Workiva Stock Analysis

Workiva Stock Analysis Notes

About 99.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.83. Workiva had not issued any dividends in recent years. Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company was founded in 2008 and is headquartered in Ames, Iowa. Workiva operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 2375 people. For more information please call Martin Vanderploeg at 888 275 3125 or visit https://www.workiva.com.

Workiva Investment Alerts

Workiva Largest EPS Surprises

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Workiva Environmental, Social, and Governance (ESG) Scores

Workiva Stock Institutional Investors

Note, although Workiva's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Workiva Market Capitalization

The company currently falls under 'Mid-Cap' category with a market capitalization of 3.48 B.

Workiva Profitablity

The company has Net Profit Margin (PM) of (0.06) %, which may indicate that it does not properly execute on its own pricing strategies. This is way below average. Likewise, it shows Net Operating Margin (NOM) of (0.02) %, which signifies that for every 100 dollars of sales, it has a net operating loss of $0.02.

Management Efficiency

Workiva has Return on Asset (ROA) of (0.0273) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0273. This is way below average. Likewise, it shows a return on total equity (ROE) of (27.6253) %, which implies that it produced no returns to current stockholders. Workiva's management efficiency ratios could be used to measure how well Workiva manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is expected to rise to 1.59 this year, although the value of Return On Tangible Assets will most likely fall to (0.05). At this time, Workiva's Total Current Liabilities is quite stable compared to the past year. Liabilities And Stockholders Equity is expected to rise to about 1.7 B this year, although the value of Non Current Liabilities Other will most likely fall to about 248 K.

Technical Drivers

As of the 15th of February 2026, Workiva maintains the Market Risk Adjusted Performance of (0.91), standard deviation of 2.27, and Mean Deviation of 1.65. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Workiva, as well as the relationship between them.

Workiva Price Movement Analysis

Workiva Insider Trading Activities

Workiva Outstanding Bonds

Workiva Predictive Daily Indicators

Workiva Corporate Filings

Workiva Forecast Models

Workiva's time-series forecasting models are one of many Workiva's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Workiva's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Workiva Bond Ratings

Workiva financial ratings play a critical role in determining how much Workiva have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Workiva's borrowing costs.

Workiva Debt to Cash Allocation

Workiva reports 793.28 M of total liabilities. Workiva has a current ratio of 1.49, which is generally considered normal. Note however, debt could still be an excellent tool for Workiva to invest in growth at high rates of return.

Workiva Common Stock Shares Outstanding Over Time

Workiva Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Workiva uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Workiva Debt Ratio

26.0

It seems most of the Workiva's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Workiva's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Workiva, which in turn will lower the firm's financial flexibility.

Workiva Corporate Bonds Issued

Workiva Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Workiva prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Workiva shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Workiva. By using and applying Workiva Stock analysis, traders can create a robust methodology for identifying Workiva entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Workiva analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Workiva analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Workiva stock analysis indicators help investors evaluate how Workiva stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Workiva shares will generate the highest return on investment. By understating and applying Workiva stock analysis, traders can identify Workiva position entry and exit signals to maximize returns.

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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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.