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DOCU vs WDAY
Which Stock Would AI Choose? DocuSign (DOCU) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- DocuSign (DOCU) focuses on electronic signature and agreement management solutions, with recent market activity showing gains tied to AI integrations in its Intelligent Agreement Management platform.
- Workday (WDAY) delivers cloud-based financial management and human resources software, reporting stronger recent subscription revenue growth and notable AI adoption in its latest quarterly results.
- Over recent weeks, DOCU has posted double-digit percentage gains in the past month amid platform enhancements, while WDAY experienced a post-earnings rally exceeding 5% following beats on revenue and profitability metrics.
- Both companies operate in the enterprise software sector with exposure to artificial intelligence trends, though WDAY's broader platform and backlog metrics reflect more pronounced momentum in recent market activity.
- Valuation contrasts include DOCU trading at a market capitalization near $12.2 billion with a hold analyst consensus, compared to WDAY's approximately $49 billion market cap and moderate buy ratings.
- Risk factors differ, with DOCU emphasizing cash generation and zero debt, while WDAY highlights share repurchases and expanding AI-driven annual contract value contributions.
Introduction
DocuSign (DOCU) and Workday (WDAY) represent distinct segments within the enterprise software industry, making their comparison relevant for investors and traders evaluating technology stocks with varying exposure to digital transformation and automation. DocuSign specializes in agreement lifecycle management, while Workday provides integrated financial and human capital management platforms. This analysis appeals to those assessing relative performance, market positioning, and sector dynamics in the current environment, where artificial intelligence integration influences sentiment across software providers. The comparison highlights observable differences in business models, recent momentum, and positioning without favoring either security.
DOCU Overview and Recent Performance
DocuSign, Inc. (DOCU) provides cloud-based electronic signature and agreement management solutions primarily for enterprises. Recent market activity has featured stock gains of approximately 10% over the past month and up to 18.7% in one reported period, supported by expansions in its Intelligent Agreement Management platform. Key developments include integrations with Google Cloud Gemini for legal teams and collaborations with Perplexity and Slack to enhance workflow automation and contract intelligence. The company maintains a solid cash position near $1 billion with no debt and has demonstrated operating margin expansion alongside revenue growth in the low single digits year-over-year. Upcoming earnings on September 3, 2026, and analyst views maintaining a hold rating with targets below current levels have shaped sentiment amid broader sector interest in AI capabilities.
WDAY Overview and Recent Performance
Workday, Inc. (WDAY) offers cloud-based enterprise applications for financial management, planning, and human resources. Recent market activity included a post-earnings rally of over 5% after the company reported fiscal second-quarter results that exceeded expectations, with total revenue rising 12.8% to $2.65 billion and subscription revenue increasing 13.9% to $2.47 billion. Artificial intelligence solutions contributed more than 25% of new annual contract value, with agentic AI annual recurring revenue approaching $600 million. The 12-month subscription backlog grew 14.2% to $9.03 billion. Management raised the lower end of fiscal 2027 subscription guidance and authorized a new $4 billion share repurchase program following completion of prior buybacks. Analyst consensus reflects a moderate buy stance with price targets near current levels.
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Head-to-Head Comparison
DocuSign (DOCU) and Workday (WDAY) differ in business models, with DOCU centered on specialized agreement and contract workflows while WDAY delivers broader financial and human resources platforms serving larger enterprise needs. Growth drivers contrast as DOCU advances AI-enhanced agreement tools through targeted integrations, whereas WDAY reports accelerating adoption of agentic AI across its suite, contributing significantly to new contract value. Recent momentum shows DOCU with steady monthly gains amid platform updates, while WDAY exhibited sharper post-earnings movement following subscription and backlog improvements. Risk factors include DOCU's smaller scale and analyst price targets below market levels versus WDAY's larger capitalization and exposure to guidance execution in a competitive software landscape. Sector exposure overlaps in enterprise technology and AI, yet market sentiment has recently favored WDAY's demonstrated backlog expansion and capital return initiatives over DOCU's more measured valuation profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency in subscription metrics, stability from backlog growth, recent catalysts including AI contribution percentages, and relative positioning in earnings outcomes, Tickeron’s AI would currently indicate a probabilistic preference toward Workday (WDAY) over DocuSign (DOCU). This assessment draws from WDAY's stronger recent quarterly outperformance and AI-driven annual contract value share, balanced against DOCU's cash efficiency and integration progress. Market conditions can shift, and such evaluations reflect data patterns rather than guarantees of future results.
