PAYC Paycom Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:48
05 апр
05 апр
The stock has fallen ~70% from its 2021 peak partly on AI disruption fears, yet the company is integrating AI into its platform (IWant) and already automated its core service (Beti), while maintaining 9% YoY sales growth and ~22% GAAP net income margin. The market's overreaction to AI risk has created a valuation disconnect for a profitable company with a recurring revenue model and a history of double-digit growth. PAYC is cheap with a margin of safety, assuming a conservative 10% forward EPS CAGR, making it a long-term value investment. Growth slowdown persists beyond temporary trend; AI disruption materializes differently than expected; intense competition in HCM space pressures pricing.
Выс.
15:07
20 мар
20 мар
Paycom is being deleted from S&P 500 and moving to S&P Small Cap index in today's rebalance.
Низ.
22:32
06 мар
06 мар
Announces index removal for Paycom, no directional view or commentary provided.
Низ.
Об аналитическом покрытии PAYC
Buzzberg отслеживает PAYC (Paycom) в 2 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживаются 3 торговые идеи. Последние спикеры: u/pravchaw, James Seyffart.