Uber Technologies Inc (UBER)vsWorkday Inc (WDAY)
UBER
Uber Technologies Inc
$73.89
-1.92%
TECHNOLOGY · Cap: $155.13B
WDAY
Workday Inc
$135.96
+1.93%
TECHNOLOGY · Cap: $36.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 445% more annual revenue ($52.02B vs $9.55B). UBER leads profitability with a 19.3% profit margin vs 7.3%. WDAY appears more attractively valued with a PEG of 0.51. WDAY earns a higher WallStSmart Score of 64/100 (C+).
UBER
Buy56
out of 100
Grade: C
WDAY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.89
$41.73 premium
Margin of Safety
-18.8%
Fair Value
$121.68
Current Price
$135.96
$14.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Earnings expanding 62.9% YoY
Growing faster than its price suggests
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
7.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
UBER profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (64/100 vs 56/100) and 14.5% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?