Workiva Stock Performance
| WK Stock | USD 58.32 0.62 1.07% |
The firm maintains a market beta of 0.73, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Workiva's returns are expected to increase less than the market. However, during the bear market, the loss of holding Workiva is expected to be smaller as well. At this point, Workiva has a negative expected return of -0.77%. Please make sure to check out Workiva's value at risk, rate of daily change, as well as the relationship between the Rate Of Daily Change and relative strength index , to decide if Workiva performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Workiva has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's forward-looking signals remain quite persistent which may send shares a bit higher in March 2026. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return 0.19 | Five Day Return (0.57) | Year To Date Return (30.46) | Ten Year Return 371.02 | All Time Return 319.64 |
1 | Workiva Appoints Deepak Bharadwaj as EVP Chief Product Officer to Fuel AI-Powered Platform Innovation | 12/01/2025 |
2 | Workiva Coverage Initiated at BTIG Research | 12/18/2025 |
3 | Disposition of 560 shares by Martin Vanderploeg of Workiva at 77.02 subject to Rule 16b-3 | 01/30/2026 |
4 | Acquisition by Julie Iskow of 128038 shares of Workiva at 76.54 subject to Rule 16b-3 | 02/02/2026 |
5 | Disposition of 18115 shares by Julie Iskow of Workiva at 72.0 subject to Rule 16b-3 | 02/03/2026 |
6 | 1 Cash-Heavy Stock on Our Watchlist and 2 Facing Challenges | 02/05/2026 |
7 | Disclosure Management Research Report 2026 Rising Compliance Complexity Across Multi-Format, Multi-Jurisdiction Filings Bolster Expansion - Market Trends, Stati... | 02/09/2026 |
8 | Feeding Happiness Through Community Impact WK Kellogg Co Employees Give Back in 2025 | 02/11/2026 |
9 | Workiva Hits New 52-Week Low Heres What Happened | 02/17/2026 |
10 | Workiva Reports Earnings Tomorrow What To Expect | 02/18/2026 |
11 | Workiva Updates FY 2026 Earnings Guidance | 02/19/2026 |
12 | Here Is Why Workiva Appears So Attractive | 02/20/2026 |
13 | BMO Capital Markets Cuts Workiva Price Target to 83.00 | 02/23/2026 |
| Begin Period Cash Flow | 302.4 M | |
| Total Cashflows From Investing Activities | -35 M |
Workiva Relative Risk vs. Return Landscape
If you would invest 9,256 in Workiva on November 27, 2025 and sell it today you would lose (3,486) from holding Workiva or give up 37.66% of portfolio value over 90 days. Workiva is generating negative expected returns and assumes 2.5001% volatility on return distribution over the 90 days horizon. Put differently, 22% of stocks are less risky than Workiva on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Workiva Target Price Odds to finish over Current Price
The tendency of Workiva Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 58.32 | 90 days | 58.32 | about 99.0 |
Based on a normal probability distribution, the odds of Workiva to move above the current price in 90 days from now is about 99.0 (This Workiva probability density function shows the probability of Workiva Stock to fall within a particular range of prices over 90 days) .
Workiva Price Density |
| Price |
Predictive Modules for Workiva
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Workiva. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Workiva Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Workiva is not an exception. The market had few large corrections towards the Workiva's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Workiva, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Workiva within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.73 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 10.67 | |
Ir | Information ratio | -0.31 |
Workiva Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Workiva for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Workiva can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Workiva generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 884.57 M. Annual Net Loss to common stockholders was (26.17 M) with gross profit of 694.14 M. | |
| Workiva has a poor financial position based on the latest SEC disclosures | |
| Over 97.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: BMO Capital Markets Cuts Workiva Price Target to 83.00 |
Workiva Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Workiva Stock often depends not only on the future outlook of the current and potential Workiva's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Workiva's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 56.3 M | |
| Cash And Short Term Investments | 891.6 M |
Workiva Fundamentals Growth
Workiva Stock prices reflect investors' perceptions of the future prospects and financial health of Workiva, and Workiva fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Workiva Stock performance.
| Return On Equity | -27.63 | ||||
| Return On Asset | -0.0185 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 4.88 B | ||||
| Shares Outstanding | 52.43 M | ||||
| Price To Earning | (25.11) X | ||||
| Price To Book | 453.62 X | ||||
| Price To Sales | 3.65 X | ||||
| Revenue | 884.57 M | ||||
| Gross Profit | 694.14 M | ||||
| EBITDA | (31.45 M) | ||||
| Net Income | (26.17 M) | ||||
| Cash And Equivalents | 301.83 M | ||||
| Cash Per Share | 8.19 X | ||||
| Total Debt | 807.82 M | ||||
| Current Ratio | 1.52 X | ||||
| Book Value Per Share | (0.1) X | ||||
| Cash Flow From Operations | 140.07 M | ||||
| Earnings Per Share | (0.83) X | ||||
| Market Capitalization | 3.23 B | ||||
| Total Asset | 1.49 B | ||||
| Retained Earnings | (733.85 M) | ||||
| Working Capital | 455.82 M | ||||
| Current Asset | 97.88 M | ||||
| Current Liabilities | 84.08 M | ||||
About Workiva Performance
By examining Workiva's fundamental ratios, stakeholders can obtain critical insights into Workiva's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Workiva is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | (0.06) | (0.06) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | 4.81 | 5.05 |
Things to note about Workiva performance evaluation
Checking the ongoing alerts about Workiva for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Workiva help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Workiva generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 884.57 M. Annual Net Loss to common stockholders was (26.17 M) with gross profit of 694.14 M. | |
| Workiva has a poor financial position based on the latest SEC disclosures | |
| Over 97.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: BMO Capital Markets Cuts Workiva Price Target to 83.00 |
- Analyzing Workiva's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Workiva's stock is overvalued or undervalued compared to its peers.
- Examining Workiva's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Workiva's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Workiva's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Workiva's stock. These opinions can provide insight into Workiva's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Workiva. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Workiva. Anticipated expansion of Workiva directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Workiva assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Earnings Share (0.83) | Revenue Per Share | Quarterly Revenue Growth 0.195 | Return On Assets | Return On Equity |
Investors evaluate Workiva using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Workiva's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Workiva's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Workiva's value and its price as these two are different measures arrived at by different means. Investors typically determine if Workiva is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Workiva's market price signifies the transaction level at which participants voluntarily complete trades.