BlueOrca-做空Dayforce公司（英）-2024

2024-04管理咨询28免费

📄 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: 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
float) than leading HCM companies Workday and ADP (<10% of total), and vastly more than middle market peers like Paycom
and Paylocity (2-4% of total revenue ex. float). Even more suspiciously, Dayforce’s proportion of professional service revenues
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❓ 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。

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覆盖 2024 年,全文约 28。

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