Workday, Inc.

NasdaqGS:WDAY Stock Report

Market Cap: US$63.6b

Workday Management

Management criteria checks 2/4

Workday's CEO is Carl Eschenbach, appointed in Feb 2024, has a tenure of 1.67 years. total yearly compensation is $26.17M, comprised of 3.8% salary and 96.2% bonuses, including company stock and options. directly owns 0.085% of the company’s shares, worth $54.24M. The average tenure of the management team and the board of directors is 2.3 years and 4.2 years respectively.

Key information

Carl Eschenbach

Chief executive officer

US$26.2m

Total compensation

CEO salary percentage3.82%
CEO tenure1.7yrs
CEO ownership0.09%
Management average tenure2.3yrs
Board average tenure4.2yrs

Recent management updates

Recent updates

Workday: Elliott's Nudge, Durable Backlog, And The Path To Re-Accelerate

Sep 24

Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?

Aug 08
Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?

There's Reason For Concern Over Workday, Inc.'s (NASDAQ:WDAY) Massive 25% Price Jump

May 22
There's Reason For Concern Over Workday, Inc.'s (NASDAQ:WDAY) Massive 25% Price Jump

Is There An Opportunity With Workday, Inc.'s (NASDAQ:WDAY) 33% Undervaluation?

May 04
Is There An Opportunity With Workday, Inc.'s (NASDAQ:WDAY) 33% Undervaluation?

Some Investors May Be Willing To Look Past Workday's (NASDAQ:WDAY) Soft Earnings

Mar 19
Some Investors May Be Willing To Look Past Workday's (NASDAQ:WDAY) Soft Earnings

Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price

Feb 26

Workday (NASDAQ:WDAY) Has A Rock Solid Balance Sheet

Feb 24
Workday (NASDAQ:WDAY) Has A Rock Solid Balance Sheet

Getting In Cheap On Workday, Inc. (NASDAQ:WDAY) Is Unlikely

Feb 05
Getting In Cheap On Workday, Inc. (NASDAQ:WDAY) Is Unlikely

Here's Why We Think Workday (NASDAQ:WDAY) Is Well Worth Watching

Jan 23
Here's Why We Think Workday (NASDAQ:WDAY) Is Well Worth Watching

Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation

Jan 17

Workday (NASDAQ:WDAY) Is Doing The Right Things To Multiply Its Share Price

Jan 09
Workday (NASDAQ:WDAY) Is Doing The Right Things To Multiply Its Share Price

Workday Q3 Recap: AI Demand Is Ramping Up Contract Values

Nov 28

Workday, Inc. (NASDAQ:WDAY) Shares Could Be 42% Below Their Intrinsic Value Estimate

Nov 28
Workday, Inc. (NASDAQ:WDAY) Shares Could Be 42% Below Their Intrinsic Value Estimate

Workday: The Share Price Is Still On Shaky Grounds

Oct 31

Why Workday, Inc. (NASDAQ:WDAY) Could Be Worth Watching

Oct 28
Why Workday, Inc. (NASDAQ:WDAY) Could Be Worth Watching

Returns On Capital Are Showing Encouraging Signs At Workday (NASDAQ:WDAY)

Oct 10
Returns On Capital Are Showing Encouraging Signs At Workday (NASDAQ:WDAY)

Workday's AI Roadmap Now Adds An Extra 500bp To Margins

Sep 23

Workday Earnings: The Market Loved It, But I Am Not Convinced

Aug 23

Workday: Leadership In HCM And Payroll Software Market

Aug 17

Workday: The Backbone Of Enterprise Growth, 28x Forward Operating Profits

Jul 29

Workday: A Nice Payday For Long-Term Investors

Jul 09

Workday: Stock Has Likely Bottomed, Presenting A Buying Opportunity

Jun 24

Workday Q1 2025 Earnings Preview: GAAP Earnings Matter And High Growth Is The Norm

May 21

CEO Compensation Analysis

How has Carl Eschenbach's remuneration changed compared to Workday's earnings?
DateTotal CompensationSalaryCompany Earnings
Jul 31 2025n/an/a

