Paycom ($PAYC) podcast mentions
This is Cooper from Oklahoma. Just had a stock idea, just want to see you guys check it out. It's Paycom. Could you look it over for me and let me know your comments and thoughts? Thanks.
Speaker C · InvestTalk · Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap · 2026-09-03Alrighty. Let's take a look at Paycom. It's ticker PAYC, and Paycom is a cloud-based HR payroll software provider. So we've talked about this one, uh, before. It's absolutely soared in the past 3 months. It's up 63% over the past 3 months in spite of it only being up 7.39% over the past 52 weeks. And in fact, its return has been negative since 2021. This is first year since 2020 that the return is positive. Now, one of the reasons is aggressive buybacks. I mean, they've had $1.4 billion in buybacks. Company drew down $900 million on its revolver specifically to fund these. Uh, you know, there has been a bit of a valuation disconnect. There was a recent beat, but anytime a company has just absolutely gone vertical like this, I think the time to enter was before this happened. I think structurally speaking, it has some issues and headwinds related to AI. So for me, I would wait for it to come back down. I suspect there will be a bit of a drawdown after this absolute blast-off since the most recent earnings back in June. That is PAYC. Thanks for the call. Well, folks, this is our final break. So if you got that question that you want to get in today and you cannot wait till tomorrow, Give me a call now at 888-99-CHART.
Luke Guerrero · InvestTalk · Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap · 2026-09-03