Workiva Stock Analysis

WK Stock  USD 86.12  1.58  1.87%   
Workiva is undervalued with Real Value of 90.74 and Target Price of 116.88. The main objective of Workiva stock analysis is to determine its intrinsic value, which is an estimate of what Workiva is worth, separate from its market price. There are two main types of Workiva's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Workiva's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Workiva's stock to identify patterns and trends that may indicate its future price movements.
The Workiva stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Workiva is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. Workiva Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Workiva's ongoing operational relationships across important fundamental and technical indicators.
  
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 tightly coupled 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.

Workiva Stock Analysis Notes

About 96.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 2.36. Workiva had not issued any dividends in recent years. Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company was founded in 2008 and is headquartered in Ames, Iowa. Workiva operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 2375 people. For more information please call Matthew Rizai at 888 275 3125 or visit https://www.workiva.com.

Workiva Quarterly Total Revenue

166.65 Million

Workiva Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Workiva's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Workiva or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Workiva generated a negative expected return over the last 90 days
The company generated the yearly revenue of 630.04 M. Annual Net Loss to common stockholders was (127.53 M) with gross profit of 407.99 M.
Over 96.0% of the company outstanding shares are owned by institutional investors
Latest headline from news.google.com: Acadian Asset Management LLC Takes 1.02 Million Position in Workiva Inc. - AmericanBankingNEWS

Workiva Upcoming and Recent Events

Earnings reports are used by Workiva to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Workiva 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
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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
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31st of December 2022
Last Financial Announcement
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Workiva Largest EPS Surprises

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2018-02-22
2017-12-31-0.22-0.190.0313 
2015-08-05
2015-06-30-0.24-0.210.0312 
2021-05-04
2021-03-310.070.120.0571 
View All Earnings Estimates

Workiva SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Workiva prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Workiva investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Workiva specific information freely available to individual and institutional investors to make a timely investment decision.
20th of February 2024
Financial Statements and Exhibits. Results of Operations and Financial Condition
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12th of February 2024
Unclassified Corporate Event
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9th of February 2024
Unclassified Corporate Event
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25th of January 2024
Unclassified Corporate Event
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30th of October 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
2nd of October 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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29th of August 2023
Unregistered Sales of Equity Securities. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
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17th of August 2023
Financial Statements and Exhibits. Other Events. Unregistered Sales of Equity Securities. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
View

Workiva Thematic Classifications

In addition to having Workiva stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Business Services Idea
Business Services
USA Equities from Business Services industry as classified by Fama & French

Workiva Stock 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
Brown Advisory Holdings Inc2023-12-31
1.1 M
State Street Corporation2023-09-30
1.1 M
Geode Capital Management, Llc2023-09-30
960 K
Conestoga Capital Advisors, Llc2023-12-31
952.7 K
Champlain Investment Partners, Llc2023-12-31
847.2 K
Mairs & Power Inc2023-12-31
768.6 K
Loomis, Sayles & Company Lp
683.4 K
Thrivent Financial For Lutherans2023-09-30
636.1 K
Renaissance Technologies Corp2023-12-31
617.6 K
Vanguard Group Inc2023-09-30
M
Blackrock Inc2023-09-30
3.8 M
Note, although Workiva's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Workiva Market Capitalization

The company currently falls under 'Mid-Cap' category with a market capitalization of 4.71 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Workiva's market, we take the total number of its shares issued and multiply it by Workiva's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Workiva Profitablity

Workiva's profitability indicators refer to fundamental financial ratios that showcase Workiva's ability to generate income relative to its revenue or operating costs. If, let's say, Workiva is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Workiva's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Workiva's profitability requires more research than a typical breakdown of Workiva's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of (0.2) %, which may indicate that it does not properly execute on its own pricing strategies. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.1 %, which signifies that for every $100 of sales, it has a net operating income of $0.1.
Last ReportedProjected for 2024
Return on Investment(18.02)(19.44)
Return on Average Assets(0.13)(0.14)
Return on Average Equity 2.52  2.72 
Return on Invested Capital(0.1)(0.1)
Return on Sales(0.11)(0.12)

