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WDAY

💻 Technology

Workday, Inc.

Conservative #690Aggressive #902Moderate RiskLow 27ML↑ 37pt
$133.15+2.24%
Day High$133.88
Day Low$117.76
Volume22.3M
Mkt Cap$35.6B
52W Low $11852W High $281
Market Cap
$38.6B
P/E Ratio
60.9
Sector avg: 87.8
Rev Growth
16.4%
Sector avg: 14.8%
Earnings Growth
-61.9%
Profit Margin
6.2%
Sector avg: -110.0%
Debt/Equity
0.37

Why This Score

WDAY scores 45.7 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Elevated valuation at 60.9x earnings — requires sustained growth to justify the premium.

Moderate penalties (-4.4 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score45.7
Fundamental Score44.1
ML Score45.0

Score by Horizon

3 Month
80.0
6 Month
89.4
Primary
1 Year
94.1

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
56
Neutral
Analyst (6.4%)
65
Favorable
Tradability (post-hoc)
99
Grade A
Base
48.3
SHAP
+1.8
Factors
+1.8
Conviction
-2.2
Divergence
-4.0
Final
45.7
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

52AVG
Value40
Quality55
Growth35
Stability75
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)34.0
Technical (Momentum, Weinstein, Volatility)34.0
External (Sentiment, Analyst, Macro)80.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+7.7% to +13.3%
Medium-term
+11.2% to +19.6%
Long-term
+18.7% to +30.3%

ML Model Core Features100 trained inputs → ML Score: 45

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score64.6/100
Target Upside+77.7%
Coverage79 analysts
Market Sentiment
Sentiment Score55.8/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.5%
6M Momentum-0.4%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-7.7%
Momentum ConsistencyStrong (0.83)
Relative Strength vs Sector-48.8%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality-0.263
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
5%
Low risk
Sector RevGr Rank
P64
Revenue growth vs Technology peers
Sector PE Rank
P19
Valuation vs Technology peers
Sector FCF Rank
P80
Free cash flow vs Technology peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 58 relative to sector peers58/100
Machine learning model ranks this stock at the 95th percentileP95
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.8pt (features align with model priorities)—
Blend: 91% fund (58.0) + 9% ML (94.7) + SHAP(+1.8) = 63.1—
Factor quality: +1.8pt (multi-factor composite)—
Risk assessment: moderate. Annualized volatility 7.7%. Max drawdown 42% (-12.0 pts). Price momentum -45% (-8.0 pts)Moderate
Market cap adjustment: +2.0 points ($38.6B market cap)+2.0 pts
Conviction penalty: -2.2pt (conviction=27)—
Divergence penalty: -4.0pt (ML 37pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #159 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
WDAY45.760.916.4%6.2%$38.6B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy79 analysts
Buy: 44Hold: 34Sell: 1
Price Target
$205consensus
Low $125Median $200High $298
+54.2% to consensus target

Company Overviewvia FMP

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. The company also provides cloud spend management solutions that helps organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; Human Capital Management (HCM) solution, a suite of human capital management applications that allows organizations to manage the entire employee lifecycle from recruitment to retirement, and enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences; Workday applications for planning; and applications for analytics and reporting, including augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. 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.

CEO
Aneel Bhusri
Employees
20,482
Beta
1.12
Industry
Software - Application
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
15.7
Oversold
Trend
Bearish
10-day vs 50-day MA
From 52W High
-52.6%
High: $281
From 52W Low
+13.1%
Low: $117.76
Moving Averages
10-Day
$138.90
Below
20-Day
$153.10
Below
50-Day
$185.00
Below
200-Day
$222.80
Below
60-Day Support
$117.76
60-Day Resistance
$226.83
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 2/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-40.2%
200 SMA Slope (60d)
-6.72%
Falling
Volume Ratio
1.65x
10d avg vs 50d avg
Days in Stage
83
Confidence: 90%
Recent Gap Down

Financial Statementslast 4 quarters via FMP

MetricQ4 2026Q3 2025Q2 2025Q1 2025
Revenue$2.5B$2.4B$2.3B$2.2B
Gross Profit$1.9B$1.8B$1.8B$1.7B
Operating Income$304M$259M$248M$39M
Net Income$145M$252M$228M$68M
EPS (Diluted)$0.55$0.94$0.84$0.25
Gross Margin75.9%75.7%75.2%76.0%
Operating Margin12.0%10.6%10.6%1.7%
Net Margin5.7%10.4%9.7%3.0%

Why This Stock

TechnologyRevenue growth 16.4%

Tradability FilterGrade A — 99/100Score impact: -1.7pt

Volume
100
3.8M avg/day
Dollar Vol
100
$490M/day
Float
100
265M shares
Mkt Cap
92
$38.6B
Range
100
123% spread
Composite Liquidity Score99/100
FDCBA

Multi-Year Range Analysis

Sideways: 1/100
YearLowHighRangeStatus
2021$217.60$307.8134.3%Moderate
2022$128.72$272.5071.7%Wide
2023$157.85$279.8355.7%Wide
2024$199.81$311.2843.6%Wide
2025$205.33$283.6832%Moderate
3-Year Range
65.4%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
99.3%
Outstanding Shares
267M
Bid-Ask Spread
123.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.