Análisis Argos
WDAY
WDAYBarata · ojo al riesgo
Workday, Inc. · Technology
US$ 135.40
precio al 2026-07-04
Valor justo Argos*
US$ 137–151
vs. su valor justo
11% por debajo
Score Argos
75/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 5.3% al año — menos de lo que viene demostrando (7.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 32% el último año.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO5/6PASADO3/6SALUD3/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO5/6PASADO3/6SALUD3/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos75de 100Barata · ojo al riesgo
Ingresos13%
US$ 9.6 B
Margen operativo118%
10.7%
Flujo de caja libre27%
US$ 2.8 B
Deuda neta
US$ 2.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 35.5B
P/E51.2x
EV/EBITDA27.6x
FCF yield7.8%
ROIC6.9%
Margen operativo10.7%
Crecim. ingresos+13.1%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 29 jun
Workday (WDAY) Soars 9.2%: Is Further Upside Left in the Stock?
Workday (WDAY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
barrons.com · 26 jun
The Market Rotation Is On. ServiceNow, Workday, and AppLovin Rise as Software Tops Chips.
ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?
seekingalpha.com · 25 jun
Workday: Valuation Is Cheap, Upside Potential From AI Growth
Workday remains a buy as AI adoption becomes a tangible expansion driver within its existing customer base. WDAY's agentic AI drove >200% y/y new ACV growth, with expansion deals >50% larger and 4,000+ customers using at least one agent. Core subscription revenue remains durable, growing 14.3% y/y, with ~60% of growth from existing customers and strong backlog visibility.
zacks.com · 24 jun
Why Workday (WDAY) is a Top Growth Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
businesswire.com · 24 jun
The Jackson T. Stephens Cup Announces Stephens and Workday as Returning Partners for 2026 Tournament at PGA Frisco
LITTLE ROCK, Ark.--(BUSINESS WIRE)--The Jackson T. Stephens Cup (JTS Cup) today announced the return of Stephens as Presenting Partner and Workday as a Proud Partner for the 2026 tournament. Their continued corporate support has been instrumental in the tournament's growth, helping to expand its reach and further its mission of providing elite collegiate golfers with opportunities to compete at the highest level. Now in its sixth year, the JTS Cup has established itself as one of collegiate gol.
businesswire.com · 23 jun
Medix Technology Joins as a Staffing Partner within the Workday Service Partner Program
OAK BROOK, Ill.--(BUSINESS WIRE)-- #ERP--Medix Staffing Solutions, LLC, and its Medix Technology division, today announced it has joined as a staffing partner as part of the Workday Services partner program. This partnership reflects Medix Technology's continued commitment in providing access to Workday talent and workforce solutions that help support healthcare organizations nationwide. Since initially joining the Workday Partner Program as a Sales partner in 2025, Medix Technology has expanded its W.
reuters.com · 22 jun
Workday must face California lawsuit over AI bias in job screening tools
Workday must face claims that its popular AI-powered human resources software weeded out job applicants at other companies in ways that violated California law and a ​federal ban on discrimination against workers with disabilities, a federal judge ruled on ‌Monday.
businesswire.com · 18 jun
Euna Payments Achieves Workday Certification, Enabling Real-Time Revenue Posting for Public Sector Finance Teams
ATLANTA & TORONTO--(BUSINESS WIRE)--Euna Solutions, the leading provider of purpose-built cloud solutions for the public sector, today announced that its Euna Payments has earned the Workday Certified Integration Badge and is now listed on the Workday Marketplace. The certification confirms that Euna Payments can post payments directly into Workday in real time, helping agencies drive more on-time payments by meeting constituents where they are, whether it's online, in person, or with cash. At.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.