WORKIVA INC CLASS A (WK)
Information Technology · Enterprise reporting and compliance software · NYSE
AI-powered unified SaaS platform connecting financial reporting, sustainability, and GRC data for Fortune 1000 enterprises.
What WORKIVA INC CLASS A does
Workiva is an AI-powered SaaS platform that unifies financial reporting, sustainability management, and governance, risk, and compliance (GRC) data for enterprise organizations. The platform connects data from ERP, HCM, CRM, and other third-party systems to help accounting, finance, sustainability, risk, and audit teams create, review, and publish audit-ready reports and disclosures. With over 6,600 customers including 85% of Fortune 1,000 companies, Workiva serves multiple verticals across financial reporting, sustainability management, and GRC solution groups.
Themes: ["Financial reporting and disclosure","ESG and sustainability management","Governance, risk, and compliance (GRC)","AI-powered automation","Cloud transformation","Data integration and unified reporting","Enterprise compliance"]
Fundamentals
- Price$52.33 as of 2026-07-09 close
- Market cap$3.0B as of 2026-07-10
- 1-year return-27.0% as of 2026-07-09 close
- P/E210.27 as of 2026-07-10
- Net margin+1.5% as of 2026-07-10
- Gross margin+79.4% as of 2026-07-10
- ROE-3422.5% as of 2026-07-10
- Debt / equity1778.50 as of 2026-07-10
- Revenue growth (YoY)+20.3% as of 2026-07-10
- Revenue CAGR (3y)+18.0% SEC XBRL
- Beta0.45 as of 2026-07-10
Key risks (from latest filing)
["Highly competitive and rapidly changing market environment with emerging new risks, including potential inability to compete effectively or maintain market position","Dependence on continued adoption and expansion of SaaS solutions; customers may delay purchases or reduce spending due to economic conditions or regulatory changes","Debt obligations including convertible senior notes; refinancing risk and potential dilution to shareholders if notes are converted"]
Competitors & peers
- Anaplan (Salesforce)
- OneStream Software
- Alteryx
- Tableau (Salesforce)
- Workday
- SAP Analytics Cloud
- IBM Planning Analytics
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.