Paycom sells a cloud-based all-in-one HR and payroll system for small to mid-sized US businesses, handling everything from hiring to retirement in one place.
Money comes from recurring SaaS subscriptions, with gross margins around 80% and net margins near 23% on USD 2.05B annual revenue.
Switching costs are high because the platform embeds deeply into payroll and HR workflows, but ADP and UKG compete aggressively on price and features, eroding differentiation.
Strong Buy (sector percentile 86) — value A-, growth C+, profitability A, momentum A-, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q2 call cites broad-based revenue strength, growing automation demand, improving efficiency
Amundi cut 35.5% to 72,925 shares; Empowered raised 592.8% to 17,826 shares
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Paycom Software is listed as a top trade for tomorrow, indicating a potential short-term trading opportunity based on the user's watchlist strategy.
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