WK

Technology

Workiva Inc. · Software - Application · $3B

UQS Score — Balanced Preset
41.2
Below Average

Workiva Inc. scores 41.2/100 using the Balanced preset.

UQS vs Technology Sector
WK
41.2
Sector avg
38.0
Quality
Weak
Moat
Weak
Growth
Good
Risk
Weak
Valuation
Good

What is Workiva Inc.?

Workiva Inc. is a cloud-based platform provider focused on compliance, regulatory reporting, and financial data management. Headquartered in Ames, Iowa, the company serves organizations worldwide across public, private, and government sectors.

Workiva generates revenue primarily through subscription-based access to its cloud platform. Customers use it to connect data from multiple enterprise systems, collaborate on reports, and maintain audit-ready documentation. The platform targets finance, legal, and compliance teams that need controlled workflows and regulatory-grade accuracy across complex reporting processes.

Workiva was founded in 2008 and is headquartered in Ames, Iowa.

  • Cloud compliance and regulatory reporting platform
  • Data linking and enterprise system integrations
  • Audit trail and permissions management tools
  • Collaborative financial and ESG reporting workflows

Is WK a Good Stock to Buy?

UQS Score rates WK as Good overall.

Workiva's Growth, Risk, and Valuation pillars each carry a Good rating, reflecting a business expanding within a specialized compliance niche while maintaining a manageable risk profile.

The Quality and Moat pillars are rated Weak, suggesting the company faces meaningful competitive pressure and has not yet demonstrated durable structural advantages.

Sign up to see the full pillar breakdown and detailed financial metrics behind WK's UQS Score. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does WK pay dividends?

No — Workiva Inc. does not currently pay a dividend.

Workiva does not currently pay a dividend. As a growth-oriented SaaS company, it reinvests available resources into platform development and customer acquisition rather than returning cash to shareholders through distributions.

When does WK report earnings?

Workiva reports earnings on a quarterly cadence, typical for US-listed equities.

The company has pursued steady subscription revenue growth, with recurring platform fees forming the core of its business model. Profitability remains a focus area as Workiva balances investment in growth with improving unit economics.

For the most recent quarter's results, visit Workiva's investor relations page directly.

WK Price History

-40.8% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Workiva Inc.?

$
Today it would be worth
$6,053
That's a -39.5% total return, or -9.6% annualized.

Based on Workiva Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

Frequently Asked Questions

What does Workiva do?

Workiva provides a cloud platform that helps organizations manage compliance reporting, financial disclosures, and regulatory filings. It connects data from enterprise systems and enables teams to collaborate with full audit trails and granular access controls.

Does WK pay dividends?

No, Workiva does not pay a dividend. The company prioritizes reinvesting in platform growth and expanding its customer base rather than distributing cash to shareholders.

When does WK report earnings?

Workiva reports on a standard quarterly schedule. For exact dates and upcoming releases, check the investor relations section of Workiva's official website.

Is WK a good stock to buy?

UQS Score rates WK as Good overall, with positive signals in Growth, Risk, and Valuation. However, Weak ratings in Quality and Moat indicate areas of concern. The full pillar breakdown is available to Pro members.

Is WK overvalued?

WK's Valuation pillar is rated Good, suggesting the current price is not considered elevated relative to the company's profile. Pro members can access the complete valuation metrics behind this rating.

What is WK's market cap bracket?

Workiva is classified as a mid-cap company, placing it in a tier that typically offers more growth runway than large-caps while carrying more stability than small- or micro-cap peers.

Who founded Workiva?

Workiva was founded in 2008. Founding context and leadership history are publicly available through the company's official website and press materials.

Is WK a long-term quality investment?

As a long-term quality indicator, WK's Good UQS Score reflects a mixed picture — Growth and Risk are encouraging, but Weak Moat and Quality scores suggest the company still needs to build more durable competitive advantages over time.

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Pro Analysis

WK — Score History

354045505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 10 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 20, 202641.323.932.062.133.166.2-0.3
May 16, 202641.624.432.062.133.167.7-10.2
May 7, 202651.836.232.062.068.980.1+0.3
May 3, 202651.536.232.062.068.977.9-0.1
Apr 26, 202651.636.232.062.068.979.0+0.4
Apr 19, 202651.236.232.062.068.976.2-0.1
Apr 14, 202651.336.232.062.068.976.9-0.4
Apr 12, 202651.736.232.062.068.979.5+0.7
Apr 5, 202651.036.232.062.068.974.50.0
Apr 2, 202651.036.232.062.068.974.7

WK — Pillar Breakdown

Quality

23.8/100 (25%)

Workiva Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsStrong

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationModerate

Free cash flow relative to market value.

Growth

62.1/100 (20%)

Workiva Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookModerate

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

33.1/100 (15%)

Workiva Inc. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioModerate

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

65.8/100 (15%)

Workiva Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldModerate

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

32/100 (25%)

Workiva Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for WK.

Score Composition

Quality
23.8×25%6.0
Growth
62.1×20%12.4
Risk
33.1×15%5.0
Valuation
65.8×15%9.9
Moat
32.0×25%8.0
Total
41.2Below Average

Financial Data

More Stock Analysis

How is the WK UQS Score Calculated?

The UQS (Unified Quality Score) for Workiva Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Workiva Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Workiva Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.