WDAY trades against a final fair-value range of $65.95-$124.70, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs. Fair value range: low $66.0, high $125, with mid-point at $95.3.
Currently screens above fair value, so patience matters more than entry speed.
Fair value
$95
Margin of safety
-34.2%
Confidence
87/100
Moat
9/10
Educational analysis only — not financial advice. Always do your own due diligence.
$127.83Price
Low $65.95
Mid $95.27
High $124.7
WDAY trades against a final fair-value range of $65.95-$124.70, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs.
Extremely high switching costs for
Extremely high switching costs for enterprise ERP and HCM systems.
Deeply embedded core workflow integrations
Deeply embedded core workflow integrations across corporate HR.
Bull thesis
internal valuation cross-checks ($179) is recklessly anchored to an unsustainable 19% implied growth rate.
WDAY (WDAY)'s revenue growth is reported year-over-year across the most recent five fiscal years, with the deceleration or acceleration curve called out in the numbers-analysis subsection of the parent financials tab.
The deceleration curve is calibrated by archetype: hyper-growth names get a 5-10 percentage-point-per-year glide path, mature compounders converge to GDP-plus-inflation. Visibility-adjusted deceleration is documented in the assumption ledger.
Where the company reports segments, the segment composition is included in the financials section. The competitive-moat tab covers the qualitative drivers (pricing power, switching costs, distribution).
The parent financials tab carries five years of standardized revenue history. For the longer-term trend, the report's appendix logs data provenance and the source dataset identifier.
FAQ
WDAY — frequently asked questions
Based on our latest analysis, WDAY looks meaningfully overvalued. The current price is $128 versus a composite fair-value midpoint of $95.3 (range $66.0–$125), which implies roughly 25.5% downside to the midpoint.
Our composite fair-value range for WDAY is $66.0–$125, with a midpoint of $95.3. The range is triangulated across multiple valuation models (discounted earnings, forward earnings scenarios, peer multiples, and where applicable owner earnings or reverse DCF) and weighted by reliability for WDAY's archetype.
Our current rating for WDAY is Sell with a confidence score of 87/100. WDAY is rated Sell at $127.83 versus the reconciled fair value midpoint of $95.27, implying -25.47% upside/downside. Confidence is separately disclosed at 87/100. This is research for educational purposes, not personalized investment advice.
The top risks our latest report flags for WDAY are: HCM Market Saturation; Financials Cross-sell Stagnation; SBC Valuation Reckoning. The single biggest risk is HCM Market Saturation: Core HCM market saturates fully, permanently capping organic top-line growth at low single digits.
Our current rating for WDAY is Sell, issued with a confidence score of 87/100 and a moat score of 9/10. The rating reflects the composite fair-value range ($66.0–$125) versus the current price of $128.
WDAY is classified as a mature compounder stock. Archetype determines how every downstream parameter — discount rate, terminal growth, deceleration curve, terminal multiple, scenario probability weights, scorecard weights, and which valuation models are prioritized — is calibrated for WDAY.