Management Efficiency

Workiva has Return on Asset (ROA) of (0.042) % which means that for every 100 dollars spent on asset, it generated a loss of $0.042. 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. Return on Average Equity is expected to rise to 2.72 this year, although the value of Return on Investment will most likely fall to (19.44). At this time, Workiva's Total Liabilities is quite stable as compared to the past year. Liabilities Non Current is expected to rise to about 888.8 M this year, although the value of Current Liabilities will most likely fall to about 395.4 M.
Last ReportedProjected for 2024
Book Value per Share(1.65)(1.70)
Enterprise Value over EBIT(83.00)(89.55)
Enterprise Value over EBITDA(98.93)(106.73)
Price to Book Value(61.39)(63.00)
Tangible Assets Book Value per Share 20.04  21.62 
Enterprise Value5.9 B4.7 B
Tangible Asset Value1.1 B1.2 B
The analysis of Workiva's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Workiva's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Workiva Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Beta
1.08

Technical Drivers

As of the 1st of March, Workiva maintains the Standard Deviation of 2.57, market risk adjusted performance of (0.06), and Mean Deviation of 1.69. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Workiva, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to collect data for thirteen technical drivers for Workiva, which can be compared to its rivals. Please check out Workiva market risk adjusted performance and treynor ratio to decide if Workiva is priced fairly, providing market reflects its latest price of 86.12 per share. Given that Workiva has information ratio of (0.1), we strongly advise you to confirm Workiva's prevalent market performance to make sure the company can sustain itself at a future point.

Workiva Price Movement Analysis

Execute Study
null. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Workiva middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Workiva. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Workiva 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 Predictive Daily 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 Forecast Models

Workiva's time-series forecasting models are one of many Workiva's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Workiva's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Workiva Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Workiva prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Workiva shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Workiva. By using and applying Workiva Stock analysis, traders can create a robust methodology for identifying Workiva entry and exit points for their positions.
Last ReportedProjected for 2024
Operating Margin(15.00)(16.19)
EBITDA Margin(0.09)(0.10)
Gross Margin 0.76  0.82 
Profit Margin(0.20)(0.22)

Current Workiva Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Workiva analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Workiva analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
116.88Strong Buy11Odds
Workiva current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Workiva analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Workiva stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Workiva, talking to its executives and customers, or listening to Workiva conference calls.
Workiva Analyst Advice Details

Workiva Stock Analysis Indicators

Workiva stock analysis indicators help investors evaluate how Workiva stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Workiva shares will generate the highest return on investment. By understating and applying Workiva stock analysis, traders can identify Workiva position entry and exit signals to maximize returns.
Begin Period Cash Flow240.2 M
Long Term Debt762.5 M
Common Stock Shares Outstanding54.1 M
Total Stockholder Equity-89.4 M
Tax Provision3.4 M
Property Plant And Equipment Net36.9 M
Cash And Short Term Investments813.7 M
Cash256.1 M
Accounts Payable5.2 M
Net Debt537.1 M
50 Day M A94.8314
Total Current Liabilities484.5 M
Other Operating Expenses724.6 M
Non Current Assets Total209.9 M
Non Currrent Assets Other38 M
Stock Based Compensation98.8 M
When determining whether Workiva is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Workiva Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Workiva Stock. Highlighted below are key reports to facilitate an investment decision about Workiva Stock:
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 tightly coupled 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 CEOs Directory module to screen CEOs from public companies around the world.

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When running Workiva's price analysis, check to measure Workiva's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Workiva is operating at the current time. Most of Workiva's value examination focuses on studying past and present price action to predict the probability of Workiva's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Workiva's price. Additionally, you may evaluate how the addition of Workiva to your portfolios can decrease your overall portfolio volatility.
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Is Workiva's industry 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
(2.36)
Revenue Per Share
11.646
Quarterly Revenue Growth
0.159
Return On Assets
(0.04)
Return On Equity
(27.63)
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.
Please note, there is a significant difference between Workiva's value and its price as these two are different measures arrived at by different 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.