Workday, Inc. (WDAY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-09
$137.88-4.02%
Close 2026-07-08 · 1-day change
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $137.88. As of 2026-07-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $138 WDAY trades at 17× p/e, below its 37× p/e peer median. Our $223 fair value sits well above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $135–$275. Not investment advice.
$135.00 – $275.00 (median $159.00) · 16 analysts · as of 2026-06-25
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 46% over what the business is worth with no growth; closing that gap needs roughly 4.4 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.34/sh owner earnings.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $159.00 | — | — | Analyst | high |
| Peer P/FCF | 12M | $217.61 | 18.6 | 11.69 | TTM | high |
| Peer P/E | 12M | $308.84 | 37.3 | 8.29 | TTM | high |
| Peer P/S | 12M | $127.22 | 3.3 | 38.75 | TTM | high |
| PEG | 12M | $122.44 | 14.8 | 8.29 | TTM | high |
| Own P/E history | 12M | $294.18 | 35.5 | 8.29 | TTM | high |
| triangulated | 12M | $323.54 | 37.3 | 8.68 | Triangulated | high |
| Peer P/FCF | 3Y | $330.96 | 18.6 | 17.77 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $469.70 | 37.3 | 12.61 | Analyst | medium |
| Peer P/S | 3Y | $105.83 | 3.3 | 32.23 | guidance | medium |
| PEG | 3Y | $186.22 | 14.8 | 12.61 | Analyst | medium |
| Own P/E history | 3Y | $447.40 | 35.5 | 12.61 | Analyst | medium |
| Peer P/FCF | 5Y | $437.70 | 18.6 | 23.51 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $621.18 | 37.3 | 16.67 | Analyst | high |
| Peer P/S | 5Y | $64.83 | 3.3 | 19.74 | guidance | high |
| PEG | 5Y | $246.27 | 14.8 | 16.67 | Analyst | high |
| Own P/E history | 5Y | $591.69 | 35.5 | 16.67 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.