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Side-by-side financial comparison of Lyft, Inc. (LYFT) 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 $1.5B, roughly 1.6× Lyft, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs 10.4%, a 173.6% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 3.6%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 11.3%).
Lyft, Inc. is an American company offering ride-hailing services, motorized scooters, and bicycle-sharing systems in the United States and Canada, and, via its Free Now mobile app, Europe. Lyft is the second-largest ridesharing company in the United States after Uber. It has 25 million active riders and coordinates 9 million rides per day.
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.
LYFT vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.4B |
| Net Profit | $2.8B | $252.0M |
| Gross Margin | 35.1% | — |
| Operating Margin | -12.4% | 10.6% |
| Net Margin | 183.9% | 10.4% |
| Revenue YoY | 3.6% | 12.6% |
| Net Profit YoY | 4363.0% | 30.6% |
| EPS (diluted) | $6.59 | $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 | $1.5B | $2.4B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.2B | $1.9B |
| Q4 25 | $2.8B | $252.0M | ||
| Q3 25 | $46.1M | $228.0M | ||
| Q2 25 | $40.3M | $68.0M | ||
| Q1 25 | $2.6M | $94.0M | ||
| Q4 24 | $61.7M | $193.0M | ||
| Q3 24 | $-12.4M | $132.0M | ||
| Q2 24 | $5.0M | $107.0M | ||
| Q1 24 | $-31.5M | $1.2B |
| Q4 25 | 35.1% | — | ||
| Q3 25 | 40.0% | — | ||
| Q2 25 | 36.7% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 39.5% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 38.0% | — | ||
| Q1 24 | 37.6% | — |
| Q4 25 | -12.4% | 10.6% | ||
| Q3 25 | 1.5% | 10.6% | ||
| Q2 25 | 0.2% | 1.7% | ||
| Q1 25 | -2.1% | 3.4% | ||
| Q4 24 | 1.9% | 7.6% | ||
| Q3 24 | -4.1% | 5.3% | ||
| Q2 24 | -2.1% | 3.2% | ||
| Q1 24 | -5.2% | 4.1% |
| Q4 25 | 183.9% | 10.4% | ||
| Q3 25 | 3.0% | 9.7% | ||
| Q2 25 | 2.7% | 3.0% | ||
| Q1 25 | 0.2% | 4.3% | ||
| Q4 24 | 4.3% | 8.9% | ||
| Q3 24 | -0.9% | 6.3% | ||
| Q2 24 | 0.4% | 5.4% | ||
| Q1 24 | -2.6% | 61.8% |
| Q4 25 | $6.59 | $0.94 | ||
| Q3 25 | $0.11 | $0.84 | ||
| Q2 25 | $0.10 | $0.25 | ||
| Q1 25 | $0.01 | $0.34 | ||
| Q4 24 | $0.16 | $0.72 | ||
| Q3 24 | $-0.03 | $0.49 | ||
| Q2 24 | $0.01 | $0.40 | ||
| Q1 24 | $-0.08 | $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 | $1.8B | $6.8B |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $3.3B | $8.9B |
| Total Assets | $9.0B | $17.8B |
| Debt / EquityLower = less leverage | 0.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $6.8B | ||
| Q3 25 | $2.0B | $8.2B | ||
| Q2 25 | $1.8B | $8.0B | ||
| Q1 25 | $2.2B | $8.0B | ||
| Q4 24 | $2.0B | $7.2B | ||
| Q3 24 | $1.9B | $7.4B | ||
| Q2 24 | $1.8B | $7.2B | ||
| Q1 24 | $1.7B | $7.8B |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $573.2M | — | ||
| Q1 25 | $979.9M | — | ||
| Q4 24 | $995.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | $3.0B | ||
| Q1 24 | $971.5M | $3.0B |
| Q4 25 | $3.3B | $8.9B | ||
| Q3 25 | $573.0M | $9.2B | ||
| Q2 25 | $732.7M | $8.9B | ||
| Q1 25 | $838.1M | $9.0B | ||
| Q4 24 | $767.0M | $8.6B | ||
| Q3 24 | $655.8M | $8.3B | ||
| Q2 24 | $577.6M | $8.2B | ||
| Q1 24 | $491.3M | $8.1B |
| Q4 25 | $9.0B | $17.8B | ||
| Q3 25 | $5.9B | $18.0B | ||
| Q2 25 | $5.4B | $17.2B | ||
| Q1 25 | $5.7B | $18.0B | ||
| Q4 24 | $5.4B | $16.4B | ||
| Q3 24 | $5.3B | $16.2B | ||
| Q2 24 | $5.0B | $15.9B | ||
| Q1 24 | $4.8B | $16.5B |
| Q4 25 | 0.32× | — | ||
| Q3 25 | 1.85× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.74× | 0.37× | ||
| Q1 24 | 1.98× | 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 | $246.2M | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 0.09× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $246.2M | $588.0M | ||
| Q3 25 | $291.3M | $616.0M | ||
| Q2 25 | $343.7M | $457.0M | ||
| Q1 25 | $287.2M | $1.1B | ||
| Q4 24 | $153.4M | $406.0M | ||
| Q3 24 | $264.0M | $571.0M | ||
| Q2 24 | $276.2M | $372.0M | ||
| Q1 24 | $156.2M | $995.6M |
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M | ||
| Q1 24 | — | $947.6M |
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% | ||
| Q1 24 | — | 49.3% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 0.09× | 2.33× | ||
| Q3 25 | 6.32× | 2.70× | ||
| Q2 25 | 8.53× | 6.72× | ||
| Q1 25 | 111.89× | 11.83× | ||
| Q4 24 | 2.48× | 2.10× | ||
| Q3 24 | — | 4.33× | ||
| Q2 24 | 55.09× | 3.48× | ||
| Q1 24 | — | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYFT
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
