Published

05 Jan 26

Updated

06 Aug 26

Views

Not Invested

Paycom SoftwarePAYC

Fair Value

US$270

Share price06 Aug

US$238.5311.7% undervalued

1Y5.01%

7D4.13%

AI Automation And Owned Infrastructure Will Reshape Long Term Payroll And HR Workflows

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

05 Jan 26

Updated

06 Aug 26

Views

Not Invested

Shared on 06 Aug 26

Fair value Increased 39%

PAYC: AI Demand And Free Cash Flow Outlook Will Drive Repricing

Paycom gets a fresh wave of optimism after a strong quarter, with analysts pointing to steadier demand for its AI-driven tools, better efficiency, and improving cash generation. New products and aggressive share buybacks add fuel to the story as expectations reset higher.

4 views

Shared on 14 Jul 26

Fair value Decreased 22%

PAYC: Future Buybacks And Index Shift Will Support Repricing

Paycom leans into returning cash to shareholders, with a fresh buyback plan and continued purchases that could shrink the share count over time. At the same time, it’s getting reshuffled into different stock indexes, which could change who owns the stock and how it trades.

7 views

Fair Value vs Share Price

US$270

vs US$238.5311.7% undervalued

9.3%

Revenue growth

25%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Paycom Software

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Undervalued with proven track record.

Market capUS$10.6b

PB18.5x

Estimated Growth6.6%

Dividend Yield0.6%

Full analysis

CEO & management

Chad Richison

CEO

2.3yrs

CEO Tenure

Provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States.