WDAY just recorded a 13-point jump in its ACCE composite score, moving from 55 to 68 out of 100. That is a meaningful single-step move. Scores in the 55 range sit in neutral territory, while 68 pushes a stock into the upper tier of our watchlist. A delta that large typically reflects improvement across more than one subscore — not just a single data point ticking higher.
The live data gives us a clear picture of where the momentum is coming from. Year-over-year earnings growth came in at +248.0%, which is an extraordinary number for a large-cap software company. Revenue growth of +13.5% year-over-year is solid but not spectacular on its own — the earnings figure is doing the heavy lifting here. That kind of earnings acceleration, especially when it outpaces revenue growth by that margin, usually signals meaningful operating leverage: costs are growing slower than the top line, and more of each dollar of revenue is falling through to the bottom.
The valuation picture is also worth noting. The trailing P/E sits at 46.1, which looks elevated in isolation. But the forward P/E drops to 14.0 — a gap that wide tells you analysts expect earnings to expand sharply in the near term. If those forward estimates hold, WDAY is trading at a significant discount to where it appears on a trailing basis. That kind of setup tends to lift both the value and growth subscores simultaneously, which would explain a double-digit composite move.
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The current price is $148.85, and the consensus analyst target sits at $171.13 — roughly 15% above where the stock trades today.
What it means
A score of 68 is a signal worth paying attention to, but it is not a green light to ignore risk. The trailing earnings multiple is still high, and a forward P/E of 14.0 only looks cheap if the earnings estimates behind it are reliable. Software companies with heavy stock-based compensation can produce earnings figures that look better than the underlying cash economics, so it is worth checking how much of that +248.0% earnings growth reflects genuine operational improvement versus accounting or one-time items.
The absence of a dividend is not unusual for a growth-oriented software company, and WDAY's market cap of $36.53B puts it firmly in large-cap territory, which typically means lower volatility than smaller peers but also less room for explosive upside.
The 13-point score move reflects real improvement in the data. The gap between trailing and forward earnings multiples is the most interesting signal here. Watch whether the next earnings report confirms that the forward estimates are grounded — if they are, the score has room to move higher. If estimates get revised down, the valuation story changes quickly.
See the full WDAY profile and live score breakdown at acceinvestments.com/stocks/WDAY.
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