TriNet Group

Falling WSE Volumes Will Undermine PEO Services Despite Efficiency Gains

AnalystLowTarget

Not Invested

Community Contributor

Published

27 Jul 25

Updated

17 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-35.0%

-3.0%

-35.0%

-3.0%

You can edit this narrative until Dec 18 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$626.0% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 17 Dec 25

Fair value Decreased 7.46%

TNET: Guidance And AI Tools Will Shape A Balanced Risk Outlook

Analysts have trimmed their fair value estimate for TriNet Group from 67 dollars to 62 dollars per share, citing slightly higher perceived risk, softer long term growth and margin expectations, and a richer forward earnings multiple. What's in the News TriNet reaffirmed its full year 2025 guidance, projecting total revenues of 4,950 to 5,140 million dollars and diluted EPS of 1.90 to 3.40 dollars, signaling confidence in its operating outlook (company guidance).

AnalystLowTarget Fair Value

US$62

6.0% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

-56.32%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.78%

Calculation

US$181.35m

Earnings '28

18.39x

PE Ratio '28

US$3.33b

Market Cap '28

US$3.33b

Market Cap '28

43.80m

No. shares '28

US$76.13

Share Price '28

US$76.13 Share Price '28

Discounted to 2025 @ 7.75% p.a.

US$60.86

Fair Value '25