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Why Ultimate Software is a Must-Add Stock to Your Portfolio?

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We believe adding The Ultimate Software Group, Inc. stock to your portfolio will be a promising investment move at the moment. It is poised for handsome returns driven by strong fundamentals.

Notably, the stock has gained 24.5% in year to date, substantially outperforming the industry’s rally of 18.3%.

We believe the odds in favor of an upside in the near-term are quite high. Moreover, this Weston, FL-based company is benefiting from the robust adoption of its human capital management (HCM) solutions.

The company’s cloud-based business model and expanding product portfolio bode well.



Expanding Product Portfolio Bodes Well

Ultimate Software had unveiled UltiPro Workforce Management, Xander and UltiPro Benefits Prime. Based on its expanding product portfolio, we believe that the company is well positioned to gain from strong prospects going forward.

Additionally, the company is gaining traction in mid-market and strategic market business which is a positive.

Positive Earnings Surprise History

Utlimate Software displays an impressive earnings surprise history. The company outpaced the Zacks Consensus Estimate in the trailing four quarters, recording a positive average earnings surprise of 15.8%.

Northbound Estimates & Growth Projections

Utlimate Software is projected to witness quarterly sales rise $268.8million, based on current Zacks Consensus Estimates, which would mark year-over-year ascent of 19.7%. The company is expected to see its bottom-line expand by 38.7% to reach $1.29 per share.

Over the last 60 days, fiscal 2018 estimates witnessed 11 upward revisions against merely two in the other direction, resulting in the Zacks Consensus Estimate rising from $5.43 to $5.50 per share. The figure represents year-over-year earnings growth of 43.2%.

Further, Ultimate Software has a long-term expected EPS growth rate of 21.7%.

Conclusion

Ultimate Software’s growing clout in the HCM market is evident from market research firm Gartner’s August 2017 “Magic Quadrant for Cloud HCM Suites for Midmarket and Large Enterprises” report where it put Ultimate Software in the “Leaders” quadrant.

Moreover, new customer wins as well as impressive retention rates bode well for its long-term business model. Notably, the company ended fiscal 2017 with approximately 4,100 organizations as customers accounting for 37million people records in HCM cloud.

We expect the aforementioned factors to help Ultimate Software sustain strong momentum and stay afloat, going ahead. Consequently, we suggest investors to add the stock to their portfolio right now.

Zacks Rank & Other Stocks to Consider

Ultimate Software sports a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks in the broader technology sector are Western Digital (WDC - Free Report) , Mellanox Technologies, Ltd. , and Micron Technology Inc. (MU - Free Report) , both currently flaunting a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

The projected long-term earnings growth ratefor Western Digital, Mellanox and Micron are 19%, 15% and 10%, respectively.

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