Phase Space AI

Valuation

Workday [WDAY]

Workday, Inc. [WDAY] — Valuation

As of 2026-07-29 · spot $167.975 · Two outputs, both required and both given.


1. Verified inputs — including the stale share count

Read directly from the Q1 FY27 10-Q, not from XBRL aggregation.

Input Value Source / note
Spot $167.975 2026-07-29 close, Alpaca
Shares (diluted WA, Q1 FY27) 254,313k income statement. Screen used 220.0m — a 2018 dei value
Shares (basic WA, Q1 FY27) 253,891k income statement
Market cap $42,718m screen: $36,954m at the same price, −13.5%
Cash and cash equivalents $559m balance sheet
Marketable securities $3,794m balance sheet
Debt, current ($998m) balance sheet
Debt, noncurrent ($1,990m) balance sheet
Net cash (ex-lease) +$1,365m screen: +$679m
Operating leases (current + noncurrent) $131m + $686m incl. leases: +$548m
TTM revenue $9,854m 2,348 + 2,432 + 2,532 + 2,542
TTM GAAP operating income $1,020m
TTM GAAP operating margin 10.4%
Gross margin (derived — no XBRL tag) 76.2% total, 82.5% subscription Research §9
Enterprise value $41,353m
EV / TTM sales 4.20x screen: 3.50x
EV / TTM GAAP EBIT 40.5x screen: 46.3x

The share-count error, and why one arithmetic check would have caught it

dei:EntityCommonStockSharesOutstanding for Workday was last filed 2018-11-30 at 220,000,000. Workday has Class A and Class B common stock; the cover-page count is tagged dimensionally per class, and dimensional tagging does not survive SEC aggregation into companyfacts — the series simply stops in 2018. The screen took the last available value, which was eight years old.

The mandated cross-check catches it immediately: net income ÷ diluted shares = 222 ÷ 254.313 = $0.873 against filed diluted EPS of $0.87 ✓. Against the screen's count: 222 ÷ 220 = $1.01 versus a filed $0.87 — a 16% discrepancy that fails the test outright.

Consequence: market cap $42,718m rather than $36,954m; EV/S 4.20x rather than 3.50x. Workday is 13.5% more expensive than the screen believed. That is not enough to change the character of the name, but it moves the implied-path margin by roughly 2pp, and this verdict is decided inside 3pp — so on this name the defect is load-bearing.

A striking coincidence worth noting. Corrected, the three "cheap" names in this cluster trade at EV/S of 4.20x (WDAY), 4.20x (ADBE) and 4.24x (CRM) — within 1% of each other, on operating margins of 10.4%, 36.1% and 20.4% respectively. The market is pricing all three at the same multiple of sales while their profit per dollar of sales differs by 3.5x. That is either a large mispricing or a statement that the market expects the margins to converge. It is the single most interesting cross-sectional fact in this cluster and it is why the EV/EBIT anchor, not EV/S, is used for the implied-path test.


2. The exit multiple — growth-matched anchor

Workday's organic run-rate is 13.5%, decaying toward high single digits by year 5. Comparator set, every member's growth and EV computed from its own filings on this date:

Comparator Latest-Q growth TTM GAAP op margin EV / TTM EBIT
ADP 7.0% n/a (tag absent) n/a
CRM 8.8% organic 20.4% 20.8x
INTU 10.4% 27.5% 16.2x
ADBE ~10.3% CC organic 36.1% 11.6x
WDAY (subject) 13.5% 10.4% 40.5x
VEEV 16.3% 28.8% 27.7x
MSFT 17.7% 46.8% 18.8x
ORCL 20.6% 30.6% 14.9x

The set brackets the subject on growth (7.0% to 20.6% versus 13.5%). Growth-matched: SATISFIED.

Usable EV/EBIT anchors (excluding WDAY itself, whose 40.5x reflects an unnormalised margin, and ADP): ADBE 11.6x · ORCL 14.9x · INTU 16.2x · MSFT 18.8x · CRM 20.8x · VEEV 27.7x. Base 17.5x (median) · Low 11.6x · High 27.7x. The base sits inside the set; no silent haircut.

Terminal operating margin: 20% — and this is the input that decides everything. The evidence:

Operating margin
FY2022 −2.3%
FY2023 −3.6%
FY2024 +2.5%
FY2025 +4.9%
FY2026 +7.5%
TTM +10.4%
Q1 FY27 13.3% (9.2% prior-year clean → +4.1pp)
Company-guided FY27 non-GAAP 30.5%

The demonstrated pace is roughly +2.5pp a year over four years. Twenty percent assumes +9.6pp over five years, i.e. +1.9pp a year — slower than demonstrated, and it leaves a 10.5pp gap to the guided non-GAAP margin that SBC accounts for. It is a defensible base. It is also the least well-anchored terminal margin in this cluster, because Workday's GAAP margin is the furthest from its steady state of any of the five.


