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GLP-1 Short '24: Professional Services
6 tickers · $143.63B total market cap
Group: GLP-1 Short
The thesis for GLP-1 drugs in the Professional Services sector is bearish as of Spring 2025. The increasing adoption of GLP-1 drugs for weight management is expected to lead to a healthier population, reducing healthcare costs and medical claims. This trend will likely impact companies like NSP, TNET, and RHI, which specialize in employee benefits and workforce solutions, by reducing the demand for their services centered around managing high healthcare costs.
GLP-1 Short '24: Professional Services tracks 6 publicly listed stocks in this theme: MRSH, NSP, PAYX, RHI, TNET, WTW. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Marsh & McLennan Companies, Inc.MRSH | 04/16/2026 (BMO) | 04/16/2026 (BMO) | 6.15% | 0.51% | -6.58% | -5.53% | $80.01B | 16.6667 |
Paychex, Inc.PAYX | 03/25/2026 (BMO) | 06/25/2026 (BMO) | 3.29% | — | 0.95% | — | $33.85B | 16.6667 |
Willis Towers Watson Public Limited CompanyWTW | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.31% | -11.64% | -14.61% | -0.83% | $24.01B | 16.6667 |
Robert Half International Inc.RHI | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 27.76% | -13.10% | -21.41% | 0.27% | $2.60B | 16.6667 |
TriNet Group, Inc.TNET | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -1.31% | 3.78% | 14.97% | -4.07% | $1.96B | 16.6667 |
Insperity, Inc.NSP | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -18.26% | -23.33% | 24.03% | 10.27% | $1.20B | 16.6667 |
| Average | 4.16% | -8.75% | -0.44% | 0.02% | $23.94B | 16.6667 | ||
| Median | 4.72% | -11.64% | -2.82% | -0.83% | $13.30B | 16.6667 | ||
| Std Dev | 13.56% | 9.82% | 15.90% | 5.54% | $27.98B | 0.0% | ||
| Min | -18.26% | -23.33% | -21.41% | -5.53% | $1.20B | 16.6667 | ||
| Max | 27.76% | 3.78% | 24.03% | 10.27% | $80.01B | 16.6667 | ||
| % Positive Tickers | 66.67% | 40.00% | 50.00% | 40.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.