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Feb 4, 2026·SEC
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Nov 12, 2025·SEC
Dayforce Inc(DAY)Earnings, Financials & Key Ratios
DAY•NYSE
$69.86
635.1× P/E·Price updated Jun 20, 2026
AboutDayforce Inc., together with its subsidiaries, operates as a human capital management (HCM) software company in the United States, Canada, and internationally. It offers Dayforce, a cloud HCM platform that provides human resources, payroll, benefits, workforce management, and talent management functionality; and Powerpay, a cloud HR and payroll solution for the small business market. The company also provides Bureau solutions for payroll and payroll-related services. It sells its solutions through direct sales force and third-party channels. The company was formerly known as Ceridian HCM Holding Inc. and changed its name to Dayforce Inc. in February 2024. Dayforce Inc. was incorporated in 2013 and is headquartered in Minneapolis, Minnesota.Show more
- Revenue$1.76B+16.3%
- EBITDA$314M+18.2%
- Net Income$18M-67.0%
- EPS (Diluted)0.11-68.6%
- Gross Margin46.14%+8.0%
- EBITDA Margin17.84%+1.6%
- Operating Margin5.91%-32.7%
- Net Margin1.03%-71.6%
- ROE0.73%-69.9%
DAY Price & Volume
Dayforce Inc (DAY) stock price & volume — 10-year historical chart
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Platform Transition Strains Operating Margin Expansion Trajectory
Investment Thesis • Updated 2025Q3
VerdictNeutral
Growth:Decelerating
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Margin compression from transition
Key Thesis Takeaways
- Dayforce is currently navigating a complex transition from legacy Bureau services to a unified cloud-native HCM platform, which has resulted in decelerating revenue growth from 21.5% in 2023Q2 to 9.5% by 2025Q3.
- While the company maintains a stable $1.2 billion debt load, persistent stock-based compensation expenses often exceeding $40 million per quarter continue to obscure underlying profitability and dilute shareholder value.
- Investors should monitor whether the company can achieve sustainable operating leverage, as current operating margins remain thin at 6.3% despite significant ongoing capital reinvestment.
Verdict Logic
while the forward P/E of 25.46 suggests potential value, the persistent drag of stock-based compensation exceeding $44 million in 2025Q3 and thin liquidity with a 1.04 current ratio warrant a cautious approach.
DAY Growth Metrics
Dayforce Inc (DAY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years16.39%
3 Years19.78%
TTM11.73%
Profit CAGR
10 Years-
5 Years-25.47%
3 Years-
TTM-383.18%
EPS CAGR
10 Years-
5 Years-26.98%
3 Years-
TTM-384.9%
Return on Capital
10 Years1.33%
5 Years0.99%
3 Years1.93%
Last Year2.78%
DAY Recent Earnings
Dayforce Inc (DAY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (55%)●Beat Revenue 7/12 qtrs (70%)
Q1 2026Latest
Feb 4, 2026Metric
Actual
Est
EPS
$0.37-47.1%
$0.70
Rev
—
$516M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.37-33.9%
$0.56
Rev
$482M-6.7%
$516M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.61+17.3%
$0.52
Rev
$465M-3.7%
$482M
Q2 2025
May 7, 2025Metric
Actual
Est
EPS
$0.58+5.8%
$0.55
Rev
$482M+1.0%
$477M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 4, 2026 | $0.37vs $0.70-47.1% | —vs $516M |
| Q4 2025 | Oct 29, 2025 | $0.37vs $0.56-33.9% | $482Mvs $516M-6.7% |
| Q3 2025 | Aug 6, 2025 | $0.61vs $0.52+17.3% | $465Mvs $482M-3.7% |
| Q2 2025 | May 7, 2025 | $0.58vs $0.55+5.8% | $482Mvs $477M+1.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Dayforce Inc (DAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $69.86 | $11.18B | 635.09 | 16.27% | 1.03% | 0.73% | — | |
| $139.90 | $7.63B | 17.31 | 8.95% | 22.44% | 31.03% | — | |
| $105.39 | $37.48B | 21.55 | 16.88% | 27.03% | 45.13% | — | |
| $239.49 | $96.43B | 24.00 | 7.07% | 20.12% | 68.69% | — | |
| $113.77 | $6.09B | 28.30 | 13.74% | 14.94% | 22.36% | — | |
| $10.89 | $274.65M | 23.17 | -2.62% | 4.75% | 15.84% | — |
Compare DAY vs Peers
Dayforce Inc (DAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DAY SEC Filings & Documents
Dayforce Inc (DAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
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DAY Frequently Asked Questions
Dayforce Inc (DAY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Dayforce Inc's revenue?
Dayforce Inc (DAY) reported $1.89B in revenue for fiscal year 2024. This represents a 173% increase from $693.9M in 2015.
How fast is Dayforce Inc growing?
Dayforce Inc (DAY) grew revenue by 16.3% over the past year. This is strong growth.
Is DAY profitable?
Dayforce Inc (DAY) reported a net loss of $149.8M for fiscal year 2024.
Dividend & Returns
What is DAY's return on equity?
Dayforce Inc (DAY) has a return on equity (ROE) of 0.7%. This is below average, suggesting room for improvement.
What is Dayforce Inc's free cash flow?
Dayforce Inc (DAY) generated $165.8M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.