Intuit
INTU · Application Software
$343.39
3.2%Workday
WDAY · Application Software
$209.99
0.0%The short version
- Intuit is the larger business, with $21.4B of revenue in fiscal 2026 against $9.6B for Workday, about 2.2 times as much.
- Intuit grew revenue faster (13.9%, against 13.1%).
- Intuit kept more of each dollar of sales as operating profit (27.4% operating margin, against 7.6% operating margin).
- Intuit turned more of its sales into free cash flow (40.4% FCF margin, against 29.1% FCF margin).
- Intuit earned a higher return on the capital invested in it (22.0%, against 10.6%).
- Investors pay more for each dollar of Workday’s earnings: a P/E of 42.5x against 20.9x for Intuit.
| Latest fiscal year | INTU · FY26 | WDAY · FY26 |
|---|---|---|
| Size | ||
| Market cap | $95.1B | $51.7B |
| Revenue | $21.4B | $9.6B |
| Free cash flow | $8.7B | $2.8B |
| Net income | $4.6B | $693M |
| Growth | ||
| Revenue growth | 13.9% | 13.1% |
| 5-year growth | 17.4% | 17.2% |
| Share count change | −2.1% | −0.4% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 27.4% | 7.6% |
| Net margin | 21.3% | 7.3% |
| FCF margin | 40.4% | 29.1% |
| Return on capital | 22.0% | 10.6% |
| Return on equity | 23.6% | 8.2% |
| Balance sheet | ||
| Net debt | $469M | −$2.5B |
| Net debt / EBITDA | 0.1x | −2.6x |
| Dividends and buybacks | $6.8B | $2.9B |
| Valuation & quality | ||
| P/E | 20.9x | 42.5x |
| Piotroski F-score | 6 | 7 |
FY17
INTU $5.2B
WDAY $1.6B
FY18
INTU $6.0B
WDAY $2.1B
FY19
INTU $6.8B
WDAY $2.8B
FY20
INTU $7.7B
WDAY $3.6B
FY21
INTU $9.6B
WDAY $4.3B
FY22
INTU $12.7B
WDAY $5.1B
FY23
INTU $14.4B
WDAY $6.2B
FY24
INTU $16.3B
WDAY $7.3B
FY25
INTU $18.8B
WDAY $8.4B
FY26
INTU $21.4B
WDAY $9.6B
INTU
WDAY
FY17
INTU 27.3%
WDAY −22.4%
FY18
INTU 25.9%
WDAY −14.2%
FY19
INTU 27.3%
WDAY −16.4%
FY20
INTU 28.3%
WDAY −13.9%
FY21
INTU 26.0%
WDAY −5.8%
FY22
INTU 20.2%
WDAY −2.3%
FY23
INTU 21.9%
WDAY −3.6%
FY24
INTU 22.3%
WDAY 2.5%
FY25
INTU 26.1%
WDAY 4.9%
FY26
INTU 27.4%
WDAY 7.6%
INTU
WDAY
FY17
INTU $1.5B
WDAY $230M
FY18
INTU $2.1B
WDAY $324M
FY19
INTU $2.2B
WDAY $404M
FY20
INTU $2.4B
WDAY $621M
FY21
INTU $3.2B
WDAY $1.0B
FY22
INTU $3.7B
WDAY $1.4B
FY23
INTU $4.8B
WDAY $1.3B
FY24
INTU $4.7B
WDAY $1.9B
FY25
INTU $6.1B
WDAY $2.2B
FY26
INTU $8.7B
WDAY $2.8B
INTU
WDAY
FY17
INTU 88.9%
WDAY —
FY18
INTU 93.0%
WDAY —
FY19
INTU 106.5%
WDAY −16.4%
FY20
INTU —
WDAY −18.3%
FY21
INTU 49.6%
WDAY −11.8%
FY22
INTU 14.9%
WDAY −5.4%
FY23
INTU 12.6%
WDAY −6.8%
FY24
INTU 15.1%
WDAY 6.4%
FY25
INTU 19.0%
WDAY 9.4%
FY26
INTU 22.0%
WDAY 10.6%
INTU
WDAY
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.