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Added to YB: 2024-01-11

Pitch date: 2024-01-11

PAYC [bullish]

Paycom Software, Inc.

+15.79%

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

$6.8B

Pitch Price

$195.80

Price Target

N/A

Dividend

1.02%

EV/EBITDA

10.68

P/E

17.11

EV/Sales

3.55

Sector

Professional Services

Category

growth

Show full summary:
Oakmark Select Fund holding: Paycom Software ($PAYC)

$PAYC: Temporary misstep creates bargain opp in OK payroll SaaS biz w/ 30%+ 10yr rev CAGR & hi-20s op margins led by founder CEO Richison. Now trades below industry on rev multiple near ATL despite superior profit & LT growth. Hiccup overdone, warrants premium.

Read full article (1 min)