Compare Stocks › TXN vs WDAY
Texas Instruments Incorporated (TXN) vs Workday, Inc. (WDAY)
TXN
Texas Instruments Incorporated
$280.95
VS
WDAY
Workday, Inc.
$126.96
Rewards
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Dividend yield of 2.02% with a consistent or growing payout over the past 4 years.
WDAY
- ★Gross margin of 75.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 29.1% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $4.53 of earning power — management is an exceptional capital allocator.
Risks
TXN
- ⚠FCF yield of 1.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 48.0x is 77% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠16 insider sales totaling $67.5M with no purchases in the past 3 months — insiders are reducing their exposure.
WDAY
- ⚠8 insider sales totaling $60.6M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →TXN
WDAY
Valuation
$2.60B
Free Cash Flow
$3.01B
1.02%
FCF Yield
9.23%
48.03
Trailing P/E
49.02
30.74
Forward P/E
10.20
Quality & Moat
17.87%
ROIC
7.82%
29.81%
ROE
8.88%
57.32%
Gross Margin
75.70%
1.53
PEG Ratio
0.78
Balance Sheet Safety
0.84
Debt / Equity
0.49
N/A
Interest Coverage
N/A
1.03
Net Debt / EBITDA
-1.18
2.02%
Dividend Yield
N/A
TXN: 2Ties: 2WDAY: 7
TXNWDAY
Historical Fundamentals
Learn more →TXN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
WDAY
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
WDAY
$-15.36
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$2.60B
Δ Market Cap
$-39.94B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →TXN
47.5% Overvalued
Price is 47.5% above estimated fair value
Current Price: $280.95
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $190.46
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
WDAY
12.4% Overvalued
Price is 12.4% above estimated fair value
Current Price: $126.96
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $112.95
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →TXN
What growth rate is the market pricing in at $281?
+21.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +30.1%
The market implies +21.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +30.1%, reflecting heavy growth investment.
WDAY
What growth rate is the market pricing in at $127?
+18.7%
Market-Implied Owner Earnings Growth
Standard FCF implies -1.4%
The market implies +18.7% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding -1.4%, reflecting heavy growth investment.
Economic Moat Score
Learn more →TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
WDAY
51/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →TXN
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
WDAY
-2.79
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →TXN
Insiders 0.3%Institutions 90.9%Retail & Other 8.8%
No. of Institutional Holders3,157
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
WDAY
Insiders 2.2%Institutions 97.3%Retail & Other 0.5%
No. of Institutional Holders1,505
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
WDAY
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →TXN
16
Sells (3M)
19
Sells (12M)
Total value (12M): $69.61M
YUNUS MOHAMMAD
Officer
$13.82M
@ $270.44 · 2026-04-29
KANE KATHARINE
General Counsel
$1.66M
@ $270.41 · 2026-04-27
BAHAI AHMAD
Officer
$982,359
@ $268.40 · 2026-04-27
RON AMICHAI
Officer
$5.00M
@ $272.43 · 2026-04-24
WITZSCHE CHRISTINE
Officer
$998,771
@ $275.52 · 2026-04-24
LEONARD SHANON J
Officer
$5.06M
@ $277.95 · 2026-04-24
LIZARDI RAFAEL R
Chief Financial Officer
$11.12M
@ $274.23 · 2026-04-24
BLUEDORN TODD M
Director
$1.18M
@ $274.25 · 2026-04-24
PATSLEY PAMELA H
Director
$1.19M
@ $276.11 · 2026-04-24
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
WDAY
8
Sells (3M)
29
Sells (12M)
Total value (12M): $195.97M
GARFIELD MARK S.
Officer
$179,184
@ $113.05 · 2026-04-10
ROWE ZANE C
Chief Financial Officer
$769,314
@ $128.22 · 2026-04-07
KAZMAIER GERRIT S
Officer
$1.20M
@ $128.39 · 2026-04-07
ENSLIN ROBERT
President
$695,339
@ $129.41 · 2026-04-06
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$13.80M
@ $128.35 · 2026-03-26
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$14.25M
@ $132.58 · 2026-03-18
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$15.28M
@ $142.18 · 2026-03-10
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$14.45M
@ $134.40 · 2026-03-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.39M
@ $209.75 · 2026-01-08
GARFIELD MARK S.
Officer
$199,711
@ $209.56 · 2026-01-08
SAUER RICHARD HARRY
Officer
$237,300
@ $210.00 · 2026-01-06
ROWE ZANE C
Chief Financial Officer
$1.25M
@ $208.75 · 2026-01-06
KAZMAIER GERRIT S
Officer
$784,626
@ $208.73 · 2026-01-06
ENSLIN ROBERT
President
$4.66M
@ $210.17 · 2026-01-05
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$16.73M
@ $205.29 · 2026-01-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.26M
@ $215.04 · 2025-12-23
KAZMAIER GERRIT S
Officer
$1.43M
@ $218.77 · 2025-12-19
MCNAMARA MICHAEL MAX
Director
$1.27M
@ $235.16 · 2025-10-10
GARFIELD MARK S.
Officer
$457,601
@ $238.96 · 2025-10-09
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.74M
@ $236.34 · 2025-10-08
SAUER RICHARD HARRY
Officer
$547,220
@ $235.87 · 2025-10-07
ROWE ZANE C
Chief Financial Officer
$1.40M
@ $232.62 · 2025-10-07
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.09M
@ $235.09 · 2025-10-01
SAUER RICHARD HARRY
Officer
$273,076
@ $235.41 · 2025-09-17
SAUER RICHARD HARRY
Officer
$262,891
@ $226.63 · 2025-09-11
GARFIELD MARK S.
Officer
$105,922
@ $234.86 · 2025-07-10
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.38M
@ $239.61 · 2025-07-08
ROWE ZANE C
Chief Financial Officer
$1.44M
@ $239.59 · 2025-07-08
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.44M
@ $246.84 · 2025-06-02
GARFIELD MARK S.
Officer
$112,595
@ $226.55 · 2025-04-10
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.55M
@ $250.26 · 2025-03-24
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.25M
@ $259.52 · 2025-03-03
CHAKRABORTY SAYAN
Officer
$1.61M
@ $265.50 · 2025-02-27
GARFIELD MARK S.
Officer
$117,169
@ $248.24 · 2025-01-13
SAUER RICHARD HARRY
Officer
$926,232
@ $251.90 · 2025-01-07
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.15M
@ $252.83 · 2025-01-02
FREDERICK WAYNE A.I.
Director
$462,904
@ $253.09 · 2025-01-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.68M
@ $276.56 · 2024-12-16
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.59M
@ $251.20 · 2024-12-02
CHAKRABORTY SAYAN
Officer
$1.38M
@ $250.78 · 2024-11-29
FREDERICK WAYNE A.I.
Director
$442,106
@ $241.85 · 2024-10-11
SAUER RICHARD HARRY
Officer
$738,936
@ $235.78 · 2024-10-08
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →TXN
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
WDAY
😨Fear(31/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →TXN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (69)
WDAY
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (31)