Dayforce, Inc.

Informe acción NYSE:DAY

Capitalización de mercado: US$11.0b

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Dayforce Dirección

Dirección controles de criterios 2/4

El CEO de Dayforce es David Ossip , nombrado en Nov 2023, tiene una permanencia de 2.25 años. compensación anual total es $18.60M, compuesta por 4.3% salario y 95.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.33% de las acciones de la empresa, por valor de $146.15M. La antigüedad media del equipo directivo y de la junta directiva es de 2.5 años y 7.8 años, respectivamente.

Información clave

David Ossip

Chief Executive Officer (CEO)

US$18.6m

Compensación total

Porcentaje del salario del CEO4.30%
Permanencia del CEO2.3yrs
Participación del CEO1.3%
Permanencia media de la dirección2.5yrs
Promedio de permanencia en la Junta Directiva7.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jan 25

DAY: Merger Vote And Share Buybacks Will Support A Balanced Outlook

Analysts have raised their price targets on Dayforce to reflect updated assumptions, including slightly lower discount rates, modestly stronger revenue growth near 10.74%, a profit margin view around 11.86%, and a projected P/E closer to 45.87x. Together, these inputs support a refined fair value estimate of approximately $69.36.
Actualización de narrativa Jan 11

DAY: Merger Vote And Buybacks Will Shape A Balanced Risk Profile

Analysts have lifted their price target on Dayforce from US$47.00 to about US$69.36, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples as key drivers of the change. What's in the News Dayforce issued proxy materials for a November 12, 2025 special meeting where shareholders are being asked to vote on a proposed merger with funds affiliated with Thoma Bravo, L P.
Actualización de narrativa Dec 13

DAY: Merger Vote And Evolving Profit Outlook Will Shape Future Returns

Analysts have modestly reduced their price target on Dayforce by approximately 3 percent to around 70 dollars. They cite a higher discount rate and lower future valuation multiples, partially offset by slightly stronger revenue growth and notably improved profit margin expectations.
Seeking Alpha Nov 25

Dayforce: Revenue Growth Does Not Justify Upside

Summary Dayforce, Inc. remains resilient with decent revenue growth, stable client retention, and continued demand for its HCM solutions. DAY faces challenges from rising costs, inflation, and AI-driven workforce reductions, but benefits from hybrid work trends and recent rate cuts. Despite decent growth, DAY trades at a premium valuation with low margins compared to peers like PAYX and ADP, making it less attractive. I reiterate a Hold rating on DAY, as technicals show flat momentum and current valuation does not justify increased optimism. Read the full article on Seeking Alpha
Actualización de narrativa Aug 22

Unified HCM And AI Integration Will Expand Global Reach

Dayforce's fair value estimate has increased, primarily driven by a higher future P/E multiple, which suggests growing optimism about its earnings growth prospects, resulting in the consensus analyst price target rising to $72.29. What's in the News Thoma Bravo and Abu Dhabi Investment Authority will acquire Dayforce in a $11.5B go-private deal, with shareholders receiving $70 per share in cash; the transaction is expected to close in early 2026 and is contingent on regulatory and shareholder approvals.
Artículo de análisis Aug 07

Is Dayforce Inc. (NYSE:DAY) Trading At A 48% Discount?

NYSE:DAY 1 Year Share Price vs Fair Value Explore Dayforce's Fair Values from the Community and select yours Key...
Artículo de análisis Jul 20

Why We're Not Concerned About Dayforce Inc.'s (NYSE:DAY) Share Price

When you see that almost half of the companies in the Professional Services industry in the United States have...
Artículo de análisis May 26

Is Dayforce (NYSE:DAY) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Feb 15

Dayforce: Finding Success In Penetrating Upmarket And AI Adoption

Summary I give a buy rating for Dayforce due to its accelerating enterprise expansion and AI innovations, positioning it for continued growth. Enterprise expansion is driving larger deal sizes, higher contract values, and better revenue visibility, with a shift towards larger customers. AI innovations like Co-Pilot and demand forecasting tools enhance DAY's platform stickiness, increasing spend per customer and retention rates. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Dayforce: This Dip Is A Good Buying Moment (Rating Upgrade)

