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WDAY vs ADSK vs VEEV

161 measures in 16 categories, one definition each, computed from filings and market data.
WDAY74.9
Workday, Inc.
Technology · Software - Application
$190.81 −2.96%$46.0B mkt cap
Score DNA
ADSK82.4
Autodesk, Inc.
Technology · Software - Application
$239.90 −2.15%$50.1B mkt cap
Score DNA
VEEV82.5
Veeva Systems Inc.
Technology · Software - Application
$310.36 −0.83%$50.3B mkt cap
Score DNA

Price, rebased to 100 three years ago

WDAY   ADSK   VEEV   · weekly adjusted closes
6080100120140160Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26VEEV 144ADSK 115WDAY 89
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureWDAYADSKVEEV
Insider open-market buys, 180d 0 5 0
Insider $ bought, 180d — $2.17M —
Congress purchases, 180d 12 0 1
Last Congress purchase 2026-08-18 — 2026-06-02
13F net change in holders −24 −123 +43
ETFs adding shares, 30d 1,340 1,600 1,105
ETFs trimming, 30d 1,238 1,300 982
Net ETF funds, 30d +102 +300 +123

Valuation

16 measures
MeasureWDAYADSKVEEV
P/E (TTM) 36.8x
60th
30.5x
49th
49.5x
71st
PEG (P/E ÷ 3-yr EPS CAGR) — 1.26
53rd
2.16
68th
Price / sales 4.5x
51st
6.4x
69th
14.5x
91st
Price / book 7.1x
69th
14.8x
88th
6.8x
65th
Price / tangible book 64.5x
95th
— 4.9x
41st
Price / free cash flow 16.2x
44th
17.7x
51st
30.6x
73rd
Price / operating cash flow 14.9x
46th
17.3x
55th
30.2x
77th
Enterprise value $46.4B
89th
$49.7B
90th
$43.2B
88th
EV / sales 4.6x
55th
6.4x
73rd
12.5x
91st
EV / EBITDA 27.8x
63rd
21.5x
54th
33.3x
69th
EV / EBIT 35.6x
59th
23.6x
47th
34.4x
58th
EV / free cash flow 16.3x
44th
17.5x
45th
26.3x
70th
Earnings yield 2.7%
64th
3.3%
71st
2.0%
57th
FCF yield 6.2%
62nd
5.6%
57th
3.3%
38th
Operating cash flow yield 6.7%
60th
5.8%
52nd
3.3%
33rd
Graham number (per share) $53.89
79th
$52.98
78th
$78.92
88th

Profitability (TTM)

12 measures
MeasureWDAYADSKVEEV
Gross margin 75.8%
65th
91.2%
100th
75.0%
60th
EBITDA margin 16.4%
56th
29.6%
80th
37.5%
84th
Operating margin 12.0%
62nd
27.5%
85th
29.9%
88th
EBIT margin 12.8%
62nd
27.0%
84th
36.2%
89th
Net margin 12.3%
64th
21.1%
83rd
29.3%
90th
NOPAT margin 11.7%
64th
21.5%
84th
22.9%
86th
FCF margin 28.0%
74th
36.4%
89th
47.5%
95th
Operating cash flow margin 30.3%
75th
37.2%
86th
48.2%
95th
R&D / revenue 27.7%
83rd
22.1%
66th
23.8%
72nd
SG&A / revenue 36.1%
43rd
40.6%
52nd
21.3%
13th
Stock comp / revenue 16.2%
83rd
9.1%
58th
7.4%
45th
Effective tax rate 2.6%
9th
22.0%
71st
23.6%
78th

Returns on capital

11 measures
MeasureWDAYADSKVEEV
ROE (on average equity) 16.0%
72nd
53.9%
89th
14.4%
69th
ROA 7.4%
69th
13.8%
84th
11.9%
79th
ROIC 17.4%
70th
57.1%
88th
232.6%
98th
ROCE 14.0%
71st
33.2%
91st
16.5%
79th
Return on tangible assets 7.7%
62nd
17.7%
89th
14.7%
83rd
Cash ROIC (OCF / invested capital) 45.1%
61st
98.7%
82nd
489.6%
97th
Gross profitability (GP / assets) 48.6%
67th
54.7%
74th
28.6%
35th
ROIC, 3-yr average 14.8%
73rd
108.0%
97th
—
ROIC, 5-yr average 7.5%
65th
51.2%
94th
3.6%
56th
ROE, 5-yr average 7.7%
65th
55.5%
97th
12.6%
80th
Incremental ROIC -22.8%
28th
52.5%
66th
20.0%
52nd

