Workday (NASDAQ:WDAY) vs. Calix (NYSE:CALX) Head to Head Survey

Workday (NASDAQ:WDAY) and Calix (NYSE:CALX) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, institutional ownership, dividends, risk, earnings, analyst recommendations and profitability.

Insider and Institutional Ownership

89.8% of Workday shares are held by institutional investors. Comparatively, 98.1% of Calix shares are held by institutional investors. 18.6% of Workday shares are held by company insiders. Comparatively, 17.4% of Calix shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Workday and Calix’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Workday	8.60%	14.75%	6.87%
Calix	3.20%	4.30%	3.52%

Valuation and Earnings

This table compares Workday and Calix”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Workday	$9.55 billion	3.85	$693.00 million	$3.20	46.53
Calix	$1.00 billion	2.52	$17.88 million	$0.48	82.18

Workday has higher revenue and earnings than Calix. Workday is trading at a lower price-to-earnings ratio than Calix, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings for Workday and Calix, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Workday	1	15	18	1	2.54
Calix	0	4	6	0	2.60

Workday currently has a consensus target price of $185.03, indicating a potential upside of 24.28%. Calix has a consensus target price of $67.00, indicating a potential upside of 69.86%. Given Calix’s stronger consensus rating and higher probable upside, analysts clearly believe Calix is more favorable than Workday.

Risk and Volatility

Workday has a beta of 1.09, meaning that its stock price is 9% more volatile than the S&P 500. Comparatively, Calix has a beta of 1.23, meaning that its stock price is 23% more volatile than the S&P 500.

Summary

Workday beats Calix on 10 of the 15 factors compared between the two stocks.

About Workday

Workday, Inc. provides enterprise cloud applications in the United States and internationally. Its applications help its customers to plan, execute, analyze, and extend to other applications and environments to manage their business and operations. The company offers a suite of financial management applications to maintain accounting information in the general ledger; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications; and applications for analytics and reporting comprising augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; and Workday Extend for customers and their developers to build custom applications. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.

About Calix

Calix, Inc., together with its subsidiaries, engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. The company provides Calix Cloud platform, a role-based analytics platform comprising Calix Engagement Cloud, Calix Service Cloud, and Calix Operations Cloud, which are configurable to display role-based insights and enable BSPs to anticipate and target new revenue-generating services and applications through mobile application, such as CommandIQ for residents and CommandWorx for businesses; Calix Intelligent Access EDGE, an access network solution for automated and intelligent networks; and Calix Revenue EDGE, a premises solution for subscriber managed services. It also offers SmartLife managed services, including SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home; SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure, and managed experience across a BSP's footprint; and SmartBiz managed services that address the business networking and productivity needs of business owners with an all-in-one managed service. In addition, the company provides Wi-Fi systems under GigaSpire and GigaPro brands to be ready for deployment as a complete subscriber experience solution for BSP's residential and business subscribers. It offers its products through its direct sales force and resellers. The company was incorporated in 1999 and is headquartered in San Jose, California.