WDAY
Workday, Inc.Previous close
197.82
Change
+2.36 / +1.21%
P/E (TTM) ?
37.4
Market Cap
$50.6B
1M
+3.86%
S&P 500 −0.91% over same period
Volume / Avg Volume
2.5M / 2.2M
1.13× average
Latest earnings analysisFY2027 Q2Reported 2026-08-27
Workday FY27 Q2: revenue up 12.8%, GAAP EPS inflated by tax benefit
Workday's fiscal 2027 second quarter was a solid operating quarter dressed up by an accounting event: revenue rose 12.8% to $2.649 billion and non-GAAP EPS reached $2.75, but the $2.57 GAAP figure leans on a $1.52-per-share tax benefit. Free cash flow fell to $460 million, so read growth and margins as steady, not accelerating.
Read the full analysis →Revenue$2.65BYoY +12.80%
EPS (non-GAAP)$2.75
Next-quarter revenue guidance$2.52BBelow estimatesest. $2.75B
Next-day move+5.76%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2027 Q2 Quarter ended 2026-07 | 2026-08-27 | $2.6B | Read analysis → |
| FY2027 Q1 Quarter ended 2026-04 | 2026-05-21 | $2.5B | Pending |
| FY2026 Q4 Quarter ended 2026-01 | 2026-02-04 | $9.6B | Pending |
| FY2026 Q3 Quarter ended 2025-10 | 2025-11-25 | $2.4B | Pending |
| FY2026 Q2 Quarter ended 2025-07 | 2025-08-21 | $2.3B | Pending |
| FY2026 Q1 Quarter ended 2025-04 | 2025-05-23 | $2.2B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 1 of its 5-year rangeCheap
5-year range 38.6 – 1,150.3 · Median 52.3
Last 4 quarters: $5.2B in buybacks + $0 in dividends, 10.33% of market cap combined
P/E (TTM)
37.4
P/B
7.2
P/S
4.6
PEG
0.84
Earnings Reaction
Over the last 6 reports, the stock moved ±4.8% on average on the first trading day after, rising 3 times
Most recent +5.76%
Guidance Credibility
Of the last 3 next-quarter revenue guides, 3 were met; actual results averaged 8.5% above guidance
Volatility & Correlation
1-year beta 0.27 · Correlation with S&P 500 0.06Low beta
Annualized volatility 54% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 9 · $82.4MNet selling $82.4M
- 10-12Garfield Mark S.Chief Accounting OfficerSell$0.17M918 shares · Avg price 189.45
- 10-09DUFFIELD DAVID ASell$18.7M99,835 shares · 6 trades · Avg price 187.55
- 10-06DUFFIELD DAVID ASell$18.6M99,228 shares · 6 trades · Avg price 187.32
- 10-06Kazmaier Gerrit SPresident, Prod. and Tech.Sell$0.51M2,729 shares · 5 trades · Avg price 187.28
- 10-06Rowe ZaneChief Financial OfficerSell$1.1M6,000 shares · 5 trades · Avg price 187.23
- 10-05Enslin RobertPresident, CCOSell$1.0M5,374 shares · 5 trades · Avg price 187.00
- 10-01DUFFIELD DAVID ASell$18.4M98,446 shares · 11 trades · Avg price 187.07
- 09-28DUFFIELD DAVID ASell$18.7M98,971 shares · 9 trades · Avg price 188.55
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2027 Q2 | 2.65 | +12.8% | — | 0.63 | 2.57 |
| FY2027 Q1 | 2.54 | +13.5% | — | 0.22 | 0.87 |
| FY2026 Q4 | 2.53 | +14.5% | — | 0.15 | 0.56 |
| FY2026 Q3 | 2.43 | +12.6% | — | 0.25 | 0.94 |
| FY2026 Q2 | 2.35 | +12.6% | — | 0.23 | 0.84 |
| FY2026 Q1 | 2.24 | +12.6% | — | 0.07 | 0.25 |
| FY2025 Q4 | 2.21 | +15.0% | — | 0.09 | 0.34 |
| FY2025 Q3 | 2.16 | +15.8% | — | 0.19 | 0.72 |
| FY2025 Q2 | 2.09 | +16.7% | — | 0.13 | 0.49 |
| FY2025 Q1 | 1.99 | +18.2% | — | 0.11 | 0.40 |
| FY2024 Q4 | 1.92 | +16.7% | — | 1.19 | 4.48 |
| FY2024 Q3 | 1.87 | +16.7% | — | 0.11 | 0.43 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| WDAY | 37.4 | +12.8% | — | +3.86% | Neutral |
| NVDA | 25.8 | +105.9% | 75.0% | −10.39% | Bullish |
| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |