Paycom Software (PAYC) is Undervalued as the US Labor Market is Strong
Paycom Software (PAYC) is remarkably undervalued with a P/E of just 37. And PAYC has nice certainty with the labor market strong.
Paycom Software (PAYC) is remarkably undervalued with a P/E of just 37. And PAYC has nice certainty with the labor market strong.
A slow economy and exiting Russua are hurting EPAM’s (EPAM) results. Still, management sees things picking back up later in 2023.
Arista Networks’ (ANET) results weren’t that impressive last quarter. But that could be a seasonality issue, as next qtr could be strong.
MasterCard (MA) is seeing good growth for its cybersecurity and fraud prevention services. Cross-border volume has been good too,
O’Reilly Automotive (ORLY) continues to deliver doubld-digit growth as the average age of US vehicles is greater than 13 years.
It’s hard to find deals in this stock market nowadays. But Fiserv (FISV) is still a bargain with an Est. LTG of 14% and a P/E of only 16.
Palantir (PLTR) is one of the most admired stocks right now as the combination of company profits and AI have the shares surging.
ServiceNow’s (NOW) partnership with NVIDIA will take IT and customer service software to a new level.
The trend of Alphabet’s (GOOGL) stock has turned higher, but profit growth hasn’t. Yet. But the quarters ahead are looking good.
Visa (V) has proven to be a safe investment through the Banking crisis as cross-border travel remains strong, with Asia as a driver,
UnitedHealth (UNH) is making an effort to get more lower-margin government business. And profits are down a bit do to this.
Tesla’s (TSLA) recent price cuts are eating into profit margins. And that’s causing annual profit estimates to be reduced.