Earnings Edge

Earnings Edge

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Workday Looks Cheap, but Will it be Monday'd?

Consensus Metrics + Historical Valuation Context into the Print

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Consensus Media
Aug 21, 2025
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Workday has traded in a relatively tight band for two full years now, and approaches this afternoon’s results trailing the SPY by 1,400bps over three months and at a valuation into the print (26x forward earnings) never seen before:

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