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PYCR 资讯
PYCR 事件
Jefferies suggests Dayforce could be valued at $60 per share, comparable to Paycor's valuation.
After Bloomberg reported this weekend that Thoma Bravo is in talks to acquire Dayforce, Jefferies said the firm is "not surprised" by private equity interest given the year-to-date weakness in the stock and the depressed valuation. The recent Paycor HCM deal proxy also showed private equity interest in that asset, notes the analyst, who sees this reinforcing the view that PE is willing to acquire in the Human Capital Management space. Thoma Bravo acquiring Dayforce for a similar valuation to Paycor would imply a price of about $60 per share, adds the analyst, who has a Hold rating and $60 price target on Dayforce shares.
Thirteen option delistings on April 22nd
Option delistings effective April 22nd include PAYCOR HCM INC. (PYCR), PACTIV EVERGREEN INC. (PTVE), Nevro Corp (NVRO), American Software, Inc. (LGTY), Intevac, Inc. (IVAC), Intra-Cellular Therapies Inc (ITCI), Gritstone Bio, Inc. (GRTSQ), Enfusion (ENFN), ENDEAVOR GROUP HOLDINGS INC. (EDR), Air Transport Services Group Inc. (ATSG), Altair Engineering Inc (ALTR), ACCOLADE INC (ACCD), and VOXX International Corp (VOXX).
Paychex CEO: Paycor acquisition was all about growth
In an interview on CNBC's Mad Money, John Gibson said the Paycor (PYCR) acquisition extends Paychex's (PAYX) total addressable market by about $10B. Paychex has the capability to serve any size client, he added. He does not see any signs of recession at this point. People are "a little frozen" at the moment, he noted, and need more clarity regarding tariffs.
Paychex sees Paycor HCM acquisition to be accretive to adjusted EPS next FY
Paychex (PAYX) executives stated on the company's earnings call, according to a transcript: "We want to, get through our plan review process and come back to you guys at the end of Q4, with, a combined, uh, guidance and outlook, for the next fiscal year. With that being said, when I look at kind of the base business, because obviously I have visibility into kind of the base business and the KPIs and so forth. When I, look at the base business and I look at what's currently assumed out there, from a, consensus standpoint for next year, from both a revenue growth standpoint and a margin expansion standpoint. Again, we haven't been through our full plan process, but I would expect to be able to put together a base case. Paychex plan that's in line with, those assumptions that are out there. So, that's a little bit of the breadcrumbs that we would normally give you in a little bit additional color. but we still need to kind of work through our planning process and, bring these two businesses together, as John mentioned." Later in the call, the company added when discussing its deal for Paycor HCM (PYCR): "We are making great progress on the acquisition and on integration planning. The work we have done since announcing the transaction has increased our confidence in achieving the cost synergies, and we now expect synergies over the $80 million that we shared with you in January. Given this, we now expect the acquisition to be accretive to our adjusted earnings per share next fiscal year."
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