Workiva Inc.

Fundamentals6.0
Price Action6.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Very high margins
  • Strong FCF
  • Negative equity

AI
AI Summary

6.0

Workiva has shifted from a growth-at-all-costs SaaS story to a maturity-focused operator where margin recovery and FCF generation—driven by AI-enabled GRC adoption and tighter GTM efficiency—now determine upside, so investors should only add exposure if quarterly results confirm sustained operating-income growth and accelerating FCF conversion. The key risk is its high leverage and negative equity, which create significant downside (refinancing/covenant stress) if margin targets or subscription renewals slip.

MarginRecovery
Leverage
ProductExecution‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • Very high margins
  • Strong FCF
  • Negative equity

WK combines very high gross margins and strong FCF/cash reserves with improving quarterly profitability but material solvency risk from ~$792M debt and negative book equity.

CashRich
HighLeverage

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Below last month SMA
  • Lower highs
  • Range-bound swing

WK is trading just below its last month SMA (~$61.50) after a ~1% three‑week slide with lower highs, signaling mild short‑term weakness unless it clears $64.90 or breaks below $57.60.

Bearish
Watch
Support Level: $57.60
Resistance Level: $64.90

Intraperiod swing low to $57.59 shows material short-term volatility

Sentiment & News

7.0

Key News Insights:

  • Beat & guidance
  • AI GRC
  • Institutional rebalancing

Workiva beat FY25 estimates, reiterated strong FY26 guidance, unveiled an AI‑powered GRC product and drew mixed institutional flows amid notable stock volatility.

momentum
volatility

The fundamental and product strength support upside potential, but near‑term returns may be choppy as investors rebalance