WallStSmart

Kelly Services B Inc (KELYB)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%. KELYB appears more attractively valued with a PEG of 1.40. TNET earns a higher WallStSmart Score of 50/100 (C-).

KELYB

Hold

49

out of 100

Grade: D+

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

TNET

Buy

50

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

KELYBUndervalued (+52.0%)

Margin of Safety

+52.0%

Fair Value

$37.70

Current Price

$18.70

$19.00 discount

UndervaluedFair: $37.70Overvalued
TNETUndervalued (+16.5%)

Margin of Safety

+16.5%

Fair Value

$54.22

Current Price

$45.68

$8.54 discount

UndervaluedFair: $54.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KELYB4 strengths · Avg: 9.8/10
Price/BookValuation
0.7x10/10

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

TNET2 strengths · Avg: 9.0/10
Return on EquityProfitability
217.8%10/10

Every $100 of equity generates 218 in profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Areas to Watch

KELYB4 concerns · Avg: 2.5/10
Market CapQuality
$622.66M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

Return on EquityProfitability
-24.1%2/10

ROE of -24.1% — below average capital efficiency

Revenue GrowthGrowth
-10.7%2/10

Revenue declined 10.7%

TNET4 concerns · Avg: 2.5/10
Market CapQuality
$1.97B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.3%3/10

3.3% margin — thin

PEG RatioValuation
7.222/10

Expensive relative to growth rate

Price/BookValuation
25.4x2/10

Trading at 25.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : KELYB

The strongest argument for KELYB centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 1.40 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 : KELYB

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

Bear Case : TNET

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

Key Dynamics to Monitor

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

TNET carries more volatility with a beta of 1.01 — 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

TNET scores higher overall (50/100 vs 49/100). KELYB offers better value entry with a 52.0% margin of safety. Both earn "Buy" and "Hold" 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 B Inc

INDUSTRIALS · STAFFING & EMPLOYMENT SERVICES · USA

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

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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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