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68.6 (1y: +41%)
Market Cap 11.26 B P/E(ttm)
Enterprise Value 10.39 B P/B 19.30
WDAY- NYSE (USA)
Workday Inc
Not Rated
Top Ranked Predictable Companies
$68.60
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt 31.639
WDAY's Cash to Debt is ranked lower than
63% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 10000.00 vs. WDAY: 31.639 )
WDAY' s 10-Year Cash to Debt Range
Min: 7.07   Max: 31.64
Current: 31.64
7.07
31.64
Equity to Asset 0.608
WDAY's Equity to Asset is ranked higher than
65% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 0.49 vs. WDAY: 0.608 )
WDAY' s 10-Year Equity to Asset Range
Min: -0.79   Max: 0.61
Current: 0.61
-0.79
0.61
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) -43.10
WDAY's Operating margin (%) is ranked lower than
100% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 5.40 vs. WDAY: -43.10 )
WDAY' s 10-Year Operating margin (%) Range
Min: -58.4   Max: -43.1
Current: -43.1
-58.4
-43.1
Net-margin (%) -43.6
WDAY's Net-margin (%) is ranked lower than
101% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 3.50 vs. WDAY: -43.6 )
WDAY' s 10-Year Net-margin (%) Range
Min: -59.2   Max: -43.6
Current: -43.6
-59.2
-43.6
ROE (%) -20.1
WDAY's ROE (%) is ranked lower than
98% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 6.80 vs. WDAY: -20.1 )
WDAY' s 10-Year ROE (%) Range
Min: -20.1   Max: -20.1
Current: -20.1
ROA (%) -12.4
WDAY's ROA (%) is ranked lower than
111% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 4.00 vs. WDAY: -12.4 )
WDAY' s 10-Year ROA (%) Range
Min: -34.2   Max: -12.4
Current: -12.4
-34.2
-12.4
» WDAY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

WDAY Guru Trades in

WDAY Guru Trades in

Q4 2012

WDAY Guru Trades in Q4 2012

Steve Mandel 980,494 sh (New)
John Burbank 10,000 sh (New)
Ron Baron 107,434 sh (New)
Paul Tudor Jones 211,543 sh (New)
John Griffin 1,798,000 sh (New)
Chase Coleman 525,000 sh (New)
Steven Cohen 1,100 sh (New)
» More
Q1 2013

WDAY Guru Trades in Q1 2013

Julian Robertson 189,000 sh (New)
Steven Cohen 8,500 sh (+672.73%)
Paul Tudor Jones 211,543 sh (unchged)
Steve Mandel 980,494 sh (unchged)
Chase Coleman Sold Out
John Burbank Sold Out
John Griffin 1,283,000 sh (-28.64%)
Ron Baron 238 sh (-99.78%)
» More
» Details

Insider Trades

Latest Guru Trades with WDAY

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Julian Robertson 2013-03-31 New Buy1.6%$50.39 - $64.54 $ 67.9822%189000
John Griffin 2013-03-31 Reduce -28.64%0.4%$50.39 - $64.54 $ 67.9822%1283000
Ron Baron 2013-03-31 Reduce -99.78%0.04%$50.39 - $64.54 $ 67.9822%238
John Burbank 2013-03-31 Sold Out 0.02%$50.39 - $64.54 $ 67.9822%0
John Griffin 2012-12-31 New Buy1.4%$46.99 - $56.17 $ 67.9833%1798000
Steve Mandel 2012-12-31 New Buy0.34%$46.99 - $56.17 $ 67.9833%980494
Ron Baron 2012-12-31 New Buy0.04%$46.99 - $56.17 $ 67.9833%107434
John Burbank 2012-12-31 New Buy0.02%$46.99 - $56.17 $ 67.9833%10000
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Workday Inc

