COMP <GO>
PAYO vs TNET // NET PROFIT MARGIN
Payoneer Global Inc. (NASDAQ) VS. TriNet Group Inc. (NYSE) • 15-METRIC TALLY: PAYO 5
— TNET 4
▲ NET PROFIT MARGIN LEADER: PAYO
LAST: $7.12 (0.00%) • MKT CAP: $2.41B
net-margins
9.00%
LAST: $63.70 (-9.53%) • MKT CAP: $2.92B
net-margins
3.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PAYO VS. TNET)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PAYO | TNET | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 34.10% | 85.00% | -50.90 | TNET | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.5x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.56% | 8.00% | +0.56 | PAYO | /fcf-yield <GO> |
| Operating Margin | 15.30% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 9.00% | 3.10% | +5.90 | PAYO | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | -0.90% | +15.40 | PAYO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.78% | -1.78 | TNET | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.34 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | PAYO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.6 | 40.9 | +12.76 | PAYO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.7x | 17.6x | +10.10 | TNET | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.41B | $2.92B | -$511.5M | TNET | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PAYO REV | TNET REV | PAYO GROSS % | TNET GROSS % | PAYO FCF | TNET FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $813.4M | $5.01B | — | — | $206.6M | $234.0M |
| FY 2024 | $710.3M | $5.05B | — | — | $168.7M | $201.0M |
| FY 2023 | $590.8M | $4.92B | — | — | $159.5M | $539.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PAYO // BETA —
TNET // BETA —