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Workiva Inc

81.370USD

+2.210+2.79%

Close 09/17, 16:00（ET）Quotes delayed by 15 min

4.54BMarket Cap

LossP/E TTM



Workiva Inc

81.370

+2.210+2.79%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated：2025-09-16

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

105 / 470

Overall Ranking

180 / 4724

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 11 analysts

Strong Buy

Current Rating

99.403

Target Price

+27.02%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Workiva Inc. is a provider of cloud-based reporting solutions that are designed to solve business challenges at the intersection of data, process and people. The Company offers its unified software-as-a-service (SaaS) platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. The Company's Workiva platform is multi-tenant cloud software deployed in multiple regions worldwide for assured integrated reporting. The Company's platform is built primarily on Amazon Web Services (AWS) and is composed of both proprietary and open-source technologies. Its Workiva platform helps the customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premise applications.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 37.33% year-on-year.

Undervalued

The company’s latest PE is -66.55, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 50.61M shares, decreasing 8.42% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 6.22M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.78.

Financial Health

Currency: USD Updated：2025-09-16

The company's current financial score is 6.65, which is lower than the Software & IT Services industry's average of 7.26. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 215.19M, representing a year-over-year increase of 21.23%, while its net profit experienced a year-over-year increase of 10.55%.

Score

Industry at a Glance

Previous score

6.65

Change



Financials

5.86

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

4.43

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.46

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.29

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.19

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated：2025-09-16

The company’s current valuation score is 1.20, which is lower than the Software & IT Services industry's average of 2.11. Its current P/E ratio is -66.55, which is -34.02% below the recent high of -43.90 and 14.24% above the recent low of -57.07.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 105/470

No Data

Earnings Forecast

Currency: USD Updated：2025-09-16

The company’s current earnings forecast score is 9.09, which is higher than the Software & IT Services industry's average of 7.60. The average price target for Workiva Inc is 95.00, with a high of 127.43 and a low of 90.00.

Score

Industry at a Glance

Previous score

9.09

Change

Support & Resistance

No Data

Analyst Rating

Based on 11 analysts

Strong Buy

Current Rating

99.403

Target Price

+25.57%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

242

Total

Median

Average

Company name

Ratings

Analysts

Workiva Inc

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

Zscaler Inc

ServiceNow Inc

NOW

Fortinet Inc

FTNT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated：2025-09-16

The company’s current price momentum score is 6.61, which is lower than the Software & IT Services industry's average of 7.32. Sideways: Currently, the stock price is trading between the resistance level at 82.86 and the support level at 75.27, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.95

Change

-0.34

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(4)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.676

Neutral

RSI(14)

54.422

Neutral

STOCH(KDJ)(9,3,3)

51.645

Buy

ATR(14)

2.695

High Vlolatility

CCI(14)

0.834

Neutral

Williams %R

46.113

Neutral

TRIX(12,20)

0.213

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(1)

Neutral(0)

Buy(5)

Indicators

Value

Direction

MA5

77.792

Buy

MA10

78.127

Buy

MA20

78.467

Buy

MA50

74.037

Buy

MA100

71.411

Buy

MA200

82.190

Sell

Institutional Confidence

Currency: USD Updated：2025-09-16

The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 6.81. The latest institutional shareholding proportion is 97.02%, representing a quarter-over-quarter decrease of 3.20%. The largest institutional shareholder is The Vanguard, holding a total of 6.22M shares, representing 11.93% of shares outstanding, with 6.21% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

5.93M

+2.46%

BlackRock Institutional Trust Company, N.A.

4.21M

+0.13%

Eminence Capital, LP

855.00K

T. Rowe Price Investment Management, Inc.

2.83M

+31.97%

Riverbridge Partners, LLC

1.54M

-6.67%

State Street Global Advisors (US)

1.31M

-0.61%

Geode Capital Management, L.L.C.

1.20M

+5.00%

Fidelity Management & Research Company LLC

2.00M

-18.21%

Conestoga Capital Advisors, LLC

1.18M

+1.22%

Risk Assessment

Currency: USD Updated：2025-09-16

The company’s current risk assessment score is 3.60, which is lower than the Software & IT Services industry's average of 4.01. The company's beta value is 0.86. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.