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Posted by
Two Blokes May 18 -
Filed in
Stock
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2 views
Workday exhibits deliberate, steady growth with expanding margins, strong cash flow, and a robust balance sheet, reflecting textbook financial discipline. Despite decelerating revenue growth, Workday's profitability profile is improving, with analysts expecting further margin expansion and cash generation. Valuation appears attractive: Workday trades at a lower EV/Revenue multiple than slower-growing peers SAP and Oracle, suggesting undervaluation or at least fair pricing.
