Sep 16, 2023
Workday, Inc
WDAY
Statistics
| $251.04 | Share Price |
| $233.00 | Fair Value |
| 7.74% | Price vs Fair Value |
| $67.5 B | Market Cap |
| 18.9% | 3yr Avg Revenue Growth |
| 16.9% | Projected Sales Growth Next Year |
| 16.8% | Free Cash Flow ROIC |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Updates for Autodesk, Zscaler, and Workday
Nov 30, 2023
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Workday, Inc (WDAY) is $233.00.
| 23.2% | Free Cash Flow Margin |
| 10.0% | Discount Rate / Required Rate of Return |
| 13.8% | Average Annual Revenue Growth (Years 1-5) |
| 2.4% | Average Annual Share Dilution (Years 1-5) |
| 8.2% | Average Annual Revenue Growth (Years 6-10) |
| 0.4% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $225.47 | Sum of Discounted Free Cash Flows |
| $7.08 | Net "Excess" Cash/Debt Per Share |
| $233.00 | Fair Value Estimate (rounded) |
Last updated Mar 3, 2024
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Watch List
| GOOG | 44.74% |
| MSFT | -9.91% |
| CMG | 97.46% |
| SMAR | -16.78% |
| ENLT | 1.68% |
| SNPS | 65.75% |
| SPT | 42.75% |
| CELH | -9.68% |
| PINS | 47.65% |
| SNOW | 12.95% |
| WDAY | 7.74% |
| MA | 0.75% |
vs. Fair Value Estimates
Buy List
| HIMS | -26.47% |
| PAYC | -33.95% |
| HRMY | -51.13% |
| GLBE | -25.31% |
| YOU | -60.14% |
| MELI | -29.13% |
| FTNT | -28.69% |
vs. Fair Value Estimates
Hold List
| TOST | -18.95% |
| CPNG | 9.10% |
| MNDY | 7.57% |
| ZS | 11.35% |
| V | -16.05% |
| ADSK | -23.26% |
| NOW | 3.96% |
| ABNB | -6.15% |
| TEAM | -5.05% |
| ADBE | -19.74% |
| CRWD | 22.12% |
vs. Fair Value Estimates