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WDAY

Workday, Inc.

Technology · $49.9B market cap

Verdict

Share price

$186.14

close of Oct 3, 2026

Fair value

$74.28

Sticker Price

Payback Price

$29.71

buy price

Overpriced

WDAY is Overpriced: at $186.14 it trades 151% above its fair value of $74.28. Its buy price (Payback Price) is $29.71, 84% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-29.6% a year✗
Equity per share growth18.1% a year✓
Sales growth23.7% a year✓
Free cash flow growth32.5% a year✓
Return on invested capital3.4%✗

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Superinvestors

3 of the investors we track hold WDAY. In Q2 2026, 1 opened a position and 2 added. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$1.1B

8,824,517 shares

Richard Pzena

Pzena Investment Management · as of Q2 2026

$241.3M

1,971,270 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$23.6M

192,764 shares

Moves in Q2 2026

New position: Richard Pzena

Added: Bill Nygren, First Eagle Investment Management

Insider activity

Since Jun 16, 2026: no open-market purchases, 77 sales worth $119.5M and 23 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$122K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$121K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$45K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$1.5M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$6.0M

Show all 77 sales

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$6.3M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$1.2M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

Sold

$2.7M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$20K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$388K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$1.3M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$385K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$826K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$961K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$7.0M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$7.3M

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

Sold

$797K

Garfield Mark S.

Chief Accounting Officer · 2026-07-10

Sold

$131K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$14K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$2.9M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$5.4M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$3.8M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$1.9M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$67K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$226K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$238K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

Sold

$183K

Rowe Zane

Chief Financial Officer · 2026-07-07

Sold

$101K

Rowe Zane

Chief Financial Officer · 2026-07-07

Sold

$393K

Rowe Zane

Chief Financial Officer · 2026-07-07

Sold

$368K

Kazmaier Gerrit S

President, Prod. and Tech. · 2026-07-07

Sold

$43K

Kazmaier Gerrit S

President, Prod. and Tech. · 2026-07-07

Sold

$200K

Kazmaier Gerrit S

President, Prod. and Tech. · 2026-07-07

Sold

$149K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$14K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$6.0M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$2.2M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$464K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$956K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$332K

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$1.1M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$1.5M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$1.8M

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

Sold

$273K

Enslin Robert

President, CCO · 2026-07-05

Sold

$48K

Enslin Robert

President, CCO · 2026-07-05

Sold

$277K

Enslin Robert

President, CCO · 2026-07-05

Sold

$63K

Enslin Robert

President, CCO · 2026-07-05

Sold

$80K

Enslin Robert

President, CCO · 2026-07-05

Sold

$38K

Enslin Robert

President, CCO · 2026-07-05

Sold

$97K

Enslin Robert

President, CCO · 2026-07-05

Sold

$114K

Enslin Robert

President, CCO · 2026-07-05

Sold

$9K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-30

Sold

$3.8M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-30

Sold

$6.5M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-30

Sold

$2.0M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-30

Sold

$732K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$214K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$1.1M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$2.0M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$2.3M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$3.3M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

Sold

$3.4M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$185K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$494K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$898K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$1.2M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$453K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$808K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$790K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$5.6M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

Sold

$1.8M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$328K

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$2.6M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$3.4M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$2.1M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$1.0M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$1.4M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

Sold

$2.5M

Other filings

Enslin Robert

President, CCO · 2026-09-05

Tax withholding

$436K

Kazmaier Gerrit S

President, Prod. and Tech. · 2026-09-05

Tax withholding

$660K

Rowe Zane

Chief Financial Officer · 2026-09-05

Tax withholding

$550K

DUFFIELD DAVID A

Owns 10%+ · 2026-09-04

C-Conversion

90,615 shares

DUFFIELD DAVID A

Owns 10%+ · 2026-09-01

C-Conversion

94,961 shares

Show all 23 other filings

DUFFIELD DAVID A

Owns 10%+ · 2026-07-09

C-Conversion

107,500 shares

DUFFIELD DAVID A

Owns 10%+ · 2026-07-06

C-Conversion

107,500 shares

Sauer Richard Harry

Chief Legal Officer & Secty · 2026-07-05

Tax withholding

$918K

Enslin Robert

President, CCO · 2026-07-05

Tax withholding

$763K

BHUSRI ANEEL

CEO · 2026-07-05

Tax withholding

$1.2M

Garfield Mark S.

Chief Accounting Officer · 2026-07-05

Tax withholding

$473K

Rowe Zane

Chief Financial Officer · 2026-07-05

Tax withholding

$1.1M

Kazmaier Gerrit S

President, Prod. and Tech. · 2026-07-05

Tax withholding

$1.2M

DUFFIELD DAVID A

Owns 10%+ · 2026-06-30

C-Conversion

107,500 shares

DUFFIELD DAVID A

Owns 10%+ · 2026-06-25

C-Conversion

107,500 shares

DUFFIELD DAVID A

Owns 10%+ · 2026-06-22

C-Conversion

107,500 shares

DUFFIELD DAVID A

Owns 10%+ · 2026-06-17

C-Conversion

107,500 shares

MCNAMARA MICHAEL M

director · 2026-06-16

Award

2,366 shares

BOGAN THOMAS F

director · 2026-06-16

Award

3,076 shares

Hawkins Mark J

director · 2026-06-16

Award

2,366 shares

Speiser Michael L

director · 2026-06-16

Award

2,879 shares

Frederick Wayne A.I.

director · 2026-06-16

Award

2,366 shares

Doughtie Lynne M

director · 2026-06-16

Award

2,366 shares

About Workday, Inc.

Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works