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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓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 |
|---|---|---|---|---|---|
| Julie JohnsonTX | Buy | $1k–$15k | Sep 23, 25 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | +2.3% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | +12.7% |