WDAY · Workday, Inc.
$132.262026-05-17Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Bull
$358
+170.5% vs market
Base · active
$347
+162.0% vs market
Bear
$270
+104.3% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($270 · $358) Analysts Range ($125 · $298) 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 |
|---|
| 2022.Q4 | $5.1B | — | -2.3% | 0.0% | −$211MM | −$1.5B | −$1.7B | 6.9% | — | -2.6% | $8.1B | $0.11 | — |
| 2023.Q4 | $6.2B | 21.0% | -3.6% | 0.0% | −$313MM | −$648MM | −$961MM | 8.9% | — | -3.7% | $8.9B | $-1.39 | — |
| 2024.Q4 | $7.3B | 16.8% | 5.0% | 0.0% | $1.4B | −$595MM | $813MM | 8.8% | — | 14.7% | $10.3B | $5.24 | — |
| 2025.Q4 | $8.4B | 16.4% | 9.7% | 17.6% | $678MM | −$1.8B | −$1.1B | 10.0% | — | 6.2% | $11.5B | $2.00 | — |
| 2026.Q4 | $9.6B | 13.1% | 17.6% | 31.3% | $1.2B | −$3.1B | −$1.9B | 9.6% | — | 9.4% | $13.0B | $2.63 | 20.7 |
| italics below = DCF projection · 10yr Rev CAGR: 8.9% |
| 2027.Q4 | $10.7B | +11.6% | 35.0% | 30.2% | $2.6B | −$2.3B | $272MM | 9.2% | $249MM | 18.4% | $15.3B | $2.51 | 52.7 |
| 2028.Q4 | $11.9B | +11.3% | 37.0% | 29.1% | $3.1B | −$2.2B | $964MM | 9.2% | $808MM | 19.0% | $17.5B | $3.73 | 35.5 |
| 2029.Q4 | $13.1B | +10.5% | 39.0% | 27.9% | $3.7B | −$1.9B | $1.8B | 9.1% | $1.4B | 20.0% | $19.4B | $5.18 | 25.5 |
| 2030.Q4 | $14.7B | +12.0% | 41.1% | 26.8% | $4.4B | −$3.1B | $1.3B | 9.0% | $930MM | 21.1% | $22.5B | $7.03 | 18.8 |
| 2031.Q4 | $16.2B | +10.4% | 45.1% | 25.7% | $5.4B | −$3.0B | $2.5B | 9.0% | $1.6B | 22.7% | $25.5B | $10.43 | 12.7 |
|
| Term. Yr+ | $23.3B | 4.1% | 45.1% | 20.0% | $8.4B | −$1.5B | $6.9B | 8.6% | $64.7B | 22.2% | — | — | — |
Active scenario IV: $347 (+162.0% vs market)