Head-To-Head Analysis: Paycom Software (PAYC) versus ExactTarget (ET)
Paycom Software (NYSE: PAYC) and ExactTarget (NYSE:ET) are both enterprise software companies, but which is the better stock? We will compare the two companies based on the strength of their risk, analyst recommendations, dividends, institutional ownership, earnings, valuation and profitability.
Valuation & Earnings
This table compares Paycom Software and ExactTarget’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||NetIncome||Earnings Per Share||Price/Earnings Ratio|
|Paycom Software||$329.14 million||14.41||$43.84 million||$1.06||76.82|
Paycom Software has higher revenue and earnings than ExactTarget. ExactTarget is trading at a lower price-to-earnings ratio than Paycom Software, indicating that it is currently the more affordable of the two stocks.
This table compares Paycom Software and ExactTarget’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
This is a breakdown of recent ratings for Paycom Software and ExactTarget, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Paycom Software presently has a consensus target price of $84.50, suggesting a potential upside of 3.77%. ExactTarget has a consensus target price of $20.25, suggesting a potential upside of Infinity. Given ExactTarget’s stronger consensus rating and higher possible upside, analysts plainly believe ExactTarget is more favorable than Paycom Software.
Institutional & Insider Ownership
88.4% of Paycom Software shares are owned by institutional investors. 17.9% of Paycom Software shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Paycom Software beats ExactTarget on 8 of the 10 factors compared between the two stocks.
Paycom Software Company Profile
Paycom Software, Inc. is a provider of a cloud-based human capital management (HCM) software solution delivered as Software-as-a-Service (SaaS). The Company provides functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. The Company’s applications streamline client processes and provide clients and their employees with the ability to directly access and manage administrative processes, including applications that identify candidates, on-board employees, manage time and labor, administer payroll deductions and benefits, manage performance, terminate employees and administer post-termination health benefits, such as COBRA. The Company’s solution allows clients to analyze employee information to make business decisions. The Company’s HCM solution offers a range of applications, including talent acquisition, time and labor management, payroll, talent management and human resources (HR) management.
ExactTarget Company Profile
ExactTarget, Inc. is a global provider of cross-channel, interactive marketing software-as-a-service (SaaS) solutions. The Company’s solutions provide marketers with a suite of integrated applications. The Company’s suite of cross-channel, interactive marketing applications include e-mail, mobile, social media and sites, is built on its flexible multi-tenant SaaS platform. These channel applications are integrated with its campaign management, calendaring, dashboard, integrated reporting, marketing automation and data management tools. The Company also provides open application programming interfaces (APIs) and developer tools that allow third parties to embed its technology into their solutions and build applications on its platform. The Company generates revenue through the sale of subscriptions to its suite of cross-channel, interactive marketing SaaS solutions and the delivery of professional services. In October 2012, it acquired iGoDigital.
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