Growth

17 measures
MeasureWDAYADSKVEEV
Revenue growth (TTM YoY) 13.4%
43rd
18.0%
58th
16.5%
54th
Revenue growth (QoQ) 4.3%
43rd
5.8%
61st
5.1%
53rd
Revenue CAGR, 3 yr 14.9%
56th
14.9%
57th
15.7%
60th
Revenue CAGR, 5 yr 16.8%
51st
13.9%
39th
15.8%
45th
Gross profit CAGR, 3 yr 15.9%
56th
15.7%
54th
18.0%
60th
Operating income CAGR, 3 yr — 29.9%
63rd
37.8%
76th
Net income growth (TTM YoY) 114.6%
73rd
57.4%
65th
25.3%
48th
Net income CAGR, 3 yr — 23.4%
58th
23.4%
61st
EPS growth (TTM YoY) 131.7%
74th
60.4%
64th
27.0%
47th
EPS CAGR, 3 yr — 24.2%
55th
22.9%
53rd
EPS CAGR, 5 yr — 5.6%
24th
18.7%
63rd
FCF growth (TTM YoY) 18.9%
35th
50.3%
69th
23.7%
43rd
FCF CAGR, 3 yr 22.7%
37th
8.9%
6th
19.8%
32nd
Operating cash flow CAGR, 3 yr 19.5%
34th
9.0%
9th
19.5%
33rd
Book value CAGR, 3 yr 2.9%
44th
41.9%
92nd
21.0%
80th
Dividend CAGR, 3 yr — — —
Sustainable growth rate 16.0%
53rd
53.9%
86th
14.4%
47th

Margin history & stability

7 measures
MeasureWDAYADSKVEEV
Gross margin, 3-yr average 75.7%
64th
90.5%
100th
74.6%
59th
Operating margin, 3-yr average 7.4%
58th
24.5%
87th
26.5%
89th
Net margin, 3-yr average 12.8%
67th
18.4%
80th
26.8%
94th
FCF margin, 3-yr average 27.3%
75th
27.8%
78th
43.3%
97th
Revenue stability (0-1) 1.00
96th
0.97
48th
0.99
69th
Earnings stability (0-1) 0.55
48th
0.22
24th
0.91
92nd
Margin stability (0-1) 0.98
74th
0.99
97th
0.97
58th

Liquidity (latest quarter)

7 measures
MeasureWDAYADSKVEEV
Cash & short-term investments $3.4B
90th
$4.2B
90th
$7.2B
98th
Net cash (− = net debt) −$369.0M
26th
$450.0M
76th
$7.1B
99th
Working capital −$604.0M
8th
−$958.0M
5th
$6.5B
99th
Current ratio 0.91
19th
0.86
16th
5.46
88th
Quick ratio 0.91
20th
0.86
18th
5.46
88th
Cash ratio (cash + ST investments / current liabilities) 0.52
32nd
0.63
36th
4.97
90th
Defensive interval (days) 300 days
40th
356 days
49th
1,830 days
92nd

Leverage & solvency (latest quarter)

13 measures
MeasureWDAYADSKVEEV
Total debt $3.8B
88th
$3.7B
87th
$151.7M
42nd
Debt / equity 0.58
67th
1.10
81st
0.02
12th
Net debt / equity 0.06
61st
−0.13
53rd
−0.95
9th
Debt / assets 23.8%
63rd
28.5%
70th
1.7%
12th
Debt / capital 36.9%
67th
52.3%
81st
2.0%
12th
Debt / EBITDA 2.26
50th
1.61
46th
0.12
8th
Net debt / EBITDA 0.22
62nd
−0.19
53rd
−5.47
18th
Interest coverage (EBIT / interest) 11.7x
70th
1,053.5x
99th
—
Cash interest coverage 27.8x
69th
1,448.0x
99th
—
Debt payback (years of OCF) 1.2 yrs
53rd
1.3 yrs
54th
0.1 yrs
9th
Liabilities / assets 59.3%
62nd
73.9%
79th
18.0%
15th
IS credit model rating A+ AA AA
Implied credit spread (bps) 125
33rd
80
17th
80
17th

Efficiency

11 measures
MeasureWDAYADSKVEEV
Asset turnover 0.60
53rd
0.65
59th
0.41
27th
Fixed asset turnover 5.62
24th
53.72
94th
16.56
68th
Inventory turnover — — —
Receivables turnover 5.8
42nd
12.8
83rd
7.5
60th
Days sales outstanding 63 days
60th
28 days
20th
48 days
42nd
Days inventory outstanding — — —
Days payables outstanding 15 days
20th
209 days
92nd
15 days
19th
Cash conversion cycle (days) 48 days
78th
−181 days
5th
34 days
61st
Capex / revenue 2.3%
66th
0.8%
33rd
0.7%
29th
Capex / depreciation 0.65
69th
0.32
40th
0.53
60th
Operating expense ratio 63.4%
52nd
62.1%
49th
45.4%
22nd

