PAYC vs. TWLO, MNDY, CYBR, U, CDAY, DAY, PCTY, GWRE, GTLB, and APPF
Should you be buying Paycom Software stock or one of its competitors? The main competitors of Paycom Software include Twilio (TWLO), monday.com (MNDY), CyberArk Software (CYBR), Unity Software (U), Ceridian HCM (CDAY), Dayforce (DAY), Paylocity (PCTY), Guidewire Software (GWRE), GitLab (GTLB), and AppFolio (APPF). These companies are all part of the "prepackaged software" industry.
Paycom Software (NYSE:PAYC) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, risk, media sentiment, institutional ownership, profitability, analyst recommendations, community ranking, valuation and dividends.
Paycom Software currently has a consensus price target of $262.33, suggesting a potential upside of 31.52%. Twilio has a consensus price target of $68.90, suggesting a potential upside of 12.71%. Given Paycom Software's higher possible upside, equities research analysts plainly believe Paycom Software is more favorable than Twilio.
In the previous week, Twilio had 1 more articles in the media than Paycom Software. MarketBeat recorded 3 mentions for Twilio and 2 mentions for Paycom Software. Twilio's average media sentiment score of 0.54 beat Paycom Software's score of 0.39 indicating that Twilio is being referred to more favorably in the news media.
87.8% of Paycom Software shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 14.5% of Paycom Software shares are owned by insiders. Comparatively, 4.2% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Paycom Software has a beta of 1.16, suggesting that its share price is 16% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.35, suggesting that its share price is 35% more volatile than the S&P 500.
Twilio received 20 more outperform votes than Paycom Software when rated by MarketBeat users. However, 65.61% of users gave Paycom Software an outperform vote while only 65.22% of users gave Twilio an outperform vote.
Paycom Software has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than Paycom Software, indicating that it is currently the more affordable of the two stocks.
Paycom Software has a net margin of 20.12% compared to Twilio's net margin of -24.44%. Paycom Software's return on equity of 24.60% beat Twilio's return on equity.
Summary
Paycom Software beats Twilio on 11 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding PAYC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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