3. Implied-path test — the Valuation Criteria

assets/reverse_dcf.py. Terminal value is 100% of EV by construction, so the reverse DCF is the primary long-horizon output; no forward DCF verdict is reported.

Solve 1 — required revenue CAGR

Held fixed: terminal EBIT margin 20%, WACC 9.5%, 5 years, revenue base $9,854m, shares 254.313m, net cash +$1,365m.

Exit multiple Required 5y revenue CAGR Demonstrated Margin (pp)
11.6x (anchor low) 23.3% 13.5% −9.8
17.5x (anchor median) 13.5% 13.5% −0.0
27.7x (anchor high) 3.6% 13.5% +9.9

Solve 2 — required exit multiple at demonstrated growth

Held fixed: revenue CAGR 13.5%, terminal margin 20%, WACC 9.5%.

So the price requires Workday to grow revenue at exactly the rate it is growing, reach a 20% GAAP operating margin, and exit at exactly the median multiple of its growth-matched peers. Every input is at its central estimate and the answer is exactly zero. That is not a coincidence to admire — it is a warning that the result carries no information beyond the inputs.

Sensitivity 1 — the exit multiple

Exit multiple 11.6x 14.9x 17.5x 20.8x 27.7x
Required CAGR 23.3% 17.2% 13.5% 10.3% 3.6%
Margin vs 13.5% −9.8pp −3.7pp −0.0pp +3.2pp +9.9pp

Sensitivity 2 — the terminal margin, which matters more here than the multiple

Exit multiple held at 17.5x:

Terminal GAAP operating margin Required 5y CAGR Margin (pp) Verdict
10.4% (today — no expansion at all) 29.4% −15.9 FAIL
13.0% 23.8% −10.3 FAIL
15.0% 20.3% −6.8 FAIL
18.0% 16.0% −2.5 INSIDE NOISE
20.0% (base) 13.5% −0.0 INSIDE NOISE
25.0% 8.6% +4.9 PASS
30.5% (guided non-GAAP) 4.4% +9.1 PASS

Verdict

INDETERMINATE. The margin is −0.0pp — the most exactly indeterminate result in the cluster.

The analysis does not determine the answer for Workday, and the judgement input that does is identified: the terminal GAAP operating margin. It spans FAIL at 15% to PASS at 25%, across a range where every value is individually arguable — 10.4% is today's actual, 30.5% is the company's own guided non-GAAP figure, and the truth is somewhere between because the difference is SBC at 17% of revenue.

I decline to pick a point on that spectrum and call it a verdict. What can be said without judgement:

  1. Workday is the only name in the cluster where the leading indicator is faster than revenue — 12-month backlog +15.5% against revenue +13.5%.
  2. It has the highest contracted share of next-year revenue of the five — 88.6%.
  3. It has the widest range of defensible outcomes, because it is the furthest from its steady-state margin.
  4. The margin has expanded +4.1pp on a clean basis in the last year, so the direction of the decisive input is currently favourable and observable quarterly.

That combination — indeterminate but with the decisive variable improving and observable every 90 days — is a different proposition from CRM's indeterminacy, where the decisive variable (margin expansion) has flattened. Both score INDETERMINATE; a book may reasonably treat them differently.


4. Twelve-month target

4a. Own-multiple history, with percentile stated

P/S at fiscal quarter ends, priced ~45 days after period end, as-reported diluted share counts, no splits:

2020-04 13.9 · 2021-01 14.4 · 2021-07 15.0 · 2022-01 11.7 · 2022-04 6.5 · 2023-01 7.8 · 2023-10 10.4 · 2024-01 10.0 · 2024-10 9.2 · 2025-01 8.0 · 2025-07 6.7 · 2025-10 6.2 · 2026-01 3.8 · 2026-04 3.3

Value
P/S today 4.34x
Percentile within its own five-year history 10th
Percentile within its full 25-quarter history 8th
Five-year median 7.97x · p25 7.18x · p75 10.00x
Five-year range 3.34x – 15.01x

Note the collapse between 2025-10 (6.2x) and 2026-01 (3.8x) — a 39% de-rating in one quarter, on a price move from $214.90 to $135.17. That is the largest single-quarter multiple compression in this cluster and it is what created the current entry point.

4b. Regime-change test — the reversion component is UNIDENTIFIED

Then Now Δ
Revenue growth 19.0% (FY2022, 5,139/4,318) 13.5% −5.5pp

The own-multiple history spans a 5.5pp growth-regime change — the smallest of the five names, but still above the 5pp threshold. A 7.97x median set when Workday grew 19% is not a valid anchor for a 13.5% grower. Mean reversion within that history is declared UNIDENTIFIED per valuation.md; I do not report a reversion-based figure as the target. It would produce +122%.

