Workday, Inc.

NasdaqGS:WDAY Stock Report

Market Cap: US$68.6b

Workday Management

Management criteria checks 3/4

Workday's CEO is Carl Eschenbach, appointed in Feb 2024, has a tenure of less than a year. total yearly compensation is $2.52M, comprised of 39.7% salary and 60.3% bonuses, including company stock and options. directly owns 0.073% of the company’s shares, worth $49.86M. The average tenure of the management team and the board of directors is 1.8 years and 3.9 years respectively.

Key information

Carl Eschenbach

Chief executive officer

US$2.5m

Total compensation

CEO salary percentage39.7%
CEO tenureless than a year
CEO ownership0.07%
Management average tenure1.8yrs
Board average tenure3.9yrs

Recent management updates

Recent updates

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's (NASDAQ:WDAY) Earnings Are Weaker Than They Seem

Sep 04
Workday's (NASDAQ:WDAY) Earnings Are Weaker Than They Seem

Workday (NASDAQ:WDAY) Could Easily Take On More Debt

Aug 23
Workday (NASDAQ:WDAY) Could Easily Take On More Debt

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

Aug 23

Workday: Leadership In HCM And Payroll Software Market

Aug 17

Workday, Inc.'s (NASDAQ:WDAY) Business Is Trailing The Industry But Its Shares Aren't

Aug 05
Workday, Inc.'s (NASDAQ:WDAY) Business Is Trailing The Industry But Its Shares Aren't

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

Jul 29

Workday: A Nice Payday For Long-Term Investors

Jul 09

Workday, Inc. (NASDAQ:WDAY) Shares Could Be 44% Below Their Intrinsic Value Estimate

Jun 30
Workday, Inc. (NASDAQ:WDAY) Shares Could Be 44% Below Their Intrinsic Value Estimate

Workday: Stock Has Likely Bottomed, Presenting A Buying Opportunity

Jun 24

Workday (NASDAQ:WDAY) Is Looking To Continue Growing Its Returns On Capital

Jun 12
Workday (NASDAQ:WDAY) Is Looking To Continue Growing Its Returns On Capital

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

May 21

We Think Workday (NASDAQ:WDAY) Can Manage Its Debt With Ease

May 21
We Think Workday (NASDAQ:WDAY) Can Manage Its Debt With Ease

Workday, Inc. (NASDAQ:WDAY) Investors Are Less Pessimistic Than Expected

May 05
Workday, Inc. (NASDAQ:WDAY) Investors Are Less Pessimistic Than Expected

Is Now The Time To Look At Buying Workday, Inc. (NASDAQ:WDAY)?

Apr 04
Is Now The Time To Look At Buying Workday, Inc. (NASDAQ:WDAY)?

Workday: Superior Fundamentals, But Stock Doesn't Have Significant Upside Left

Mar 31

An Intrinsic Calculation For Workday, Inc. (NASDAQ:WDAY) Suggests It's 30% Undervalued

Mar 20
An Intrinsic Calculation For Workday, Inc. (NASDAQ:WDAY) Suggests It's 30% Undervalued

Results: Workday, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Feb 29
Results: Workday, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Workday: Brace For A Rough Landing

Feb 27

Workday Q4 Earnings Preview: Expect Strong Subscription Growth To Continue In FY25

Feb 21

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

Jan 30
Workday (NASDAQ:WDAY) Has A Rock Solid Balance Sheet

Workday: Terrific Execution, But Too Expensive To Consider

Jan 10

CEO Compensation Analysis

How has Carl Eschenbach's remuneration changed compared to Workday's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Oct 31 2018n/an/a

-US$403m

Jul 31 2018n/an/a

-US$335m

Apr 30 2018n/an/a

-US$332m

Jan 31 2018US$100kn/a

-US$321m

Compensation vs Market: Carl's total compensation ($USD2.52M) is below average for companies of similar size in the US market ($USD12.87M).

Compensation vs Earnings: Carl's compensation has been consistent with company performance over the past year.

CEO

Carl Eschenbach (57 yo)

less than a year

Tenure

US$2,521,664

Compensation

Mr. Carl M. Eschenbach serves as Chief Executive Officer of Workday, Inc. since February 1, 2024 and serves as its Director and served as its Co-Chief Executive Officer from December 21, 2022 to February 1...

Leadership Team

NamePositionTenureCompensationOwnership
Aneel Bhusri
Co-Founder & Executive Chairman of the Board20yrsUS$31.18m3.2%
$ 2.2b
Carl Eschenbach
CEO & Directorless than a yearUS$2.52m0.073%
$ 49.9m
Zane Rowe
Chief Financial Officer1.6yrsUS$38.44m0.015%
$ 10.2m
Sayan Chakraborty
President of Product & Technology6yrsUS$14.36m0.0039%
$ 2.7m
Douglas Robinson
Advisorless than a yearUS$14.56m0.025%
$ 17.2m
Robert Enslin
President & Chief Commercial Officerless than a yearno datano data
David Duffield
Co-Founder & CEO Emeritus19.8yrsUS$314.16k16.12%
$ 11.1b
Mark Garfield
Chief Accounting Officerless than a yearno datano data
Jim Stratton
Chief Technology Officer4.8yrsno datano data
Rani Johnson
Chief Information Officer1.8yrsno datano data
Justin Furby
Vice President of Investor Relationsno datano datano data
Richard Sauer
Chief Legal Officer5.3yrsUS$8.73m0.0040%
$ 2.8m

1.8yrs

Average Tenure

56yo

Average Age

Experienced Management: WDAY's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Aneel Bhusri
Co-Founder & Executive Chairman of the Board20yrsUS$31.18m3.2%
$ 2.2b
Carl Eschenbach
CEO & Director6.9yrsUS$2.52m0.073%
$ 49.9m
Chih-Yuan Yang
Independent Director11.2yrsUS$413.27k0.035%
$ 24.4m
Thomas Bogan
Director2.9yrsUS$361.11k0.016%
$ 11.0m
Michael McNamara
Independent Director13.1yrsUS$426.53k0.010%
$ 7.0m
George Still
Vice Chairman & Lead Independent Director15.3yrsUS$491.95k0.092%
$ 63.3m
Lynne Doughtie
Independent Director3.9yrsUS$400.23k0.0023%
$ 1.6m
Mark Hawkins
Independent Director1.9yrsUS$1.14m0.00043%
$ 295.1k
Michael Speiser
Independent Directorless than a yearno datano data
Wayne Frederick
Independent Director2.6yrsUS$356.77k0.0018%
$ 1.2m
Elizabeth Centoni
Independent Directorless than a yearno datano data

3.9yrs

Average Tenure

60yo

Average Age

Experienced Board: WDAY's board of directors are considered experienced (3.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 22:37
End of Day Share Price 2025/01/02 00:00
Earnings2024/10/31
Annual Earnings2024/01/31

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 here.

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 .

Analyst Sources

Workday, Inc. is covered by 71 analysts. 37 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam ShepherdArete Research Services LLP
Dimitri KallianiotisAtlantic Equities LLP
Mark MarconBaird