Dayforce, Inc.

NYSE:DAY 주식 리포트

시가총액: US$11.0b

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Dayforce 경영진

경영진 기준 점검 2/4

Dayforce CEO는 David Ossip, Nov2023 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 $18.60M, 4.3% 급여 및 95.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $146.15M 가치에 해당하는 회사 주식의 1.33% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 7.8 년입니다.

핵심 정보

David Ossip

최고경영자

US$18.6m

총 보수

CEO 급여 비율4.30%
CEO 재임 기간2.3yrs
CEO 지분 보유율1.3%
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
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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새로운 내러티브 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 보수 분석

David Ossip의 보수는 Dayforce의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: David의 총 보수(USD18.60M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 높습니다.

보상과 수익: David의 보상은 회사가 적자임에도 증가했습니다.


CEO

David Ossip (59 yo)

2.3yrs
재임 기간
US$18,596,544
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Reporting5.8yrs데이터 없음0.012%
$ 1.3m
David Niederman
Vice President of Investor Relationsno data데이터 없음데이터 없음
William McDonald
Executive VP4.6yrs데이터 없음0.033%
$ 3.6m
Eric Glass
Executive VP and Chief Marketing & Communications Officer6.1yrs데이터 없음데이터 없음
Erik Zimmer
Executive VP of Corporate Development & Strategic Venturesno dataUS$4.45m데이터 없음
Amy Cappellanti-Wolf
Executive VP & Chief People Officer1.8yrs데이터 없음데이터 없음
2.5yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: DAY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: DAY의 이사회경험이 있음으로 간주됩니다(평균 재임 7.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/02/03 07:37
종가2026/02/03 00:00
수익2025/09/30
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Dayforce, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark MarconBaird
Richard DavisCanaccord Genuity
Stephanie PriceCIBC Capital Markets