Workiva Company Leadership

WK Stock  USD 80.62  0.69  0.86%   
Workiva's insiders are aggressively selling. The analysis of insider sentiment suggests that most Workiva insiders are, at present, panicking. Workiva employs about 2.5 K people. The company is managed by 30 executives with a total tenure of roughly 135 years, averaging almost 4.0 years of service per executive, having 84.2 employees per reported executive.
Martin Vanderploeg  CEO
President, Chief Executive Officer, Director
David Mulcahy  Chairman
Non-Executive Independent Chairman of the Board

Workiva's Insider Buying Vs Selling

0

 
Selling
 
Buying

Latest Trades

2024-02-02Michael D HawkinsDisposed 11439 @ 93.62View
2023-12-11Jill KlindtDisposed 2931 @ 95.2View
2023-11-06Brandon ZieglerDisposed 1370 @ 88.5View
2023-11-03Robert H HerzDisposed 1500 @ 89.32View
2023-11-02Michael D HawkinsDisposed 1995 @ 85.27View
2023-06-12Michael M CrowDisposed 3500 @ 100.46View
2023-05-22Michael D HawkinsDisposed 3511 @ 94.7View
Monitoring Workiva's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
  
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's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Workiva's future performance. Based on our forecasts, it is anticipated that Workiva will maintain a workforce of about 2530 employees by May 2024.
 
Yuan Drop
 
Covid

Workiva's latest congressional trading

Congressional trading in companies like Workiva, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Workiva by those in governmental positions are based on the same information available to the general public.
2020-06-24Representative Greg GianforteAcquired $100K to $250KVerify

Workiva Management Team Effectiveness

The company 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. The value of Return On Tangible Assets is estimated to slide to -0.12. The value of Return On Capital Employed is expected to slide to -0.14. At this time, Workiva's Liabilities And Stockholders Equity is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 864.9 M this year, although the value of Total Current Liabilities will most likely fall to about 246.9 M.
The value of Common Stock Shares Outstanding is expected to slide to about 46.3 M. Net Loss is expected to rise to about (77.8 M) this year

Workiva Workforce Comparison

Workiva is rated fourth in number of employees category among related companies. The total workforce of Information Technology industry is at this time estimated at about 35,481. Workiva holds roughly 2,526 in number of employees claiming about 7% of equities under Information Technology industry.

Workiva Profit Margins

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.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.570.7552
Way Down
Slightly volatile

Workiva Insider Trading History

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 must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2024-03-01
1.0
17
17
 267,326 
 156,554 
2023-09-01
0.1429
1
7
 18,119 
 8,361 
2023-06-01
1.75
7
4
 55,440 
 18,720 
2023-03-01
0.4583
11
24
 278,421 
 187,312 
2022-06-01
2.5
5
2
 14,625 
 11,710 
2022-03-01
0.45
9
20
 184,302 
 101,496 
2021-12-01
0.4063
13
32
 1,908,604 
 3,733,636 
2021-09-01
0.2679
15
56
 1,597,724 
 3,069,589 
2021-06-01
0.4286
9
21
 323,145 
 553,859 
2021-03-01
0.381
16
42
 415,185 
 385,381 
2020-12-01
0.129
4
31
 216,285 
 422,958 
2020-09-01
0.25
6
24
 108,025 
 253,203 
2020-06-01
3.0
6
2
 27,456 
 10,000 
2020-03-01
0.6471
11
17
 313,002 
 74,077 
2019-12-01
0.2857
2
7
 163,376 
 65,771 
2019-09-01
0.5385
14
26
 908,206 
 2,353,364 
2019-06-01
0.4706
8
17
 160,816 
 895,000 
2019-03-01
0.4054
15
37
 1,951,043 
 1,959,165 
2018-12-01
0.1154
3
26
 152,814 
 320,388 
2018-09-01
0.5
1
2
 100,000 
 300.00 
2018-06-01
1.1667
7
6
 354,057 
 615,335 
2018-03-01
0.3714
13
35
 827,332 
 367,963 
2017-12-01
0.0833
1
12
 24,000 
 80,397 
2017-09-01
0.1304
3
23
 222,354 
 984,506 
2017-06-01
0.5
6
12
 73,465 
 266,360 
2017-03-01
1.3077
17
13
 926,330 
 160,996 
2016-12-01
0.6
3
5
 175,000 
 242,000 
2016-09-01
0.1333
2
15
 162,462 
 402,428 
2016-06-01
0.7143
10
14
 642,340 
 664,982 
2016-03-01
1.5455
17
11
 838,114 
 180,099 
2015-12-01
0.0833
1
12
 24,000 
 260,760 
2015-09-01
0.125
1
8
 16,000 
 1,001,880 
2015-06-01
3.5
7
2
 2,127,083 
 2,251,298 
2015-03-01
4.0
8
2
 530,200 
 21,780 
2014-12-01
0.5556
5
9
 54,350 
 4,277,754 

