| 10-Q | 2020-02-29 | Filed 2020-03-27 |
| 10-Q | 2019-11-30 | Filed 2019-12-20 |
| 10-Q | 2019-08-31 | Filed 2019-10-04 |
| 10-K | 2019-05-31 | Filed 2019-07-24 |
| 10-Q | 2019-02-28 | Filed 2019-03-29 |
| 10-Q | 2018-11-30 | Filed 2018-12-21 |
| 10-Q | 2018-08-31 | Filed 2018-10-05 |
| 10-K | 2018-05-31 | Filed 2018-07-20 |
| 10-Q | 2018-02-28 | Filed 2018-03-28 |
| 10-Q | 2017-11-30 | Filed 2017-12-21 |
| 10-Q | 2017-08-31 | Filed 2017-10-06 |
| 10-K | 2017-05-31 | Filed 2017-07-21 |
| 10-Q | 2017-02-28 | Filed 2017-03-31 |
| 10-Q | 2016-11-30 | Filed 2016-12-23 |
| 10-Q | 2016-08-31 | Filed 2016-09-30 |
| 10-K | 2016-05-31 | Filed 2016-07-22 |
| 10-Q | 2016-02-29 | Filed 2016-03-30 |
| 10-Q | 2015-11-30 | Filed 2015-12-23 |
| 10-Q | 2015-08-31 | Filed 2015-09-30 |
| 10-K | 2015-05-31 | Filed 2015-07-21 |
| 10-Q | 2015-02-28 | Filed 2015-03-25 |
| 10-Q | 2014-11-30 | Filed 2014-12-19 |
| 10-Q | 2014-08-31 | Filed 2014-09-24 |
| 10-K | 2014-05-31 | Filed 2014-07-22 |
| 10-Q | 2014-02-28 | Filed 2014-03-26 |
| 10-Q | 2013-08-31 | Filed 2013-09-30 |
| 10-Q | 2013-02-28 | Filed 2013-03-27 |
| 10-Q | 2012-11-30 | Filed 2012-12-20 |
| 10-Q | 2012-08-31 | Filed 2012-09-24 |
| 10-K | 2012-05-31 | Filed 2012-07-20 |
| 10-Q | 2012-02-29 | Filed 2012-03-28 |
| 10-Q | 2011-11-30 | Filed 2011-12-20 |
| 10-Q | 2011-08-31 | Filed 2011-09-27 |
| 10-K | 2011-05-31 | Filed 2011-07-15 |
| 10-Q | 2011-02-28 | Filed 2011-03-23 |
| 10-Q | 2010-11-30 | Filed 2010-12-20 |
| 10-Q | 2010-08-31 | Filed 2010-09-27 |
| 10-K | 2010-05-31 | Filed 2010-07-16 |
| 10-Q | 2010-02-28 | Filed 2010-03-24 |
| 8-K | 2020-05-19 | Regulation FD, Exhibits |
| 8-K | 2020-05-01 | Amend Bylaw, Exhibits |
| 8-K | 2020-03-25 | Earnings, Exhibits |
| 8-K | 2020-02-06 | Enter Agreement, Off-BS Arrangement, Exhibits |
| 8-K | 2019-12-18 | Earnings, Exhibits |
| 8-K | 2019-10-17 | |
| 8-K | 2019-10-02 | Earnings, Exhibits |
| 8-K | 2019-07-31 | Enter Agreement |
| 8-K | 2019-07-10 | Officers |
| 8-K | 2019-06-26 | Earnings, Exhibits |
| 8-K | 2019-05-03 | Amend Bylaw, Other Events, Exhibits |
| 8-K | 2019-03-27 | Earnings, Exhibits |
| 8-K | 2019-01-09 | Enter Agreement, Off-BS Arrangement, Exhibits |
| 8-K | 2018-12-19 | Earnings, Exhibits |
| 8-K | 2018-11-26 | Enter Agreement, Regulation FD, Exhibits |
| 8-K | 2018-10-11 | |
| 8-K | 2018-10-02 | Earnings, Exhibits |
| 8-K | 2018-06-27 | Earnings, Exhibits |
| 8-K | 2018-06-27 | Regulation FD, Exhibits |
| 8-K | 2018-04-26 | Officers, Exhibits |
| 8-K | 2018-03-26 | Earnings, Exhibits |
| 8-K | 2018-03-01 | Regulation FD, Exhibits |
Incorporated in Delaware in 1979, we are a leading provider of integrated human capital management (“HCM”) solutions for payroll, benefits, human resource (“HR”), and insurance services for small- to medium-sized businesses. As of May 31, 2019, we served approximately 670,000 payroll and PEO clients. We maintain our corporate headquarters in Rochester, New York, and serve clients throughout the U.S. and Europe. We report our results of operations and financial condition as one business segment. Our fiscal year ends May 31st.
