Verdict: Side-by-side breakdown using the Bull Rankings model. GEN scored 82.2, WDAY scored 68.8 — GEN leads.
Compare another set
GEN
Gen Digital Inc.
Software - Infrastructure · Quality-Growth
82.2
$23.25 · $13.9B
fundamentals as of
Score gap
13.4
GEN leads
WDAY
Workday, Inc.
Software - Application · Quality-Growth
68.8
$186.59 · $45.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestGEN13.6x
Fastest growthGEN+27.1%
Strongest balance sheetWDAY0.58
Highest qualityGEN80 / 100
Largest discount to fair valueGEN-42%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GEN
stronger →← stronger
WDAY
80
Qualityreturns · margins · balance sheet
62
88
Growthrevenue & earnings expansion
86
79
Valuevaluation vs sector peers
61
GEN is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GEN
WDAY
$1.5bC+
FCF
$2.8bB
+27.1%A-
Rev
+13.3%B+
3.08D
D/E
0.58C+
13.6xA-
P/E
38.0xB
1.17B+
PEG
0.57A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GEN
WDAY
42% below
Price vs fair valuelower is cheaper
16% below
~-4%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~7%/yr
+51%
1-yr DCF upside
+0%
+73%
5-yr DCF upside
+18%
+108%
10-yr DCF upside
+51%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GEN
Why this score
Buying back stock
Durable high returns
WDAY
Why this score
Diluting shareholders
The companies
GENGen Digital Inc.
Software - Infrastructure · $23.25 · beta 1.26
Why now
Software - Infrastructure · market cap $13.9b. Down 27% from 52-week high of $31.65 — deep drawdown territory. Revenue growing +27% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $32.56 (implying +40% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 42% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 147% of net income — earnings translate cleanly into cash.
Risk
D/E 3.08 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
WDAYWorkday, Inc.
Software - Application · $186.59 · beta 1.07
Why now
Software - Application · market cap $45.0b. Down 25% from 52-week high of $247.40 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.57 — paying under fair value for the growth rate. 38 sell-side analysts rate this a Buy with a mean 1-yr target of $208.00 (implying +11% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income, mostly because of stock-based pay ($1.6b) — a real cost to shareholders, paid in shares rather than cash.
Risk
Trailing P/E 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GEN and WDAY diverge
On the headline score the gap is 13.4 points in favor of GEN. The widest single difference is Quality, where GEN leads by 18.4 points.
QualityGEN 80.1 · WDAY 61.7GEN +18.4
ValueGEN 78.6 · WDAY 61.1GEN +17.5
GrowthGEN 88.2 · WDAY 86.3level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is GEN or WDAY the better stock?
GEN scores higher: GEN 82.2, WDAY 68.8 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GEN and WDAY differ most?
The widest gap is quality, where GEN leads by 18 points on the 0–100 pillar scale. GEN also leads value, while growth is effectively level between them.
How are GEN and WDAY scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.