Workday Community

This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.

Key Takeaways Expansion into AI and international markets positions Workday for revenue growth by attracting customers seeking integrated AI operations and untapped market potential. Demand for AI SKUs and ecosystem investments improve margins and revenue through higher-value offerings and sustained growth in ACV and new revenue streams.