$PAYC Quick Pitch
over 1 year ago
Chop Wood, Carry Water
"PAYC: Leading HCM SaaS provider, single-platform edge. 36.8k clients, none >1% rev. Strong financials: $1.78B rev, $450M profit, 33% ROIC. 20% EPS growth, 21% rev growth. Undervalued if 10-15% FCF growth for 10yrs. PT $250. Risks: slow client growth, competition. Bull: essential service, large TAM."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
$PAYC Quick Pitch
Source:
Chop Wood, Carry Water
Published:
August 21, 2024
Idea Type:
Stock Idea