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Side-by-side financial comparison of KB HOME (KBH) 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 $1.7B, roughly 1.4× KB HOME). Workday, Inc. runs the higher net margin — 10.4% vs 6.0%, a 4.4% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -15.3%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $290.1M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 7.4%).
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
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.
KBH vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.4B |
| Net Profit | $101.5M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | — | 10.6% |
| Net Margin | 6.0% | 10.4% |
| Revenue YoY | -15.3% | 12.6% |
| Net Profit YoY | -46.7% | 30.6% |
| EPS (diluted) | $1.55 | $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.
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.5B | $1.9B |
| Q4 25 | $101.5M | $252.0M | ||
| Q3 25 | $109.8M | $228.0M | ||
| Q2 25 | $107.9M | $68.0M | ||
| Q1 25 | $109.6M | $94.0M | ||
| Q4 24 | $190.6M | $193.0M | ||
| Q3 24 | $157.3M | $132.0M | ||
| Q2 24 | $168.4M | $107.0M | ||
| Q1 24 | $138.7M | $1.2B |
| Q4 25 | — | 10.6% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 7.6% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 4.1% |
| Q4 25 | 6.0% | 10.4% | ||
| Q3 25 | 6.8% | 9.7% | ||
| Q2 25 | 7.1% | 3.0% | ||
| Q1 25 | 7.9% | 4.3% | ||
| Q4 24 | 9.5% | 8.9% | ||
| Q3 24 | 9.0% | 6.3% | ||
| Q2 24 | 9.9% | 5.4% | ||
| Q1 24 | 9.4% | 61.8% |
| Q4 25 | $1.55 | $0.94 | ||
| Q3 25 | $1.61 | $0.84 | ||
| Q2 25 | $1.50 | $0.25 | ||
| Q1 25 | $1.49 | $0.34 | ||
| Q4 24 | $2.50 | $0.72 | ||
| Q3 24 | $2.04 | $0.49 | ||
| Q2 24 | $2.15 | $0.40 | ||
| Q1 24 | $1.76 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.9B | $8.9B |
| Total Assets | $6.7B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $3.9B | $8.9B | ||
| Q3 25 | $3.9B | $9.2B | ||
| Q2 25 | $4.0B | $8.9B | ||
| Q1 25 | $4.1B | $9.0B | ||
| Q4 24 | $4.1B | $8.6B | ||
| Q3 24 | $4.0B | $8.3B | ||
| Q2 24 | $4.0B | $8.2B | ||
| Q1 24 | $3.9B | $8.1B |
| Q4 25 | $6.7B | $17.8B | ||
| Q3 25 | $7.0B | $18.0B | ||
| Q2 25 | $7.0B | $17.2B | ||
| Q1 25 | $7.0B | $18.0B | ||
| Q4 24 | $6.9B | $16.4B | ||
| Q3 24 | $6.8B | $16.2B | ||
| Q2 24 | $6.8B | $15.9B | ||
| Q1 24 | $6.7B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 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 | $303.8M | $588.0M |
| Free Cash FlowOCF − Capex | $290.1M | $550.0M |
| FCF MarginFCF / Revenue | 17.1% | 22.6% |
| Capex IntensityCapex / Revenue | 0.8% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.99× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $287.3M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $303.8M | $588.0M | ||
| Q3 25 | $197.7M | $616.0M | ||
| Q2 25 | $168.4M | $457.0M | ||
| Q1 25 | $-334.3M | $1.1B | ||
| Q4 24 | $362.6M | $406.0M | ||
| Q3 24 | $-89.9M | $571.0M | ||
| Q2 24 | $61.5M | $372.0M | ||
| Q1 24 | $28.5M | $995.6M |
| Q4 25 | $290.1M | $550.0M | ||
| Q3 25 | $185.8M | $588.0M | ||
| Q2 25 | $156.9M | $421.0M | ||
| Q1 25 | $-345.5M | $1.0B | ||
| Q4 24 | $352.6M | $359.0M | ||
| Q3 24 | $-99.4M | $516.0M | ||
| Q2 24 | $51.2M | $291.0M | ||
| Q1 24 | $19.1M | $947.6M |
| Q4 25 | 17.1% | 22.6% | ||
| Q3 25 | 11.5% | 25.0% | ||
| Q2 25 | 10.3% | 18.8% | ||
| Q1 25 | -24.8% | 46.4% | ||
| Q4 24 | 17.6% | 16.6% | ||
| Q3 24 | -5.7% | 24.7% | ||
| Q2 24 | 3.0% | 14.6% | ||
| Q1 24 | 1.3% | 49.3% |
| Q4 25 | 0.8% | 1.6% | ||
| Q3 25 | 0.7% | 1.2% | ||
| Q2 25 | 0.8% | 1.6% | ||
| Q1 25 | 0.8% | 3.9% | ||
| Q4 24 | 0.5% | 2.2% | ||
| Q3 24 | 0.5% | 2.6% | ||
| Q2 24 | 0.6% | 4.1% | ||
| Q1 24 | 0.6% | 2.5% |
| Q4 25 | 2.99× | 2.33× | ||
| Q3 25 | 1.80× | 2.70× | ||
| Q2 25 | 1.56× | 6.72× | ||
| Q1 25 | -3.05× | 11.83× | ||
| Q4 24 | 1.90× | 2.10× | ||
| Q3 24 | -0.57× | 4.33× | ||
| Q2 24 | 0.37× | 3.48× | ||
| Q1 24 | 0.21× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
