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