Is Workiva Stock a Good Investment?
Workiva Investment Advice | WK |
- Examine Workiva's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Workiva's leadership team and their track record. Good management can help Workiva navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Application Software space and any emerging trends that could impact Workiva's business and its evolving consumer preferences.
- Compare Workiva's performance and market position to its competitors. Analyze how Workiva is positioned in terms of product offerings, innovation, and market share.
- Check if Workiva pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Workiva's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Workiva stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Workiva is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Workiva Stock
Researching Workiva's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.99. Workiva had not issued any dividends in recent years.
To determine if Workiva is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Workiva's research are outlined below:
| Workiva generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 738.68 M. Annual Net Loss to common stockholders was (55.04 M) with gross profit of 566.63 M. | |
| Workiva has a poor financial position based on the latest SEC disclosures | |
| Over 96.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: William Blair Investment Management LLC Acquires 49,549 Shares of Workiva Inc. |
Workiva Quarterly Accounts Payable |
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Workiva uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Workiva. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Workiva's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 20th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Workiva's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Workiva's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-01 | 2024-06-30 | 0.18 | 0.16 | -0.02 | 11 | ||
2018-02-22 | 2017-12-31 | -0.22 | -0.19 | 0.03 | 13 | ||
2015-08-05 | 2015-06-30 | -0.24 | -0.21 | 0.03 | 12 | ||
2021-05-04 | 2021-03-31 | 0.07 | 0.12 | 0.05 | 71 | ||
2019-11-06 | 2019-09-30 | -0.17 | -0.12 | 0.05 | 29 | ||
2019-05-01 | 2019-03-31 | -0.04 | 0.01 | 0.05 | 125 | ||
2015-05-05 | 2015-03-31 | -0.18 | -0.13 | 0.05 | 27 | ||
2024-05-02 | 2024-03-31 | 0.16 | 0.22 | 0.06 | 37 |
Workiva Target Price Consensus
Workiva target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Workiva's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 11 | Strong Buy |
Most Workiva analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Workiva stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Workiva, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationWorkiva Target Price Projection
Workiva's current and average target prices are 89.32 and 122.54, respectively. The current price of Workiva is the price at which Workiva is currently trading. On the other hand, Workiva's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Workiva Target Price
Workiva Analyst Ratings
Workiva's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Workiva stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Workiva's financials, market performance, and future outlook by experienced professionals. Workiva's historical ratings below, therefore, can serve as a valuable tool for investors.Know Workiva's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Workiva is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Workiva backward and forwards among themselves. Workiva's institutional investor refers to the entity that pools money to purchase Workiva's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | First Trust Advisors L.p. | 2024-12-31 | 824.2 K | Loomis, Sayles & Company Lp | 2024-12-31 | 814.6 K | Brown Capital Management, Llc | 2024-12-31 | 772 K | Mairs & Power Inc | 2024-12-31 | 734 K | Northern Trust Corp | 2024-12-31 | 596.5 K | Nuveen Asset Management, Llc | 2024-12-31 | 588.4 K | Artisan Partners Limited Partnership | 2024-12-31 | 584.7 K | Timessquare Capital Management, Llc | 2024-12-31 | 560 K | Norges Bank | 2024-12-31 | 545 K | Vanguard Group Inc | 2024-12-31 | 5.8 M | Blackrock Inc | 2024-12-31 | 5.3 M |
Workiva's market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 4.92 B.Market Cap |
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Workiva's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.05) | (0.05) | |
| Return On Capital Employed | (0.10) | (0.10) | |
| Return On Assets | (0.04) | (0.04) | |
| Return On Equity | 1.32 | 0.94 |
Determining Workiva's profitability involves analyzing its financial statements and using various financial metrics to determine if Workiva is a good buy. For example, gross profit margin measures Workiva's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Workiva's profitability and make more informed investment decisions.
