HCM Cloud Software - WorkDay/PayCom read across?

https://seekingalpha.com/article/4079330-workday-stock-price…

Guys

Bert has written about PayCom before (positively) but has just written about WorkDay with some challenging thoughts about a potential negative inflection point being reached - some of his hypothesis has potential read across to PayCom. I haven’t been able to find the like for like disclosures in PayCom’s ERs yet but am looking carefully.

Cheers
Ant