vs
Side-by-side financial comparison of ADVANCE AUTO PARTS INC (AAP) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $2.0B, roughly 1.2× ADVANCE AUTO PARTS INC). Workday, Inc. runs the higher net margin — 10.4% vs 0.3%, a 10.1% gap on every dollar of revenue. On growth, ADVANCE AUTO PARTS INC posted the faster year-over-year revenue change (130.1% vs 12.6%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $-21.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs -15.7%).
Advance Auto Parts, Inc. is an American automotive aftermarket parts provider. Headquartered in Raleigh, North Carolina, it serves professional installer and do it yourself (DIY) customers.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
AAP vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.4B |
| Net Profit | $6.0M | $252.0M |
| Gross Margin | 44.1% | — |
| Operating Margin | 2.2% | 10.6% |
| Net Margin | 0.3% | 10.4% |
| Revenue YoY | 130.1% | 12.6% |
| Net Profit YoY | 101.4% | 30.6% |
| EPS (diluted) | $0.10 | $0.94 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.8B | $2.0B |
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $252.0M | ||
| Q3 25 | $15.0M | $228.0M | ||
| Q2 25 | $24.0M | $68.0M | ||
| Q1 25 | — | $94.0M | ||
| Q4 24 | $-6.0M | $193.0M | ||
| Q3 24 | $45.0M | $132.0M | ||
| Q2 24 | $40.0M | $107.0M |
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 42.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 43.4% | — |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 10.6% | ||
| Q3 25 | 1.1% | 10.6% | ||
| Q2 25 | -5.1% | 1.7% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 7.6% | ||
| Q3 24 | 2.5% | 5.3% | ||
| Q2 24 | 1.9% | 3.2% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 10.4% | ||
| Q3 25 | 0.7% | 9.7% | ||
| Q2 25 | 0.9% | 3.0% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | -0.3% | 8.9% | ||
| Q3 24 | 2.1% | 6.3% | ||
| Q2 24 | 1.4% | 5.4% |
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $0.94 | ||
| Q3 25 | $0.25 | $0.84 | ||
| Q2 25 | $0.40 | $0.25 | ||
| Q1 25 | — | $0.34 | ||
| Q4 24 | $-0.10 | $0.72 | ||
| Q3 24 | $0.75 | $0.49 | ||
| Q2 24 | $0.67 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $6.8B |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $2.2B | $8.9B |
| Total Assets | $11.8B | $17.8B |
| Debt / EquityLower = less leverage | 1.55× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $6.8B | ||
| Q3 25 | $1.7B | $8.2B | ||
| Q2 25 | $1.7B | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | $464.5M | $7.2B | ||
| Q3 24 | $479.4M | $7.4B | ||
| Q2 24 | $451.0M | $7.2B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | $3.0B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $8.9B | ||
| Q3 25 | $2.2B | $9.2B | ||
| Q2 25 | $2.2B | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $2.6B | $8.6B | ||
| Q3 24 | $2.6B | $8.3B | ||
| Q2 24 | $2.6B | $8.2B |
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $17.8B | ||
| Q3 25 | $10.5B | $18.0B | ||
| Q2 25 | $10.6B | $17.2B | ||
| Q1 25 | — | $18.0B | ||
| Q4 24 | $12.5B | $16.4B | ||
| Q3 24 | $12.3B | $16.2B | ||
| Q2 24 | $12.2B | $15.9B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | — | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.70× | 0.37× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $72.0M | $588.0M |
| Free Cash FlowOCF − Capex | $-21.0M | $550.0M |
| FCF MarginFCF / Revenue | -1.1% | 22.6% |
| Capex IntensityCapex / Revenue | 4.7% | 1.6% |
| Cash ConversionOCF / Net Profit | 12.00× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $-298.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $588.0M | ||
| Q3 25 | $50.0M | $616.0M | ||
| Q2 25 | $-156.0M | $457.0M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $70.0M | $406.0M | ||
| Q3 24 | $85.0M | $571.0M | ||
| Q2 24 | $3.0M | $372.0M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $550.0M | ||
| Q3 25 | $-3.0M | $588.0M | ||
| Q2 25 | $-198.0M | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $27.0M | $359.0M | ||
| Q3 24 | $44.0M | $516.0M | ||
| Q2 24 | $-43.0M | $291.0M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 22.6% | ||
| Q3 25 | -0.1% | 25.0% | ||
| Q2 25 | -7.7% | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | 1.3% | 16.6% | ||
| Q3 24 | 2.0% | 24.7% | ||
| Q2 24 | -1.6% | 14.6% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 1.6% | ||
| Q3 25 | 2.6% | 1.2% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 2.0% | 2.2% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 1.7% | 4.1% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | 3.33× | 2.70× | ||
| Q2 25 | -6.50× | 6.72× | ||
| Q1 25 | — | 11.83× | ||
| Q4 24 | — | 2.10× | ||
| Q3 24 | 1.89× | 4.33× | ||
| Q2 24 | 0.07× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAP
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
