Added to YB: 2026-03-11
Pitch date: 2026-01-05
NSP [bullish]
Insperity, Inc.
-50.21%
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
$839.8M
Pitch Price
$41.28
Price Target
225.00 (+1031%)
Dividend
10.78%
EV/EBITDA
14.09
P/E
-117.16
EV/Sales
0.09
Sector
Professional Services
Category
turnaround
Insperity, Inc. - $NSP
NSP: PEO leader w/ clear scale advantages in secular growth industry. 2025E EBITDA $136M depressed by temporary headwinds: Workday costs (-15% vs 2023 peak) + elevated healthcare claims (-45% vs 2023). New UHC contract + repricing adds $60M EBITDA in 2026; Workday spend drops $15M. Base case 2027E EBITDA $360M (35% above consensus). At historical 21.5x P/E on normalized earnings implies >150% upside to $105. Risks: competition, recession, white-collar automation.
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