Workday (NYSE:WDAY)

CAPS Rating: 1 out of 5

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Member Avatar Flygal5 (99.01) Submitted: 8/27/2014 4:58:58 PM : Outperform Start Price: $88.46 WDAY Score: +3.85

Workday is a new Peoplesoft. When Dave Duffield lost Peoplesoft to Oracle he was devastated. He started a new company and was able to leave behind all the legacy issues. Built from scratch is more efficient than keeping legacy systems going.

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Member Avatar tecmo (94.91) Submitted: 4/30/2014 2:51:05 PM : Underperform Start Price: $54.65 WDAY Score: -28.65

Yes Revenues are growing quickly (40% YoY) which makes shorting this risky (if they execute well the stock may eventually grow into its current valuation). At $50 this company is valued at $10B; or over 15x current revenue.

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Member Avatar rustianowski (58.11) Submitted: 4/15/2014 3:42:23 PM : Outperform Start Price: $78.31 WDAY Score: +8.85

Workday is acquiring and launching more modules such as recruiting. It will continue to grow as its user ease and user interface are unmatched as well as its data leveraging capabilities.

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Member Avatar 1russianguy (79.27) Submitted: 3/5/2014 10:20:31 AM : Outperform Start Price: $106.96 WDAY Score: -20.16

BG went long around $97.

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Member Avatar geosman (< 20) Submitted: 3/2/2014 5:28:12 PM : Outperform Start Price: $98.36 WDAY Score: -12.91

sales and integration for payroll systems. these guys know how to sell, and 2 month integration.

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Member Avatar moser1 (< 20) Submitted: 3/1/2014 1:15:20 PM : Outperform Start Price: $107.26 WDAY Score: -22.18

CEO has vision to change the indursty

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Member Avatar rogermenzel (40.70) Submitted: 1/9/2014 1:17:14 AM : Outperform Start Price: $89.01 WDAY Score: -5.12

it will fly

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Member Avatar cibient (< 20) Submitted: 1/3/2014 8:16:57 PM : Underperform Start Price: $82.42 WDAY Score: -2.69

I'm short CRM, and I was floored comparing P/S and P/B ratios. Makes CRM look cheap by those metrics. WDAY can't scale like CRM has due to narrower software focus.

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Member Avatar canucknobuck (< 20) Submitted: 12/28/2013 12:03:44 PM : Outperform Start Price: $81.78 WDAY Score: +3.79

The move away from awful monolithic ERPs is underway. And WorkDay is well positioned and has an excellent management team.

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Member Avatar jaidahenley8 (< 20) Submitted: 12/2/2013 8:59:05 AM : Outperform Start Price: $82.20 WDAY Score: +1.57

Its gonna FAIL

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Member Avatar karlsmq (< 20) Submitted: 11/20/2013 12:30:23 PM : Outperform Start Price: $71.72 WDAY Score: +16.78

MAKING ENTERPRISE TASKS EASY

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Member Avatar oea (27.98) Submitted: 11/6/2013 10:16:14 AM : Underperform Start Price: $77.73 WDAY Score: -5.57

very high valuation

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3
Member Avatar PViddy (29.03) Submitted: 8/16/2013 3:16:12 PM : Underperform Start Price: $73.59 WDAY Score: -4.56

Priced at 40x sales. I've never seen this work out well.

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Member Avatar herman18 (< 20) Submitted: 7/15/2013 2:29:03 PM : Outperform Start Price: $68.21 WDAY Score: +15.94

High Multiple but the company is earning every cent of the subscriptions. Partners only earn implementation fees with no percentage of subscription. This signals some pretty high profit margins

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Member Avatar 1onder (< 20) Submitted: 5/21/2013 1:44:56 AM : Outperform Start Price: $68.28 WDAY Score: +14.99

Though expensive, Workday is where enterprise software is headed. Its not easy to get there if you are SAP or Oracle as they find it hard to let go of the old way which was very profitable for the. Revenue is doubling year-over-year on mainly HCM products. With its Financials products hitting the market now, that sales picture looks good. Renewals in the cloud are far more bankable than on premise software equivalents. This will be a $100 stock by the end of the year.

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Member Avatar RingTheBell (< 20) Submitted: 5/19/2013 11:55:17 AM : Outperform Start Price: $68.00 WDAY Score: +15.33

Workday is the market share leader in true native cloud core system (ERP of the past). They will continue to gain share through gobbling up Oracle and SAP customers. Large complex software is a thing of the past. Customers require simplicity so they can service their own clients better--no one delivers this simplicity as well as Workday. Simplicity is here forever too, so Workday should have a very long run.

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Member Avatar 57kpdude (47.07) Submitted: 5/11/2013 1:04:14 PM : Outperform Start Price: $67.17 WDAY Score: +14.38

Excellent mgmt. and top cloud product in a specific business function.

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Member Avatar cz4ever (50.89) Submitted: 2/13/2013 12:02:30 PM : Outperform Start Price: $51.79 WDAY Score: +45.77

Very hot area, compelling technology, and a likely takeover candidate as big tech firms go hunting for small firms in the PaaS (next-gen cloud) space.

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Member Avatar psawkins (70.95) Submitted: 1/28/2013 1:17:29 AM : Outperform Start Price: $54.39 WDAY Score: +35.82

Management that has done it all before and can use the latest technology avoiding the legacy systems hampering the competition

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Member Avatar TMFHumbleServant (96.60) Submitted: 1/17/2013 9:39:36 PM : Outperform Start Price: $50.74 WDAY Score: +45.80

Admittedly, this one is speculative -- especially at these prices. But the idea for HR in the cloud is an interesting one.

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