PAYC vs TSM
Paycom Software, Inc. vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
PAYC
Paycom Software, Inc.
57
Watch
VS
TSM
Taiwan Semiconductor Mfg.
72
Buy
| Metric | PAYC | TSM |
|---|
| AI Score |
57
|
72
|
| Price |
$212.31
|
$422.01
|
| P/E Ratio |
22.51×
|
27.76×
|
| ROE |
26.2%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.1%
|
64.2%
|
| Debt / Equity |
1.72×
|
0.15×
|
| Dividend Yield |
0.7%
|
0.9%
|
| RSI (14) |
84.0
|
57.1
|
| Beta |
0.725
|
1.392
|
| Expected Upside |
—
|
+14.3%
|
AI Committee View
Current Innellis committee reasoning for PAYC versus TSM.
TSM leads by 15 points.
TSM scores 72/100 (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
TSM Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 25.0% downside vs 14.3% upside.