Paycom is recovering from the Beti self-service product disclosure misstep that cannibalized billings. New leadership and refocused sales motion are stabilizing the cohort. Mid-market HCM share gains continue against ADP and Paychex, but elongated sales cycles persist. AI-driven HCM automation features represent net-new ARR opportunity. Re-rating awaits revenue reacceleration.
Thesis reviewed May 29, 2026
Paycom Software Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ZS | Zscaler Inc. | 29 | +14% | ↓8% | EARLY |
| META | Meta Platforms Inc. | 29 | +20% | ↓8% | EARLY |
| HUBS | HubSpot Inc. | 29 | +10% | ↓8% | EARLY |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 29 | +9% | ↓8% | NEUTRAL |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| NOW | ServiceNow Inc. | 29 | +17% | ↓8% | EARLY |
Investors who hold PAYC may also have indirect exposure through these country funds.
Paycom Q1 new bookings up 15% YoY on mid-market wins
Beti customer satisfaction rebounds in latest survey
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | +2.3% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | +12.7% |