Dayforce, Inc.

NYSE:DAY 株式レポート

時価総額:US$11.0b

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Dayforce マネジメント

マネジメント 基準チェック /24

Dayforceの CEO はDavid Ossipで、 Nov2023年に任命され、 の在任期間は 2.25年です。 の年間総報酬は$ 18.60Mで、 4.3%給与と95.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.33%を直接所有しており、その価値は$ 146.15M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と7.8年です。

主要情報

David Ossip

最高経営責任者

US$18.6m

報酬総額

CEO給与比率4.30%
CEO在任期間2.3yrs
CEOの所有権1.3%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

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
User avatar
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

CEO報酬分析

Dayforce の収益と比較して、David Ossip の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Davidの 総報酬 ($USD 18.60M ) は、 US市場 ($USD 14.84M ) の同規模の企業の平均を上回っています。

報酬と収益: Davidの報酬は増加しましたが、会社は利益を上げていません。


CEO

David Ossip (59 yo)

2.3yrs
在職期間
US$18,596,544
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Reporting5.8yrsデータなし0.012%
$ 1.3m
David Niederman
Vice President of Investor Relationsno dataデータなしデータなし
William McDonald
Executive VP4.6yrsデータなし0.033%
$ 3.6m
Eric Glass
Executive VP and Chief Marketing & Communications Officer6.1yrsデータなしデータなし
Erik Zimmer
Executive VP of Corporate Development & Strategic Venturesno dataUS$4.45mデータなし
Amy Cappellanti-Wolf
Executive VP & Chief People Officer1.8yrsデータなしデータなし
2.5yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: DAYの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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
平均在職期間
63yo
平均年齢

経験豊富なボード: DAYの 取締役会経験豊富 であると考えられます ( 7.8年の平均在任期間)。


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Youtubeのチュートリアルも掲載しています。

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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