Workday WDAY
Enterprise Software B2B SaaS HCM Software Application Software Mature SaaS non-PLG

Workday trades at 4.4x EV/NTM revenue on a $48.92B enterprise value. Revenue grew 12.8% year over year to $2.65B in the quarter ending July 2026, an annual run rate of $10.6B. Workday reports a 75.4% gross margin and 35.2-month CAC payback.

ARR ($M)
9884
Net Dollar Retention
--
ARR Growth
13.9%
EV / NTM Revenue
4.4x
Payback Period
35.2
EV / Run Rate
4.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 204.72
Last Filing Date: 2026-07-31
Fiscal Year End: 01-31
Last Filing: Form
Founding Year: 2005
IPO Year: 2012
% of 52 wk High: 83%
Description
Workday, Inc. is an on demand (cloud-based) financial management and human capital management software vendor.
Categories
Enterprise Software B2B SaaS HCM Software Application Software Mature SaaS non-PLG
Valuation
Market Cap: 49,337.52
Enterprise Value: 48,923.52
EV / Revenue Run Rate: 4.6x
EV / NTM Revenue: 4.4x
EV / 2026 Revenue Estimates: 4.6x
EV / 2027 Revenue Estimates: 4.2x
EV / 2028 Revenue Estimates: 3.8x
Key Business Metrics
Net Dollar Retention: --
Customers: 11500
ARR: 9,884
ARR Growth %: 14%
ARR/Customer ($K): 859
ARR/Employee ($K): 473
Revenue
Revenue Run Rate: 10,596
ARR: 9,884
2026 Revenue Estimates: 10,563
2027 Revenue Estimates: 11,734
2028 Revenue Estimates: 12,924
LTM Revenue: 10,155
Last Year Run Rate: 9,392
Growth
Revenue Growth: 13%
ARR Growth: 14%
Growth Persistence: 102%
2026 Revenue Growth Estimates: 12%
2027 Revenue Growth Estimates: 11%
2028 Revenue Growth Estimates: 10%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Workday growing?

Workday grew revenue 12.8% year over year, reaching $2.65B in the quarter ending July 2026.

What multiple does Workday trade at?

Workday trades at 4.4x EV/NTM revenue and 4.6x EV/run-rate, on an enterprise value of $48.92B.

Is Workday profitable?

For Workday, operating income was $313.0M last quarter and LTM free cash flow margin is 28.0%.

How long does it take Workday to pay back CAC?

Workday recovers customer acquisition cost in about 35.2 months.

What sector is Workday in?

Public Comps classifies Workday under Enterprise Software, B2B SaaS, HCM Software, Application Software, Mature SaaS, and non-PLG.

Where does Public Comps get Workday's data?

Figures come from Workday's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.