PAYC vs. TWLO, CYBR, CDAY, DAY, U, MNDY, INFA, GWRE, MANH, and PCTY
Should you be buying Paycom Software stock or one of its competitors? The main competitors of Paycom Software include Twilio (TWLO), CyberArk Software (CYBR), Ceridian HCM (CDAY), Dayforce (DAY), Unity Software (U), monday.com (MNDY), Informatica (INFA), Guidewire Software (GWRE), Manhattan Associates (MANH), and Paylocity (PCTY). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and Paycom Software (NYSE:PAYC) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, community ranking, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.
Paycom Software has lower revenue, but higher earnings 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.
Twilio currently has a consensus target price of $68.90, indicating a potential upside of 11.33%. Paycom Software has a consensus target price of $247.25, indicating a potential upside of 44.35%. Given Twilio's higher probable upside, analysts clearly believe Paycom Software is more favorable than Twilio.
In the previous week, Paycom Software had 33 more articles in the media than Twilio. MarketBeat recorded 39 mentions for Paycom Software and 6 mentions for Twilio. Twilio's average media sentiment score of 0.72 beat Paycom Software's score of 0.49 indicating that Paycom Software is being referred to more favorably in the news media.
Twilio has a beta of 1.33, meaning that its share price is 33% more volatile than the S&P 500. Comparatively, Paycom Software has a beta of 1.17, meaning that its share price is 17% more volatile than the S&P 500.
Twilio received 21 more outperform votes than Paycom Software when rated by MarketBeat users. However, 65.30% of users gave Paycom Software an outperform vote while only 65.25% of users gave Twilio an outperform vote.
84.3% of Twilio shares are owned by institutional investors. Comparatively, 87.8% of Paycom Software shares are owned by institutional investors. 4.2% of Twilio shares are owned by company insiders. Comparatively, 14.5% of Paycom Software shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Paycom Software has a net margin of 26.91% compared to Paycom Software's net margin of -24.44%. Twilio's return on equity of 33.21% beat Paycom Software's return on equity.
Summary
Paycom Software beats Twilio on 13 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.
This 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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