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Side-by-side financial comparison of Roper Technologies (ROP) 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 $2.1B, roughly 1.2× Roper Technologies). Roper Technologies runs the higher net margin — 15.8% vs 10.4%, a 5.4% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 11.3%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $507.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 10.5%).
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
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.
ROP vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.4B |
| Net Profit | $331.0M | $252.0M |
| Gross Margin | 69.4% | — |
| Operating Margin | 27.2% | 10.6% |
| Net Margin | 15.8% | 10.4% |
| Revenue YoY | 11.3% | 12.6% |
| Net Profit YoY | 842.6% | 30.6% |
| EPS (diluted) | $4.87 | $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 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.7B | $2.0B |
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $252.0M | ||
| Q3 25 | $398.5M | $228.0M | ||
| Q2 25 | $378.3M | $68.0M | ||
| Q1 25 | $331.1M | $94.0M | ||
| Q4 24 | $462.3M | $193.0M | ||
| Q3 24 | $367.9M | $132.0M | ||
| Q2 24 | $337.1M | $107.0M |
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | — | ||
| Q3 25 | 69.5% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.2% | — | ||
| Q2 24 | 69.5% | — |
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | 10.6% | ||
| Q3 25 | 28.4% | 10.6% | ||
| Q2 25 | 28.2% | 1.7% | ||
| Q1 25 | 27.9% | 3.4% | ||
| Q4 24 | 28.0% | 7.6% | ||
| Q3 24 | 28.1% | 5.3% | ||
| Q2 24 | 28.8% | 3.2% |
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | 10.4% | ||
| Q3 25 | 19.8% | 9.7% | ||
| Q2 25 | 19.5% | 3.0% | ||
| Q1 25 | 17.6% | 4.3% | ||
| Q4 24 | 24.6% | 8.9% | ||
| Q3 24 | 20.8% | 6.3% | ||
| Q2 24 | 19.6% | 5.4% |
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $0.94 | ||
| Q3 25 | $3.68 | $0.84 | ||
| Q2 25 | $3.49 | $0.25 | ||
| Q1 25 | $3.06 | $0.34 | ||
| Q4 24 | $4.29 | $0.72 | ||
| Q3 24 | $3.40 | $0.49 | ||
| Q2 24 | $3.12 | $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 | $382.9M | $6.8B |
| Total DebtLower is stronger | $9.7B | — |
| Stockholders' EquityBook value | $18.8B | $8.9B |
| Total Assets | $34.6B | $17.8B |
| Debt / EquityLower = less leverage | 0.52× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $6.8B | ||
| Q3 25 | $320.0M | $8.2B | ||
| Q2 25 | $242.4M | $8.0B | ||
| Q1 25 | $372.8M | $8.0B | ||
| Q4 24 | $188.2M | $7.2B | ||
| Q3 24 | $269.6M | $7.4B | ||
| Q2 24 | $251.5M | $7.2B |
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B |
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $8.9B | ||
| Q3 25 | $20.0B | $9.2B | ||
| Q2 25 | $19.6B | $8.9B | ||
| Q1 25 | $19.2B | $9.0B | ||
| Q4 24 | $18.9B | $8.6B | ||
| Q3 24 | $18.5B | $8.3B | ||
| Q2 24 | $18.1B | $8.2B |
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $17.8B | ||
| Q3 25 | $34.6B | $18.0B | ||
| Q2 25 | $33.2B | $17.2B | ||
| Q1 25 | $31.4B | $18.0B | ||
| Q4 24 | $31.3B | $16.4B | ||
| Q3 24 | $31.6B | $16.2B | ||
| Q2 24 | $29.8B | $15.9B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $588.0M |
| Free Cash FlowOCF − Capex | $507.0M | $550.0M |
| FCF MarginFCF / Revenue | 24.2% | 22.6% |
| Capex IntensityCapex / Revenue | 0.5% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $738.0M | $588.0M | ||
| Q3 25 | $869.5M | $616.0M | ||
| Q2 25 | $404.1M | $457.0M | ||
| Q1 25 | $528.7M | $1.1B | ||
| Q4 24 | $722.2M | $406.0M | ||
| Q3 24 | $755.4M | $571.0M | ||
| Q2 24 | $384.1M | $372.0M |
| Q1 26 | $507.0M | — | ||
| 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 26 | 24.2% | — | ||
| 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 26 | 0.5% | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.72× | 2.33× | ||
| Q3 25 | 2.18× | 2.70× | ||
| Q2 25 | 1.07× | 6.72× | ||
| Q1 25 | 1.60× | 11.83× | ||
| Q4 24 | 1.56× | 2.10× | ||
| Q3 24 | 2.05× | 4.33× | ||
| Q2 24 | 1.14× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROP
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
