Big Move for WDAY, but Do INTU’s Margins and Growth Give It the Edge?
Intuit (INTU) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Workday (WDAY), suggesting you may be better off investing in INTU
- INTU’s quarterly revenue growth was 20.3%, vs. WDAY’s 12.6%.
- In addition, its Last 12 Months revenue growth came in at 15.6%, ahead of WDAY’s 13.9%.
- INTU leads on profitability over both periods – LTM margin of 26.2% and 3-year average of 23.9%.
WDAY provides enterprise cloud applications for planning, execution, analysis, and cloud spend management to streamline supplier selection, contracts, indirect spend, and sourcing events globally. INTU provides financial management, tax preparation, and personalized loan recommendation products and services for consumers, small businesses, self-employed individuals, and accounting professionals globally.
Valuation & Performance Overview
| WDAY | INTU | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 80.5 | 37.5 | INTU |
| Revenue Growth | |||
| Last Quarter | 12.6% | 20.3% | INTU |
| Last 12 Months | 13.9% | 15.6% | INTU |
| Last 3 Year Average | 16.5% | 14.0% | WDAY |
| Operating Margins | |||
| Last 12 Months | 8.7% | 26.2% | INTU |
| Last 3 Year Average | 4.1% | 23.9% | INTU |
| Momentum | |||
| Last 3 Year Return | 54.2% | 59.8% | INTU |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: WDAY Revenue Comparison | INTU Revenue Comparison
See more margin details: WDAY Operating Income Comparison | INTU Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell INTU Stock to see if Intuit’s edge holds up under the hood or if Workday still has cards to play (see Buy or Sell WDAY Stock).
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Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| WDAY Return | 46% | 14% | -39% | 65% | -7% | -15% | 36% | ||
| INTU Return | 46% | 70% | -39% | 62% | 1% | 6% | 156% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 104% | ||
| Monthly Win Rates [3] | |||||||||
| WDAY Win Rate | 58% | 42% | 42% | 75% | 58% | 62% | 56% | ||
| INTU Win Rate | 67% | 67% | 25% | 58% | 33% | 62% | 52% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | <=== | |
| Max Drawdowns [4] | |||||||||
| WDAY Max Drawdown | -31% | -8% | -51% | -4% | -25% | -18% | -23% | ||
| INTU Max Drawdown | -26% | -5% | -45% | -3% | -10% | -13% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/17/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read INTU Dip Buyer Analyses and WDAY Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.