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Strategy Inc (MSTR) vs Workday, Inc. (WDAY)

Strategy Inc and Workday, Inc. are both Software Application companies. Strategy Inc is the larger, with a market value of $54.6B against $48.2B — 1.1× the size. Strategy Inc has negative trailing earnings, so its P/E is not meaningful; Workday, Inc. trades at 40.2×. Workday, Inc. grew revenue faster over the last twelve months: 13.4% against 4.24%. Workday, Inc. has the higher net margin (12.3% vs −3,008.0%) and the higher return on invested capital (11.2% vs −21.5%). Across the 18 metrics below, Workday, Inc. leads on 15 and Strategy Inc on 3.

Valuation

Metric MSTR WDAY Software Application median
P/E n/m 40.25 25.90
P/S 105.41 4.82 3.04
P/B 0.94 7.58 2.60
Price to free cash flow n/m 17.23 17.17
EV/EBITDA n/m 27.51 15.48
EV/Sales 107.04 4.78 2.89
Earnings yield (44.36%) 2.48% 0.00%
Free cash flow yield (32.45%) 5.80% 1.98%

Profitability

Metric MSTR WDAY Software Application median
Gross margin 67.84% 75.80% 66.89%
Operating margin (3,905.89%) 10.68% 0.00%
Net margin (3,007.96%) 12.32% 0.00%
Free cash flow margin (3,420.37%) 28.01% 5.77%
Return on equity (27.64%) 16.01% 0.00%
Return on assets (19.75%) 7.40% 0.00%
Return on invested capital (21.49%) 11.22% 0.00%

Growth

Metric MSTR WDAY Software Application median
Revenue growth (TTM) 4.24% 13.35% 12.27%
EPS growth (last fiscal year) (151.32%) 32.82% 32.11%
Revenue growth, 5-year CAGR (0.15%) 17.21% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MSTR WDAY Software Application median
Debt to equity 0.12 0.46 0.02
Current ratio 4.04 0.91 1.53
Net debt to EBITDA (1.09) (1.81) 0.09

Dividend

Metric MSTR WDAY Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric MSTR WDAY Software Application median
Market cap 54.61b 48.24b 487.58m

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