Intuit vs Workday
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Intuit and Workday side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Intuit turned more of its sales into free cash flow (40.4% FCF margin, against 29.1%).
- Intuit earned a higher return on the capital invested in it (22.0%, against 10.6%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Intuit
INTU
8/10
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityShare count change
Workday
WDAY
2/10
Piotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | INTU FY26 | WDAY FY26 |
|---|---|---|
| Size | ||
| Market cap | $94.1B | $51.4B |
| 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 | — | 42.2x |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.