Workiva Notable Stakeholders

A Workiva stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Workiva often face trade-offs trying to please all of them. Workiva's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Workiva's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Martin VanderploegPresident, Chief Executive Officer, DirectorProfile
David MulcahyNon-Executive Independent Chairman of the BoardProfile
Matthew RizaiChairman and CEOProfile
J MillerChief Financial Officer, Executive Vice President, TreasurerProfile
Brandon ZieglerExecutive Vice President, Chief Legal officer, Corporate SecretaryProfile
Jeffrey TromExecutive Vice President, Chief Technology OfficerProfile
Scott RyanExecutive Vice President and Chief Revenue OfficerProfile
Michael SellbergExecutive Vice President and Chief Product OfficerProfile
John MillerChief Financial Officer, Executive Vice PresidentProfile
Troy CalkinsExecutive Vice President, Chief Legal and Administrative Officer, Corporate SecretaryProfile
Mike RostCorporate PresidentProfile
Jill KlindtChief Financial Officer, Senior Vice President, Chief Accounting Officer, TreasurerProfile
Mitz BanarjeeExecutive Vice President and Chief Customer OfficerProfile
Julie IskowChief Operating Officer, Executive Vice President, DirectorProfile
Joseph HowellExecutive Vice President - Strategic InitiativesProfile
David HailaExecutive CTOProfile
Brigid BonnerIndependent DirectorProfile
Eugene KatzIndependent DirectorProfile
Suku RadiaIndependent Director - NomineeProfile
Robert HerzIndependent DirectorProfile
Michael CrowIndependent Director - NomineeProfile
J RogersSenior Managing Director, IR Contact OfficerProfile
Junko SwainSenior OfficerProfile
Kim HuffmanSenior OfficerProfile
Yasser MahmudExecutive OfficerProfile
Emily ForresterSenior ResourcesProfile
Mithun BanarjeeExecutive Vice President and Chief Customer OfficerProfile
Darcie BrossartVP CommunicationsProfile
Erik SaitoSenior APACProfile
Michael HawkinsExecutive SalesProfile

About Workiva Management Performance

The success or failure of an entity such as Workiva often depends on how effective the management is. Workiva management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Workiva management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Workiva management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets(0.12)(0.12)
Return On Capital Employed(0.13)(0.14)
Return On Assets(0.10)(0.11)
Return On Equity 1.43  0.89 
The data published in Workiva's official financial statements usually reflect Workiva's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Workiva. For example, before you start analyzing numbers published by Workiva accountants, it's critical to develop an understanding of what Workiva's liquidity, profitability, and earnings quality are in the context of the Software space in which it operates.
Please note, the presentation of Workiva's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Workiva's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Workiva's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Workiva. Please utilize our Beneish M Score to check the likelihood of Workiva's management manipulating its earnings.

Workiva Workforce Analysis

Traditionally, organizations such as Workiva use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Workiva within its industry.

Workiva Manpower Efficiency

Return on Workiva Manpower

Revenue Per Employee249.4K
Revenue Per Executive21M
Net Loss Per Employee50.5K
Net Loss Per Executive4.3M
Working Capital Per Employee207.6K
Working Capital Per Executive17.5M
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 Bonds Directory module to find actively traded corporate debentures issued by US companies.

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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.