PAYCHEX 868284 prifitiert von der Jobmaschine USA (Seite 14)

[spaceistheplace]

Antwort auf Beitrag Nr.: 32.821.225 von Pontiuspilatus am 19.12.07 23:36:01

Ja, haben etwas gesenkt, aber mal ehrlich, das aktuelle Wachstum in 2008 von 12% ist nicht der renner, KGV 2008 liegt bei 24, das ist immer noch rel hoch. Kann gut sein, dass wir ne Anpassung der Bewertungen sehen könnten, dann ists aber mit 10% miesen wohl nicht getan. we will see...allein der Divi wegen ist diese hohe Bewertung wohl nicht gerechtfertigt, oder?


Nur zum Vergleich:
Serco, das englische Oursourcing-Unternehmen wächst mit 18% die nächsten 3 jahre und ist mit KGV 18 bewertet, zudem leben die von Aufträgen aus öfffentlichen Haushalten, was gar noch unkritischer sein dürfte, zumal auch international viel stärker diversifiziert.
Divi leider nur 1%...

Gruss space



Paychex Sees Growth Slowing


By Scott Moritz
Senior Writer
12/19/2007 4:46 PM EST
Try Jim Cramer's Action Alerts PLUS
CLICK HERE NOW



Trading Center

Fidelity Investments
Bank of America

E*TRADE FINANCIAL
OptionsXpress

TradeKing.com
Charles Schwab

Paychex (PAYX - Cramer's Take - Stockpickr) hit its targets but guided slightly below expectations on weak payroll service growth.

The Rochester, N.Y. payroll outsourcer posted net earnings of $147 million or 40 cents a diluted share. Those numbers are up 14% over the profit of 35 a share in the year-ago period. Analysts were looking for earnings of 39 cents, according to Yahoo Finance.

Total sales were $507.8 million, up 12% over the $455 million level last year. Analysts had predicted revenue of $504.85 for the fiscal second quarter ended last month.

"Fiscal 2008 continues to meet our expectations," CEO Jon Judge said in a press release.

Looking ahead, Paychex says its payroll service sales growth will slow a bit.

"Our current outlook for the full fiscal year ending May 31, 2008 has been revised to reflect slightly lower payroll service revenue growth and the decreases in the Federal Funds rate of 100 basis points since June 1, 2007," the company said in a press release.

Paychex is calling for 12% total net income growth 2008 on revenue growth of about 10% over fiscal 2007. Analysts were looking for profits to increase 12% on 10.5% sales growth.

Paychex shares fell $1.49 to $37.20 in after-hours trading Wednesday.



P.S. LAST DAY — Get a free, autographed copy of Jim’s new bestseller!
Cramer’s new book, Stay Mad for Life, is his game plan for how you can get rich and stay rich, whether you’re just starting out or nearing the finish line. Offer expires today so act now to get your signed free copy.

[Pontiuspilatus]

aber sie haben die umsatzwachstumsrate für nächstes jahr um 0,5% gesenkt. das dürfte morgen für mindestens 5% minus ausrfeichen

bei der verrückten börse würde es mich jedenfallls nicht wundern.

vermutlich sehen wir noch mal geringfügig tiefere kurse. da sollte man sich dann die schubkarre aber voll machen um eine bildhafte sprache zu gebrauchen

[spaceistheplace]

19.12.2007 22:28
Paychex verbucht Ergebnisanstieg und übertrifft Erwartungen
Rochester (aktiencheck.de AG) - Die Paychex Inc. (ISIN US7043261079 (News)/ WKN 868284) veröffentlichte am Mittwoch nach US-Börsenschluss die Zahlen für das zweite Fiskalquartal 2007/08.

Wie der auf Gehaltsabrechungen spezialisierte Dienstleister erklärte, lag der Nettogewinn im Berichtszeitraum bei 147,11 Mio. Dollar bzw. 40 Cents je Aktie, nach 132,7 Mio. Dollar bzw. 35 Cents je Aktie. Beim Konzernumsatz verbuchte Paychex einen Anstieg von 545,96 Mio. Dollar auf 507,79 Mio. Dollar.

