Workiva Stock Buy Hold or Sell Recommendation
| WK Stock | USD 80.06 0.23 0.29% |
Allowing for the 90-day total investment horizon and your way above-average risk tolerance, our recommendation regarding Workiva is 'Hold'. Macroaxis provides Workiva buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Workiva positions. The advice algorithm takes into account all of Workiva's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Workiva's buy or sell advice are summarized below:
Real Value 88.46 | Target Price 116.88 | Hype Value 80.31 | Market Value 80.06 | Naive Value 80.64 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Workiva given historical horizon and risk tolerance towards Workiva. When Macroaxis issues a 'buy' or 'sell' recommendation for Workiva, the advice is generated through an automated system that utilizes algorithms and statistical models.
Workiva |
Execute Workiva Buy or Sell Advice
The Workiva recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Workiva. Macroaxis does not own or have any residual interests in Workiva or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Workiva's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Workiva Trading Alerts and Improvement Suggestions
| 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. | |
| Workiva has a poor financial position based on the latest SEC disclosures | |
| Over 95.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Q4 Earnings Highs And Lows Bill.com Vs The Rest Of The Finance and HR Software Stocks |
Workiva Returns Distribution Density
The distribution of Workiva's historical returns is an attempt to chart the uncertainty of Workiva's future price movements. The chart of the probability distribution of Workiva daily returns describes the distribution of returns around its average expected value. We use Workiva price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Workiva returns is essential to provide solid investment advice for Workiva.
| Mean Return | -0.25 | Value At Risk | -3.99 | Potential Upside | 2.97 | Standard Deviation | 2.60 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Workiva historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
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 originates 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 Inc | 2023-12-31 | 1.1 M | Geode Capital Management, Llc | 2023-12-31 | 1 M | Amvescap Plc. | 2023-12-31 | 991.2 K | Conestoga Capital Advisors, Llc | 2023-12-31 | 952.7 K | Champlain Investment Partners, Llc | 2023-12-31 | 847.2 K | Mairs & Power Inc | 2023-12-31 | 768.6 K | Loomis, Sayles & Company Lp | 2023-12-31 | 701 K | First Trust Advisors L.p. | 2023-12-31 | 626.8 K | Renaissance Technologies Corp | 2023-12-31 | 617.6 K | Vanguard Group Inc | 2023-12-31 | 5 M | Blackrock Inc | 2023-12-31 | 4 M |
Workiva Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 6.5M | 12.8M | 5.8M | 7.2M | 8.2M | 5.5M | |
| Change In Cash | 304.2M | (58.9M) | (22.4M) | (60.2M) | 16.5M | 16.4M | |
| Free Cash Flow | 26.7M | 31.1M | 46.1M | 7.7M | 68.5M | 71.9M | |
| Depreciation | 4.2M | 4.3M | 5.2M | 10.2M | 11.1M | 11.7M | |
| Other Non Cash Items | 3.2M | 8.9M | 8.4M | 2.5M | 40.3M | 42.3M | |
| Capital Expenditures | 3.8M | 2.2M | 3.8M | 3.6M | 2.4M | 3.1M | |
| Net Income | (48.1M) | (48.4M) | (37.7M) | (90.9M) | (127.5M) | (121.1M) | |
| End Period Cash Flow | 381.7M | 322.8M | 300.4M | 240.2M | 256.7M | 173.4M | |
| Investments | (86.2M) | (101.6M) | (27.4M) | 34.8M | (170.8M) | (162.3M) | |
| Change Receivables | 3.9M | (8.7M) | (8.1M) | (30.5M) | (27.5M) | (26.1M) | |
| Net Borrowings | 335.9M | (1.6M) | (1.7M) | (1.6M) | (1.8M) | (1.7M) | |
| Change To Netincome | 35.6M | 45.6M | 45.9M | 71.4M | 82.1M | 86.2M |
Workiva Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Workiva or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Workiva's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Workiva stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.43 | |
β | Beta against NYSE Composite | 2.09 | |
σ | Overall volatility | 2.60 | |
Ir | Information ratio | -0.13 |
Workiva Volatility Alert
Workiva exhibits very low volatility with skewness of -1.79 and kurtosis of 7.8. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Workiva's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Workiva's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Workiva Fundamentals Vs Peers
Comparing Workiva's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Workiva's direct or indirect competition across all of the common fundamentals between Workiva and the related equities. This way, we can detect undervalued stocks with similar characteristics as Workiva or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Workiva's fundamental indicators could also be used in its relative valuation, which is a method of valuing Workiva by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Workiva to competition |
| Fundamentals | Workiva | Peer Average |
| Return On Equity | -27.63 | -0.31 |
| Return On Asset | -0.042 | -0.14 |
| Profit Margin | (0.20) % | (1.27) % |
| Operating Margin | 0.1 % | (5.51) % |
| Current Valuation | 4.37 B | 16.62 B |
| Shares Outstanding | 50.94 M | 571.82 M |
| Shares Owned By Insiders | 3.71 % | 10.09 % |
| Shares Owned By Institutions | 94.94 % | 39.21 % |
| Number Of Shares Shorted | 3.6 M | 4.71 M |
| Price To Earning | (25.11) X | 28.72 X |
| Price To Book | 453.62 X | 9.51 X |
| Price To Sales | 6.82 X | 11.42 X |
| Revenue | 630.04 M | 9.43 B |
| Gross Profit | 407.99 M | 27.38 B |
| EBITDA | (59.32 M) | 3.9 B |
| Net Income | (127.53 M) | 570.98 M |
| Cash And Equivalents | 240.2 M | 2.7 B |
| Cash Per Share | 8.19 X | 5.01 X |
| Total Debt | 793.18 M | 5.32 B |
| Current Ratio | 1.52 X | 2.16 X |
| Book Value Per Share | (1.65) X | 1.93 K |
| Cash Flow From Operations | 70.88 M | 971.22 M |
| Short Ratio | 10.83 X | 4.00 X |
| Earnings Per Share | (2.36) X | 3.12 X |
| Target Price | 104.5 | |
| Number Of Employees | 2.53 K | 18.84 K |
| Beta | 1.02 | -0.15 |
| Market Capitalization | 4.4 B | 19.03 B |
| Total Asset | 1.22 B | 29.47 B |
| Retained Earnings | (652.64 M) | 9.33 B |
| Working Capital | 524.44 M | 1.48 B |
| Current Asset | 97.88 M | 9.34 B |
| Current Liabilities | 84.08 M | 7.9 B |
Note: Disposition of 4563 shares by Michael Hawkins of Workiva at 92.79 subject to Rule 16b-3 [view details]
Workiva Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Workiva . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Workiva Buy or Sell Advice
When is the right time to buy or sell Workiva? Buying financial instruments such as Workiva Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 331.7M | 367.4M | 793.2M | 832.8M | Total Assets | 786.8M | 819.6M | 1.2B | 1.3B |
Use Investing Ideas to Build Portfolios
In addition to having Workiva in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Outsourcing Thematic Idea Now
Outsourcing
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Outsourcing Theme or any other thematic opportunities.
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Check out Workiva Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Complementary Tools for Workiva Stock analysis
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.