Workday, Inc. (WDAY)
Information Technology · Cloud-based enterprise software and AI platform
Enterprise AI platform delivering cloud-based human capital management, financial management, and workforce planning solutions to over 11,500 global organizations.
What Workday, Inc. does
Workday is an enterprise AI platform that delivers cloud-based applications for human capital management (HCM), financial management, spend management, and planning. The company serves a diverse customer base ranging from emerging and medium-sized businesses to over 65% of the Fortune 500, with more than 75 million users under contract globally. Workday generates revenues primarily through subscription services (93% of revenue) and professional services, with a focus on helping customers optimize workforce management, financial processes, and operational efficiency through AI-powered insights and decision-making tools.
Themes: ["AI infrastructure and agents","Enterprise AI platform","Cloud HCM and HR tech","Financial management automation","Workforce management","Data analytics and insights","Low-code/no-code development","Digital workplace transformation","Enterprise resource planning"]
Fundamentals
- Price$137.88 as of 2026-07-08 close
- Market cap$35.7B as of 2026-07-09
- 1-year return-42.7% as of 2026-07-08 close
- P/E42.10 as of 2026-07-09
- Net margin+8.6% as of 2026-07-09
- Gross margin+75.8% as of 2026-07-09
- ROE+10.4% as of 2026-07-09
- Debt / equity0.45 as of 2026-07-09
- Revenue growth (YoY)+13.3% as of 2026-07-09
- Revenue CAGR (3y)+15.4% SEC XBRL
- Beta1.07 as of 2026-07-09
Key risks (from latest filing)
["Macroeconomic uncertainty is moderating revenue growth due to extended sales cycles and deal scrutiny, particularly in government, higher education, and healthcare sectors tied to federal funding","Significant reliance on subscription services revenue (93% of total revenue), creating vulnerability to customer churn and renewal pressure amid economic headwinds","Increased competition and new product offerings by competitors could impact application mix, pricing, and market position in the enterprise software space"]
Competitors & peers
- Oracle (ORCL)
- SAP (SAP)
- Salesforce (CRM)
- ServiceNow (NOW)
- ADP (ADP)
- Ultimate Software (private)
- SuccessFactors (part of SAP)
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.