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DOX vs PAYC
Which Stock Would AI Choose? Amdocs Limited (DOX) vs. Paycom Software (PAYC) Stock Comparison
Key Takeaways
- DOX trades at a forward P/E (price-to-earnings ratio) of approximately 8.5x with a market cap around $6.9 billion, reflecting steady revenue growth of 4% in recent quarters amid telecom sector stability.
- PAYC shows a forward P/E near 13x and a similar $6.4 billion market cap, bolstered by 8% Q1 revenue growth and strong margins exceeding 80%.
- Both stocks have underperformed broader indices over the past year, with DOX down about 29% and PAYC down roughly 44%, creating potential value opportunities.
- PAYC recently beat earnings expectations with EPS (earnings per share) of $3.15 versus $2.89 estimated, driving short-term momentum, while DOX maintains lower volatility (beta of 0.41).
- AI-driven analysis highlights PAYC's recent catalysts like share repurchases, though DOX offers defensive positioning in communications software.
Introduction
This stock comparison examines DOX (Amdocs Limited) and PAYC (Paycom Software), two software providers in distinct yet competitive technology niches. Amdocs focuses on communications and media, while Paycom targets human capital management (HCM) for mid-market firms. Traders seeking value in undervalued tech names and investors eyeing relative performance in a volatile market will find insights here. Recent earnings beats and sector tailwinds underscore their stock comparison relevance, highlighting trade-offs in growth, valuation, and momentum amid broader market positioning.
DOX Overview and Recent Performance
Amdocs Limited (DOX) delivers software and services to communications, entertainment, and media providers worldwide, powering customer experience platforms with AI-integrated tools like CES25. In recent market activity, the stock has hovered around $64, down over 20% year-to-date and nearly 30% over the past year, underperforming the S&P 500. Quarterly revenue grew 4.1% year-over-year to $1.16 billion in its latest report, with non-GAAP EPS of $1.81 topping estimates. Sentiment reflects macroeconomic pressures on telecom clients, offset by wins like multi-year deals with T-Mobile and Vodafone Germany, plus the Matrixx Software acquisition. A low beta of 0.41 signals stability, with analysts targeting $90+ amid undervaluation discussions.
PAYC Overview and Recent Performance
Paycom Software (PAYC) offers cloud-based HCM solutions as software-as-a-service (SaaS), streamlining payroll, talent management, and HR for U.S. small- to mid-sized firms via its Beti self-service platform. Shares trade near $137, down about 13% year-to-date and 44% over the past year, lagging benchmarks. Q1 revenue rose 7.8% to $572 million, beating forecasts, with non-GAAP EPS at $3.15 surpassing $2.89 estimates and gross margins at 83%. Performance drivers include reaffirmed 6-7% full-year growth guidance, a $2 billion buyback expansion, and improved profitability despite prior slowdowns. Analyst revisions post-earnings signal undervaluation, though competition in HCM tempers enthusiasm.
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Head-to-Head Comparison
Amdocs (DOX) and Paycom (PAYC) diverge in business models: DOX’s B2B telecom focus yields steady, lower-growth revenue (4% recent) versus PAYC’s HCM SaaS model driving 8% quarterly expansion but facing payroll competition. Growth drivers contrast DOX’s AI telco innovations (e.g., aOS platform) with PAYC’s recurring revenue from client stickiness. Recent momentum favors PAYC post-earnings surge, while DOX exhibits steadier trends. Risk factors include DOX’s client concentration in macro-sensitive telecoms (beta 0.41) against PAYC’s higher volatility (beta 0.77) and past growth deceleration. Sector exposure pits communications stability against HCM cyclicality, with market sentiment viewing both as undervalued—DOX at cheaper multiples, PAYC with buyback support.
Tickeron AI Verdict
Tickeron’s AI leans toward PAYC in the current environment, citing superior recent earnings momentum, revenue acceleration to 8%, and aggressive capital returns via buybacks. While DOX offers trend consistency and lower risk through telecom defensiveness, PAYC’s catalysts position it for probabilistic outperformance absent major HCM disruptions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DOX is a Hold and PAYC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DOX’s FA Score shows that 1 FA rating(s) are green whilePAYC’s FA Score has 2 green FA rating(s).
