Workday Profitability Analysis

WDAY Stock  USD 127.83  -3.05  -2.33%   
Based on Workday's financial statements, Workday is profitable with a net margin of 7.62% and operating margin of 11.0%, reporting net income of 693 million. Return on equity stands at 9.98%. Profitability trends are broadly favorable, with a majority of key metrics improving year over year.
 
Net Income  
 First Reported
2010-10-31
 Previous Quarter
252 million
 Current Value
145 million
 Quarterly Volatility
180.43 million
Macro event markers
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin51.00%75.70%
Way Down
Moderate Growth
Profitability metrics for Workday reflect a business with a solid margin structure, converting a meaningful share of revenue into earnings. Gross margin of 51.0% narrows sharply to a net margin of 7.62%, indicating that overhead, financing, or non-operating costs consume a large share of gross profit. Return on equity of 9.98% alongside return on assets of 4.03% reflects how efficiently Workday's capital and asset base are converting into earnings. Figures reflect Workday's last reported annual data.
  

Workday's Revenue Mix by Segment

Workday has a market cap of 32.68 billion, an operating margin of 12.05% on a trailing twelve-month basis, compared to 11.0% in the last reported annual period, current ratio of 1.61. Allocation models determine the relative weighting of each position in the portfolio. Broader economic conditions can influence Workday's company valuation - related indicators include signals in nation.
For information on how to trade Workday Stock refer to our How to Invest in Workday guide.Analyst consensus on Workday's EPS captures the range of professional forecasts and their trajectory over time. An operating margin of 11.0% frames the cost structure behind Workday's reported EPS. For Workday, consensus EPS estimates are generally based on EPS before non-recurring items. They can include expenses related to employee stock options.
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes
The projected EPS for Workday is 2.52, scheduled for 30th of April 2026. Narrowing estimate ranges for Workday typically indicate growing analyst agreement on forward earnings trajectory.

Revenue Breakdown by Earning Segment for Workday Summary

Workday Inc EPS consensus generally reflects earnings before non-recurring adjustments. The relationship between Workday's revenue guidance and EPS estimates shows how top-line assumptions flow into earnings projections.
 Quarterly Earnings Growth
62.9%
 Earnings Share
2.59
 Revenue Per Share
36.03
 Quarterly Revenue Growth
14.5%
 Return On Assets
4.0%
Workday's market capitalization and book value each provide useful but distinct information about the business. Workday's market capitalization is 32.68 billion. The 4.24 P/B ratio shows Workday carries a substantial premium over its balance-sheet equity. Enterprise value (TTM) stands at 31.51 billion. Intrinsic value for Workday synthesizes operating data into a single estimate that complements price and book value.
Value and price for Workday are related but not identical, and they can diverge across cycles. The actual Workday transaction price is determined by real-time order flow on the exchange.

Workday Return On Asset TTM vs. Return On Equity TTM Fundamental Analysis

ROE stood at 0.1 as of December 31, 2025. Related reported metric: Return On Asset TTM at 4.03% as of December 31, 2025.

Workday Return On Asset TTM vs. Return On Equity TTM

Workday's Return on Equity of 9.98% suggests limited efficiency in deploying equity capital. This may reflect the capital-intensive nature of the business, competitive pressure compressing margins, or a period of elevated investment that has not yet translated into proportional earnings.

Workday

Return On Equity

 = 

Net Income

Total Equity

 = 
0.1
Workday's Return on Assets of 4.03% falls within a moderate range, consistent with many established businesses. This level of asset productivity is typical for companies that maintain substantial physical or financial assets as part of their operating model.

Workday

Return On Asset

 = 

Net Income

Total Assets

 = 
0.04
The relationship between Workday's ROE and ROA shows moderate leverage in the capital structure. Debt contributes to amplifying equity returns, but not to a degree that suggests excessive reliance on borrowed capital.

Workday Return On Asset TTM Comparison

Workday is currently under evaluation in return on asset ttm among leading competitors.

Estimated Months Earnings per Share

This chart shows the estimate series used for upcoming reporting periods.

Detailed Analysis of Earnings Estimates

Latest Earning Estimates and Surprises

The table below lists reported EPS, estimated EPS, and the reported surprise for each available quarter.

Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2026-02-24
2026-01-312.322.470.15
2025-11-25
2025-10-312.172.320.15
2025-08-21
2025-07-310.740.840.113 
2025-05-22
2025-04-300.150.250.166 
2025-02-25
2025-01-311.781.920.14
2024-11-26
2024-10-310.540.720.1833 
2024-08-22
2024-07-311.651.750.1