TriNet Group, Inc. (TNET)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
$69.06-0.52%
Close 2026-09-04 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
Research Workspace
Put TNET beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRanks among the strongest in its industry on quality — around the top 14%.
View QualityManagement screens strong on capital allocation.
View ManagementThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskTNET's growth relies on maintaining strong earnings performance and improving cash flow. Revenue fell 5% year over year, but the latest quarter beat expectations with a 115% earnings surprise. It trades at 13× P/E versus a peer median of 24×, indicating a significant valuation gap. The price reflects growth expectations that seem reasonable given the current performance. A specific risk is the potential for a credibility hit if TNET cuts guidance after recently raising it. Peer multiples imply a price about 8% below where it trades (it looks expensive on this basis). Our read remains intact.
Trailing returns as of 2026-09-04. TNET is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering TNET (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare TNET with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TNET Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Human Resource & Employment Services — fair value, gap to price, and forward P/E.
Compare the value case
Put TNET next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase cash from operating activities
Raising earnings guidance supports cash flow objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.