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WK
10/7/26

Workiva (WK)

Wednesday
8:25 AM
ThesisWorkiva: the setup is constructive — Net revenue retention rate (measures existing customer expansion and churn)

Revenue Outlook

MetricFY2025FY2026EFY2027E
Revenue$885M$1.0B$1.2B
Rev. Growth+19.7%+17.8%+15.5%
EPS$-0.47$3.36$4.05
EPS Growth+52.5%+815%+20.6%
P/E (fwd)—20.9×17.3×
★ Analysts see FY2026 revenue reaching $1.0B — +17.8% growth in a single year.

Why Revenue Could Accelerate

  1. 01Net revenue retention rate (measures existing customer expansion and churn)
  2. 02New customer acquisition metrics, particularly Fortune 500 and Global 2000 wins
  3. 03ESG and sustainability reporting module adoption rates (fastest-growing segment)
  4. 04Operating margin trajectory and path to sustained profitability
  5. 05Annual Recurring Revenue (ARR) growth and remaining performance obligations (RPO)
FY2025 Snapshot
Revenue
$885M
Rev. Growth
+19.7%
Gross Margin
78.5%
Op. Margin
-4.8%
Net Margin
-3.0%
Net Income
$-26M
NI Growth
+52.5%
EPS
$-0.47
1Y Return
-20.1%

WK Chart

41.55262728270.16WK Daily70.16May '26Jul '26Aug '26Oct '26

My Notes

  • growth - Investors are attracted to 17% revenue growth, high gross margins, and secular tailwinds in compliance automation and ESG…
  • Rising interest rates negatively impact Workiva through multiple channels: (1) valuation compression as investors demand higher discount…
  • Watch on earnings: Net revenue retention rate (target: >105% indicates healthy expansion), Rule of 40 score (revenue growth % + operating margin %, currently ~7% indicating investment phase), Customer acquisition cost (CAC) payback period (measures sales efficiency).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.0B to $1.2B as net revenue retention rate (measures existing customer expansion and churn).

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.