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Side-by-side financial comparison of V F CORP (VFC) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.4B, roughly 1.2× Workday, Inc.). V F CORP runs the higher net margin — 10.5% vs 10.4%, a 0.1% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $550.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 10.1%).
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
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.
VFC vs WDAY — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.4B |
| Net Profit | $300.8M | $252.0M |
| Gross Margin | 56.6% | — |
| Operating Margin | 10.1% | 10.6% |
| Net Margin | 10.5% | 10.4% |
| Revenue YoY | 1.5% | 12.6% |
| Net Profit YoY | 79.3% | 30.6% |
| EPS (diluted) | $0.76 | $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 | $2.9B | $2.4B | ||
| Q3 25 | $2.8B | $2.3B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.8B | $2.2B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $2.4B | $1.9B |
| Q4 25 | $300.8M | $252.0M | ||
| Q3 25 | $189.8M | $228.0M | ||
| Q2 25 | $-116.4M | $68.0M | ||
| Q1 25 | $-150.8M | $94.0M | ||
| Q4 24 | $167.8M | $193.0M | ||
| Q3 24 | $52.2M | $132.0M | ||
| Q2 24 | $-258.9M | $107.0M | ||
| Q1 24 | $-418.3M | $1.2B |
| Q4 25 | 56.6% | — | ||
| Q3 25 | 52.2% | — | ||
| Q2 25 | 53.9% | — | ||
| Q1 25 | 52.7% | — | ||
| Q4 24 | 56.3% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 52.0% | — | ||
| Q1 24 | 48.4% | — |
| Q4 25 | 10.1% | 10.6% | ||
| Q3 25 | 11.2% | 10.6% | ||
| Q2 25 | -4.9% | 1.7% | ||
| Q1 25 | 2.2% | 3.4% | ||
| Q4 24 | 8.0% | 7.6% | ||
| Q3 24 | 9.9% | 5.3% | ||
| Q2 24 | -12.6% | 3.2% | ||
| Q1 24 | -15.0% | 4.1% |
| Q4 25 | 10.5% | 10.4% | ||
| Q3 25 | 6.8% | 9.7% | ||
| Q2 25 | -6.6% | 3.0% | ||
| Q1 25 | -7.5% | 4.3% | ||
| Q4 24 | 5.9% | 8.9% | ||
| Q3 24 | 1.9% | 6.3% | ||
| Q2 24 | -13.6% | 5.4% | ||
| Q1 24 | -17.6% | 61.8% |
| Q4 25 | $0.76 | $0.94 | ||
| Q3 25 | $0.48 | $0.84 | ||
| Q2 25 | $-0.30 | $0.25 | ||
| Q1 25 | $-0.37 | $0.34 | ||
| Q4 24 | $0.43 | $0.72 | ||
| Q3 24 | $0.13 | $0.49 | ||
| Q2 24 | $-0.67 | $0.40 | ||
| Q1 24 | $-1.07 | $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 | $1.5B | $6.8B |
| Total DebtLower is stronger | $3.6B | — |
| Stockholders' EquityBook value | $1.8B | $8.9B |
| Total Assets | $10.4B | $17.8B |
| Debt / EquityLower = less leverage | 1.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $6.8B | ||
| Q3 25 | $419.1M | $8.2B | ||
| Q2 25 | $642.4M | $8.0B | ||
| Q1 25 | $429.4M | $8.0B | ||
| Q4 24 | $1.4B | $7.2B | ||
| Q3 24 | $492.2M | $7.4B | ||
| Q2 24 | $637.4M | $7.2B | ||
| Q1 24 | $674.6M | $7.8B |
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | $3.0B | ||
| Q1 24 | $4.7B | $3.0B |
| Q4 25 | $1.8B | $8.9B | ||
| Q3 25 | $1.5B | $9.2B | ||
| Q2 25 | $1.3B | $8.9B | ||
| Q1 25 | $1.5B | $9.0B | ||
| Q4 24 | $1.7B | $8.6B | ||
| Q3 24 | $1.4B | $8.3B | ||
| Q2 24 | $1.4B | $8.2B | ||
| Q1 24 | $1.7B | $8.1B |
| Q4 25 | $10.4B | $17.8B | ||
| Q3 25 | $10.6B | $18.0B | ||
| Q2 25 | $10.2B | $17.2B | ||
| Q1 25 | $9.4B | $18.0B | ||
| Q4 24 | $10.6B | $16.4B | ||
| Q3 24 | $12.2B | $16.2B | ||
| Q2 24 | $11.5B | $15.9B | ||
| Q1 24 | $11.6B | $16.5B |
| Q4 25 | 1.99× | — | ||
| Q3 25 | 2.40× | — | ||
| Q2 25 | 2.76× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 2.31× | — | ||
| Q3 24 | 2.86× | — | ||
| Q2 24 | 2.84× | 0.37× | ||
| Q1 24 | 2.84× | 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 | $977.9M | $550.0M |
| FCF MarginFCF / Revenue | 34.0% | 22.6% |
| Capex IntensityCapex / Revenue | 1.1% | 1.6% |
| Cash ConversionOCF / Net Profit | 3.36× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $357.6M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $588.0M | ||
| Q3 25 | $-227.0M | $616.0M | ||
| Q2 25 | $-145.5M | $457.0M | ||
| Q1 25 | $-171.1M | $1.1B | ||
| Q4 24 | $918.1M | $406.0M | ||
| Q3 24 | $-301.6M | $571.0M | ||
| Q2 24 | $19.8M | $372.0M | ||
| Q1 24 | — | $995.6M |
| Q4 25 | $977.9M | $550.0M | ||
| Q3 25 | $-253.5M | $588.0M | ||
| Q2 25 | $-173.7M | $421.0M | ||
| Q1 25 | $-193.0M | $1.0B | ||
| Q4 24 | $899.7M | $359.0M | ||
| Q3 24 | $-322.4M | $516.0M | ||
| Q2 24 | $-5.4M | $291.0M | ||
| Q1 24 | — | $947.6M |
| Q4 25 | 34.0% | 22.6% | ||
| Q3 25 | -9.0% | 25.0% | ||
| Q2 25 | -9.9% | 18.8% | ||
| Q1 25 | -9.6% | 46.4% | ||
| Q4 24 | 31.7% | 16.6% | ||
| Q3 24 | -11.7% | 24.7% | ||
| Q2 24 | -0.3% | 14.6% | ||
| Q1 24 | — | 49.3% |
| Q4 25 | 1.1% | 1.6% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 1.1% | 3.9% | ||
| Q4 24 | 0.6% | 2.2% | ||
| Q3 24 | 0.8% | 2.6% | ||
| Q2 24 | 1.3% | 4.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 3.36× | 2.33× | ||
| Q3 25 | -1.20× | 2.70× | ||
| Q2 25 | — | 6.72× | ||
| Q1 25 | — | 11.83× | ||
| Q4 24 | 5.47× | 2.10× | ||
| Q3 24 | -5.78× | 4.33× | ||
| Q2 24 | — | 3.48× | ||
| Q1 24 | — | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
