Added to YB: 2024-08-09
Pitch date: 2024-08-08
PAYC [neutral]
Paycom Software, Inc.
+6.25%
current return
Author Info
Company Info
Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States.
Market Cap
$11.1B
Pitch Price
$156.81
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.92
P/E
22.21
EV/Sales
5.72
Sector
Professional Services
Category
growth
Paycom Software, Inc. - $PAYC
PAYC: Payroll processor betting on BETI (employee-managed payroll) & Richison's leadership. 30% rev CAGR since 2014 IPO, 90% retention. Risks: culture issues, competition (Rippling, Gusto). 15x EBIT, 25x FCF. Growth potential from BETI, but uncertain. $1000 stock price target by 2026 for CEO incentives. 5% market share in large TAM.
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