PAYC vs ST
Paycom Software, Inc. vs Sensata Technologies — AI-powered side-by-side comparison
PAYC
Paycom Software, Inc.
57
Watch
VS
ST
Sensata Technologies
74
Buy
| Metric | PAYC | ST |
|---|
| AI Score |
57
|
74
|
| Price |
$212.31
|
$46.24
|
| P/E Ratio |
22.51×
|
73.38×
|
| ROE |
26.2%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.1%
|
28.5%
|
| Debt / Equity |
1.72×
|
0.83×
|
| Dividend Yield |
0.7%
|
1.0%
|
| RSI (14) |
84.0
|
43.8
|
| Beta |
0.725
|
1.263
|
| Expected Upside |
—
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for PAYC versus ST.
ST leads by 17 points.
ST scores 74/100 (Buy) versus PAYC at 57/100 (Watch).
PAYC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 31.0% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.2x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
ST Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 0.9% downside vs 0.2% upside.