NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom (PAYC): Assessing Valuation After Mixed Q3 Results, CFO Share Sale and Revised Growth Outlook

Paycom Software (PAYC) is back in focus after a mixed third quarter, with earnings per share coming in a bit light even as revenue topped forecasts and management guided to slightly faster revenue growth ahead. See our latest analysis for Paycom Software. Those mixed Q3 numbers, combined with the recent CFO share sale, help explain why Paycom’s 3 month share price return is down sharply and its 1 year total shareholder return is also firmly negative. This suggests momentum has softened...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

Revisiting O'Reilly Automotive (ORLY) Valuation After Recent Share Price Pullback

What Is Happening With O'Reilly Automotive Right Now O'Reilly Automotive (ORLY) has slipped about 4% over the past month and roughly 9% in the past 3 months, even as its year to date gain still sits above 20%. See our latest analysis for O'Reilly Automotive. Despite the recent pullback, O'Reilly's 20.2% year to date share price return and robust five year total shareholder return of 214.8% suggest long term momentum remains solid, even if near term enthusiasm is cooling. If ORLY's pause has...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor Valuation Check After Strategic Repositioning And Modest 10.7% Share Price Gain

If you have ever wondered whether Tripadvisor is quietly becoming a value play or just another travel stock stuck in neutral, you are in the right place. Despite a modest 10.7% gain over the last year, the stock is roughly flat year to date at -0.4%. This suggests the market still is not fully convinced about its long term trajectory. Recent headlines have focused on Tripadvisor's strategic repositioning in the travel ecosystem, including sharpening its core platform experience and leaning...