Monday.comPaycom

Monday.com vs Paycom

Monday.com Ltd and Paycom Software, Inc. This page compares their business models, financial performance, and market context in a neutral, accessible way, describing how each company serves customers,...

Which Baskets Do They Appear In?

Digital Resilience Stocks: Outage Risks & Alternatives

Digital Resilience Stocks: Outage Risks & Alternatives

A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.

Published: September 9, 2025

Explore Basket
Riding The New Tech IPO Wave

Riding The New Tech IPO Wave

Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.

Published: August 1, 2025

Explore Basket
The Figma Effect: Investing in Collaborative Tech

The Figma Effect: Investing in Collaborative Tech

Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.

Published: July 2, 2025

Explore Basket
Work From Anywhere Kit

Work From Anywhere Kit

This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.

Published: June 17, 2025

Explore Basket

Investment Analysis

Monday.com

Pros

  • Monday.com shows strong revenue growth with 26.6% year-over-year increase and better-than-expected quarterly results.
  • The company has a debt-free balance sheet with healthy liquidity ratios, providing financial flexibility and stability.
  • Analysts generally have a positive outlook with a strong buy consensus and an average price target suggesting significant upside potential.

Considerations

  • The stock trades at a very high price-to-earnings ratio above 237, indicating rich valuation and potential earnings risk.
  • Despite growth, profitability metrics remain modest with an operating margin still negative, reflecting ongoing investment costs.
  • Recent stock price volatility includes a 39% year-over-year decline, indicating market uncertainty and cyclical risk in valuations.
Paycom

Paycom

PAYC

Pros

  • Paycom has demonstrated consistent revenue growth, reflecting strong demand for its payroll and HR software solutions.
  • The company maintains a robust recurring revenue model with high customer retention and strong operating margins.
  • Paycom's efficient cost structure and scalable platform drive strong profitability and cash flow generation.

Considerations

  • Paycom faces competitive pressure in the HR software space from both established vendors and emerging startups.
  • The company's growth is partly sensitive to economic cycles affecting employment levels and payroll activity.
  • Valuation multiples for Paycom remain elevated, reflecting high growth expectations that could pressure stock if growth slows.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Monday.comLumen

Monday.com vs Lumen

Monday.com vs Lumen

Monday.comBooz Allen

Monday.com vs Booz Allen

Monday.com vs Booz Allen

Monday.comNova

Monday.com vs Nova

Monday.com vs Nova: a concise comparison

Frequently asked questions