+25%

est. 2Y upside i

DevOps & Infra

Rank

#1532

Sector

Enterprise Cloud Applications

Est. Liquidity

~2Y

Data Quality

Data: High

Workday offers a positive expected upside of 24.6% with moderate risk, supported by strong moat and profitability.

Last updated: July 19, 2026

Bull (15%)+85%

AI agent leadership and strategic partnerships with AWS/Google drive multiple expansion to 6x on $11.66B revenue, yielding $69.96B exit.

Base (30%)+54%

Multiple converges to 5x on moderate growth, exit value $58.3B, translating to 53.8% upside.

Bear (55%)-8%

Incumbent pressure from Oracle/SAP and slowing growth compress multiple to 3x, exit value $34.98B, slight downside of -7.7%.

Est. time to liquidity~2.0 years

Preference Stack Risk

low

Funding Intensity

1%

Total funding $352M is only 0.93% of valuation, negligible overhang.

Dilution Risk

low

Public company with no imminent capital raise; dilution limited to ongoing equity grants.

Secondary Liquidity

active

Workday is publicly traded (WDAY) with daily liquidity.

View all 18 open roles at Workday →

Last updated: February 18, 2026

Questions to Ask at the Interview

Strategic questions based on Workday's data — designed to show you've done your homework.

  • 1

    “How will Workday's AI strategy differentiate from Oracle and SAP?”

  • 2

    “What is the sustainable revenue growth rate given current market penetration?”

  • 3

    “How does employee equity retention align with public market volatility?”

Community

Valuation Sentiment

Our model estimates +25% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.