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Side-by-side financial comparison of SELECTIVE INSURANCE GROUP INC (SIGI) 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× SELECTIVE INSURANCE GROUP INC). Workday, Inc. runs the higher net margin — 10.4% vs 7.2%, a 3.2% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 5.7%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 6.6%).
Selective Insurance Group Inc. is a U.S.-based insurance holding company that provides a comprehensive portfolio of property and casualty insurance products, including personal auto, home insurance, commercial property, liability, and workers' compensation coverage. It primarily serves small and medium-sized businesses, individual consumers, and nonprofits across the U.S., distributing offerings via a network of independent insurance agents.
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.
SIGI vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $97.7M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | — | 10.6% |
| Net Margin | 7.2% | 10.4% |
| Revenue YoY | 5.7% | 12.6% |
| Net Profit YoY | -37.0% | 30.6% |
| EPS (diluted) | $1.58 | $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 | $1.4B | — | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B |
| Q1 26 | $97.7M | — | ||
| Q4 25 | $155.2M | $252.0M | ||
| Q3 25 | $115.3M | $228.0M | ||
| Q2 25 | $85.9M | $68.0M | ||
| Q1 25 | $109.9M | $94.0M | ||
| Q4 24 | $95.5M | $193.0M | ||
| Q3 24 | $92.3M | $132.0M | ||
| Q2 24 | $-63.3M | $107.0M |
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 10.6% | ||
| Q3 25 | 10.7% | 10.6% | ||
| Q2 25 | 8.2% | 1.7% | ||
| Q1 25 | 10.8% | 3.4% | ||
| Q4 24 | 9.5% | 7.6% | ||
| Q3 24 | 9.4% | 5.3% | ||
| Q2 24 | -6.7% | 3.2% |
| Q1 26 | 7.2% | — | ||
| Q4 25 | 11.4% | 10.4% | ||
| Q3 25 | 8.5% | 9.7% | ||
| Q2 25 | 6.5% | 3.0% | ||
| Q1 25 | 8.6% | 4.3% | ||
| Q4 24 | 7.6% | 8.9% | ||
| Q3 24 | 7.4% | 6.3% | ||
| Q2 24 | -5.3% | 5.4% |
| Q1 26 | $1.58 | — | ||
| Q4 25 | $2.52 | $0.94 | ||
| Q3 25 | $1.85 | $0.84 | ||
| Q2 25 | $1.36 | $0.25 | ||
| Q1 25 | $1.76 | $0.34 | ||
| Q4 24 | $1.53 | $0.72 | ||
| Q3 24 | $1.47 | $0.49 | ||
| Q2 24 | $-1.08 | $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 | $451.8M | $6.8B |
| Total DebtLower is stronger | $901.4M | — |
| Stockholders' EquityBook value | $3.6B | $8.9B |
| Total Assets | $15.3B | $17.8B |
| Debt / EquityLower = less leverage | 0.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $451.8M | — | ||
| 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 26 | $901.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $507.9M | — | ||
| Q3 24 | $508.2M | — | ||
| Q2 24 | $508.8M | $3.0B |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $8.9B | ||
| Q3 25 | $3.5B | $9.2B | ||
| Q2 25 | $3.4B | $8.9B | ||
| Q1 25 | $3.3B | $9.0B | ||
| Q4 24 | $3.1B | $8.6B | ||
| Q3 24 | $3.2B | $8.3B | ||
| Q2 24 | $2.9B | $8.2B |
| Q1 26 | $15.3B | — | ||
| Q4 25 | $15.2B | $17.8B | ||
| Q3 25 | $15.0B | $18.0B | ||
| Q2 25 | $14.5B | $17.2B | ||
| Q1 25 | $14.2B | $18.0B | ||
| Q4 24 | $13.5B | $16.4B | ||
| Q3 24 | $13.5B | $16.2B | ||
| Q2 24 | $12.6B | $15.9B |
| Q1 26 | 0.25× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.16× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.17× | 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 | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 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 | $376.3M | $588.0M | ||
| Q3 25 | $405.8M | $616.0M | ||
| Q2 25 | $166.9M | $457.0M | ||
| Q1 25 | $284.0M | $1.1B | ||
| Q4 24 | $332.2M | $406.0M | ||
| Q3 24 | $387.4M | $571.0M | ||
| Q2 24 | $266.1M | $372.0M |
| Q1 26 | — | — | ||
| Q4 25 | $366.3M | $550.0M | ||
| Q3 25 | $397.3M | $588.0M | ||
| Q2 25 | $159.7M | $421.0M | ||
| Q1 25 | $271.0M | $1.0B | ||
| Q4 24 | $324.7M | $359.0M | ||
| Q3 24 | $378.0M | $516.0M | ||
| Q2 24 | $258.4M | $291.0M |
| Q1 26 | — | — | ||
| Q4 25 | 26.8% | 22.6% | ||
| Q3 25 | 29.2% | 25.0% | ||
| Q2 25 | 12.0% | 18.8% | ||
| Q1 25 | 21.1% | 46.4% | ||
| Q4 24 | 25.8% | 16.6% | ||
| Q3 24 | 30.4% | 24.7% | ||
| Q2 24 | 21.6% | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 1.6% | ||
| Q3 25 | 0.6% | 1.2% | ||
| Q2 25 | 0.5% | 1.6% | ||
| Q1 25 | 1.0% | 3.9% | ||
| Q4 24 | 0.6% | 2.2% | ||
| Q3 24 | 0.8% | 2.6% | ||
| Q2 24 | 0.6% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.42× | 2.33× | ||
| Q3 25 | 3.52× | 2.70× | ||
| Q2 25 | 1.94× | 6.72× | ||
| Q1 25 | 2.58× | 11.83× | ||
| Q4 24 | 3.48× | 2.10× | ||
| Q3 24 | 4.20× | 4.33× | ||
| Q2 24 | — | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SIGI
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
