Paycom Software, Inc. (PAYC)vsUber Technologies Inc (UBER)
PAYC
Paycom Software, Inc.
$119.82
+0.72%
TECHNOLOGY · Cap: $6.53B
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 2435% more annual revenue ($52.02B vs $2.05B). PAYC leads profitability with a 22.1% profit margin vs 19.3%. PAYC appears more attractively valued with a PEG of 1.12. PAYC earns a higher WallStSmart Score of 69/100 (B-).
PAYC
Strong Buy69
out of 100
Grade: B-
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.6%
Fair Value
$82.09
Current Price
$119.82
$37.73 premium
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 27 in profit
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 28.9%
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
2.1% earnings growth
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PAYC
The strongest argument for PAYC centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 22.1% and operating margin at 28.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : PAYC
The primary concerns for PAYC are EPS Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
PAYC profiles as a mature stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
PAYC scores higher overall (69/100 vs 56/100), backed by strong 22.1% margins and 10.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Paycom Software, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Paycom Software, Inc., known simply as Paycom, is an American online payroll and human resource technology provider based in Oklahoma City, Oklahoma.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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