Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TNET
Strong BuyPremium GrowerAPPROVETriNet Group, Inc. · Industrials · United States · $3.2B · Avg Vol: $25M/d
TriNet Group clears the calibrated bar. All three legs are above the floor (Q63 V53 M58) and a buyback retiring 2.94% of shares provides substantial corroboration. Nothing adverse survives the evidence test: the only insider figure rounds to 0.00%, treated as unusable rather than adverse, and there is no negative earnings revision. Quality at Q63 is the strongest part of the case.
COMPANY DESCRIPTION
TriNet Group, Inc. is a leading Professional Employer Organization (PEO) that provides comprehensive human resources, payroll, employee benefits, and regulatory compliance solutions to small and medium-sized businesses. Operating under a co-employment model, TriNet aggregates its clients' workforces to secure enterprise-grade benefits and insurance rates, creating a powerful cost-saving moat for its customers. The company distinguishes itself through industry-tailored HR platforms, particularly targeting high-growth verticals like technology, life sciences, and financial services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.9B | 5.0B | 5.1B | 5.0B | 0.7% | 4.8B | 4.8B | 5.0B | -0.1% |
| EPS | 5.66 | 6.61 | 3.47 | 3.20 | -17.3% | 3.77 | 3.28 | 3.32 | 1.9% |
| Shares | 60.6M | 50.7M | 49.5M | 47.4M | -21.8% | 45.9M | — | — | — |
| Debt | 552.0M | 1.1B | 1.0B | 942.0M | 19.5% | 950.0M | — | — | — |
| Equity | 775.0M | 78.0M | 69.0M | 54.0M | -58.9% | — | — | — | — |
| Op CF | 497.0M | 539.0M | 279.0M | 303.0M | -15.2% | 370.0M | — | — | — |
| Inv CF | -226.0M | -70.0M | 153.0M | -43.0M | — | — | — | — | — |
| Fin CF | -471.0M | -540.0M | -207.0M | -49.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of TNET are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TNET | TriNet Group, Inc.(you) | $3.2B | 82 | Strong Buy |
| KFY | Korn Ferry | $4.4B | 90 | Strong Buy |
| MAN | ManpowerGroup Inc. | $2.9B | 66 | Buy |
| KFRC | Kforce Inc. | $1.0B | 78 | Buy |
| RHI | Robert Half Inc. | $4.6B | 54 | Hold |
| KELYA | Kelly Services, Inc. | $600M | 76 | Buy |
| NSP | Insperity, Inc. | $2.0B | 50 | Hold |
| BBSI | Barrett Business Services, Inc. | $833M | 49 | Hold |
| HQI | HireQuest, Inc. | $228M | 93 | Strong Buy |
| TBI | TrueBlue, Inc. | $326M | 54 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.3%