EPAM vs WDAY
EPAM Systems, Inc. vs Workday Inc. — AI-powered side-by-side comparison
EPAM
EPAM Systems, Inc.
66
Buy
VS
| Metric | EPAM | WDAY |
|---|
| AI Score |
66
|
60
|
| Price |
$111.62
|
$194.44
|
| P/E Ratio |
15.01×
|
61.85×
|
| ROE |
10.3%
|
8.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.3%
|
75.8%
|
| Debt / Equity |
0.04×
|
0.57×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
71.1
|
65.8
|
| Beta |
1.37
|
1.054
|
| Expected Upside |
+59.6%
|
+25.4%
|
AI Committee View
Current Innellis committee reasoning for EPAM versus WDAY.
EPAM leads by 6 points.
EPAM scores 66/100 (Buy) versus WDAY at 60/100 (Buy).
EPAM Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 5 articles, 14d). The main limiting factor is rsi at 70 is in overbought territory. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.0 is inexpensive for the broad market — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- RSI at 70 is in overbought territory — Technical
- Bollinger bandwidth of 21.1% signals elevated volatility — Risk
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical