Workiva Stock Performance
| WK Stock | USD 68.00 1.50 2.26% |
The firm maintains a market beta of -0.41, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Workiva are expected to decrease at a much lower rate. During the bear market, Workiva is likely to outperform the market. At this point, Workiva has a negative expected return of -0.14%. Please make sure to check out Workiva's value at risk, rate of daily change, as well as the relationship between the Rate Of Daily Change and relative strength index , to decide if Workiva performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Workiva has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Stock's forward-looking signals remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more
| Begin Period Cash Flow | 256.7 M | |
| Total Cashflows From Investing Activities | -45.2 M |
Workiva Relative Risk vs. Return Landscape
If you would invest 7,344 in Workiva on April 26, 2025 and sell it today you would lose (694.00) from holding Workiva or give up 9.45% of portfolio value over 90 days. Workiva is generating negative expected returns and assumes 2.1101% volatility on return distribution over the 90 days horizon. Put differently, 18% of stocks are less risky than Workiva on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Workiva Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Workiva's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Workiva, and traders can use it to determine the average amount a Workiva's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0652
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WK |
Estimated Market Risk
| 2.11 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Workiva is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Workiva by adding Workiva to a well-diversified portfolio.
Workiva Fundamentals Growth
Workiva Stock prices reflect investors' perceptions of the future prospects and financial health of Workiva, and Workiva fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Workiva Stock performance.
| Return On Equity | -27.63 | ||||
| Return On Asset | -0.0394 | ||||
| Profit Margin | (0.08) % | ||||
| Operating Margin | (0.12) % | ||||
| Current Valuation | 3.8 B | ||||
| Shares Outstanding | 51.89 M | ||||
| Price To Earning | (25.11) X | ||||
| Price To Book | 453.62 X | ||||
| Price To Sales | 4.90 X | ||||
| Revenue | 738.68 M | ||||
| EBITDA | (25.57 M) | ||||
| Cash And Equivalents | 301.83 M | ||||
| Cash Per Share | 8.19 X | ||||
| Total Debt | 793.28 M | ||||
| Book Value Per Share | (1.36) X | ||||
| Cash Flow From Operations | 87.71 M | ||||
| Earnings Per Share | (1.16) X | ||||
| Total Asset | 1.37 B | ||||
| Retained Earnings | (707.68 M) | ||||
| Current Asset | 97.88 M | ||||
| Current Liabilities | 84.08 M | ||||
About Workiva Performance
By examining Workiva's fundamental ratios, stakeholders can obtain critical insights into Workiva's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Workiva is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
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. It employs 2375 people.Things to note about Workiva performance evaluation
Checking the ongoing alerts about Workiva for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Workiva help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Workiva generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 738.68 M. Annual Net Loss to common stockholders was (55.04 M) with gross profit of 590.42 M. | |
| Over 92.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Workiva's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Workiva's stock is overvalued or undervalued compared to its peers.
- Examining Workiva's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Workiva's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Workiva's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Workiva's stock. These opinions can provide insight into Workiva's potential for growth and whether the stock is currently undervalued or overvalued.
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 closely tied 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Is Business Services 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.
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.