Provides cloud-based financial management applications. Offers human capital management (HCM) solutions. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
This is an established company with proven profits.
Average growth of 17% a year over the last 4 years. Red columns mark years that ended in a loss.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly above the class average — a step short of the very top.
The cash pile is strong; debt and other items pull the grade toward the middle.
Clearly below the class average.
Sales are growing strongly for its sector.
The stock has been running stronger than the market lately.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
The stock trades 40% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 17% a year on average.
There is $5.4B in the vault; even if every debt were paid off, $1.6B would remain.
It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.
The company’s market value is 70 times its annual profit. Even a small disappointment could hit the price hard.
Over the last 12 months, executives reported 300 sells against just 54 buys. Not an alarm bell by itself, but a number worth watching.
On our five-subject report card, WDAY sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: WDAY is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.