paycom 的毛利率是 83%，operating margin 40%, 目前 pe 比只有 14, 无债务,最近一个季度收入比去年同期增长 9%，还在回购股票。payroll 软件管理这个领域更换 vendor 还是有点麻烦的。83%的毛利率超过绝大部分高科技公司。在 156块买了一点点。过三年后再看看。Not financial advice.
From X
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