Theo Outlook
Workday provides cloud-based business applications for human resources, finance and planning worldwide. For the trailing twelve months through July 31, 2026 it reported revenue of $10.16 billion, a profit margin of 12.3 percent, diluted earnings per share of $4.91 and a market capitalization of $50.61 billion.
Bull case: quarterly revenue grew 12.8 percent year over year while operating margin reached 11.8 percent and return on equity stood at 16.0 percent. Bear case: the trailing price-to-earnings ratio of 42.77 and forward price-to-earnings ratio of 17.67 reflect elevated valuation relative to current earnings growth.
Key risks include competition in enterprise software and exposure to technology spending cycles. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .
