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Provider of professional employer organization (PEO) services, offering HR, payroll and benefits outsourcing for small businesses.
Provider of professional employer organization (PEO) services, offering HR, payroll and benefits outsourcing for small businesses.
Becomes a co-employer of its clients' staff and charges a fee per employee that covers payroll costs, payroll taxes and benefits plus a markup. Because it bears part of the health-insurance claims, profit depends on how medical claims compare with what it priced.
Moat: narrow (scale, switching costs). Aggregated buying power for benefits/insurance and long client relationships create switching costs for SMB clients.
Headquarters: Kingwood, Texas · Founded: 1986 · Employees: 4,200
Size Insperity (NSP) is a United States Industrials company (Miscellaneous Commercial Services) with a market value of $1.90B, the 1833rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $49.82 on 6 Nov 2026.
Performance Over six months the shares gained 52.9%, against -5.2% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 2.1% over the last twelve months (peer median +14.6%); the operating margin is 0.3% (peer median 13.5%).
Valuation It trades at 19.9× forward earnings against a peer median of 22.1× (8th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Short interest Short interest is 7.8% of the free float (15 Oct 2026).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.90B | $6.81B | $6.58B | $6.49B | $5.94B |
| Revenue growth | — | +4% | +1% | +9% | — |
| Gross profit | $855M | $855M | $1.01B | $994M | $971M |
| EBITDA | $63.0M | $35.0M | $161M | $261M | $291M |
| Net income | $3.00M | -$7.00M | $91.0M | $171M | $179M |
| Free cash flow | $197M | -$309M | $482M | $158M | $317M |
| Capital expenditure | $35.0M | $31.0M | $38.0M | $40.1M | $30.3M |
| Total debt | $475M | $454M | $454M | $447M | $445M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Insperity NSP | $1.90B | +53% | +2% | 0% | 19.9× | 19.5% |
| TriNet TNET | $3.05B | +56% | -4% | 6% | 15.1× | -3.3% |
| Paychex PAYX | $41.7B | +26% | +14% | 44% | 19.3× | 3.2% |
| Automatic Data Processing ADP | $120B | +44% | +6% | 27% | 24.0× | 6.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NSP | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.2% | +4.2% | 6th lowest of 21 |
| 6-month return | +52.9% | -5.2% | highest of 21 |
| Distance from 52-week high | -10.9% | -30.7% | 3rd highest of 21 |
| Revenue growth (TTM) | +2.1% | +14.6% | 5th lowest of 19 |
| Operating margin | 0.3% | 13.5% | 2nd lowest of 20 |
| Forward P/E | 19.9× | 22.1× | 8th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | 19.5% | 7.1% | 5th most demanding of 13 |
| Growth delivered (Del g) | +9.7% | +11.0% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | +9.8 pp | -9.8 pp | 4th most demanding of 13 |
| Net debt / EBITDA | -3.3× | 1.1× | least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Insperity NSP | United States | $1.90B | +53% | +2% | 0% | 19.9× | 19.5% | +9.7% |
| Jiangsu Guotai International 002091.SZ | China | $1.91B | -11% | +7% | 6% | 10.0× | -20.9% | +5.5% |
| Xi'an Taijin New Energy & Materials Sci-Tech 688813.SS | China | $1.93B | -13% | n/a | n/a | n/a | n/a | n/a |
| International Gemological Institute IGIL.NS | India | $1.86B | +12% | +21% | 58% | 24.4× | 14.6% | +37.6% |
| Focus Technology 002315.SZ | China | $1.86B | -1% | +14% | 24% | 22.1× | 3.2% | +10.6% |
| Teemsun Technology 301571.SZ | China | $1.86B | 0% | +61% | 22% | n/a | n/a | n/a |
| Heron Neutron Medical 7799.TW | Taiwan | $1.94B | +15% | n/a | -5,071% | 380.6× | n/a | n/a |
| Anhui XDLK Microsystem 688582.SS | China | $1.95B | -36% | -38% | 21% | 37.3× | 55.7% | +37.0% |
| Beijing Orient EcoEnergy 002310.SZ | China | $1.81B | -24% | +35% | 12% | n/a | 36.4% | -47.6% |
| Hoist Finance HOFI.ST | Sweden | $1.79B | +29% | +16% | 30% | 11.9× | n/a | n/a |
| China Conch Venture 0586.HK | Hong Kong | $1.79B | -36% | +21% | 18% | 5.5× | n/a | n/a |
| Prosegur Compania de Seguridad PSG.MC | Spain | $1.79B | +9% | +1% | 6% | 11.8× | -5.3% | +6.7% |
| Syngene International SYNGENE.NS | India | $1.78B | -11% | -6% | 13% | 67.8× | 35.3% | +11.4% |
| Choice International CHOICEIN.NS | India | $1.76B | +8% | +34% | 27% | 49.8× | n/a | n/a |
| Ipsos IPS.PA | France | $1.74B | -3% | +3% | 12% | 7.0× | -10.8% | +6.6% |
| GRG Metrology & Test 002967.SZ | China | $1.72B | -16% | +13% | 13% | 22.7× | 3.9% | +14.4% |
| Visual China 000681.SZ | China | $1.71B | -25% | -9% | 4% | 44.0× | n/a | n/a |
| Guangdong Feinan Resources Recycling 301500.SZ | China | $1.68B | -31% | +42% | 7% | n/a | n/a | n/a |
| Sagility SAGILITY.NS | India | $2.15B | +2% | +28% | 18% | 16.4× | 10.3% | +19.5% |
| Firstsource Solutions FSL.NS | India | $2.16B | +25% | +20% | 12% | 22.0× | 20.3% | +13.5% |
| China Automotive Engineering Research Institute 601965.SS | China | $2.18B | -8% | +12% | 24% | 13.2× | -5.6% | +7.9% |