Evaluate Workiva's management efficiency
Workiva has Return on Asset (ROA) of (0.0349) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0349. This is way below average. Likewise, it shows a return on total equity (ROE) of (27.6253) %, which implies that it produced no returns to current stockholders. Workiva's management efficiency ratios could be used to measure how well Workiva manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to -0.05. The value of Return On Capital Employed is expected to slide to -0.1. At this time, Workiva's Total Current Liabilities is quite stable compared to the past year. Liabilities And Stockholders Equity is expected to rise to about 1.4 B this year, although the value of Non Current Liabilities Other will most likely fall to about 215.7 K.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (0.75) | (0.72) | |
| Tangible Book Value Per Share | (4.80) | (4.56) | |
| Enterprise Value Over EBITDA | (256.05) | (243.25) | |
| Price Book Value Ratio | (145.41) | (138.14) | |
| Enterprise Value Multiple | (256.05) | (243.25) | |
| Price Fair Value | (145.41) | (138.14) | |
| Enterprise Value | 6.5 B | 6.9 B |
Understanding the management dynamics of Workiva allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Beta 1.092 |
Basic technical analysis of Workiva Stock
As of the 19th of March, Workiva maintains the Market Risk Adjusted Performance of (0.29), mean deviation of 2.01, and Standard Deviation of 2.86. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Workiva, as well as the relationship between them.Workiva's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Workiva insiders, such as employees or executives, is commonly permitted as long as it does not rely on Workiva's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Workiva insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Workiva's Outstanding Corporate Bonds
Workiva issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Workiva uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Workiva bonds can be classified according to their maturity, which is the date when Workiva has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WDAY 38 01 APR 32 Corp BondUS98138HAJ05 | View | |
| WDAY 37 01 APR 29 Corp BondUS98138HAH49 | View |
Understand Workiva's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Workiva's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.29) | |||
| Mean Deviation | 2.01 | |||
| Coefficient Of Variation | (1,403) | |||
| Standard Deviation | 2.86 | |||
| Variance | 8.2 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | 0.1011 | |||
| Treynor Ratio | (0.30) | |||
| Maximum Drawdown | 17.17 | |||
| Value At Risk | (3.42) | |||
| Potential Upside | 3.72 | |||
| Skewness | (0.97) | |||
| Kurtosis | 6.13 |
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.29) | |||
| Mean Deviation | 2.01 | |||
| Coefficient Of Variation | (1,403) | |||
| Standard Deviation | 2.86 | |||
| Variance | 8.2 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | 0.1011 | |||
| Treynor Ratio | (0.30) | |||
| Maximum Drawdown | 17.17 | |||
| Value At Risk | (3.42) | |||
| Potential Upside | 3.72 | |||
| Skewness | (0.97) | |||
| Kurtosis | 6.13 |
Consider Workiva's intraday indicators
Workiva intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Workiva stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Workiva Corporate Filings
F4 | 14th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 25th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 12th of February 2025 Other Reports | ViewVerify | |
13A | 6th of December 2024 An amended filing to the original Schedule 13G | ViewVerify |
Workiva Stock media impact
Far too much social signal, news, headlines, and media speculation about Workiva that are available to investors today. That information is available publicly through Workiva media outlets and privately through word of mouth or via Workiva internal channels. However, regardless of the origin, that massive amount of Workiva data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Workiva news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Workiva relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Workiva's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Workiva alpha.
Workiva Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Workiva can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Workiva Historical Investor Sentiment
Investor biases related to Workiva's public news can be used to forecast risks associated with an investment in Workiva. The trend in average sentiment can be used to explain how an investor holding Workiva can time the market purely based on public headlines and social activities around Workiva. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Workiva's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Workiva and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Workiva news discussions. The higher the estimate score, the more favorable the investor's outlook on Workiva.
Workiva Maximum Pain Price Across April 17th 2025 Option Contracts
Workiva's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Workiva close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Workiva's options.
Workiva Corporate Directors
| Brigid Bonner | Independent Director | Profile | |
| Eugene Katz | Independent Director | Profile | |
| Suku Radia | Independent Director - Nominee | Profile | |
| Robert Herz | Independent Director | Profile |
Already Invested in Workiva?
The danger of trading Workiva is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Workiva is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Workiva. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Workiva is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Workiva. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Workiva. If investors know Workiva will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Workiva listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.99) | Revenue Per Share | Quarterly Revenue Growth 0.199 | Return On Assets | Return On Equity |
The market value of Workiva is measured differently than its book value, which is the value of Workiva that is recorded on the company's balance sheet. Investors also form their own opinion of Workiva's value that differs from its market value or its book value, called intrinsic value, which is Workiva's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Workiva's market value can be influenced by many factors that don't directly affect Workiva's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Workiva's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Workiva is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Workiva's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.