Workday Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
Workday verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 48.4%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 22.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 15.4%. Die Eigenkapitalrendite von Workday beträgt 12.7% und die Nettomargen betragen 8.6%.
Wichtige Informationen
48.35%
Wachstumsrate der Gewinne
48.29%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 15.41% |
| Eigenkapitalrendite | 12.67% |
| Netto-Marge | 8.60% |
| Letzte Ertragsaktualisierung | 30 Apr 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 13
Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse
Summary Workday is scheduled to report Q1 earnings next week, and there is a growing gap between management's and investors' expectations. The relative underperformance of WDAY stock suggests that smaller and less diversified software companies would be hit harder. Workday's management, however, expects exactly the opposite, and the upcoming results will give investors some crucial information about who's right or wrong. Read the full article on Seeking Alpha
Narrativ-Update • May 08
WDAY: Returning Leader And AI Focus Will Define Post Guidance Reset Phase
Workday's analyst price targets have been reset materially lower, with several firms cutting objectives by $40 to over $100 per share, as analysts factor in slower growth expectations, a shift toward heavier AI investment, leadership changes, and softer margin guidance following recent Q4 results and updated long term outlooks. Analyst Commentary Street research on Workday has turned more cautious overall, with many price targets reset lower and several ratings moved to Neutral or Hold.Narrativ-Update • Apr 23
WDAY: Returning Leader And AI Investments Will Reshape Post Guidance Reset Phase
Analysts have trimmed the Workday fair value estimate by about $2 to $179.22, citing a broad reset in price targets as they weigh slower sales trends, softer guidance, increased AI investment, and leadership changes against updated profit margin and P/E assumptions. Analyst Commentary Recent Street research on Workday reflects a wide reset in expectations, with price targets moving lower across almost all firms and ratings now spread across Buy or Overweight, Neutral or Hold, and In Line or Market Perform.Narrativ-Update • Apr 08
WDAY: Returning Leader And AI Focus Will Shape Post Guidance Reset Phase
Workday's analyst price targets have been cut sharply, with several firms trimming ranges by roughly $50 to $125 and citing slower sales trends, revised long term guidance, heavier AI investment weighing on margins, and added uncertainty around the CEO transition as key reasons. Analyst Commentary Street research around Workday is split between those who see the recent reset as an opportunity and those who view it as a sign that execution risk and growth uncertainty are rising.Narrativ-Update • Mar 25
WDAY: Returning Leader And AI Focus Will Define Next Phase
Narrative Update on Workday The revised analyst price target for Workday moves slightly lower as the fair value estimate shifts from $184.73 to $181.31. Analysts generally point to decelerating sales trends, lower long-term guidance, and greater uncertainty around execution under the refreshed AI-focused strategy and leadership changes.Narrativ-Update • Mar 10
WDAY: Returning Leader And AI Investment Reset Will Shape Next Phase
Our updated Workday price target moves lower to $184.73 from $231.17 as analysts cut targets across the board, citing decelerating sales, softer long-term guidance, higher investment in AI and leadership changes that introduce more uncertainty around growth and margins. Analyst Commentary Street research has turned more cautious on Workday, with a broad reset of expectations after Q4 results, lowered long term targets and the CEO transition.
Neues Narrativ • Feb 25
AI Adoption And Global Expansion Will Underpin A Stronger Long Term Thesis
Catalysts About Workday Workday provides cloud based HR and finance software that unifies people, processes and data on a single platform. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Feb 24
WDAY: Returning Leader And AI Execution Will Drive Next Phase
Our updated Workday view trims the fair value estimate to $231.17 from $263.60. This reflects a wave of reduced price targets across the Street as analysts factor in AI related uncertainty, slower bookings momentum, leadership changes, and only modest adjustments to long term growth, profitability, and P/E assumptions.Analyseartikel • Feb 11
The Price Is Right For Workday, Inc. (NASDAQ:WDAY) Even After Diving 26%
Unfortunately for some shareholders, the Workday, Inc. ( NASDAQ:WDAY ) share price has dived 26% in the last thirty...
