Sather Loads Up Paycom With 18,000 Shares Bought Last Quarter

Company Overview - Paycom Software is a leading provider of cloud-based human capital management (HCM) solutions, employing 7,306 people and serving small to mid-sized enterprises in the U.S. [6] - The company offers a unified SaaS platform that streamlines HR, payroll, and compliance processes, enhancing efficiency and data accuracy for clients [6][8] - As of January 23, 2026, Paycom's market capitalization is approximately $8.57 billion, with a revenue of $2.00 billion and a net income of $453.20 million [4] Recent Developments - Sather Financial Group Inc disclosed an additional purchase of 18,035 shares of Paycom Software valued at approximately $3.20 million during the fourth quarter of 2025 [2] - Despite the additional investment, Sather's total position in Paycom decreased in value by $9.32 million due to share price changes [2] - Paycom's stock is currently trading near a five-year low, down 25.3% over the past year and underperforming the S&P 500 by 38.3 percentage points [7] Financial Metrics - As of January 23, 2026, Paycom shares are priced at $152.29, with a P/E ratio of about 19, making its valuation more attractive compared to previous years when it exceeded 150 [10] - The company's revenue growth has decelerated significantly, with a growth rate of around 10% in the first nine months of 2025, compared to over 25% in prior years [9] - The stock has declined more than 60% over the last five years, reflecting challenges in maintaining growth [9]