PAYCOM (PAYC): STOCK TO BUY NOW? I LIKE IT!

Over the past 3 years Paycom, or PAYC STOCK, has lost nearly 70% of its value due to a rich starting valuation, disappointing Wall Street estimates, and internal turnover with the top executives. Despite these challenges, PAYC has a fantastic business model, lots of free cash flow, is founder led, trades at a below market multiple, and has a net cash balance sheet. I think PAYC stock has the potential to outperform the broader indices in the years ahead. Thumbs up!

TAKE CHARGE OF YOUR FINANCIAL JOURNEY:
💡UNRIVALED INVESTING MEMBERSHIP: Includes weekly letters with new stock ideas, stock market commentary, real-money portfolio updates, and a community of like-minded investors at Discord (for Premium subscribers).

📈: WHICH BROKERAGE DO I USE?

🤖 The AI REVOLUTION is HERE:

🎓AFFORDABLE EDUCATIONAL COURSES!

🐦 Twitter: @UnrivaledInvest

DISCLAIMER:
This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by Daniel or Unrivaled Investing as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion. Daniel and Unrivaled Investing are not under any obligation to update or correct any information provided on this website or in these videos. Daniel and Unrivaled Investing’s statements and opinions are subject to change without notice.

You should be aware of the real risk of loss in following any strategy or investment discussed in this video or on this website. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned by Daniel or Unrivaled Investing may not be suitable for you. Past performance is not indicative of future results.

INTERACTIVE BROKERS DISCLAIMER:

None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain
their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

UNRIVALED INVESTING is a customer of Interactive Brokers. Interactive Brokers and UNRIVALED INVESTING have entered into a cost-per-click agreement under which Interactive pays Unrivaled Investing a fee for each click-through of the Interactive Brokers URL posted herein.

[unrivaled]

Paycom (PAYC stock) has a lot of what I'm looking for: Strong free cash flow, recurring revenue, founder led and a below market valuation. I'm giving my thumbs up for Paycom! Is it DEEP VALUE? Around ~21x earnings probably not, but sometimes investors pay up for great businesses. Obviously this is not advice and I don't own shares in PAYC stock at the time of this publication, though that may change. For more updates on compelling investment ideas consider www.unrivaledinvesting.com

[yosharpidee]

Aug 12 post date 153, today Nov 9 is 228. Wow. Nice call.

[lyuboantonov]

Tesla news should give stockholders pause 😂

[drezzzzy]

@unrivaled Thank you for doing this work! It is very valuable. Can you do a deep dive on BILL please?

[PopeyeSailor-wzew]

60's are retirement age. 🤷
Shouldn't have been a surprise, however. CFO leaving suddenly is a red flag. 🚩 This is particularly troubling when the stock is tanking.

[brianmalone]

Thanks for your thoughts on PAYC. I have a full position but have been considering adding just a little.

[sagig]

PYPL is a much better bet. Also SOFI is (despite riskier).

[silverheart]

Thanks for your continual effort in sharing quality stock analysis approaches on your YouTube channel. Can you help to share your insights on Cccs technology holding too ?

[goodyearspokane]

Noto is a beast at buying his own stock

[ernestngu]

Good to see how they manage to have high percentage of recurring revenues, but I wonder how is management like for this company? Seems like most comments on Glassdoor isn’t very positive.

[Adarsh]

I bought and sold this multiple times for profit. What's stopping me from buying again is due to new payroll companies being more easy to operate with for small businesses.
Once they start growing, they might eat into payc growth.

[edwardtodd-ihxw]

I’d like you to present on sabre corporation

[sahasra]

Thoughts on Paylocity Holding Corporation (PCTY)

[michaelcorbi]

I have friends that work in the industry. I don’t love what I hear about them/management

[ZZ]

The worst company I ever worked at had huge amounts of VP turnover. Toxic and ignorant of progress from top to bottom

[MrAnarchocapitalist]

That guy has about 6 years of selling left to do at his current pace, assuming he isn't awarded any more in the mean time.