Workiva Stock Today
| WK Stock | USD 78.04 1.07 1.39% |
Performance0 of 100
| Odds Of DistressLess than 20
|
Workiva is selling for 78.04 as of the 19th of April 2024. This is a 1.39 percent up since the beginning of the trading day. The stock's last reported lowest price was 76.8. Workiva has about a 20 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Workiva are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
Business Domain Software & Services | IPO Date 12th of December 2014 | Category Technology | Classification Information Technology |
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. The company has 50.94 M outstanding shares of which 3.6 M shares are at this time sold short in the market by investors with about 10.83 days to cover all shorted shares. More on Workiva
Moving together with Workiva Stock
| 0.91 | U | Unity Software Financial Report 8th of May 2024 | PairCorr |
| 0.88 | DT | Dynatrace Holdings LLC Buyout Trend | PairCorr |
| 0.76 | DV | DoubleVerify Holdings Financial Report 8th of May 2024 | PairCorr |
| 0.77 | EB | Eventbrite Class A Financial Report 14th of May 2024 | PairCorr |
Moving against Workiva Stock
| 0.88 | DPSI | DecisionPoint Systems Financial Report 20th of May 2024 | PairCorr |
| 0.78 | ML | MoneyLion Financial Report 14th of May 2024 | PairCorr |
| 0.76 | VERX | Vertex Financial Report 8th of May 2024 | PairCorr |
| 0.52 | DJCO | Daily Journal Corp | PairCorr |
| 0.47 | VERB | VERB TECHNOLOGY PANY | PairCorr |
| 0.42 | KC | Kingsoft Cloud Holdi Financial Report 28th of May 2024 | PairCorr |
Follow Valuation Options Odds of Bankruptcy
Financial Report 7th of May 2024
Workiva Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Workiva's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Workiva or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO | Martin Vanderploeg | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thematic Idea | Business Services (View all Themes) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Application Software, Software - Application, Information Technology, NYSE Composite, ISE Cloud Computing, Business Services, Information Technology, Software, Software—Application, Technology (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation Analysts covering Workiva report their recommendations after researching Workiva's financial statements, talking to executives and customers, or listening in on Workiva's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Workiva. The Workiva consensus assessment is calculated by taking the average forecast from all of the analysts covering Workiva. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Financial Strength Based on the key measurements obtained from Workiva's financial statements, Workiva is not in a good financial situation at the present time. It has a very high chance of going through financial crunch in May. Financial strength of Workiva is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Workiva's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Workiva's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Workiva's financial leverage. It provides some insight into what part of Workiva's total assets is financed by creditors.
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Workiva (WK) is traded on New York Stock Exchange in USA. It is located in 2900 University Boulevard, Ames, IA, United States, 50010 and employs 2,526 people. Workiva is listed under Application Software category by Fama And French industry classification. The company currently falls under 'Mid-Cap' category with a market capitalization of 4.28 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 is active under Software sector as part of Information Technology industry. The entity has 50.94 M outstanding shares of which 3.6 M shares are at this time sold short in the market by investors with about 10.83 days to cover all shorted shares.
Workiva reports about 240.2 M in cash with 70.88 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 8.19.
Check Workiva Probability Of Bankruptcy
Ownership AllocationWorkiva owns a total of 50.94 Million outstanding shares. The majority of Workiva outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Workiva to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Workiva. Please pay attention to any change in the institutional holdings of Workiva as this could imply that something significant has changed or is about to change at the company. Remember, it does not matter who owns the company or if the company is currently losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.
Check Workiva Ownership Details
Workiva Stock Price Odds Analysis
Proceeding from a normal probability distribution, the odds of Workiva jumping above the current price in 90 days from now is more than 94.0%. The Workiva probability density function shows the probability of Workiva stock to fall within a particular range of prices over 90 days. Allowing for the 90-day total investment horizon the stock has a beta coefficient of 2.0773. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Workiva will likely underperform. Additionally, workiva has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Workiva to move above the current price in 90 days from now is more than 94.0 (This Workiva probability density function shows the probability of Workiva Stock to fall within a particular range of prices over 90 days) .
Workiva Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Workiva that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Workiva's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Workiva's value.| Instituion | Recorded On | 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 Historical Income Statement
Workiva Income Statement is one of the three primary financial statements used for reporting Workiva's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Workiva revenue and expense. Workiva Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Workiva's Other Operating Expenses is quite stable compared to the past year. Research Development is expected to rise to about 181.4 M this year, although the value of EBITDA is projected to rise to (56.4 M). View More FundamentalsWorkiva Stock Against Markets
Picking the right benchmark for Workiva stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Workiva stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Workiva is critical whether you are bullish or bearish towards Workiva at a given time. Please also check how Workiva's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Workiva without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Sectors Now
SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
| All Next | Launch Module |
Workiva Corporate Directors
Workiva corporate directors refer to members of a Workiva board of directors. The board of directors generally takes responsibility for the Workiva's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Workiva's board members must vote for the resolution. The Workiva board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Brigid Bonner | Independent Director | Profile | |
| Eugene Katz | Independent Director | Profile | |
| Suku Radia | Independent Director - Nominee | Profile | |
| Robert Herz | Independent Director | Profile |
How to buy Workiva Stock?
Before investing in Workiva, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Workiva. To buy Workiva stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Workiva. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Workiva stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Workiva stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Workiva stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Workiva, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Workiva Stock please use our How to Invest in Workiva guide.
Already Invested in Workiva?
The danger of trading Workiva is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Workiva is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Workiva. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Workiva is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |
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.