"The stock is not the company. And the company is not the stock." - Jeff Bezos
$PAYC is down 7% this morning over news that the co-CEO resigns. Let’s dive into the fundamentals and see why this might be an incredible buying opportunity:
Growth:🟡
2Y Expected Revenue Growth: 11.2%
2Y Expected FCF/S Growth: 13.33%
Valuation:🟡
Forward P/FCF: 33.56
GAAP PE: 18.23
Adjusted PE: (probably in the high 20s)
Financial Health:🟢
Debt: 0
Cash: $371.33M
Net Debt: $371.33M
Dividends:🟢
Yield: 1.01%
Payout: 18.36%
Margins:🟢
Gross: 86.55%
Operating: 33.11%
Net: 26.91%
FCF: 16.53%
Capital Efficiency (5Yr):🟢
ROCE: 28.29%
ROTA: 30.32%
This fundamentally strong company is continues to slide. Are you taking advantage of this opportunity? What are your thoughts? 🤔👇
How important is it for you that a company is paying a dividend? 🤔
I think dividends are very overrated but I think the data disagrees with me 🤷♂️
What do you think? 💭👇
$DIS Disney’s branded credit card is with Visa and not MasterCard. Bullish $V 🤔
In all seriousness which do you prefer and why I’m thinking of buying one soon. $V or $MA 👇
Universal law:
What comes easy won’t last;
What lasts won’t come easy…
Anything that is worth having requires effort, dedication, and patience;
Society perpetuates the illusion that success can be achieved with little effort;
All paths will be arduous to a degree.