Workiva, Inc. (WK)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$85.50+0.26%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · WK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks WK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
This expanding operating leverage generated healthy free cash flow, providing the financial agility to fund our technology roadmap as we build toward our 2030 targets.”
Stated in 2 of 3 supplied quarters. Management reported: “This expanding operating leverage generated healthy free cash flow, providing the financial agility to fund our technology roadmap as we build toward our 2030 targets.”” “This outperformance has positioned us to achieve our 2027 medium-term operating margin target of 18% a full year ahead of schedule.”” Operating income was $17.837 million in 2026-Q3.
“This expanding operating leverage generated healthy free cash flow, providing the financial agility to fund our technology roadmap as we build toward our 2030 targets.””
““While our pace of innovation has accelerated, we have also maintained our rigorous focus on operational discipline and expanding operating leverage as we scale the business,” said Barbara Larson, Ch…”
Full Year 2026 Guidance: • Total revenue is expected to be in the range of $1.041 billion to $1.044 billion.
Stated in 2 of 3 supplied quarters. Management reported: “Financial Outlook As of November 5, 2026, Workiva is providing guidance as follows: Fourth Quarter 2026 Guidance : • Total revenue is expected to be in the range of $275 million to $278 million.” “Full Year 2026 Guidance: • Total revenue is expected to be in the range of $1.041 billion to $1.044 billion.” Revenue was $262.963 million in 2026-Q3.
At the same time, we are transforming our platform to be agentic-first where agents will enable customers in advanced solution tiers to accelerate reporting and compliance outcomes with the control a…
Stated in 1 of 3 supplied quarters. Management reported: “At the same time, we are transforming our platform to be agentic-first where agents will enable customers in advanced solution tiers to accelerate reporting and compliance outcomes with the control and traceability of the Workiva platform.””
• Large Contracts: As of June 30, 2026, Workiva had 2,690 customers with an annual contract value (“ACV”) of more than $100,000, up 20% from 2,241 customers at June 30, 2025.
During the second quarter of 2026, Workiva purchased approximately 2.5 million shares for $123 million under the plan.
Over the trailing year it converted 4.29x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 51% for the rest of the cohort, n=3136).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
“Full Year 2026 Guidance: • Total revenue is expected to be in the range of $1.041 billion to $1.044 billion.”
“Full Year 2026 Guidance: • Total revenue is expected to be in the range of $1.037 billion to $1.041 billion.”
“At the same time, we are transforming our platform to be agentic-first where agents will enable customers in advanced solution tiers to accelerate reporting and compliance outcomes with the control a…”