Ceridian HCM Holding Inc.

Ceridian HCM Holding Inc.

Ceridian HCM (ticker: DAY) is a cloud-based human capital management (HCM) company best known for its Dayforce platform, which combines payroll, workforce management, HR and talent capabilities in a single SaaS offering. The firm generates recurring subscription revenue from organisations that use Dayforce to run payroll and manage employees, and it targets a mix of mid-market and enterprise customers across sectors and geographies. Investors often watch Ceridian for its SaaS growth profile, potential margin improvement as scale increases, and opportunities from international expansion and increased cloud adoption. Key risks include intense competition from larger HR software and payroll providers, execution challenges in product and sales scaling, regulatory complexity around payroll across jurisdictions, and sensitivity to macroeconomic hiring trends. This summary is for educational purposes only and not personal financial advice; values can rise or fall and past performance does not predict future returns. Consider whether the stock fits your risk tolerance and investment goals before acting.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest holding Ceridian's stock, with a target price indicating potential for growth.

Above Average

Financial Health

Ceridian is performing well with strong revenue and cash flow, indicating solid business operations.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring DAY

Enterprise Software Buyout Boom

Enterprise Software Buyout Boom

Private equity firm Thoma Bravo is acquiring HCM software leader Dayforce for $12.3 billion, taking the company private. This major deal highlights a trend of consolidation in the enterprise software sector, creating potential opportunities for other publicly-traded HCM and AI-focused software companies.

Published: August 23, 2025

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The New Cost of Compliance: Investing in HR Tech

The New Cost of Compliance: Investing in HR Tech

Australian airline Qantas received a historic $58 million fine for unlawfully dismissing workers, setting a new precedent for corporate accountability in labor practices. This ruling creates an investment opportunity in companies that provide the essential HR, legal, and compliance technologies businesses now need to navigate stricter labor law enforcement.

Published: August 19, 2025

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Investing in Strong Labor Relations

Investing in Strong Labor Relations

Qantas's hefty fine for illegal layoffs highlights the severe financial risks of poor labor practices. This creates an investment opportunity in companies with strong employee relations and corporate governance, as they are better insulated from such costly disputes.

Published: August 18, 2025

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Workforce Optimization In A Slowdown

Workforce Optimization In A Slowdown

Recent data indicates a significant slowdown in U.S. job growth, falling short of expectations and signaling potential economic headwinds. This could create opportunities for companies that help businesses optimize their workforce and improve productivity in an uncertain environment.

Published: August 3, 2025

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Best Places to Work Index

Best Places to Work Index

This carefully curated collection features companies celebrated for creating exceptional workplace environments. Our professional analysts have selected businesses where happy employees drive innovation and growth, potentially leading to stronger returns for investors.

Published: June 17, 2025

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Why You’ll Want to Watch This Stock

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Recurring SaaS Revenue

Dayforce’s subscription model can produce steady, predictable revenue as customers renew and expand — though growth and margins can vary with competition and scale.

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International Expansion

Expanding into new countries offers customer and revenue upside, but brings payroll complexity and compliance risks that can affect execution.

Product & Data Edge

Integrated HR, payroll and analytics can drive customer stickiness and upsell opportunities, balanced against implementation challenges and rival platforms.

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