Professional
Added to YB: 2024-05-03
Pitch date: 2024-04-30
PAYC [bullish]
Paycom Software, Inc.
+37.54%
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
$10.2B
Pitch Price
$183.86
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.37
P/E
24.56
EV/Sales
5.12
Sector
Professional Services
Category
growth
Polen Capital Focus Growth New Portfolio Holding: Paycom Software, Inc.
PAYC: Payroll & HCM software for mid-market. Top 3 player, 20K clients, 7M employees. 90%+ recurring rev, strong cross-sell of integrated HCM. 20%+ rev growth pre-2022 Beti misstep, now fixed. High-teens+ rev & earnings growth expected from new clients & ARPU expansion. 5-year view.
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