US$583m

Apr 30 2025n/an/a

US$487m

Jan 31 2025US$26mUS$1m

US$526m

Oct 31 2024n/an/a

US$2b

Jul 31 2024n/an/a

US$2b

Apr 30 2024n/an/a

US$1b

Jan 31 2024US$3mUS$1m

US$1b

Oct 31 2023n/an/a

US$67m

Jul 31 2023n/an/a

-US$122m

Apr 30 2023n/an/a

-US$265m

Jan 31 2023US$104mUS$119k

-US$367m

Oct 31 2022n/an/a

-US$314m

Jul 31 2022n/an/a

-US$196m

Apr 30 2022n/an/a

-US$26m

Jan 31 2022US$363kn/a

US$29m

Oct 31 2021n/an/a

US$31m

Jul 31 2021n/an/a

-US$37m

Apr 30 2021n/an/a

-US$171m

Jan 31 2021US$374kn/a

-US$282m

Oct 31 2020n/an/a

-US$339m

Jul 31 2020n/an/a

-US$430m

Apr 30 2020n/an/a

-US$523m

Jan 31 2020US$362kn/a

-US$481m

Oct 31 2019n/an/a

-US$457m

Jul 31 2019n/an/a

-US$495m

Apr 30 2019n/an/a

-US$460m

Jan 31 2019US$325kn/a

-US$418m

Compensation vs Market: Carl's total compensation ($USD26.17M) is above average for companies of similar size in the US market ($USD13.15M).

Compensation vs Earnings: Carl's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Carl Eschenbach (58 yo)

1.7yrs
Tenure
US$26,173,192
Compensation

Mr. Carl M. Eschenbach is Board of Director of Palo Alto Networks. Mr. Eschenbach serves as Chief Executive Officer of Workday, Inc. since February 1, 2024 and serves as its Director and served as its Co-C...


Leadership Team

NamePositionTenureCompensationOwnership
Aneel Bhusri
Co-Founder & Executive Chairman of the Board20.8yrsUS$18.10m3.2%
$ 2.0b
Carl Eschenbach
CEO & Director1.7yrsUS$26.17m0.085%
$ 54.2m
Robert Enslin
President & Chief Commercial Officerless than a yearUS$36.48mno data
Zane Rowe
Chief Financial Officer2.3yrsUS$13.46m0.024%
$ 15.4m
David Duffield
Co-Founder & CEO Emeritus20.6yrsUS$314.16k15.63%
$ 9.9b
Mark Garfield
Chief Accounting Officer1.1yrsno data0.00053%
$ 337.3k
Peter Bailis
Chief Technology Officerless than a yearno datano data
Rani Johnson
Chief Information Officer2.6yrsno datano data
Justin Furby
Vice President of Investor Relationsno datano datano data
Richard Sauer
Chief Legal Officer6.1yrsUS$8.73m0.0071%
$ 4.5m
Emma Chalwin
Chief Marketing Officer2.3yrsno datano data
Ashley Goldsmith
Executive VP & Chief People Officer9.5yrsno datano data
2.3yrs
Average Tenure
56yo
Average Age

Experienced Management: WDAY's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Aneel Bhusri
Co-Founder & Executive Chairman of the Board20.8yrsUS$18.10m3.2%
$ 2.0b
Carl Eschenbach
CEO & Director7.7yrsUS$26.17m0.085%
$ 54.2m
Chih-Yuan Yang
Independent Director11.9yrsUS$369.69k0.036%
$ 22.9m
Thomas Bogan
Independent Director3.7yrsUS$322.96k0.017%
$ 11.1m
Michael McNamara
Independent Director13.8yrsUS$381.53k0.011%
$ 6.9m
George Still
Independent Director16yrsUS$439.89k0.047%
$ 30.2m
Lynne Doughtie
Independent Director4.7yrsUS$358.06k0.0038%
$ 2.4m
Mark Hawkins
Vice Chair & Lead Independent Director2.7yrsUS$369.69k0.0021%
$ 1.3m
Michael Speiser
Independent Director1.3yrsUS$1.12m0.00058%
$ 369.1k
Rhonda Morris
Independent Directorless than a yearno datano data
Wayne Frederick
Independent Director3.3yrsUS$322.96k0.0019%
$ 1.2m
Elizabeth Centoni
Independent Directorless than a yearUS$751.85kno data
4.2yrs
Average Tenure
60.5yo
Average Age

Experienced Board: WDAY's board of directors are considered experienced (4.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/07 04:13
End of Day Share Price 2025/10/07 00:00
Earnings2025/07/31
Annual Earnings2025/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Workday, Inc. is covered by 72 analysts. 38 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dimitri KallianiotisAtlantic Equities LLP
Mark MarconBaird
Ishan MajumdarBaptista Research