Cash flow & earnings quality

7 measures
MeasureWDAYADSKVEEV
Operating cash flow / net income 2.46
66th
1.76
46th
1.64
44th
FCF / net income 2.27
68th
1.72
54th
1.62
48th
FCF / operating cash flow 92.3%
39th
97.8%
76th
98.6%
87th
Capex / operating cash flow 7.7%
61st
2.2%
24th
1.4%
13th
Accruals ratio -10.8%
51st
-10.5%
52nd
-7.6%
60th
Sloan accruals ratio -36.4%
3rd
-0.7%
66th
8.3%
84th
Earnings quality score (0-1) 0.75
11th
0.75
11th
0.75
11th

Dividends & buybacks

9 measures
MeasureWDAYADSKVEEV
Dividend yield 0.0%
0th
0.0%
0th
0.0%
0th
Dividend per share (TTM) $0.00
0th
$0.00
0th
$0.00
0th
Payout ratio (dividends / net income) 0.0%
0th
0.0%
0th
0.0%
0th
Dividends / FCF 0.0%
0th
0.0%
0th
0.0%
0th
Dividend growth (YoY) — — —
Buyback yield 11.4%
88th
3.2%
53rd
1.3%
38th
Shareholder yield (dividends + buybacks) 11.4%
88th
3.2%
51st
1.3%
32nd
Share count change (YoY) -7.4%
17th
-1.9%
49th
-1.3%
54th
Buybacks, last 5 years $10.9B
96th
$7.4B
93rd
$1.2B
76th

Scores & forensic checks

15 measures
MeasureWDAYADSKVEEV
IS score 75
85th
82
96th
83
97th
IS profitability 66
77th
91
96th
81
89th
IS growth 68
53rd
76
74th
70
59th
IS value 34
35th
30
23rd
44
67th
IS momentum 93
82nd
96
87th
95
86th
IS risk (safety) 80
50th
100
61st
100
61st
IS quality 81
80th
87
95th
88
96th
IS balance sheet 78
60th
69
51st
95
93rd
IS earnings quality 59
62nd
70
82nd
68
80th
IS cash flow 85
80th
94
93rd
97
95th
Piotroski F-score (0-9) 7
57th
8
85th
6
38th
Altman Z-score 3.5
55th
4.0
61st
14.8
93rd
Beneish M-score −2.72
51st
−2.70
54th
−2.61
63rd
Ohlson O-score −8.14
45th
−7.11
60th
−12.77
4th
IS credit score 77
62nd
90
81st
90
81st

Per share

7 measures
MeasureWDAYADSKVEEV
EPS, diluted (TTM) $5.00
86th
$7.78
90th
$6.15
87th
Book value per share $25.82
82nd
$16.03
76th
$45.02
92nd
Tangible book per share $2.49
52nd
−$6.53
11th
$42.40
96th
Revenue per share $40.59
86th
$36.92
85th
$20.95
74th
FCF per share $11.37
88th
$13.42
92nd
$9.95
85th
Operating cash flow per share $12.32
88th
$13.73
91st
$10.09
86th
Cash per share $13.60
85th
$19.69
91st
$43.88
99th

Size (TTM)

8 measures
MeasureWDAYADSKVEEV
Market cap $46.0B
89th
$50.1B
90th
$50.3B
90th
Revenue $10.2B
94th
$7.8B
92nd
$3.5B
81st
EBITDA $1.7B
90th
$2.3B
93rd
$1.3B
88th
Net income $1.3B
90th
$1.6B
92nd
$1.0B
88th
Free cash flow $2.8B
93rd
$2.8B
93rd
$1.6B
88th
Total assets $15.9B
90th
$13.0B
85th
$9.1B
82nd
Shareholders' equity $6.5B
86th
$3.4B
81st
$7.4B
90th
Employees 20,896
95th
14,300
90th
7,928
83rd

Price performance

9 measures
MeasureWDAYADSKVEEV
1 day −3.0% −2.1% −0.8%
1 week +2.3% +1.9% +4.8%
1 month −4.2% +9.7% +17.7%
3 months +29.6% +10.2% +57.2%
6 months +54.1% −0.9% +84.8%
Year to date −7.3% −16.3% +41.4%
1 year −18.7% −21.4% +8.0%
3 years, cumulative −14.1% +12.5% +43.2%
5 years, cumulative −25.4% −14.0% +8.3%

Technicals

4 measures
MeasureWDAYADSKVEEV
RSI 14 52.1 59.9 71.2
From 52-week high −22.9% −25.0% −2.7%
From 52-week low +72.9% +29.3% +109.7%
Beta 1.07 1.33 0.93
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms