This company listing is no longer active
Dayforce Beheer
Beheer criteriumcontroles 2/4
De CEO Dayforce is David Ossip, benoemd in Nov2023, heeft een ambtstermijn van 2.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 18.60M, bestaande uit 4.3% salaris en 95.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.33% van de aandelen van het bedrijf, ter waarde $ 146.15M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.5 jaar en 7.8 jaar.
Belangrijke informatie
David Ossip
Algemeen directeur
US$18.6m
Totale compensatie
| Percentage CEO-salaris | 4.30% |
| Dienstverband CEO | 2.3yrs |
| Eigendom CEO | 1.3% |
| Management gemiddelde ambtstermijn | 2.5yrs |
| Gemiddelde ambtstermijn bestuur | 7.8yrs |
Recente managementupdates
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 CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$79m |
Compensatie versus markt: De totale vergoeding ($USD 18.60M ) David } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.84M ).
Compensatie versus inkomsten: De vergoeding van David is gestegen terwijl het bedrijf verliesgevend is.
CEO
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | 0.012% $ 1.3m | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Executive VP | 4.6yrs | geen gegevens | 0.033% $ 3.6m | |
| Executive VP and Chief Marketing & Communications Officer | 6.1yrs | geen gegevens | geen gegevens | |
| Executive VP of Corporate Development & Strategic Ventures | no data | US$4.45m | geen gegevens | |
| Executive VP & Chief People Officer | 1.8yrs | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van DAY wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 |
Ervaren bestuur: De raad van bestuur van DAY wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/02/03 16:11 |
| Aandelenkoers aan het einde van de dag | 2026/02/03 00:00 |
| Inkomsten | 2025/09/30 |
| Jaarlijkse inkomsten | 2024/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Dayforce, Inc. wordt gevolgd door 14 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mark Marcon | Baird |
| Richard Davis | Canaccord Genuity |
| Stephanie Price | CIBC Capital Markets |