Investment Thesis
Dayforce (formerly Ceridian) delivers cloud-based HCM software with strengths in payroll, workforce management, and global compliance. Single database architecture, embedded wallets, and international expansion drive ARR growth.
- Unified Platform: One system for HR, payroll, time, and benefits.
- Dayforce Wallet: On-demand pay feature deepens employer adoption.
- Global Reach: Multi-country payroll opens enterprise deals.