MSTR vs WDAY
MicroStrategy and Workday, side by side.
Prices and company dataas of yesterday's close
- MSTRKeepin five trading days−14%
MicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%.
- WDAYBuy moresales growth, past year13%
Workday's sales grew 13% over the past year, but the stock fell 5.3% over the past five trading days, more than other software stocks (down 2.9%).
Percent return
- MSTR−47.11%
- WDAY−15.78%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: MSTR $34.1B, WDAY $32.0B.
- Sales growth, 1 yr: MSTR +4.2%, WDAY +13%. WDAY is ahead.
- Price for $1 of next year's profit: MSTR $11, WDAY $16. MSTR is ahead.
- Profit per $1 of sales: MSTR −1100¢, WDAY 12¢. WDAY is ahead.
- Cash minus debt: MSTR −$870M, WDAY −$369M. WDAY is ahead.
- Price change, 1 yr: MSTR −47%, WDAY −16%. WDAY is ahead. S&P 500 +12%.
- How much the price swings: MSTR 79%, WDAY 55%. WDAY is ahead.
| Measure | MSTRMicroStrategy | WDAYWorkday |
|---|---|---|
| Price and returns | ||
| Price | $122.32 | $191.17 |
| Today | +1.03% | Best in this row: +1.21% |
| 1 month | −20.73% | Best in this row: +2.45% |
| 3 months | Best in this row: +27.30% | +5.46% |
| This year | −19.48% | Best in this row: −11.00% |
| 1 year | −47.11% | Best in this row: −15.78% |
| 5 years | Best in this row: +49.51% | −35.25% |
| From 52-week high | −47.1% | −18.2% |
| How much it swings (90 days) | 79% | Best in this row: 55% |
| Valuation | ||
| Market value | $34.1B | $32.0B |
| Price vs last year's earnings | – | 40.3× |
| Price vs next year's expected earnings | Best in this row: 10.7× | 16.0× |
| Price vs earnings, adjusted for growth | – | 0.58× |
| Price to sales | 110.0× | Best in this row: 4.6× |
| Price vs cash it brings in | – | 16.4× |
| Company value vs operating profit | – | 29.5× |
| Price vs earnings, against its own past (0 = cheapest) | – | 40 |
| Growth | ||
| Revenue growth, 1 year | +4.2% | Best in this row: +13.3% |
| Revenue growth a year, last 3 years | −1.5% | Best in this row: +15.4% |
| Earnings per share growth, last year | −63.4% | Best in this row: +76.3% |
| Earnings per share growth expected next year | Best in this row: +669.3% | +19.5% |
| Profitability | ||
| Kept from sales after making the product | 67.8% | Best in this row: 75.8% |
| Kept as operating profit | −1100.1% | Best in this row: 12.0% |
| Kept as final profit | −3008.3% | Best in this row: 12.3% |
| Kept as spare cash | −4.3% | Best in this row: 28.0% |
| Profit on shareholders' money | −21.6% | Best in this row: 16.0% |
| Profit on all money put in | −9.2% | Best in this row: 18.4% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$870M | Best in this row: −$369M |
| Debt for each $1 of shareholders' money | Best in this row: 0.10× | 0.58× |
| Short-term assets per $1 of bills due | Best in this row: 4.04× | 0.91× |
| Our readPro | ||
| Our call | Keep | Buy more |
| Why | MicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%. | Workday's sales grew 13% over the past year, but the stock fell 5.3% over the past five trading days, more than other software stocks (down 2.9%). |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | 36 | Best in this row: 69 |
| Our value score | Best in this row: 78 | 74 |
| Our growth score | 19 | Best in this row: 82 |
| Our quality score | 34 | Best in this row: 65 |
| Our price trend score | 29 | Best in this row: 49 |
| Earnings and analysts | ||
| Next earnings | – | Nov 24AMCin 12 days |
| Analyst consensus | Buy | Hold |
| To average analyst target | Best in this row: +75.1% | +11.3% |
| Average analyst target | $214.14 | $212.82 |
| Analysts rating it a buy | Best in this row: 94% | 45% |
| Buy ratings added, 3 months | Best in this row: +1 | −5 |
| Analysts covering | 14 | 31 |
WDAY: our only Buy more, with faster sales growth
Our pick of these: Workday
Sales growth +13.3% vs +4.2%
MSTR +4.2%, WDAY +13.3%.Forward P/E per point of sales growth 1.20 vs 2.51
MSTR 2.51, WDAY 1.20.Keeps 12.0% of sales as operating profit, vs −1100.1%
MSTR −1100.1%, WDAY 12.0%.Where it loses: MSTR has more analyst upside, +75.1% vs +11.3%
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Prices as of yesterday, 3:59 PM ET. A view, not advice.