Analysten hatten zuvor ein EPS von 39 Cents sowie einen Umsatz von 504,9 Mio. Dollar erwartet. Für das laufende dritte Fiskalquartal 2007/08 liegen die Analystenschätzungen bei einem EPS von 40 Cents sowie einem Umsatz von 538,1 Mio. Dollar.

Paychex selbst erwartet für das Gesamtjahr ein Ergebniswachstum von 11 bis 13 Prozent, während der Umsatz um 9 bis 11 Prozent steigen soll.

Die Aktie von Paychex schloss heute an der NASDAQ bei 38,49 Dollar. Im nachbörslichen Handel gewinnt der Titel 1,33 Prozent auf 39,00 Dollar. (19.12.2007/ac/n/a)

[spaceistheplace]

Paychex sees earnigns rise 11% in third quarter
By Dan Gallagher
Last update: 4:10 p.m. EST Dec. 19, 2007
PrintPrint Email Subscribe to RSSRSS DisableDisable Live Quotes
SAN FRANCISCO (MarketWatch) -- Paychex Inc. (PAYX:
Paychex Inc
News, chart, profile, more
Last: 38.49+0.38+1.00%
4:00pm 12/19/2007
Delayed quote data
Add to portfolio
Analyst
Create alert
Insider
Discuss
Financials
Sponsored by:
PAYX 38.49, +0.38, +1.0%) saw earnings climb 11% for the second fiscal quarter ended Nov. 30. After Wednesday's closing bell, the payroll processing company reported earnings of $147.1 million, or 40 cents a share, compared to earnings of $132.7 million, or 35 cents a share, for the same period last year. Revenue grew 12% to $507.8 million. Analysts were expecting earnings of 39 cents a share on revneue of $504.9 million, according to Thomson Financial

[spaceistheplace]

Hier die aktuellen Quartalszahlen, 40 cents gegenüber 39 erwartet, also okay...

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7b2BC…

[spaceistheplace]

heute kommen nachbörslich die zahlen von Paychex. Wer die noch nicht im DEpot hat, Augen auf! 15% Wachstum die nächsten 5 Jahre, Divirendite 3%, Divisteigerung in den letzten 10 Jahren um 30% per anno. KGV auf hist. niedrigem Stand.
Wer auf gute zahlen spekuliert, kauft noch heute. Bei den letzten zahlen gings rückwärts, oft kommts dann beim nächsten mal anders herum

Hier der 3-Jahreschart...wenn das nix für 200-tage-Fanatiker ist!

Gruss space

[spaceistheplace]

Paychex, Inc. Schedules Second Quarter Fiscal 2008 Earnings Release Conference Call for December 20, 2007

Last update: 2:00 p.m. EST Dec. 5, 2007
PrintPrint EmailE-mail Subscribe to RSSRSS DisableDisable Live Quotes
ROCHESTER, N.Y., Dec 05, 2007 (BUSINESS WIRE) -- Paychex, Inc. is scheduled to release financial results for the fiscal 2008 second quarter ended November 30, 2007 via Business Wire after the financial markets close on Wednesday, December 19, 2007.
The Company will host a conference call at 10:30 a.m. ET on Thursday, December 20, 2007 to review the results for the quarter. Participating in this call will be Jonathan J. Judge, President and CEO, and John Morphy, Senior Vice President, CFO, and Secretary. This call will be simultaneously broadcast over the Internet.
To listen to the webcast of the conference call, access the Investor Relations page on the Company's website at www.paychex.com. Webcast participants should access this site in advance of the call to ensure their PCs are properly configured. The webcast will be archived and available for replay for approximately one month.
Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, check signing, and Readychex(R). Human Resource Services include 401(k) plan recordkeeping, workers' compensation administration, section 125 plans, a professional employer organization, time and attendance solutions, and other administrative services for business. Paychex, Inc. was founded in 1971. With headquarters in Rochester, New York, the company has more than 100 offices and serves over 561,000 payroll clients nationwide. For more information about Paychex, Inc. and its products, visit www.paychex.com.
Paychex, Inc.'s news releases, current financial information, SEC filings, and investor presentation are accessible at www.paychex.com.
SOURCE: Paychex, Inc.

