Added to YB: 2025-11-20
Pitch date: 2025-09-16
NSP [bullish]
Insperity, Inc.
-24.39%
current return
Author Info
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Company Info
Insperity, Inc. engages in the provision of human resources (HR) and business solutions to improve business performance for small and medium-sized businesses primarily in the United States.
Market Cap
$1.2B
Pitch Price
$51.12
Price Target
102.40 (+165%)
Dividend
7.51%
EV/EBITDA
16.51
P/E
71.44
EV/Sales
0.18
Sector
Professional Services
Category
value
Insperity, Inc. - $NSP
NSP: Temporary costs masking strong fundamentals - $150M Workday partnership implementation & elevated healthcare costs depressing 2024-25 EPS. Adjusting for these issues, trades 10x normalized earnings vs 29x historical median P/E. WDAY partnership targets retention/growth in 100-5K employee market. Management incentive plan requires $225 stock price (4.3x upside) for full payout. Base case $102 price target, 100% upside potential.
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