Professional
Added to YB: 2026-03-13
Pitch date: 2026-01-14
PAYC [neutral]
Paycom Software, Inc.
-18.12%
current return
Author Info
No bio for this author
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
$7.0B
Pitch Price
$154.65
Price Target
N/A
Dividend
1.14%
EV/EBITDA
10.21
P/E
16.33
EV/Sales
3.28
Sector
Professional Services
Category
value
Spheria Global Opportunities Fund Portfolio Holding: Paycom Software, Inc.
PAYC (holding update): Cloud HCM for SMBs, unified tech stack drives labor cost savings vs fragmented systems. Above-market rev growth despite soft US jobs market headwind. New AI feature for natural language HR/payroll data access. Trades 13.5x EBIT w/ net cash, poised for mkt share gains mid-term in competitive space.
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