Seek Returns

ORCL vs. WDAY: Oracle vs. Workday Stock Comparison

How do Oracle (ORCL) and Workday (WDAY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Oracle (ORCL) and Workday (WDAY) both belong to the Software industry, though ORCL is classified under Systems Software while WDAY falls under Application Software.

Company profile comparison for Oracle (ORCL) and Workday (WDAY)
Profile ItemORCLWDAY
NameOracle CorporationWorkday Inc Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustrySystems SoftwareApplication Software
Market Capitalization361.97 billion USD46.49 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 12, 1986October 12, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ORCL
WDAY
GSPC
Loading price history…
Oracle (ORCL) vs. Workday (WDAY), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Oracle (ORCL) and Workday (WDAY). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Oracle (ORCL) and Workday (WDAY). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Total Return (1Y)-49.72%-14.74%
Total Return (3Y, Annualized)3.11%-5.22%
Total Return (5Y, Annualized)6.07%-8.14%

Risk Profile

Drawdown History

ORCL
WDAY
GSPC
Loading price history…
Oracle (ORCL) vs. Workday (WDAY), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Oracle (ORCL) and Workday (WDAY). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Volatility (1Y, Annualized)59.45%54.35%
Beta (5Y)1.801.01
Max Drawdown (5Y)-64.58%-63.38%
Avg. Volume (3M)33.24M3.14M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
ORCL and WDAY are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Sharpe Ratio (1Y)-0.91-0.35
Sortino Ratio (1Y)-1.29-0.54

Profitability

ROE (TTM)

Oracle (ORCL) at 41.19% sits in the top ROE quartile, while Workday (WDAY) at 16.01% is closer to the peer norm — stronger capital efficiency for ORCL.

ORCL

Software & Services industry group

41.19%

Max
53.85%
ORCL
41.19%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%

WDAY

Software & Services industry group

16.01%

Max
53.85%
Q3
17.90%
WDAY
16.01%
Median
6.59%
Q1
-9.59%
Min
-50.52%
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Oracle (ORCL) at 26.36% retains a top-quartile share of revenue as profit, ahead of Workday (WDAY) at 12.32%, which keeps about the industry-typical share.

ORCL

Software & Services industry group

26.36%

Max
41.17%
ORCL
26.36%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%

WDAY

Software & Services industry group

12.32%

Max
41.17%
Q3
15.28%
WDAY
12.32%
Median
4.63%
Q1
-5.42%
Min
-33.17%
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Oracle (ORCL) at 35.63% operates in the top operating margin quartile, ahead of Workday (WDAY) at 11.82%, which runs around its industry’s norm.

ORCL

Software & Services industry group

35.63%

Max
46.89%
ORCL
35.63%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%

WDAY

Software & Services industry group

11.82%

Max
46.89%
Q3
17.64%
WDAY
11.82%
Median
8.73%
Q1
-2.13%
Min
-30.45%
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
ROE (TTM)41.19%16.01%
ROA (TTM)6.36%4.51%
Net Margin (TTM)26.36%12.32%
Operating Margin (TTM)35.63%11.82%
Gross Margin (TTM)63.96%75.80%

Growth

Revenue Growth

Both Oracle (ORCL) at 17.35% and Workday (WDAY) at 13.10% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Oracle (ORCL) at 34.33% and Workday (WDAY) at 32.82% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Revenue Growth (YoY)17.35%13.10%
Revenue Growth (3Y CAGR)10.48%15.40%
EPS Growth (YoY)34.33%32.82%
EPS Growth (3Y CAGR)23.84%--

Financial Strength

Current Ratio (MRQ)

Oracle (ORCL) at 1.17 keeps current ratio within its industry’s typical mid-range, while Workday (WDAY) at 0.91 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for WDAY.

ORCL

Software & Services industry group

1.17

Max
5.11
Q3
2.77
Median
1.67
ORCL
1.17
Q1
1.01
Min
0.03

WDAY

Software & Services industry group

0.91

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
WDAY
0.91
Min
0.03
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Workday (WDAY) at 0.58 carries an industry-typical debt-to-equity mix, while Oracle (ORCL) at 2.52 uses more debt funding than most peers.

ORCL

Software & Services industry group

2.52

ORCL
2.52
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00

WDAY

Software & Services industry group

0.58

Max
2.52
Q3
1.13
WDAY
0.58
Median
0.40
Q1
0.07
Min
0.00
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Current Ratio (MRQ)1.170.91
Debt / Equity (MRQ)2.520.58
Net Debt / EBITDA3.840.23

Dividends

Dividend Yield (TTM)

Workday (WDAY) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Oracle (ORCL) reports a yield of 1.74%, ranking against industry peers normally.

ORCL

Software & Services industry group

1.74%

ORCL
1.74%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

WDAY

Software & Services industry group

0.00%

WDAY
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Workday (WDAY) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Oracle (ORCL) reports a payout of 31.35%, ranking against industry peers normally.

ORCL

Software & Services industry group

31.35%

ORCL
31.35%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

WDAY

Software & Services industry group

0.00%

WDAY
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
Dividend Yield (TTM)1.74%0.00%
Dividend Payout Ratio (TTM)31.35%0.00%

Valuation

P/E Ratio (TTM)

Oracle (ORCL) at 18.20 sits in the cheaper P/E ratio quartile, while Workday (WDAY) at 39.29 is closer to its industry’s usual earnings multiple — a discount for ORCL, though growth and earnings durability still matter.

ORCL

Software & Services industry group

18.20

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
ORCL
18.20
Min
6.69

WDAY

Software & Services industry group

39.29

Max
112.94
Q3
60.32
WDAY
39.29
Median
32.91
Q1
18.77
Min
6.69
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Oracle (ORCL) at 5.04 and Workday (WDAY) at 4.58 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ORCL

Software & Services industry group

5.04

Max
17.91
Q3
8.78
ORCL
5.04
Median
4.25
Q1
2.23
Min
0.02

WDAY

Software & Services industry group

4.58

Max
17.91
Q3
8.78
WDAY
4.58
Median
4.25
Q1
2.23
Min
0.02
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Oracle (ORCL) at 5.68 and Workday (WDAY) at 7.20 are valued close to their industries’ norm against book — neither stands out from peers.

ORCL

Software & Services industry group

5.68

Max
16.63
Q3
8.50
ORCL
5.68
Median
4.30
Q1
1.92
Min
-3.90

WDAY

Software & Services industry group

7.20

Max
16.63
Q3
8.50
WDAY
7.20
Median
4.30
Q1
1.92
Min
-3.90
Loading chart…
Oracle (ORCL) vs. Workday (WDAY): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Oracle (ORCL) and Workday (WDAY)
MetricORCLWDAY
P/E Ratio (TTM)18.2039.29
P/S Ratio (TTM)5.044.58
P/B Ratio (MRQ)5.687.20
Free Cash Flow Yield (TTM)-12.67%6.55%