WDAY - Major Add for Steve Mandel, Workday Insiders Sell
April 23, 2013
- WDAY - Major Add For Steve Mandel, Workday Insiders Sell
Lone Pine Capital’s legendary hedge fund investor Steve Mandel increased his position in software company Workday Inc. (WDAY) by 259.24%, as of April 22, 2013, buying at an average price of $58.71 per share. After the trade, Steve Mandel owns 3,522,285 WDAY shares, making an impact of 0.93% on his equity portfolio. Mandel’s holding history shows that he first bought 980,494 shares at an average price of $51.2 with a gain of 14% in fourth quarter 2012. Read more...
Blue Ridge Capital Responds to Workday Inc.’s Mid-October IPO, Almost 7% Ownership
October 29, 2012
John Griffin - Blue Ridge Capital Responds To Workday Inc.’s Mid-October IPO, Almost 7% Ownership
Guru investor John Griffin’s Blue Ridge Capital has introduced newly public business software company, Workday Inc. (WDAY) to its hedge fund portfolio on Oct. 18, according to Griffin’s recent 13G SEC filing. Read more...

Ratios

vs
industry		 vs
history
P/B 19.30
WDAY's P/B is ranked lower than
115% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 1.90 vs. WDAY: 19.30 )
WDAY' s 10-Year P/B Range
Min: 5.27   Max: 7.11
Current: 19.3
5.27
7.11
P/S 18.50
WDAY's P/S is ranked lower than
132% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 1.40 vs. WDAY: 18.50 )
WDAY' s 10-Year P/S Range
Min: 20.24   Max: 27.3
Current: 18.5
20.24
27.3
EV-to-EBIT 19.2
WDAY's EV-to-EBIT is ranked higher than
84% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 18.35 vs. WDAY: 19.2 )
WDAY' s 10-Year EV-to-EBIT Range
Min: 0   Max: 0
Current: 19.2

Valuation & Return

vs
industry		 vs
history

Business Description

Workday, Inc. was incorporated in March 2005 as North Tahoe Power Tools, Inc., a Nevada corporation. In July 2005, it changed its name to Workday, Inc. and in June 2012 it reincorporated in Delaware. The Company is a provider of enterprise cloud-based applications for human capital management (HCM), payroll, financial management, time tracking, procurement and employee expense management. The Company's applications are designed for global enterprises to manage complex and dynamic operating environments. The Company provides its customers highly adaptable, accessible and reliable applications to manage critical business functions that enable them to optimize their financial and human capital resources. The Company's customers can operate with a more complete picture of their organization because its applications and embedded analytics capture the content and context of everyday business events, facilitating fast and informed decision-making from wherever they are working. The Company delivers its cloud-based applications using an innovative technology foundation that leverages the most recent advances in cloud computing and data management. The Company's suite of cloud-based applications is designed for leading global enterprises seeking highly flexible software that allows them to embrace changes in their operating and regulatory environments. The Company's rapid innovation cycle and regular deployment of the latest capabilities to its customers ensures that users are always able to use the latest version of its software, which it currently updates three times per year. The Company's applications provide its customers with significant visibility into their operations and enable real-time operational and financial insights. The Company's applications are designed to capture both the content and context of everyday business events without the technical complexity and rigidity associated with traditional relational databases. The Company's cloud-based model can result in significantly lower total costs when compared to legacy ERM software. With all of its customers operating on the same version of its software, its applications eliminate customized code and allow it to make regular updates to its software with minimal disruption. The Company's multi-tenant architecture enables multiple customers to share the same version of its applications while securely partitioning their respective application data. The Company's applications use objects to represent real-world entities such as employees, benefits, budgets, charts of accounts, and organizations. The Company's use of in-memory processing brings data physically closer to the central processing units and into main memory, eliminating the need to run a disk-seek operation each time a data look-up is performed. The Company has built a flexible and modern UI platform that allows it to quickly embrace new UI technologies without needing to rewrite the underlying application logic. The C
Company Website
SEC Reports
Industry: Software - Application
Compare:
Traded in other countries:W7D.Germany
» More Articles for WDAY

Headlines

Articles On GuruFocus.com
WDAY - Major Add for Steve Mandel, Workday Insiders Sell Apr 23 2013 
Blue Ridge Capital Responds to Workday Inc.’s Mid-October IPO, Almost 7% Ownership Oct 29 2012 

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