Disclaimer
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To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DOCU is a Buy and WDAY is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DOCU’s FA Score shows that 0 FA rating(s) are green whileWDAY’s FA Score has 0 green FA rating(s).
- DOCU’s FA Score: 0 green, 5 red.
- WDAY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DOCU’s TA Score shows that 5 TA indicator(s) are bullish while WDAY’s TA Score has 3 bullish TA indicator(s).
- DOCU’s TA Score: 5 bullish, 4 bearish.
- WDAY’s TA Score: 3 bullish, 6 bearish.
Price Growth
DOCU (@Packaged Software) experienced а +6.89% price change this week, while WDAY (@Packaged Software) price change was -4.36% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
DOCU is expected to report earnings on Dec 03, 2026.
WDAY is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Packaged Software (-3.96% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| DOCU | WDAY | DOCU / WDAY | |
| Capitalization | 12.8B | 47.2B | 27% |
| EBITDA | 565M | 1.76B | 32% |
| Gain YTD | 0.015 | -8.842 | -0% |
| P/E Ratio | 41.71 | 39.88 | 105% |
| Revenue | 3.36B | 10.2B | 33% |
| Total Cash | 778M | 3.4B | 23% |
| Total Debt | 183M | 3.77B | 5% |
DOCU | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 50 | 53 | |
PRICE GROWTH RATING 1..100 | 38 | 40 | |
P/E GROWTH RATING 1..100 | 81 | 97 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
WDAY's Valuation (71) in the Information Technology Services industry is in the same range as DOCU (72) in the Packaged Software industry. This means that WDAY’s stock grew similarly to DOCU’s over the last 12 months.
WDAY's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as DOCU (100) in the Packaged Software industry. This means that WDAY’s stock grew similarly to DOCU’s over the last 12 months.
DOCU's SMR Rating (50) in the Packaged Software industry is in the same range as WDAY (53) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to WDAY’s over the last 12 months.
DOCU's Price Growth Rating (38) in the Packaged Software industry is in the same range as WDAY (40) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to WDAY’s over the last 12 months.
DOCU's P/E Growth Rating (81) in the Packaged Software industry is in the same range as WDAY (97) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to WDAY’s over the last 12 months.
| DOCU | WDAY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 75% | 4 days ago 51% |
| Stochastic ODDS (%) | 4 days ago 79% | 4 days ago 71% |
| Momentum ODDS (%) | 4 days ago 73% | 4 days ago 72% |
| MACD ODDS (%) | 4 days ago 67% | 4 days ago 78% |
| TrendWeek ODDS (%) | 4 days ago 71% | 4 days ago 71% |
| TrendMonth ODDS (%) | 4 days ago 68% | 4 days ago 64% |
| Advances ODDS (%) | 4 days ago 70% | 5 days ago 58% |
| Declines ODDS (%) | 13 days ago 78% | 13 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 72% | 4 days ago 65% |
| Aroon ODDS (%) | 4 days ago 72% | 4 days ago 65% |
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DOCU and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOCU has been closely correlated with ASAN. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOCU jumps, then ASAN could also see price increases.
| Ticker / NAME | Correlation To DOCU | 1D Price Change % | ||
|---|---|---|---|---|
| DOCU | 100% | +3.70% | ||
| ASAN - DOCU | 71% Closely correlated | -12.69% | ||
| HUBS - DOCU | 71% Closely correlated | -2.95% | ||
| FRSH - DOCU | 70% Closely correlated | -4.72% | ||
| WDAY - DOCU | 70% Closely correlated | -5.38% | ||
| CRM - DOCU | 70% Closely correlated | -1.97% | ||
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