Workiva (WK) Valuation Check as New CFO Barbara Larson Joins to Support AI Expansion and Global Growth

Workiva (WK) just made a meaningful leadership move, appointing seasoned tech finance executive Barbara Larson as its next CFO and EVP, with CEO Julie Iskow stepping in as interim finance chief during the transition.

See our latest analysis for Workiva.

The timing of this CFO transition comes after a choppy stretch, with Workiva’s share price returning around 6 percent over the last 90 days but remaining sharply lower year to date and over the past year, suggesting momentum is still rebuilding rather than firmly established.

If this kind of leadership reset has you rethinking your tech exposure, it might be worth scanning high growth tech and AI stocks to spot other software and platform names that could be better aligned with your strategy.

With shares still down over 20 percent this year but trading at a sizable discount to analyst targets, is Workiva an underappreciated growth story in transition, or has the market already priced in its next leg higher?

Most Popular Narrative: 19.3% Undervalued

With Workiva last closing at $86.30 versus a narrative fair value near $106.90, the spread hinges on ambitious growth and profitability assumptions coming together.

Workiva's focus on multi-solution platform deals and larger contracts, particularly with Fortune 50 and Fortune 100 companies, is anticipated to drive revenue growth through increased account expansion and higher contract values. There is a strong demand for Workiva's sustainability reporting solutions in light of new regulations like the CSRD in Europe, along with a growing market for science-based target reporting, which is expected to enhance their subscription revenues significantly.

Read the complete narrative.

Want to see the math behind this upside gap? The narrative leans on brisk revenue compounding, margin lift, and a premium earnings multiple that rivals elite software names. Curious which specific growth and profitability targets have to hit for that valuation to stick?

Result: Fair Value of $106.90 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this upside case still hinges on regulatory stability and partner execution, with European policy shifts or weak implementations potentially derailing those growth and margin targets.

Find out about the key risks to this Workiva narrative.

Build Your Own Workiva Narrative

If you are skeptical of this view or would rather dig into the numbers yourself, you can build a custom narrative in just a few minutes: Do it your way.

A great starting point for your Workiva research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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