Dayforce, Inc.

NYSE:DAY 株式レポート

時価総額：US$11.0b

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Dayforce 将来の成長

Future 基準チェック /36

Dayforce利益と収益がそれぞれ年間67.7%と9.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 66.4%なると予測されています。

主要情報

67.7%

収益成長率

66.37%

EPS成長率

Professional Services 収益成長15.4%
収益成長率9.8%
将来の株主資本利益率13.51%
アナリストカバレッジ

Good

最終更新日19 Dec 2025

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:DAY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,5653014815821
12/31/20272,4253124065059
12/31/20262,16723232343816
12/31/20251,944-7922528414
9/30/20251,893-150166275N/A
6/30/20251,85249224335N/A
3/31/20251,81026210322N/A
12/31/20241,76018172281N/A
9/30/20241,69553181290N/A
6/30/20241,63247123235N/A
3/31/20241,57552103217N/A
12/31/20231,51455105220N/A
9/30/20231,450454171N/A
6/30/20231,388-1378187N/A
3/31/20231,324-3635138N/A
12/31/20221,246-7338133N/A
9/30/20221,192-78891N/A
6/30/20221,134-78-1064N/A
3/31/20221,083-84-959N/A
12/31/20211,024-75-1549N/A
9/30/2021965-83-90-29N/A
6/30/2021912-63-92-31N/A
3/31/2021854-32-96-36N/A
12/31/2020843-4-90-30N/A
9/30/2020842121273N/A
6/30/202083975664N/A
3/31/202084376461N/A
12/31/201982479-551N/A
9/30/201979789252N/A
6/30/201977334N/A55N/A
3/31/2019756-29N/A24N/A
12/31/2018741-42N/A10N/A
9/30/2018728-8N/A7N/A
6/30/2018714-38N/A-36N/A
3/31/2018692-10N/A-18N/A
12/31/2017676-11N/A-40N/A
9/30/2017678-101N/A-59N/A
12/31/2016630-106N/A-75N/A
12/31/2015612-108N/A-18N/A

アナリストによる今後の成長予測

収入対貯蓄率: DAYは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。

収益対市場: DAY今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DAY今後 3 年以内に収益を上げることが予想されます。

収益対市場: DAYの収益 ( 9.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: DAYの収益 ( 9.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DAYの 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/02/03 15:36
終値2026/02/03 00:00
収益2025/09/30
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Dayforce, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Mark MarconBaird
Richard DavisCanaccord Genuity
Stephanie PriceCIBC Capital Markets