Our mission is to be the leading provider of HCM solutions for payroll, benefits, HR, and insurance services for small- to medium-sized businesses by being an essential partner with America’s businesses. We believe that success in this mission will lead to strong, long-term financial performance. Our business strategy focuses on the following:
· personalized, technology-enabled service;
| Comps ($MM TTM) | Market Cap | Gross Margin | EV/EBITDA | Ret on Assets | Assets | Liabilities | Revenue | G Profit | Net Income | EBITDA | EV |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Paychex (PAYX) | 29,437 | 0% | 51.4 | 0% | 8,702 | 6,132 | 3,900 | 0 | 0 | 560 | 28,817 |
| Rollins (ROL) | 11,164 | 51% | 116.3 | 0% | 1,765 | 958 | 1,954 | 994 | 0 | 95 | 11,060 |
| United Rentals (URI) | 9,789 | 40% | 12.0 | 6% | 19,405 | 15,755 | 9,201 | 3,703 | 1,146 | 1,702 | 20,420 |
| Allegion (ALLE) | 9,600 | 44% | 19.6 | 7% | 6,049 | 2,686 | 2,134 | 933 | 428 | 551 | 10,825 |
| AerCap (AER) | 5,761 | 0% | 43,209 | 34,328 | 0 | 0 | 0 | 0 | 33,853 | ||
| Air Lease (AL) | 4,814 | 0% | 14.1 | 3% | 21,610 | 16,148 | 1,918 | 0 | 561 | 1,307 | 18,376 |
| ADT (ADT) | 4,620 | 0% | 14.8 | -3% | 16,947 | 13,236 | 5,013 | 0 | -502 | 964 | 14,311 |
| Aaron's (AAN) | 4,371 | 11% | 16.6 | 6% | 3,220 | 1,352 | 3,937 | 445 | 200 | 254 | 4,221 |
| frontdoor (FTDR) | 3,989 | 51% | 18.4 | 11% | 1,217 | 1,436 | 1,066 | 539 | 134 | 247 | 4,545 |
| 51job (JOBS) | 3,731 | 0% | 12,238 | 4,420 | 0 | 0 | 0 | 0 | 1,757 | ||
| Triton (TRTN) | 2,540 | 27% | 10.0 | 3% | 9,802 | 7,494 | 67 | 18 | 270 | 937 | 9,368 |
| ABM Industries (ABM) | 2,432 | 11% | 10.9 | 3% | 3,693 | 2,151 | 6,499 | 731 | 127 | 293 | 3,175 |
| Korn Ferry (KFY) | 2,135 | 0% | 6.6 | 7% | 2,486 | 1,228 | 1,989 | 0 | 183 | 293 | 1,944 |
| Aircastle (AYR) | 1,713 | 0% | 9.5 | 3% | 8,321 | 6,282 | 967 | 0 | 213 | 701 | 6,631 |
| McGrath Rentcorp (MGRC) | 1,676 | 47% | 9.1 | 7% | 1,306 | 690 | 556 | 260 | 95 | 184 | 1,674 |
| Rent A Center (RCII) | 1,440 | 62% | 5.8 | 9% | 1,498 | 1,066 | 2,664 | 1,652 | 135 | 235 | 1,366 |
| Forrester Research (FORR) | 855 | 46% | 41.2 | -2% | 598 | 451 | 436 | 203 | -9 | 22 | 920 |
| Textainer Group (TGH) | 535 | 0% | 4,744 | 3,508 | 0 | 0 | 0 | 0 | 3,720 | ||
| Heidrick & Struggles (HSII) | 524 | 31% | 15.4 | 1% | 777 | 480 | 732 | 227 | 9 | 23 | 348 |
| Exterran (EXTN) | 472 | 26% | 6.0 | -1% | 1,553 | 1,064 | 1,396 | 366 | -8 | 157 | 946 |