[spaceistheplace]

Paychex and Taleo Join Forces to Offer Small, Mid-Sized Businesses Integrated, Best-in-Class HR Solution
Newly formed alliance helps SMBs qualify and retain top talent

Last update: 8:45 a.m. EST Dec. 5, 2007
PrintPrint EmailE-mail Subscribe to RSSRSS DisableDisable Live Quotes
ROCHESTER, N.Y., Dec 05, 2007 (BUSINESS WIRE) -- Paychex, Inc., a leading provider of payroll and human resource services, and Taleo Corporation, the leading provider of on-demand talent management solutions, today announced a strategic alliance to allow small and medium-sized businesses (SMBs) to compete in the recruiting and retention of top talent. Under the terms of the alliance agreement, Paychex will market Taleo's online recruiting and hiring management tool, Taleo Business Edition(TM), to businesses. The integrated solutions will empower small businesses by providing an easy, efficient way to build a company career site, manage open positions, attract and track applicants, complete the hiring process and manage payroll services - with the 24/7 accessibility of the Internet.
"Paychex's alliance with Taleo strengthens the software-as-a-service solution that we offer to meet our clients' administrative HR and payroll needs, in every step of the employee life cycle," said Brad Flipse, vice president of sales for Paychex Major Market Services. "In today's competitive market, companies often struggle to find and hire top talent, but with Taleo, our clients have an easy and affordable solution that helps them hire and retain their number one asset - their employees."
Small and medium-sized businesses today face a number of challenges including the impending retirement of the baby boomer generation, appealing to a new generation of workers, and increased competition from multi-nationals for qualified talent. With this strategic alliance, organizations will now have a comprehensive online recruiting and hiring management tool to complement their payroll and administrative HR solution.
"Recruiting and retaining talent is the number one challenge for SMBs, and job boards, Excel spreadsheets and Outlook fall short when it comes to competing for superior candidates," said Jason Blessing, group vice president and general manager, SMB, Taleo. "With this alliance, Taleo and Paychex are empowering SMBs with a compelling and high-value offering that will allow them to better source and retain passive and active candidates and then easily feed all new hire information into the Paychex Preview payroll system."
For more information about online hiring solutions, Paychex clients can call 1-800-322-7292 or visit www.paychex.com.
About Paychex
Paychex, Inc. (PAYX:
Paychex Inc
News, chart, profile, more
Last: 39.45+0.15+0.38%
4:00pm 12/04/2007
Delayed quote data
Add to portfolio
Analyst
Create alert
Insider
Discuss
Financials
Sponsored by:
PAYX 39.45, +0.15, +0.4%) is a leading national provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, check signing, and Readychex(R). Human resource and benefits outsourcing services include 401(k) plan recordkeeping, health insurance, workers' compensation administration, section 125 plans, a professional employer organization, time and attendance solutions, and other administrative services for business. Paychex was founded in 1971. With headquarters in Rochester, New York, the company has more than 100 offices and serves approximately 561,000 payroll clients nationwide. For more information about Paychex and our products, visit www.paychex.com.
About Taleo
Taleo (TLEO:
taleo corp cl a
News, chart, profile, more
Last: 28.94-0.42-1.43%
4:00pm 12/04/2007
Delayed quote data
Add to portfolio
Analyst
Create alert
Insider
Discuss
Financials
Sponsored by:
TLEO 28.94, -0.42, -1.4%) is the leader in on demand, web-based talent management solutions that empower organizations of all sizes, around the world to assess, acquire, develop and align their workforce for improved business performance. More than 1,380 organizations use Taleo, including 35 of the Fortune 100, for talent acquisition and performance management, with over 1 million users processing 71 million candidates from over 100 countries. Requiring no capital investment, Taleo's software as a service and on demand delivery offers 99.9% availability.
Forward-looking Statements
This release contains forward-looking statements, including statements regarding the demand for Taleo's solutions, results from use of Taleo's solutions and general business conditions. Any forward-looking statements contained in this press release are based upon Taleo's historical performance and its current plans, estimates and expectations and are not a representation that such plans, estimates, or expectations will be achieved. These forward-looking statements represent Taleo's expectations as of the date of this press announcement. Subsequent events may cause these expectations to change, and Taleo disclaims any obligation to update the forward-looking statements in the future. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially. Further information on potential factors that could affect actual results is included in Item 1A of Taleo's Annual Report on Form 10-K, as filed with the SEC on March 16, 2007, in Item 1A of Taleo's Quarterly Report on Form 10-Q, as filed with the SEC on November 9, 2007, and in other reports filed by Taleo with the SEC.
SOURCE: Paychex, Inc.

