WDAY · Workday, Inc.
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| 12-month subscription revenue backlog | $2.35B | FY2027 Q1 | +14.3% |
|
|
|||
| Free cash flows non-GAAP | $616M | Q1 FY2027 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 696M
-80M Capital expenditures
= Free cash flows 616M
|
|||
| Non-GAAP operating income non-GAAP | $809M | Q1 FY2027 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Operating income 338M
+409M Share-based compensation expense
+19M Employer payroll tax-related items on employee stock transactions
+36M Amortization of acquisition-related intangible assets
+7M Acquisition-related costs
+0M Restructuring costs
= Non-GAAP operating income 809M
|
|||
| Total subscription revenue backlog | 27.29B | Q1 FY2027 | — |
| AI actions delivered across its platform | 1.7B | FY2026 | — |
| Core Workday Financial Management and Workday HCM customers | 7,000 | FY2026 | — |
| Customers | 11,500 | FY2026 | — |
| Non-GAAP operating margin non-GAAP | 29.6% | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating margin 7.5%
+16.4% Share-based compensation expense
+0.7% Employer payroll tax-related items on employee stock transactions
+1.1% Amortization of acquisition-related intangible assets
+0.6% Acquisition-related costs
+3.3% Restructuring costs
= Non-GAAP operating margin 29.6%
|
|||
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WDAY
this stock
Workday, Inc.
|
$48.74B | -7.6% | +36.1% | 61.5 | 10.3% |
|
SAP
Sap SE
|
$249.56B | -11.2% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$188.60B | -8.9% | +30.1% | 98.4 | 1.6% |
|
CRM
Salesforce, Inc.
|
$160.64B | -22.2% | +25.9% | 22.7 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$160.44B | -4.5% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WDAY | +13.2% | +49.8% | +42.6% | +23.8% | -7.6% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +13.6% | +46.9% | +31.1% | +20.8% | -20.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.