Strategy Inc. vs Workday Inc — how do they compare? Strategy Inc. trades at $101.86 (market cap $35.47B), while Workday Inc trades at $141 (market cap $36.36B). The key difference: Strategy Inc. and Workday Inc are close in size by market cap, and Workday Inc is trading nearer its 52-week high, Strategy Inc. nearer its low. Which is the better fit depends on your goals.
| MSTR | WDAY | |
|---|---|---|
Market Cap | $35.47B | $36.36B |
Sector | Technology | Technology |
52-Week High | $426.40 | $247.69 |
52-Week Low | $82.31 | $112.55 |
Enterprise Value | $50.50B | $35.81B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Workday (WDAY) trades at $141.17, down 2.49% amid a Morgan Stanley downgrade (July 21, 2026). The stock shows bullish technical signals with moving averages supporting upside, though RSI levels indicate overbought conditions. Fundamentally, WDAY maintains strong revenue growth ($8.45B in 2025) and consistent earnings beats, with Q1 2026 EPS of $2.66 exceeding expectations. The company's agentic AI initiatives are driving expansion deals, highlighted by a 200% YoY growth in new contract value.
WDAY presents a compelling growth opportunity with a consensus price target of $150.83 (6.8% upside), supported by 55.55% analyst buy ratings. However, risks include AI competition, regulatory scrutiny over HR software bias (Reuters, June 22, 2026), and elevated valuation multiples (P/E of 45.86). Investors should weigh robust fundamentals against near-term sentiment headwinds from the recent downgrade.
Trailing returns across standard periods
Latest headlines on both assets
MicroStrategy Inc is a provider of enterprise analytics and mobility software. It offers MicroStrategy Analytics platform that delivers reports and dashboards and enables users to conduct ad hoc analysis and share insights through mobile devices or the Web
Read more on MSTR →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →