WallStSmart

Kelly Services A Inc (KELYA)vsTriNet Group Inc (TNET)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TriNet Group Inc generates 18% more annual revenue ($4.88B vs $4.13B). TNET leads profitability with a 3.3% profit margin vs -6.4%. KELYA appears more attractively valued with a PEG of 0.96. KELYA earns a higher WallStSmart Score of 57/100 (C).

KELYA

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 3.0Value: 7.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.27

TNET

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 6.5Value: 6.0Quality: 4.0
Piotroski: 5/9Altman Z: 1.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KELYAUndervalued (+19.3%)

Margin of Safety

+19.3%

Fair Value

$12.28

Current Price

$11.77

$0.51 discount

UndervaluedFair: $12.28Overvalued
TNETUndervalued (+16.3%)

Margin of Safety

+16.3%

Fair Value

$54.09

Current Price

$46.64

$7.45 discount

UndervaluedFair: $54.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KELYA5 strengths · Avg: 9.4/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
333.3%10/10

Earnings expanding 333.3% YoY

Altman Z-ScoreHealth
3.2710/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.968/10

Growing faster than its price suggests

TNET2 strengths · Avg: 9.0/10
Return on EquityProfitability
191.6%10/10

Every $100 of equity generates 192 in profit

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Areas to Watch

KELYA4 concerns · Avg: 2.5/10
Market CapQuality
$408.06M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

Return on EquityProfitability
-27.4%2/10

ROE of -27.4% — below average capital efficiency

Revenue GrowthGrowth
-10.7%2/10

Revenue declined 10.7%

TNET4 concerns · Avg: 2.3/10
Profit MarginProfitability
3.3%3/10

3.3% margin — thin

PEG RatioValuation
7.222/10

Expensive relative to growth rate

Price/BookValuation
25.9x2/10

Trading at 25.9x book value

Revenue GrowthGrowth
-4.9%2/10

Revenue declined 4.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : KELYA

The strongest argument for KELYA centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 0.96 suggests the stock is reasonably priced for its growth.

Bull Case : TNET

The strongest argument for TNET centers on Return on Equity, P/E Ratio.

Bear Case : KELYA

The primary concerns for KELYA are Market Cap, Operating Margin, Return on Equity.

Bear Case : TNET

The primary concerns for TNET are Profit Margin, PEG Ratio, Price/Book. Debt-to-equity of 11.40 is elevated, increasing financial risk. Thin 3.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

KELYA profiles as a turnaround stock while TNET is a value play — different risk/reward profiles.

TNET carries more volatility with a beta of 1.00 — expect wider price swings.

TNET is growing revenue faster at -4.9% — sustainability is the question.

TNET generates stronger free cash flow (143M), providing more financial flexibility.

Bottom Line

KELYA scores higher overall (57/100 vs 52/100). TNET offers better value entry with a 16.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Kelly Services A Inc

INDUSTRIALS · STAFFING & EMPLOYMENT SERVICES · USA

Kelly Services, Inc. provides workforce solutions to various industries. The company is headquartered in Troy, Michigan.

TriNet Group Inc

INDUSTRIALS · STAFFING & EMPLOYMENT SERVICES · USA

TriNet Group, Inc. provides Human Resources (HR) solutions for small and medium-sized businesses in the United States. The company is headquartered in Dublin, California.

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