Neues Narrativ • Feb 10
AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential
Catalysts About Workday Workday provides cloud applications that unify human capital management and financial management on a single platform for enterprises worldwide. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Feb 10
WDAY: Returning CEO And AI Focus Will Shape Next Chapter
Analysts have trimmed their price targets for Workday, leading to a lower fair value estimate of about US$264 from roughly US$272, citing a tougher path for share gains, questions around mid term targets after leadership changes, and a more measured view on growth and AI driven upside. Analyst Commentary Recent research paints a mixed picture for Workday, with many firms trimming price targets while still seeing room for execution on growth, AI and margins.Narrativ-Update • Jan 27
WDAY: Early AI Adoption And Partner Momentum Will Support Long Term Confidence
Analysts have trimmed their fair value estimate for Workday to about $272 from roughly $275, reflecting slightly lower long term revenue growth and P/E expectations, partly offset by marginally higher profit margin assumptions and a series of mixed but generally constructive price target updates across the Street. Analyst Commentary Street research on Workday has been active, with several firms revisiting their price targets and ratings after recent earnings and sector updates.Narrativ-Update • Jan 11
WDAY: AI And Midsize Cloud Expansion Will Strengthen Long Term Confidence
Analysts made only a small trim to their Workday fair value estimate to about $275 per share, reflecting a mix of slightly lower and higher price targets across the Street as they weigh solid recent results against questions on growth durability, the role of M&A in cRPO, and the trajectory of AI driven demand. Analyst Commentary Street research around Workday clusters around a tight range of price targets, with most firms making modest adjustments rather than wholesale changes.Narrativ-Update • Dec 25
WDAY: AI Adoption And Margin Discipline Will Drive Renewed Market Confidence
Analysts have nudged our Workday fair value estimate slightly higher to approximately $275.88 per share, reflecting a modest tightening in discount rate and steadier long term growth and margin assumptions, despite a mixed set of recent price target revisions that highlight solid execution, inorganic contributions to cRPO, and lingering concerns about the durability of organic growth and AI driven upside. Analyst Commentary Street research following the latest results reflects a nuanced but generally constructive stance on Workday, with modestly lower or unchanged price targets clustering around the high $200s and a mix of Buy, Equal Weight, Neutral, and Outperform ratings that align with our slightly higher fair value estimate.Narrativ-Update • Dec 11
WDAY: AI And Margin Framework Will Drive Renewed Market Confidence
Workday's analyst price target has edged slightly lower to approximately $276 from about $277, as analysts weigh solid, largely in line quarterly results and ongoing AI product momentum against concerns over decelerating organic growth, margin durability, and the inorganic tilt to recent cRPO outperformance. Analyst Commentary Bullish analysts highlight that Workday delivered a solid, largely in line quarter, with revenue, subscription revenue, and cRPO all tracking above consensus expectations, reinforcing confidence in the core execution story despite a volatile macro backdrop.Narrativ-Update • Nov 27
WDAY: AI Adoption And Margin Improvements Will Drive Renewed Market Confidence
Workday's analyst price target has been reduced slightly from $282.05 to $277.28, as analysts cite a mix of solid business execution along with ongoing concerns about the company's growth trajectory and the impact of artificial intelligence trends. Analyst Commentary Recent Street research demonstrates a spectrum of perspectives regarding Workday's near-term and medium-term prospects.Narrativ-Update • Sep 23
Cloud Native And AI Adoption Will Open Global Markets
Workday’s consensus price target rose modestly to $282.05 as analysts cited AI-driven product advancements, improving margins, and accretive acquisitions, but tempered optimism given competitive pressures, macro headwinds, and cautious guidance amid mixed business momentum. Analyst Commentary Bullish analysts highlighted new AI and Agentic AI initiatives, product updates, and acquisitions such as Sana and Paradox, which position Workday to benefit from enterprise adoption and improved platform capabilities.Narrativ-Update • Aug 27
AI Expansion And Efficiency Measures Will Strengthen Future Performance
