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The Reason I'm Worried About Workday

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November 28, 2012 | Comments (3)

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As a group, new offerings have outperformed the broader market this year -- up 14% versus an 11.8% return for the S&P 500. Workday (NYSE: WDAY  ) deserves some credit for the win. The cloud-based provider of human resources and financial management software has seen its shares soar from its $28 issue price.

Foolish investors have yet to get behind the stock, and I can't blame them. The company is courting competition from the likes not only of NetSuite (NYSE: N  ) in financial management and Informatica (Nasdaq: INFA  ) in integration but also one of its signature customers: salesforce.com (NYSE: CRM  ) . Find out more in the following video.

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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of salesforce.com at the time of publication. Check out Tim's Web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool owns shares of Microsoft and salesforce.com and has created a synthetic short position on salesforce.com. Motley Fool newsletter services have recommended buying shares of salesforce.com, Informatica, and Netsuite, as well as creating a synthetic covered call position in Microsoft. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.


Read/Post Comments (3) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On November 28, 2012, at 4:27 PM, mxberp wrote:

    Tim....this is Peoplesoft, Oracle and SAP in the cloud...you are looking at the wrong comparisons...this is ERP not social networking.

  • Report this Comment On November 28, 2012, at 5:25 PM, DamienDraco wrote:

    This is just another wall street scam where underwriters such as GS and JPM make an IPO where only 5% of the company shares are sold and then lowball the estimates to pump the stock furter up. WDAY had revenues of 62,7 MUSD in Q2 and an estimate of 64 MUSD is ridiculous when the market cap of the company is over 8 billion USD and the quarterly growth rate has been 20%. No wonder that the revenues blast past the estimates with about 15% so that this overvalued stock can be pumped up even further. The market is always right?.....I don't think so.

  • Report this Comment On November 28, 2012, at 5:53 PM, BobSmith186252 wrote:

    Tim, very short sighted view on this terrific stock. Please focus on comparisons that are relevant. Thanks.

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Related Tickers

5/17/2013 4:00 PM
WDAY $67.98 Up +0.77 +1.15%
Workday CAPS Rating: *
CRM $46.79 Up +0.64 +1.39%
Salesforce.com CAPS Rating: *
N $95.05 Up +0.61 +0.65%
Netsuite CAPS Rating: *
MSFT $34.87 Up +0.79 +2.32%
Microsoft CAPS Rating: ***
INFA $35.57 Up +0.38 +1.08%
Informatica CAPS Rating: ****

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