Workday is a provider of enterprise cloud applications for finance and human resources. The company's products include: Workday Financial Management, an application with financial capabilities, analytics and metrics, and auditable process management; and Workday Human Capital Management, which includes global human resources management (workforce lifecycle management, organization management, compensation, absence, and employee benefits administration) and global talent management (goal management, performance management, succession planning, and career and development planning). The company's other solutions include Adaptive Insights Business Planning Cloud, as well as Workday Data-as-a-Service.
  • TickerWDAY
  • ISINUS98138H1014
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Valens Research

WDAY - Embedded Expectations Analysis - 2020 05 28

Workday, Inc. (WDAY:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 59.9x Uniform P/E. However, even at these levels, market expectations are for profitability to cease recent expansion, but management is excited about their vertical strategy, and confident about their Business Planning Cloud growth rate and HCM customers Specifically, management generated an excitement marker when saying their vertical strategy better aligns them with their partner go-to-market strategy. Additionally, they are confident they now have 45% of the Fortune 500 as...

Ahmad Khalil ...
  • Steve Koenig

Surprising Guidance Withdrawal for Ratable Model

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Still Bullish, But With Reservations And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. Still, the Materials and Energy Secto...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

WDAY - Embedded Expectations Analysis - 2020 05 28

Workday, Inc. (WDAY:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 59.9x Uniform P/E. However, even at these levels, market expectations are for profitability to cease recent expansion, but management is excited about their vertical strategy, and confident about their Business Planning Cloud growth rate and HCM customers Specifically, management generated an excitement marker when saying their vertical strategy better aligns them with their partner go-to-market strategy. Additionally, they are confident they now have 45% of the Fortune 500 as...

Ahmad Khalil ...
  • Steve Koenig

Surprising Guidance Withdrawal for Ratable Model

Valens Research

UAFRS vs As Reported Weekly Highlights - 2020 05 21

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for WDAY, EGOV, and EPAY.

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

ValuEngine Rating and Forecast Report for WDAY

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