WDAY · Workday, Inc.
$124.212026-07-21Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Bull
$252
+102.5% vs market
Base · active
$246
+98.3% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($204 · $252) Analysts Range ($135 · $275) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2025.Q1 | $7.3B | — | 3.9% | 0.0% | $899MM | −$1.0B | −$141MM | 9.0% | — | 8.0% | $11.2B | $5.43 | — |
| 2025.Q4 | $7.3B | 0.0% | 3.9% | 17.6% | $235MM | −$1.6B | −$1.3B | 10.0% | — | 2.1% | $11.3B | $5.43 | — |
| 2026.Q1 | $8.4B | 16.4% | 7.7% | 21.2% | $510MM | −$1.1B | −$577MM | 9.0% | — | 4.4% | $11.7B | $2.07 | — |
| 2026.Q4 | $8.4B | 0.0% | 7.7% | 31.3% | $444MM | −$2.9B | −$2.4B | 9.6% | — | 3.6% | $13.2B | $2.07 | — |
| 2027.Q1 | $9.9B | 16.7% | 18.2% | 32.8% | $1.2B | −$2.9B | −$1.6B | 8.6% | — | 9.1% | $13.3B | $3.33 | 17.6 |
| italics below = DCF projection · 10yr Rev CAGR: 8.8% |
| 2028.Q1 | $11.0B | +11.4% | 28.3% | 31.6% | $2.1B | −$2.8B | −$671MM | 8.8% | −$617MM | 14.5% | $16.1B | $3.45 | 36.0 |
| 2029.Q1 | $12.2B | +11.0% | 29.8% | 30.3% | $2.5B | −$2.3B | $193MM | 8.8% | $163MM | 14.7% | $18.4B | $4.64 | 26.8 |
| 2030.Q1 | $13.6B | +11.2% | 31.2% | 29.0% | $3.0B | −$2.2B | $836MM | 8.8% | $649MM | 15.4% | $20.6B | $6.10 | 20.4 |
| 2031.Q1 | $15.1B | +11.6% | 32.6% | 27.7% | $3.6B | −$3.4B | $143MM | 8.8% | $102MM | 16.0% | $24.0B | $7.88 | 15.8 |
| 2032.Q1 | $16.7B | +10.1% | 35.5% | 26.4% | $4.4B | −$3.3B | $1.1B | 8.8% | $717MM | 17.0% | $27.3B | $10.98 | 11.3 |
|
| Term. Yr+ | $23.8B | 4.1% | 35.5% | 20.0% | $6.7B | −$2.1B | $4.6B | 8.6% | $44.6B | 13.1% | — | — | — |
Active scenario IV: $246 (+98.3% vs market)