Reviewing Shopify Inc. (SHOP)’s and Workday Inc. (NASDAQ:WDAY)’s results

This is therefore a contrasting of the dividends, institutional ownership, analyst recommendations, profitability, risk, earnings and valuation in Shopify Inc. (NYSE:SHOP) and Workday Inc. (NASDAQ:WDAY). The two are both Application Software companies that compete with one another.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Shopify Inc. 1.07B 22.25 64.55M -0.61 0.00
Workday Inc. 2.82B 15.40 418.26M -1.92 0.00

Table 1 shows the gross revenue, earnings per share (EPS) and valuation for Shopify Inc. and Workday Inc.

Profitability

Table 2 has Shopify Inc. and Workday Inc.’s return on equity, net margins and return on assets.

Net Margins Return on Equity Return on Assets
Shopify Inc. -6.03% -3.7% -3.4%
Workday Inc. -14.83% -19.6% -6.8%

Volatility & Risk

Shopify Inc.’s 1.53 beta indicates that its volatility is 53.00% more volatile than that of S&P 500. Workday Inc. has a 1.82 beta and it is 82.00% more volatile than S&P 500.

Liquidity

Shopify Inc. has a Current Ratio of 15.4 and a Quick Ratio of 15.4. Competitively, Workday Inc.’s Current Ratio is 1.1 and has 1.1 Quick Ratio. Shopify Inc.’s better ability to pay short and long-term obligations than Workday Inc.

Analyst Ratings

The next table highlights the shown recommendations and ratings for Shopify Inc. and Workday Inc.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Shopify Inc. 0 2 8 2.80
Workday Inc. 0 0 0 0.00

The average price target of Shopify Inc. is $194.44, with potential downside of -9.49%.

Insider & Institutional Ownership

Roughly 75.9% of Shopify Inc. shares are owned by institutional investors while 0% of Workday Inc. are owned by institutional investors. Insiders owned roughly 0.34% of Shopify Inc.’s shares. Competitively, Workday Inc. has 0.8% of it’s share owned by insiders.

Performance

In this table we show the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Shopify Inc. -0.55% 10.68% 24.35% 28.47% 36.26% 34.68%
Workday Inc. -8.67% -1.27% 22.9% 16.54% 44.59% 12.24%

For the past year Shopify Inc.’s stock price has bigger growth than Workday Inc.

Summary

Shopify Inc. beats Workday Inc. on 10 of the 11 factors.

Shopify Inc. provides a cloud-based multi-channel commerce platform for small and medium-sized businesses in Canada, the United States, the United Kingdom, Australia, and internationally. Its platform provides merchants with a single view of their business and customers in various sales channels, including Web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces; and enables them to manage products and inventory, process orders and payments, ship orders, build customer relationships, and leverage analytics and reporting. The company was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was founded in 2004 and is headquartered in Ottawa, Canada.

Workday, Inc. provides enterprise cloud applications for finance and human resources worldwide. It provides applications for customers to manage critical business functions to optimize their financial and human capital resources. The company offers Workday Financial Management application that provides functions of general ledger, accounting, accounts payable and receivable, cash and asset management, employee expense and revenue management, projects, procurement, inventory, and grants management. It also provides Workday Human Capital Management application, which includes human resources management, such as workforce lifecycle and organization management, compensation, absence, and employee benefits administration; and global talent management comprising goal and performance management, succession planning, and career and development planning. In addition, the company offers Workday Payroll application for enterprise payroll; Workday Time Tracking application, which automates workforce management processes; Workday Recruiting, an end-to-end application to support candidates, hiring managers, the interview team, and recruiters; and Workday Learning platform. Further, it provides Workday Planning application to create, collaborate, and take action on financial and workforce plans; Workday Professional Services Automation application to supports the billable projects lifecycle; and Workday Student, an end-to-end student and faculty lifecycle information system. The company serves technology, financial services, business and professional services, healthcare and life sciences, manufacturing, retail and hospitality, education, and government and non-profit industries. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was founded in 2005 and is headquartered in Pleasanton, California.