Dayforce, Inc.

NYSE:DAY 株式レポート

時価総額:US$11.0b

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Dayforce 過去の業績

過去 基準チェック /06

Dayforceは25%の年平均成長率で業績を伸ばしているが、Professional Services業界はgrowingで12.3%毎年増加している。売上は成長しており、年平均17.3%の割合である。

主要情報

24.99%

収益成長率

25.65%

EPS成長率

Professional Services 業界の成長10.99%
収益成長率17.29%
株主資本利益率-5.56%
ネット・マージン-7.91%
前回の決算情報30 Sep 2025

最近の業績更新

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

収支内訳

Dayforce の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:DAY 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Sep 251,893-1509110
30 Jun 251,852497400
31 Mar 251,810267370
31 Dec 241,760187110
30 Sep 241,695535730
30 Jun 241,632475510
31 Mar 241,575525310
31 Dec 231,514555120
30 Sep 231,45045050
30 Jun 231,388-134980
31 Mar 231,324-364980
31 Dec 221,246-735060
30 Sep 221,192-784800
30 Jun 221,134-784630
31 Mar 221,083-844480
31 Dec 211,024-754480
30 Sep 21965-833890
30 Jun 21912-633600
31 Mar 21854-323220
31 Dec 20843-43200
30 Sep 20842122940
30 Jun 20839752860
31 Mar 20843762850
31 Dec 19824793010
30 Sep 19797892660
30 Jun 19773342530
31 Mar 19756-292620
31 Dec 18741-422580
30 Sep 18728-82470
30 Jun 18714-382480
31 Mar 18692-102220
31 Dec 17676-112140
30 Sep 17678-1012120
31 Dec 16630-1062180
31 Dec 15612-1082300

質の高い収益: DAYは現在利益が出ていません。

利益率の向上: DAYは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: DAYは利益を出していないが、過去 5 年間で年間25%の割合で損失を削減してきた。

成長の加速: DAYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: DAYは利益が出ていないため、過去 1 年間の収益成長をProfessional Services業界 ( 8.7% ) と比較することは困難です。


株主資本利益率

高いROE: DAYは現在利益が出ていないため、自己資本利益率 ( -5.56% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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。

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