Summary Dayforce's stock fell ~8% after a weakly received 2025 outlook, creating a buying opportunity, with shares now trading at an attractive price near $67. Despite a deceleration in revenue growth, Dayforce's constant currency growth is 15.5-17.0%, with management expecting 15% long-term growth and 100-150bps EBITDA margin expansion. Dayforce's Q4 revenue grew 16% y/y, beating expectations, with core recurring revenue up 20% y/y and sales cycles normalizing, boosting confidence in future targets. With a ~6x revenue multiple and 19x adjusted EBITDA multiple, Dayforce is appealing for mid-teens revenue growth and improving FCF conversion over the next few years. Read the full article on Seeking Alpha
Seeking Alpha Nov 03

Dayforce: Improved Outlook On Accelerating Trends (Rating Upgrade)

Summary Shares of Dayforce have rallied after a strong Q3 earnings print, featuring an acceleration in revenue growth to 17% y/y. As a result of stronger growth trends that are now coming in ahead of larger-cap cloud peers, I'm upgrading Dayforce to a neutral rating. The company also continues to expand profitability and free cash flow, with adjusted EBITDA margins hitting just shy of 30%. Still, with a ~6x forward revenue and ~35x forward P/E ratio, I find few reasons to buy Dayforce with haste. I'd prefer remaining on the sidelines and investing elsewhere. Read the full article on Seeking Alpha
Seeking Alpha Aug 28

Dayforce: Decent Performance, But Now This Company Is Fully Valued (Rating Downgrade)

Summary Downgrading Dayforce to a sell rating after the stock's post-Q2 earnings rally. While the company is achieving decent sales growth, risks abound as lower interest rates will impede the company's float revenue. Trading at 27x P/E and 5.1x EV/FY25 revenue, Dayforce is expensive compared to peers like Asana and Freshworks. It's a good time to sell Dayforce and invest in better value stocks. Read the full article on Seeking Alpha
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Nueva narrativa Aug 25

Tactical Shift And Innovative Products Propel Revenue In Manufacturing And HCM Markets

Dayforce's strategic focus on industries like manufacturing, retail, and hospitality, along with expanding their platform's core value propositions, is poised for growth.
Seeking Alpha Jun 15

Dayforce: After Rebrand, A Balanced Bull And Bear Case (Rating Upgrade)

Summary Dayforce, previously known as Ceridian, has sustained double-digit growth despite a tough macro climate in the HCM software industry. Investors have panned Dayforce's results, leading to a 20% market value drop year to date, presenting a potential reassessment opportunity. Despite challenges and risks such as decelerating float revenue, debt, and a crowded landscape, Dayforce continues to innovate and sustain mid-teens growth. I'm neutral here with a watch-and-wait approach: buy below $44, but sell above $60. Read the full article on Seeking Alpha
Seeking Alpha Jan 27

Ceridian HCM: A Rebound Story For Growth Investors

Summary Ceridian HCM Holding Inc. will change its ticker symbol to DAY and rebrand as Dayforce on February 1, 2024. The company is recovering from a hit to profitability caused by the financial impact of COVID-19. Analysts expect a return to profitability in 2023, and higher earnings per share in the next several years. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de David Ossip en comparación con los beneficios de Dayforce?
FechaCompensación totalSalarioIngresos de la empresa
Sep 30 2025n/an/a