Workday is the marginal case on this test, and that should be said: at −5.5pp it only just fails, and a reviewer who set the threshold at 6pp would treat the 7.97x median as usable and derive a target near $372. I use a uniform 5pp threshold across all five names rather than tuning it per name, which is the only way the cluster ranking stays comparable.

4c. The identified component, and the stated target

Case Multiple 12-month value vs spot
STATED TARGET — multiple unchanged at 4.34x 4.34x $203 +20.7%
Half-reversion to the five-year median 6.16x $288 +71.1%
Full reversion to the five-year median 7.97x $372 +121.6%
Reversion down to the five-year low 3.34x $156 −7.1%

Twelve-month target: $203, +20.7% to spot — the highest flat-multiple return of the five names, because Workday combines the fastest organic growth of the three cheap names with the most aggressive share retirement.

The target credits Workday with delivering its own guidance and continuing its own buyback, and credits the multiple with nothing. The +71% and +122% cases are shown because they are arithmetically available and are explicitly a judgement input, not an output.

Cross-check against earnings — and here the two instruments DISAGREE, which must be said. At the stated target of $203, the FY27 non-GAAP P/E is ~19.1x (on ~$10.65 of non-GAAP EPS, from Q1's $2.66 run-rate) but the GAAP P/E is ~52x (on ~$3.90 of GAAP EPS). The P/S-based target looks conservative; the GAAP P/E-based view looks expensive. The entire gap is SBC at 17% of revenue. On ADBE the two cross-checks agreed; here they do not, and the disagreement is the same judgement input that makes the implied-path test indeterminate. I report both rather than choosing the flattering one.

4d. Named events inside 12 months

Each is in the Catalyst Calendar with a date or a marked estimate. 1. Q2 FY27 results (~late Aug 2026) — the test of whether the reiterated (not raised) FY27 subscription guide was conservatism or a warning. Also the second clean quarter for the margin trend, with no prior-year restructuring to flatter it. 2. Q3 FY27 results (~late Nov 2026) — GAAP operating margin passing 15% is the bull-side test; it is 13.3% now. 3. Q4 FY27 results and first FY28 guidance (~late Feb 2027) — the annual gross-revenue-retention figure is disclosed here, and a third consecutive decline (98% → 97% → ?) would be material.

4e. External sanity band

No professional target is on file for WDAY in this book's reference set. The check cannot be run, and that is stated rather than substituted.


5. Downside case with a named cause

Type: MEASURED. Logged, scored, and it does not reject the name.

Scenario — headcount-linked pricing meets an enterprise hiring slowdown, against a net-expansion rate that is no longer disclosed. Probability 25%.

Named cause and mechanism. Workday's subscription revenue scales with customer employee counts — the company frames its own scale as "more than 80 million users under contract." That makes it directly levered to enterprise headcount in a way a seat-priced application is not: a customer that stops hiring does not churn, it simply stops expanding. Workday's own disclosure of gross retention at ~97% would remain unchanged in that scenario, because gross retention "does not account for additional revenue earned from add-ons or net expansions, which include volume and price adjustments" — the company's words. The metric that would reveal this stopped being published in FY2025 (Research §4).

Two corroborating signals already visible: total backlog growing 10.9% against 12-month backlog at 15.5%, which means duration is shortening; and gross retention down from ~98% to ~97%.

Quantified: revenue growth falls from 13.5% to ~7% for three years and the GAAP operating margin stalls at 13–14% rather than reaching 20%, because Workday cannot cut SBC quickly without losing engineers. On the anchor's low end (11.6x) with a 14% terminal margin, the implied equity value is approximately $78–90 per share, a 46–54% permanent impairment.

Why the impairment is larger than ADBE's 35–43% despite the same probability: the combination of a stalled margin and slower growth compounds, and Workday has no margin cushion — at 10.4% GAAP today, a stall leaves the 40.5x EV/EBIT multiple with nothing to grow into. ADBE's 36% margin is the cushion Workday does not have.

Not a going-concern case. Net cash of +$1,365m, $2,939m of FY26 operating cash flow, and $2,988m of debt against $4,353m of cash and securities. Stated explicitly because criteria.md requires a going-concern case to be flagged where it exists; here it does not.

Interim control: inverse-volatility sizing. Workday's 252-day volatility is 49.0% — the highest of the five names in this cluster, so it sizes down automatically relative to ADBE (37.7%) and CRM (40.6%). That the name with the widest range of defensible outcomes is also the most volatile means the sizing mechanism and the uncertainty point the same way, which is the interim control working as designed.