Workday’s consensus price target has been revised downward to $280.19 as analysts cite tepid organic growth, mixed quarter indicators, increasing competition, and persistent sector headwinds, despite continued profitability improvements. Analyst Commentary Q2 results generally exceeded expectations on revenue and margin, but organic growth guidance was maintained, with revenue outlook lifts mainly attributed to the Paradox acquisition rather than core business acceleration.Analyseartikel • Aug 08
Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Feb 26
Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price
Summary Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have sparked renewed investor optimism, leading to a post-earnings rally. I'm upgrading WDAY stock to a neutral rating based on the improvement in its growth trajectory for FY26. The company is also slicing down 8.5% of its headcount and automating functions with AI, which is expected to produce significant operating margin gains this year. At 7.5x EV/FY26 revenue, Workday's valuation is fair but not low enough to justify a rebound rally; stay on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation
Summary In 3Q25, Workday generated $2.16 billion in revenues, posting a growth of 15.8% y/y. Margins improved substantially, with operating margin and net margin improving by 298 bps and 283 bps. WDAY's progress is AI will fuel its revenue growth. Its recruiter agent helped boost the ASP of its recruiting solutions by 150% and total new ACV by 4x. The company still has room to improve profitability, targeting a non-GAAP operating margin of 30% and FCF margin of 30% by FY2027. Valuation analysis indicates WDAY is trading above its fair value, with a DCF-implied share price of $162 versus the current $246, suggesting a potential downside of 34%. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Workday Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Apr 26 | 9,854 | 847 | 3,588 | 2,721 |
| 31 Jan 26 | 9,552 | 693 | 3,528 | 2,679 |
| 31 Oct 25 | 9,231 | 642 | 3,451 | 2,662 |
| 31 Jul 25 | 8,959 | 583 | 3,358 | 2,643 |
| 30 Apr 25 | 8,696 | 487 | 3,314 | 2,633 |
| 31 Jan 25 | 8,446 | 526 | 3,252 | 2,626 |
| 31 Oct 24 | 8,157 | 1,620 | 3,152 | 2,587 |
| 31 Jul 24 | 7,863 | 1,541 | 3,049 | 2,559 |
| 30 Apr 24 | 7,565 | 1,488 | 2,927 | 2,520 |
| 31 Jan 24 | 7,259 | 1,381 | 2,841 | 2,464 |
| 31 Oct 23 | 6,983 | 67 | 2,759 | 2,445 |
| 31 Jul 23 | 6,717 | -122 | 2,669 | 2,392 |
| 30 Apr 23 | 6,465 | -265 | 2,576 | 2,329 |
| 31 Jan 23 | 6,216 | -367 | 2,441 | 2,247 |
| 31 Oct 22 | 5,946 | -314 | 2,336 | 2,193 |
| 31 Jul 22 | 5,674 | -196 | 2,200 | 2,083 |
| 30 Apr 22 | 5,398 | -26 | 2,072 | 1,979 |
| 31 Jan 22 | 5,139 | 29 | 1,948 | 1,879 |
| 31 Oct 21 | 4,894 | 31 | 1,851 | 1,781 |
| 31 Jul 21 | 4,673 | -37 | 1,768 | 1,745 |
| 30 Apr 21 | 4,475 | -171 | 1,672 | 1,719 |
| 31 Jan 21 | 4,318 | -282 | 1,647 | 1,721 |
| 31 Oct 20 | 4,163 | -339 | 1,579 | 1,673 |
| 31 Jul 20 | 3,995 | -430 | 1,550 | 1,655 |
| 30 Apr 20 | 3,821 | -523 | 1,540 | 1,615 |
| 31 Jan 20 | 3,627 | -481 | 1,514 | 1,550 |
| 31 Oct 19 | 3,440 | -457 | 1,412 | 1,465 |
| 31 Jul 19 | 3,245 | -495 | 1,421 | 1,381 |
| 30 Apr 19 | 3,029 | -460 | 1,323 | 1,296 |
| 31 Jan 19 | 2,822 | -418 | 1,214 | 1,212 |
| 31 Oct 18 | 2,616 | -403 | 1,140 | 1,128 |
| 31 Jul 18 | 2,428 | -335 | 988 | 1,049 |
| 30 Apr 18 | 2,282 | -332 | 948 | 978 |
| 31 Jan 18 | 2,143 | -321 | 906 | 911 |
| 31 Oct 17 | 2,000 | -320 | 880 | 849 |
| 31 Jul 17 | 1,858 | -345 | 849 | 794 |
| 30 Apr 17 | 1,707 | -370 | 802 | 735 |
| 31 Jan 17 | 1,574 | -385 | 763 | 681 |
| 31 Oct 16 | 1,458 | -378 | 714 | 620 |
| 31 Jul 16 | 1,350 | -345 | 662 | 559 |
| 30 Apr 16 | 1,259 | -307 | 624 | 512 |
| 31 Jan 16 | 1,157 | -275 | 562 | 470 |
| 31 Oct 15 | 1,065 | -268 | 537 | 428 |
| 31 Jul 15 | 975 | -250 | 497 | 389 |
Qualität der Erträge: WDAY hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: WDAYDie aktuellen Gewinnspannen (8.6%) sind höher als im letzten Jahr (5.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: WDAY ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 48.4% pro Jahr gesteigert.
Beschleunigtes Wachstum: WDAYDas Gewinnwachstum des Unternehmens im letzten Jahr (73.9%) übertrifft seinen 5-Jahres-Durchschnitt (48.4% pro Jahr).
Erträge im Vergleich zur Industrie: WDAY Das Gewinnwachstum im vergangenen Jahr (73.9%) übertraf das der Branche Software 11.7% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: WDAYDie Eigenkapitalrendite des Unternehmens (12.7%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/27 20:50 |
| Aktienkurs zum Tagesende | 2026/05/27 00:00 |
| Gewinne | 2026/04/30 |
| Jährliche Einnahmen | 2026/01/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Workday, Inc. wird von 67 Analysten beobachtet. 40 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |