vs
Side-by-side financial comparison of Sandisk Corp (SNDK) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Sandisk Corp is the larger business by last-quarter revenue ($3.0B vs $2.4B, roughly 1.2× Workday, Inc.). Sandisk Corp runs the higher net margin — 26.5% vs 10.4%, a 16.2% gap on every dollar of revenue. On growth, Sandisk Corp posted the faster year-over-year revenue change (78.5% vs 12.6%). Sandisk Corp produced more free cash flow last quarter ($980.0M vs $550.0M).
Sandisk Corporation is an American multinational computer technology company based in Milpitas, California, that designs and manufactures flash memory products, including memory cards, USB flash drives, and solid-state drives. It was founded in 1988 as SunDisk by Eli Harari, Sanjay Mehrotra, and Jack Yuan. The name is a portmanteau of the founder’s name Sanjay and disk.
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.
SNDK vs WDAY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.0B | $2.4B |
| Net Profit | $803.0M | $252.0M |
| Gross Margin | 50.9% | — |
| Operating Margin | 35.2% | 10.6% |
| Net Margin | 26.5% | 10.4% |
| Revenue YoY | 78.5% | 12.6% |
| Net Profit YoY | 141.5% | 30.6% |
| EPS (diluted) | $5.15 | $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 | $3.0B | — | ||
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | $803.0M | — | ||
| Q4 25 | $112.0M | $252.0M | ||
| Q3 25 | — | $228.0M | ||
| Q2 25 | $-23.0M | $68.0M | ||
| Q1 25 | $-1.9B | $94.0M | ||
| Q4 24 | $104.0M | $193.0M | ||
| Q3 24 | $211.0M | $132.0M | ||
| Q2 24 | — | $107.0M |
| Q1 26 | 50.9% | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.2% | — | ||
| Q1 25 | 22.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | — | — |
| Q1 26 | 35.2% | — | ||
| Q4 25 | 7.6% | 10.6% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | 0.9% | 1.7% | ||
| Q1 25 | -111.0% | 3.4% | ||
| Q4 24 | 10.4% | 7.6% | ||
| Q3 24 | 15.5% | 5.3% | ||
| Q2 24 | — | 3.2% |
| Q1 26 | 26.5% | — | ||
| Q4 25 | 4.9% | 10.4% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | -1.2% | 3.0% | ||
| Q1 25 | -114.0% | 4.3% | ||
| Q4 24 | 5.5% | 8.9% | ||
| Q3 24 | 11.2% | 6.3% | ||
| Q2 24 | — | 5.4% |
| Q1 26 | $5.15 | — | ||
| Q4 25 | $0.75 | $0.94 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | $-0.17 | $0.25 | ||
| Q1 25 | $-13.33 | $0.34 | ||
| Q4 24 | $0.72 | $0.72 | ||
| Q3 24 | $1.46 | $0.49 | ||
| Q2 24 | — | $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 | $1.5B | $6.8B |
| Total DebtLower is stronger | $603.0M | — |
| Stockholders' EquityBook value | $10.2B | $8.9B |
| Total Assets | $13.0B | $17.8B |
| Debt / EquityLower = less leverage | 0.06× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | $1.5B | $8.0B | ||
| Q1 25 | $1.5B | $8.0B | ||
| Q4 24 | $804.0M | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B |
| Q1 26 | $603.0M | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.4B | $8.9B | ||
| Q3 25 | — | $9.2B | ||
| Q2 25 | $9.2B | $8.9B | ||
| Q1 25 | $9.2B | $9.0B | ||
| Q4 24 | $12.0B | $8.6B | ||
| Q3 24 | $12.1B | $8.3B | ||
| Q2 24 | — | $8.2B |
| Q1 26 | $13.0B | — | ||
| Q4 25 | $12.7B | $17.8B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $13.0B | $17.2B | ||
| Q1 25 | $13.0B | $18.0B | ||
| Q4 24 | $14.2B | $16.4B | ||
| Q3 24 | — | $16.2B | ||
| Q2 24 | — | $15.9B |
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | — | — | ||
| 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 | $1.0B | $588.0M |
| Free Cash FlowOCF − Capex | $980.0M | $550.0M |
| FCF MarginFCF / Revenue | 32.4% | 22.6% |
| Capex IntensityCapex / Revenue | 1.3% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.27× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.0B | — | ||
| Q4 25 | $488.0M | $588.0M | ||
| Q3 25 | — | $616.0M | ||
| Q2 25 | — | $457.0M | ||
| Q1 25 | $26.0M | $1.1B | ||
| Q4 24 | $95.0M | $406.0M | ||
| Q3 24 | $-131.0M | $571.0M | ||
| Q2 24 | — | $372.0M |
| Q1 26 | $980.0M | — | ||
| Q4 25 | $438.0M | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | $-18.0M | $1.0B | ||
| Q4 24 | $47.0M | $359.0M | ||
| Q3 24 | $-198.0M | $516.0M | ||
| Q2 24 | — | $291.0M |
| Q1 26 | 32.4% | — | ||
| Q4 25 | 19.0% | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | -1.1% | 46.4% | ||
| Q4 24 | 2.5% | 16.6% | ||
| Q3 24 | -10.5% | 24.7% | ||
| Q2 24 | — | 14.6% |
| Q1 26 | 1.3% | — | ||
| Q4 25 | 2.2% | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 2.6% | 3.9% | ||
| Q4 24 | 2.6% | 2.2% | ||
| Q3 24 | 3.6% | 2.6% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | 1.27× | — | ||
| Q4 25 | 4.36× | 2.33× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 6.72× | ||
| Q1 25 | — | 11.83× | ||
| Q4 24 | 0.91× | 2.10× | ||
| Q3 24 | -0.62× | 4.33× | ||
| Q2 24 | — | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
