Workiva Stock Buy Hold or Sell Recommendation
| WK Stock | USD 95.62 0.75 0.79% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Workiva is 'Strong Hold'. The recommendation algorithm takes into account all of Workiva's available fundamental, technical, and predictive indicators you will find on this site.
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. Note, we conduct extensive research on individual companies such as Workiva and provide practical buy, sell, or hold advice based on investors' constraints. Workiva. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
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
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Workiva Trading Alerts and Improvement Suggestions
| 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 92.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: Brown Capital Management LLC Has 72.29 Million Stock Holdings in Workiva Inc. - MarketBeat |
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 | 0.30 | Value At Risk | -2.83 | Potential Upside | 3.56 | Standard Deviation | 2.03 |
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
| Shares | Brown Capital Management, Llc | 2024-09-30 | 913.7 K | Mairs & Power Inc | 2024-09-30 | 835.1 K | First Trust Advisors L.p. | 2024-06-30 | 818.6 K | Artisan Partners Limited Partnership | 2024-06-30 | 793.3 K | Brown Advisory Holdings Inc | 2024-09-30 | 647.3 K | Loomis, Sayles & Company Lp | 2024-06-30 | 641.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 587.2 K | Northern Trust Corp | 2024-09-30 | 557.8 K | Ranger Investment Management Lp | 2024-09-30 | 502 K | Vanguard Group Inc | 2024-09-30 | 5.7 M | Blackrock Inc | 2024-06-30 | 4.2 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 Dow Jones | 0.12 | |
β | Beta against Dow Jones | 1.73 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | 0.09 |
Workiva Volatility Alert
Workiva has relatively low volatility with skewness of 0.46 and kurtosis of 0.55. 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 | -0.0238 | -0.14 |
| Profit Margin | (0.07) % | (1.27) % |
| Operating Margin | (0.12) % | (5.51) % |
| Current Valuation | 5.27 B | 16.62 B |
| Shares Outstanding | 51.55 M | 571.82 M |
| Shares Owned By Insiders | 3.60 % | 10.09 % |
| Shares Owned By Institutions | 92.37 % | 39.21 % |
| Number Of Shares Shorted | 2.53 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 | 7.45 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 | (0.92) X | 1.93 K |
| Cash Flow From Operations | 70.88 M | 971.22 M |
| Short Ratio | 10.43 X | 4.00 X |
| Earnings Per Share | (0.92) X | 3.12 X |
| Target Price | 106.38 | |
| Number Of Employees | 2.75 K | 18.84 K |
| Beta | 1.05 | -0.15 |
| Market Capitalization | 5.25 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: Acquisition by Martin Vanderploeg of 2817 shares of Workiva 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.
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?
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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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Is Application Software space 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 (0.92) | Revenue Per Share 12.82 | Quarterly Revenue Growth 0.174 | Return On Assets (0.02) | 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.