant | Mar 5, 2026 | 67,944 | $0.00 | $0 | Direct |
| ROWE ZANE C | Chief Financial Officer | Award / grant | Mar 5, 2026 | 67,944 | $0.00 | $0 | Direct |
| KAZMAIER GERRIT S | Officer | Award / grant | Mar 5, 2026 | 81,533 | $0.00 | $0 | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Mar 2, 2026 | 107,500 | $134.40 | $14.45M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Mar 2, 2026 | 107,500 | — | — | Direct |
| BHUSRI ANEEL | Chief Executive Officer | Award / grant | Feb 26, 2026 | 9,182 | $0.00 | $0 | Direct |
| SAUER RICHARD HARRY | Officer | Award / grant | Feb 26, 2026 | 4,132 | $0.00 | $0 | Direct |
| ROWE ZANE C | Chief Financial Officer | Award / grant | Feb 26, 2026 | 5,968 | $0.00 | $0 | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Open-market sell | Jan 8, 2026 | 82,884 | $209.75 | $17.39M | Direct |
| DUFFIELD DAVID A. | Beneficial Owner of more than 10% of a Class of Security | Transaction | Jan 8, 2026 | 82,884 | — | — | Direct |
| ESCHENBACH CARL M | Chief Executive Officer | Stock Gift at price 0.00 per share. | Jan 8, 2026 | 9,568 | $0.00 | $0 | Direct |
| GARFIELD MARK S. | Officer | Open-market sell | Jan 8, 2026 | 953 | $209.56 | $200K | Direct |
Showing 40 of 50 matching transactions.
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 2.1% of shares outstanding.
Net 6M: +6,124,312 sh
Price history
Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: A notable drawdown — worth re-reading the framework verdicts below with the cheaper price in mind.
Add Workday, Inc. at a hypothetical weight and Prism recalculates your whole book:
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
How much this shifts your top sector weight and overall diversification.
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
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Sign in to run this simulationWDAY: 56% estimated probability of outperforming over the next 12M window. 2 of 6 signal families mixed (medium confidence). Strongest support: 6% below fair value. Main risk to monitor: Near 52w lows (6%).
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
P/B 4.02× · FCF yield 10.0%
6% below fair value
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
No deterioration, no surprise re-acceleration. 12% operating margin and 14% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Sector: Technology. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | WDAY | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 22.0× | — | 23.0× |
| P/B | 4.02× | 4.00× | — | 4.50× |
| Dividend yield | — | 1.00% | — | 1.40% |
| ROE | 8.2% |
Reported EPS $2.47 vs $2.52 expected. With no surprise on the headline, the share-price reaction is usually driven by guidance, KPIs, or commentary on demand. Trailing operating margin: 12.0%.
In-line prints transfer the conversation from the headline to the guidance, the segment mix, and management commentary on the demand environment.
Next earnings
Thu, May 21 · consensus EPS $2.52 · last actual $2.47
P/E Ratio (TTM)
N/A
PEG Ratio
0.49
P/B Ratio
4.02
EPS Growth
62.9%
Revenue Growth
14.5%
Debt / Equity
0.49
Net Cash / Share
$7.96
Return on Equity
8.2%
Gross Margin
75.7%
Operating Margin
12.0%
FCF / Share
$14.79
Current Ratio
1.32
Rejects
· 3 frameworksROE > 20% is 8.2% — fails "> 20.0%".
P/B < 1.0 (below book) is 4.02× — fails "< 1.00×".
ROE > 25% (elite) is 8.2% — fails "> 25.0%".
Roughly fairly valued; valuation is a neutral input.
Quality is mixed — some strengths, some softness.
Capital structure is unremarkable — neither a stress nor a tailwind.
Price has been weak — momentum is a headwind.
Informed money is leaning the other way — net selling or thin interest.
Mixed catalyst picture.
Among 103 historical setups with similar Prism Score and signal-agreement profiles, 54% beat the benchmark over the next 12 months, with average excess return of +2.4% / yr.
ROE 8% · Op margin 12%
D/E 0.49 · CR 1.32
Net selling — 7 insiders
No tracked superinvestor holds it
Buyback runway via FCF
6% through 52w range
EPS 63% · Rev 14%
Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.
| — |
| 16.0% |
Institutional Own.
101.2%
Insider Own.
2.1%
Dividend Yield
N/A
Book Value / Share
$30.12