行业研究报告

BlueOrca-做空Dayforce公司(英)-2024

2024-04管理咨询28

THIS RESEARCH REPORT EXPRESSES SOLELY OUR OPINIONS. We are short sellers. We are biased. So are long investors. So is Dayforce. So are the banks that raised money for the Company. If you are invested (either long or short) in Dayforce, so are you. Just because

报告摘要

THIS RESEARCH REPORT EXPRESSES SOLELY OUR OPINIONS. We are short sellers. We are biased. So are long investors. So is Dayforce. So are the banks that raised money for the Company. If you are invested (either long or short) in Dayforce, so are you. Just because

报告信息

文件全名
BlueOrca-做空Dayforce公司(英)-2024-29页.pdf
适合读者
战略规划行业研究员
核心数据
  1. 25%+ premium above other human capital management companies , likely because of a
  2. and 56.9x FY23 adjusted EBIT . An apples -to-apples comparison to other HCM companies implies a ~50% downside for the
  3. beginning of its contract. Inexplicably, Dayforce recognizes far more professional service revenues (16-19% of total revenue ex
  4. float) than leading HCM companies Workday and ADP (<10% of total), and vastly more than middle market peers like Paycom
  5. and Paylocity (2-4% of total revenue ex. float). Even more suspiciously, Dayforce’s proportion of professional service revenues
核心议题
管理咨询

常见问题

《BlueOrca-做空Dayforce公司(英)-2024》主要包含哪些内容?

THIS RESEARCH REPORT EXPRESSES SOLELY OUR OPINIONS. We are short sellers. We are biased. So are long investors. So is Dayforce. So are the banks that raised money for the Company. If you are invested (either long or short) in Dayforce, so are you. Just because核心数据:25%+ premium above other human capital management companies , likely because of a;and 56.9x FY23 adjusted EBIT . An apples -to-apples comparison to other HCM companies implies a ~50% downside for the;beginning of its contract. Inexplicably, Dayforce recognizes far more professional service revenues (16-19% of total revenue ex。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 28。

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