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Side-by-side financial comparison of PACS Group, Inc. (PACS) 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 $1.4B, roughly 1.8× PACS Group, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 4.4%, a 6.0% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 12.6%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs 12.5%).
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.
PACS vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $59.7M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 7.0% | 10.6% |
| Net Margin | 4.4% | 10.4% |
| Revenue YoY | 18.4% | 12.6% |
| Net Profit YoY | 3022.5% | 30.6% |
| EPS (diluted) | $0.42 | $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 | $1.4B | $2.4B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $981.4M | $2.0B | ||
| Q1 24 | $934.3M | $1.9B |
| Q4 25 | $59.7M | $252.0M | ||
| Q3 25 | $52.4M | $228.0M | ||
| Q2 25 | $51.0M | $68.0M | ||
| Q1 25 | $28.5M | $94.0M | ||
| Q4 24 | $1.9M | $193.0M | ||
| Q3 24 | $15.6M | $132.0M | ||
| Q2 24 | $-10.9M | $107.0M | ||
| Q1 24 | $49.1M | $1.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.1% | — | ||
| Q2 24 | 22.3% | — | ||
| Q1 24 | 21.2% | — |
| Q4 25 | 7.0% | 10.6% | ||
| Q3 25 | 6.4% | 10.6% | ||
| Q2 25 | 6.2% | 1.7% | ||
| Q1 25 | 3.8% | 3.4% | ||
| Q4 24 | 1.7% | 7.6% | ||
| Q3 24 | 2.2% | 5.3% | ||
| Q2 24 | 0.1% | 3.2% | ||
| Q1 24 | 8.6% | 4.1% |
| Q4 25 | 4.4% | 10.4% | ||
| Q3 25 | 3.9% | 9.7% | ||
| Q2 25 | 3.9% | 3.0% | ||
| Q1 25 | 2.2% | 4.3% | ||
| Q4 24 | 0.2% | 8.9% | ||
| Q3 24 | 1.5% | 6.3% | ||
| Q2 24 | -1.1% | 5.4% | ||
| Q1 24 | 5.3% | 61.8% |
| Q4 25 | $0.42 | $0.94 | ||
| Q3 25 | $0.32 | $0.84 | ||
| Q2 25 | $0.31 | $0.25 | ||
| Q1 25 | $0.17 | $0.34 | ||
| Q4 24 | $-0.03 | $0.72 | ||
| Q3 24 | $0.10 | $0.49 | ||
| Q2 24 | $-0.07 | $0.40 | ||
| Q1 24 | $0.38 | $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 | $197.0M | $6.8B |
| Total DebtLower is stronger | $353.2M | — |
| Stockholders' EquityBook value | $946.8M | $8.9B |
| Total Assets | $5.6B | $17.8B |
| Debt / EquityLower = less leverage | 0.37× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $6.8B | ||
| Q3 25 | $355.7M | $8.2B | ||
| Q2 25 | $294.2M | $8.0B | ||
| Q1 25 | $287.5M | $8.0B | ||
| Q4 24 | $157.7M | $7.2B | ||
| Q3 24 | $49.5M | $7.4B | ||
| Q2 24 | $73.4M | $7.2B | ||
| Q1 24 | $81.2M | $7.8B |
| Q4 25 | $353.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $411.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $946.8M | $8.9B | ||
| Q3 25 | $871.3M | $9.2B | ||
| Q2 25 | $806.8M | $8.9B | ||
| Q1 25 | $750.2M | $9.0B | ||
| Q4 24 | $709.6M | $8.6B | ||
| Q3 24 | $660.0M | $8.3B | ||
| Q2 24 | $572.1M | $8.2B | ||
| Q1 24 | $128.0M | $8.1B |
| Q4 25 | $5.6B | $17.8B | ||
| Q3 25 | $5.6B | $18.0B | ||
| Q2 25 | $5.5B | $17.2B | ||
| Q1 25 | $5.5B | $18.0B | ||
| Q4 24 | $5.2B | $16.4B | ||
| Q3 24 | $4.5B | $16.2B | ||
| Q2 24 | $3.9B | $15.9B | ||
| Q1 24 | $3.9B | $16.5B |
| Q4 25 | 0.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.58× | — | ||
| 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 | $-3.4M | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | -0.06× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | $588.0M | ||
| Q3 25 | $204.8M | $616.0M | ||
| Q2 25 | $52.6M | $457.0M | ||
| Q1 25 | $150.2M | $1.1B | ||
| Q4 24 | $64.6M | $406.0M | ||
| Q3 24 | $209.2M | $571.0M | ||
| Q2 24 | $34.8M | $372.0M | ||
| Q1 24 | $58.8M | $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 | -0.06× | 2.33× | ||
| Q3 25 | 3.91× | 2.70× | ||
| Q2 25 | 1.03× | 6.72× | ||
| Q1 25 | 5.28× | 11.83× | ||
| Q4 24 | 33.78× | 2.10× | ||
| Q3 24 | 13.39× | 4.33× | ||
| Q2 24 | — | 3.48× | ||
| Q1 24 | 1.20× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