- DOX’s FA Score: 1 green, 4 red.
- PAYC’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DOX’s TA Score shows that 4 TA indicator(s) are bullish while PAYC’s TA Score has 4 bullish TA indicator(s).
- DOX’s TA Score: 4 bullish, 5 bearish.
- PAYC’s TA Score: 4 bullish, 4 bearish.
Price Growth
DOX (@Computer Communications) experienced а -8.15% price change this week, while PAYC (@Packaged Software) price change was -5.59% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +1.76%. For the same industry, the average monthly price growth was +5.97%, and the average quarterly price growth was +29.96%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.09%. For the same industry, the average monthly price growth was +0.34%, and the average quarterly price growth was +4.38%.
Reported Earning Dates
DOX is expected to report earnings on Aug 12, 2026.
PAYC is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Computer Communications (+1.76% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-2.09% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| DOX | PAYC | DOX / PAYC | |
| Capitalization | 5.46B | 5.82B | 94% |
| EBITDA | 933M | 838M | 111% |
| Gain YTD | -35.503 | -21.228 | 167% |
| P/E Ratio | 10.27 | 14.45 | 71% |
| Revenue | 4.62B | 2.09B | 221% |
| Total Cash | 214M | 154M | 139% |
| Total Debt | 1.07B | 764M | 140% |
DOX | PAYC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 4 Undervalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 56 | 26 | |
PRICE GROWTH RATING 1..100 | 83 | 64 | |
P/E GROWTH RATING 1..100 | 91 | 95 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DOX's Valuation (4) in the Information Technology Services industry is in the same range as PAYC (15) in the Packaged Software industry. This means that DOX’s stock grew similarly to PAYC’s over the last 12 months.
DOX's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as PAYC (100) in the Packaged Software industry. This means that DOX’s stock grew similarly to PAYC’s over the last 12 months.
PAYC's SMR Rating (26) in the Packaged Software industry is in the same range as DOX (56) in the Information Technology Services industry. This means that PAYC’s stock grew similarly to DOX’s over the last 12 months.
PAYC's Price Growth Rating (64) in the Packaged Software industry is in the same range as DOX (83) in the Information Technology Services industry. This means that PAYC’s stock grew similarly to DOX’s over the last 12 months.
DOX's P/E Growth Rating (91) in the Information Technology Services industry is in the same range as PAYC (95) in the Packaged Software industry. This means that DOX’s stock grew similarly to PAYC’s over the last 12 months.
| DOX | PAYC | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 50% | N/A |
| Stochastic ODDS (%) | 3 days ago 44% | 3 days ago 70% |
| Momentum ODDS (%) | 3 days ago 45% | 3 days ago 75% |
| MACD ODDS (%) | 3 days ago 47% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 48% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 44% | 3 days ago 74% |
| Advances ODDS (%) | 20 days ago 45% | 6 days ago 65% |
| Declines ODDS (%) | 3 days ago 50% | 4 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 51% | 3 days ago 51% |
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| HOOW | 32.35 | 1.10 | +3.52% |
| Roundhill HOOD WeeklyPay ETF | |||
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| Virtus Stone Harbor Emerging Markets Income Fund | |||
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| Invesco BulletShares 2027 HY Corp Bd ETF | |||
| JULH | 25.11 | 0.01 | +0.04% |
| Innovator Premium Income 20 Bar ETF -Jul | |||
DOX and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOX has been loosely correlated with ROP. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if DOX jumps, then ROP could also see price increases.
| Ticker / NAME | Correlation To DOX | 1D Price Change % | ||
|---|---|---|---|---|
| DOX | 100% | -6.33% | ||
| ROP - DOX | 60% Loosely correlated | +0.09% | ||
| PLUS - DOX | 60% Loosely correlated | +1.85% | ||
| SSNC - DOX | 59% Loosely correlated | -1.42% | ||
| ADSK - DOX | 57% Loosely correlated | +0.39% | ||
| PAYC - DOX | 54% Loosely correlated | +0.91% | ||
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