Event-Driven Stocks

Workday, Inc.

WDAY

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs4 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY26FY25FY24FY23FY22FY21
Revenue$9.55B$8.45B$7.26B$6.22B$5.14B$4.32B
Operating income$721.0M$415.0M$183.0M−$222.0M−$116.0M−$248.6M
Net income$693.0M$526.0M$1.38B−$367.0M$29.0M−$282.4M
Total assets$18.07B$17.98B$16.45B$13.49B$10.50B$8.72B
Total liabilities$10.27B$8.94B$8.37B$7.90B$5.96B$5.44B
Equity$7.80B$9.03B$8.08B$5.58B$4.54B$3.28B
EPS (diluted)$2.59$1.95$5.21$-1.44$0.12$-1.19
Shares out.268.1M269.2M265.3M254.8M254.0M237.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2026
Operating margin
7.5%
Net margin
7.3%
Return on equity
8.9%
Return on assets
3.8%
Return on capital (ROCE)
6.2%
Liabilities / assets
56.8%
Debt / equity
1.32×
Book value / share
$29.11
Revenue growth (YoY)
13.1%
Net income growth (YoY)
31.7%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2026
Altman Z″ (distress)
1.72grey zone
Accruals / assets
12.4%clean
Piotroski F-Score
7/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
82
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 warning4 good
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
6 acquisitions4 disposalsnet +441,511 shares · last 10
InsiderDateTypeSharesPrice
Sauer Richard HarryOfficer — Chief Legal Officer &amp; SectyMay 5, 2026Grant52,374$0.00
Enslin RobertOfficer — President, CCOMay 5, 2026Grant87,291$0.00
Kazmaier Gerrit SOfficer — President, Prod. and Tech.May 5, 2026Grant116,387$0.00
Garfield Mark S.Officer — Chief Accounting OfficerMay 5, 2026Grant23,277$0.00
Rowe ZaneOfficer — Chief Financial OfficerMay 5, 2026Grant87,291$0.00
Garfield Mark S.Officer — Chief Accounting OfficerApr 10, 2026Sell1,585$113.05
Duffield David A10% ownerApr 9, 2026Conversion107,500$0.00
Kazmaier Gerrit SOfficer — President, Prod. and Tech.Apr 5, 2026Tax withholding12,270$132.26
Garfield Mark S.Officer — Chief Accounting OfficerApr 5, 2026Tax withholding2,284$132.26
Bhusri AneelOfficer — CEOApr 5, 2026Tax withholding16,470$132.26

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202626.9M6.2+2.9%
Apr 30, 202626.1M5.3+35.5%
Apr 15, 202619.3M3.8+17.0%
Mar 31, 202616.5M3.5+5.9%
Mar 13, 202615.6M3.1-0.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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