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Dayforce Gestion
Gestion contrôle des critères 2/4
Le PDG Dayforce est David Ossip, nommé en Nov2023, a un mandat de 2.25 ans. La rémunération annuelle totale est $ 18.60M, composée du salaire de 4.3% et des bonus 95.7%, y compris les actions et options de la société. détient directement 1.33% des actions de la société, d'une valeur de $ 146.15M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 7.8 ans.
Informations clés
David Ossip
Directeur général
US$18.6m
Rémunération totale
| Pourcentage du salaire du PDG | 4.30% |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 1.3% |
| Durée moyenne d'occupation des postes de direction | 2.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.8yrs |
Mises à jour récentes de la gestion
Recent updates
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.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.
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.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
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.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...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...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...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 AlphaDayforce: 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 AlphaDayforce: 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 AlphaDayforce: 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
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.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 AlphaCeridian 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | -US$150m |
| Jun 30 2025 | n/a | n/a | US$49m |
| Mar 31 2025 | n/a | n/a | US$26m |
| Dec 31 2024 | US$19m | US$800k | US$18m |
| Sep 30 2024 | n/a | n/a | US$53m |
| Jun 30 2024 | n/a | n/a | US$47m |
| Mar 31 2024 | n/a | n/a | US$52m |
| Dec 31 2023 | US$14m | US$800k | US$55m |
| Sep 30 2023 | n/a | n/a | US$4m |
| Jun 30 2023 | n/a | n/a | -US$13m |
| Mar 31 2023 | n/a | n/a | -US$36m |
| Dec 31 2022 | US$11m | US$800k | -US$73m |
| Sep 30 2022 | n/a | n/a | -US$78m |
| Jun 30 2022 | n/a | n/a | -US$78m |
| Mar 31 2022 | n/a | n/a | -US$84m |
| Dec 31 2021 | US$11m | US$775k | -US$75m |
| Sep 30 2021 | n/a | n/a | -US$83m |
| Jun 30 2021 | n/a | n/a | -US$63m |
| Mar 31 2021 | n/a | n/a | -US$32m |
| Dec 31 2020 | US$33m | US$700k | -US$4m |
| Sep 30 2020 | n/a | n/a | US$12m |
| Jun 30 2020 | n/a | n/a | US$75m |
| Mar 31 2020 | n/a | n/a | US$76m |
| Dec 31 2019 | US$30m | US$700k | US$79m |
Rémunération vs marché: La rémunération totale de David ($USD 18.60M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.84M ).
Rémunération et revenus: La rémunération de David a augmenté alors que l'entreprise n'est pas rentable.
PDG
David Ossip (59 yo)
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 2.3yrs | US$18.60m | 1.33% $ 146.2m | |
| President & COO | 1.4yrs | US$9.25m | 0.037% $ 4.1m | |
| Executive VP & CFO | 2.1yrs | US$5.16m | 0.013% $ 1.4m | |
| Executive VP and Chief Strategy | 5.5yrs | US$8.23m | 0.080% $ 8.8m | |
| Executive VP & Chief Customer Officer | 1.4yrs | US$7.26m | 0.080% $ 8.8m | |
| Executive VP & Chief Revenue Officer | 2.7yrs | US$5.68m | 0.010% $ 1.1m | |
| Head of Accounting & Financial Reporting | 5.8yrs | pas de données | 0.012% $ 1.3m | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | 4.6yrs | pas de données | 0.033% $ 3.6m | |
| Executive VP and Chief Marketing & Communications Officer | 6.1yrs | pas de données | pas de données | |
| Executive VP of Corporate Development & Strategic Ventures | no data | US$4.45m | pas de données | |
| Executive VP & Chief People Officer | 1.8yrs | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de DAY est considérée comme expérimentée (ancienneté moyenne 2.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 10.5yrs | US$18.60m | 1.33% $ 146.2m | |
| Independent Director | 12.4yrs | US$307.50k | 0.12% $ 13.0m | |
| Independent Director | 12.2yrs | US$312.50k | 0.063% $ 6.9m | |
| Independent Director | 6.8yrs | US$307.50k | 0.012% $ 1.3m | |
| Independent Director | 12.4yrs | US$300.00k | 0.013% $ 1.5m | |
| Independent Director | 7.6yrs | US$300.00k | 0.0056% $ 621.0k | |
| Lead Independent Director | 7.8yrs | US$370.00k | 0.014% $ 1.6m | |
| Independent Director | 5.7yrs | US$300.00k | 0% $ 0 | |
| Independent Director | 7.6yrs | US$300.00k | 0.020% $ 2.3m |
Conseil d'administration expérimenté: Les membres du conseil d'administration de DAY sont considérés comme expérimentés (ancienneté moyenne 7.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/02/03 15:36 |
| Cours de l'action en fin de journée | 2026/02/03 00:00 |
| Les revenus | 2025/09/30 |
| Revenus annuels | 2024/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Dayforce, Inc. est couverte par 14 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mark Marcon | Baird |
| Richard Davis | Canaccord Genuity |
| Stephanie Price | CIBC Capital Markets |