[spaceistheplace]

Paychex Expands Workers' Compensation Payment Service
Automated service now also available to Major Market Services clients; integration with payroll ends large deposits, year-end adjustments

Last Update: 10:30 AM ET Nov 19, 2007

ROCHESTER, N.Y., Nov 19, 2007 (BUSINESS WIRE) -- Paychex, Inc., a leading provider of payroll and human resource services, now offers all of its payroll clients the Paychex Workers' Compensation Payment Service, with the expansion of the service to include Paychex Major Market Services (MMS) clients - those with more complex payroll and HR needs. Paychex's automated service uses actual wages - not estimates - to determine a client's true workers' compensation cost, resulting in better cash flow and fewer year-end premium adjustments.
"Paychex is an industry pioneer in integrating payroll and workers' compensation," said Brad Flipse, Paychex Major Market Services vice president of sales. "By calculating our clients' premiums every pay period, using actual wages, and requiring only a minimal up-front deposit, those businesses know what their costs are as they go through the year. Our service really offers a cash flow management tool that streamlines an essential process - and minimizes the work around the year-end audit."
Paychex collects clients' premiums electronically and sends them to the appropriate insurance carrier. "Paychex partners with many leading insurance carriers, streamlining the administrative part of the workers' comp process," Flipse added. "Then we provide our clients with monthly reports that spell out all the details for their company. This is one more way we meet our clients' administrative HR and payroll needs in every step of the employee life cycle."
The Paychex Workers' Compensation Service is administered by Paychex Agency, Inc., a wholly-owned subsidiary of Paychex and licensed insurance agency. Paychex now serves approximately 65,000 workers' compensation clients. For more information about the Paychex Workers' Compensation Service, call 1-800-322-7292 or visit www.paychex.com.
About Paychex
Paychex, Inc. (PAYX:
Paychex Inc
News, chart, profile, more
Last: 39.28-0.70-1.75%
10:19am 11/19/2007
Delayed quote data
Add to portfolio
Analyst
Create alert
Insider
Discuss
Financials
Sponsored by:
PAYX 39.28, -0.70, -1.7%) is a leading national provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, check signing, and Readychex(R). Human resource and benefits outsourcing services include 401(k) plan recordkeeping, health insurance, workers' compensation administration, section 125 plans, a professional employer organization, time and attendance solutions, and other administrative services for business. Paychex was founded in 1971. With headquarters in Rochester, New York, the company has more than 100 offices and serves approximately 561,000 payroll clients nationwide. For more information about Paychex and our products, visit www.paychex.com.
SOURCE: Paychex, Inc.

[spaceistheplace]

Antwort auf Beitrag Nr.: 32.172.156 von Pontiuspilatus am 27.10.07 12:25:56

ja, gebe Euch recht, auf dem aktuellen Niveau kann man ohne Bedenken einsteigen. habs ja vor ein paar tagen getan...
Die Bewertung an sich war mir auch immer zu hoch, eigentlich auch jetzt noch ein bißchen, aber es ist wohl auch ein Aufschlag wegen der Nichtzyklik und hohen Divi (ist echt erstaunlich für so ein Wachstumsunternehmen) gerechtfertigt.

Gruss space