-US$150m

Jun 30 2025n/an/a

US$49m

Mar 31 2025n/an/a

US$26m

Dec 31 2024US$19mUS$800k

US$18m

Sep 30 2024n/an/a

US$53m

Jun 30 2024n/an/a

US$47m

Mar 31 2024n/an/a

US$52m

Dec 31 2023US$14mUS$800k

US$55m

Sep 30 2023n/an/a

US$4m

Jun 30 2023n/an/a

-US$13m

Mar 31 2023n/an/a

-US$36m

Dec 31 2022US$11mUS$800k

-US$73m

Sep 30 2022n/an/a

-US$78m

Jun 30 2022n/an/a

-US$78m

Mar 31 2022n/an/a

-US$84m

Dec 31 2021US$11mUS$775k

-US$75m

Sep 30 2021n/an/a

-US$83m

Jun 30 2021n/an/a

-US$63m

Mar 31 2021n/an/a

-US$32m

Dec 31 2020US$33mUS$700k

-US$4m

Sep 30 2020n/an/a

US$12m

Jun 30 2020n/an/a

US$75m

Mar 31 2020n/an/a

US$76m

Dec 31 2019US$30mUS$700k

US$79m

Compensación vs. Mercado: La compensación total de David($USD18.60M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.84M).

Compensación vs. Ingresos: La compensación de David ha aumentado mientras la empresa no es rentable.


CEO

David Ossip (59 yo)

2.3yrs
Permanencia
US$18,596,544
Compensación

Mr. David D. Ossip is Co-Founder at Almada Inc. He serves as an Independent Director at Dragoneer Growth Opportunities Corp. II. Mr. Ossip has been an Independent Director of Dragoneer Growth Opportunities...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
David Ossip
Chairman & CEO2.3yrsUS$18.60m1.33%
$ 146.2m
Stephen Holdridge
President & COO1.4yrsUS$9.25m0.037%
$ 4.1m
Jeremy Johnson
Executive VP & CFO2.1yrsUS$5.16m0.013%
$ 1.4m
Joseph Korngiebel
Executive VP and Chief Strategy5.5yrsUS$8.23m0.080%
$ 8.8m
Christopher Armstrong
Executive VP & Chief Customer Officer1.4yrsUS$7.26m0.080%
$ 8.8m
Samer Alkharrat
Executive VP & Chief Revenue Officer2.7yrsUS$5.68m0.010%
$ 1.1m
Jeffrey Jacobs
Head of Accounting & Financial Reporting5.8yrssin datos0.012%
$ 1.3m
David Niederman
Vice President of Investor Relationsno datasin datossin datos
William McDonald
Executive VP4.6yrssin datos0.033%
$ 3.6m
Eric Glass
Executive VP and Chief Marketing & Communications Officer6.1yrssin datossin datos
Erik Zimmer
Executive VP of Corporate Development & Strategic Venturesno dataUS$4.45msin datos
Amy Cappellanti-Wolf
Executive VP & Chief People Officer1.8yrssin datossin datos
2.5yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DAY se considera experimentado (2.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
David Ossip
Chairman & CEO10.5yrsUS$18.60m1.33%
$ 146.2m
Thomas Hagerty
Independent Director12.4yrsUS$307.50k0.12%
$ 13.0m
Brent Bickett
Independent Director12.2yrsUS$312.50k0.063%
$ 6.9m
Deborah Farrington
Independent Director6.8yrsUS$307.50k0.012%
$ 1.3m
Ganesh Rao
Independent Director12.4yrsUS$300.00k0.013%
$ 1.5m
Andrea Rosen
Independent Director7.6yrsUS$300.00k0.0056%
$ 621.0k
Gerald Throop
Lead Independent Director7.8yrsUS$370.00k0.014%
$ 1.6m
Linda Mantia
Independent Director5.7yrsUS$300.00k0%
$ 0
Ronald Clarke
Independent Director7.6yrsUS$300.00k0.020%
$ 2.3m
7.8yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de DAY se considera experimentada (7.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/02/03 12:34
Precio de las acciones al final del día2026/02/03 00:00
Beneficios2025/09/30
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dayforce, Inc. está cubierta por 14 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mark MarconBaird
Richard DavisCanaccord Genuity
Stephanie PriceCIBC Capital Markets