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2 Stocks Down 58% and 30% to Buy Right Now

July 6, 2025
07:30 AM
4 min read
AI Enhanced
investmenteconomystockstradingtechnologyconsumer discretionarymarket cyclesseasonal analysis

Key Takeaways

The stock market is carving out new all-time highs, but some individual stocks have yet to fully recover. Reddit (RDDT -1. 50%) and Paycom (PAYC 2. 04%) are still well...

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4 min read

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investment

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Published

July 6, 2025

07:30 AM

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The Motley Fool

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Key Topics
investmenteconomystockstradingtechnologyconsumer discretionarymarket cyclesseasonal analysis

The stock market is carving out new all-time highs, but some individual stocks have yet to fully recover

Reddit (RDDT -1. 50%) and Paycom (PAYC 2. 04%) are still well off their respective peaks, presenting an opportunity for long-term investors

Both companies face risks, but solid growth stories make Reddit and Paycom attractive stocks

Image source: Getty Images

Reddit: Down 30% from its high Social media company Reddit has become a key source of reliable information for internet users

Standard engines, riddled with ads and content designed to rank rather than vide solutions, are far less useful today than they were in the earlier days of the web

Reddit is now working to better monetize its more than 400 million weekly active unique users

Average quarterly revenue per unique user stood at just $3. 63 in the first quarter, compared to more than $12 for Meta Platforms

That metric was up 23% year over year for Reddit in the first quarter, while overall revenue soared by 61%

Reddit has been launching new features for advertisers, including dynamic duct ads in May and personalized guidance and insights in June

Reddit does face some risk from artificial intelligence (AI) as people turn to chatbots and other AI tools for answers

However, Reddit's reputation for viding reliable information may be enough to overcome the AI threat

AI isn't particularly reliable or trustworthy, so many users may still opt for Reddit when looking for duct recommendations and other information that leads to purchases

Reddit stock has been recovering in recent weeks, but it remains down around 30% from its all-time high

The stock is pricey, trading for nearly 16 times the average analyst estimate for 2025 sales

That valuation may be tough to swallow, but Reddit has the potential to grow revenue at a strong double-digit pace for many years to come

For long-term investors, Reddit is the social media stock to own

Paycom: Down 58% from its high s of payroll and HR software vider Paycom began a steep descent in late 2022, and it picked up steam in 2023 as the company's automated Beti duct started cannibalizing other sources of revenue

Beti is a breakthrough duct that allows employees to manage their own payroll, and it can greatly reduce administrative overhead

However, in the short term, the duct's rollout led to a sharp slowdown in revenue growth

Paycom's revenue growth rate hovered around 30% in the years leading up to the pandemic, and while it took a hit in early 2020, it bounced back to those 30% levels soon after

The situation changed drastically with Beti

Revenue grew by just 11% in 2024, and it was up 6% year over year in the first quarter of 2025

While the revenue slowdown is a concern, Paycom's willingness to disrupt itself to der superior returns on investment to its customers should pay off in the long run

Beti is an attractive duct for companies looking to reduce costs, and customers who adopt Beti will ly churn at a lower rate

Once the dust settles, growth should accelerate once again

One major risk facing Paycom is the state of the economy

Paycom is sensitive to the labor market, and there are some signs that it's starting to crack in the face of U

Tariffs and economic uncertainty

An economic slowdown could delay Paycom's comeback, but the company is well positioned for the future with Beti

Trading at around 26 times forward earnings, with the potential for robust earnings growth in the years ahead, Paycom stock looks a good deal for long-term investors

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors

Timothy Green has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Meta Platforms and Paycom Software

The Motley Fool has a disclosure policy.