Paycom Software, Inc.

NYSE:PAYC Lagerbericht

Marktkapitalisierung: US$9.7b

Paycom Software Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Paycom Software wird ein jährliches Gewinn- und Umsatzwachstum von 8.1% bzw. 6.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 12% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 51.5% betragen.

Wichtige Informationen

8.1%

Wachstumsrate der Gewinne

12.00%

EPS-Wachstumsrate

Professional Services Gewinnwachstum14.7%
Wachstumsrate der Einnahmen6.6%
Zukünftige Eigenkapitalrendite51.45%
Analystenabdeckung

Good

Zuletzt aktualisiert09 Sep 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Sep 04

PAYC: Raised Earnings Bar Will Test AI And Margin Optimism

Paycom Software's analyst fair value estimate has been lifted from $140 to $160 as analysts respond to a wave of higher Street price targets that cite stronger revenue momentum, improving margins and upgraded earnings models following recent Q2 results. Analyst Commentary Street research on Paycom Software has turned more positive around the Q2 report, with several firms lifting price targets and revising models to reflect stronger revenue momentum, margin improvement and a better free cash flow outlook.
Narrative-Update • Aug 20

PAYC: AI Demand And Free Cash Flow Strength Will Test Rich Pricing

Analysts have raised the implied fair value for Paycom Software in this update from $120 to $140. The change reflects a broad series of recent price target increases following strong Q2 results, higher recurring revenue expectations, and an improved free cash flow outlook cited across multiple firms.
Seeking Alpha • Aug 10

Paycom Software Q2: Stellar Performance, But It Got Away Too Quickly; Hold The Line (Downgrade)

Summary Paycom delivered a strong Q2, with 10% revenue growth and broad-based operational improvements, driving a 23% post-earnings rally. Recurring revenue grew 11% y/y, margins expanded significantly, and non-GAAP EPS reached $2.78, highlighting accelerating profitability and robust free cash flow. Management raised FY26 guidance, with revenue now at $2.197B–$2.212B and adjusted EBITDA at $1.007B–$1.022B, both above consensus. Despite the rally, I recommend holding PAYC, not adding at current levels, but would consider buying on a meaningful pullback. Read the full article on Seeking Alpha
Narrative-Update • Aug 06

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

Analysts have raised the Paycom Software fair value estimate from $194.63 to $270.00, following a series of higher Street price targets. They cite what they describe as strong Q2 results, improved profitability metrics, and a more favorable outlook for free cash flow.
Narrative-Update • Jul 14

PAYC: Future Buybacks And Index Shift Will Support Repricing

Analysts cut their fair value estimate for Paycom Software to $194.63 from $250.00, as higher discount rate assumptions, slightly lower profit margin expectations, and a more conservative future P/E of 14.12 offset modestly stronger modeled revenue growth, even as recent price target changes on the stock have moved in both directions. Analyst Commentary Recent Street research on Paycom Software points to a mix of opinions, with several bullish analysts lifting price targets and a few turning more cautious.
Narrative-Update • Jun 29

PAYC: Mixed Rate Sensitivity And Execution Risks Will Shape Future Share Returns

For Paycom Software, the analyst fair value estimate has moved from $165.00 to $120.00 as analysts factor in updated Federal Reserve rate expectations, a higher discount rate, more conservative revenue growth and margin assumptions, and a lower future P/E multiple, despite several recent price target increases on the stock. Analyst Commentary Recent Street research on Paycom Software shows a mix of higher price targets and more cautious revisions, with some firms revisiting their models ahead of upcoming earnings and updated expectations for Federal Reserve policy.
Narrative-Update • Jun 15

PAYC: Buybacks And AI Automation Adoption Will Shape Future Returns

Analyst price targets for Paycom Software have been raised by a net $5, as several firms increased their targets by $15, $6 and $16 while others trimmed theirs by $2, $27 and $8, reflecting updated views on the company that analysts link to recent research assessments of its outlook. Analyst Commentary Recent research on Paycom Software shows a mixed set of views, with some price targets raised and others trimmed.
Narrative-Update • Jun 01

PAYC: Buybacks And Mixed Reactions To Earnings Will Shape Future Returns

Paycom Software's updated analyst price target has edged higher to $151.44 from $150.56, with analysts pointing to modestly stronger assumptions for revenue growth and profit margin, partly balanced by a slightly higher discount rate and a marginally lower future P/E outlook. Analyst Commentary Bullish Takeaways Bullish analysts have raised Paycom's price targets several times, indicating increased confidence in the stock's long term potential relative to their previous assumptions.
Analyseartikel • May 15

Investors Shouldn't Be Too Comfortable With Paycom Software's (NYSE:PAYC) Earnings

Unsurprisingly, Paycom Software, Inc.'s ( NYSE:PAYC ) stock price was strong on the back of its healthy earnings...
Narrative-Update • May 14

PAYC: Early 2026 Buybacks And Index Shift Will Support Future Upside

Narrative Update: Paycom Software The updated analyst price work on Paycom reflects a modest trim in fair value to about $150.56. Analysts cite slightly more cautious assumptions on revenue growth and discount rates, partly offset by a higher expected profit margin and a lower future P/E multiple.
Narrative-Update • Apr 26

PAYC: Early 2026 Buybacks Will Support Future Upside Potential

Narrative Update The analyst price target for Paycom Software has narrowed slightly, with the updated fair value moving from about $153.59 to $151.53 as analysts factor in a modestly lower future P/E and recent waves of both target cuts and increases tied to the company's large share repurchase activity and shifting sentiment across covering firms. Analyst Commentary Recent research updates on Paycom Software show a split between analysts who focus on the scale of the buyback and those who focus on execution risks and valuation reset.
Narrative-Update • Apr 10

PAYC: Early 2026 Buybacks And Index Shift Will Support Upside

Analysts have slightly increased their fair value estimate for Paycom to about $154. They cite recent price target increases that are tied to the company’s large share repurchase activity and management’s visible support for the stock at current levels.
Narrative-Update • Mar 27

PAYC: Aggressive Early 2026 Buybacks Will Support Future Upside

Analyst price targets for Paycom Software have ticked higher in recent research, with moves such as Cantor Fitzgerald lifting its target to $135 and Barclays to $150. Analysts point to the company’s refreshed share buyback authorization and sizable recent repurchases as key support for the updated valuations.
Narrative-Update • Mar 11

PAYC: Early 2026 Buybacks And Governance Changes Will Support Future Upside

Analyst fair value for Paycom has been revised slightly higher to $152.94 from $151.18, as analysts factor in the recent $135 and $150 price target increases and highlight the company's sizable early 2026 buyback activity as a sign of management confidence at current share levels. Analyst Commentary Analysts are reacting to Paycom's recent buyback activity and past target cuts with a mix of cautious optimism and lingering concern, which is showing up in a wide range of valuation views.
Narrative-Update • Feb 25

PAYC: Sector Repricing And Governance Reset Will Support Future Upside

Analysts have reduced their price target for Paycom Software, cutting the fair value estimate from about $197 to roughly $151 as they factor in slightly lower revenue growth, slimmer profit margins, and a reset to a lower forward P/E multiple. Analyst Commentary Recent research on Paycom points to a broad reset in expectations, with multiple firms cutting their price targets and adjusting models.
Narrative-Update • Feb 10

PAYC: Sector Repricing And Stable Macro Will Support Future Upside

Narrative Update Analysts have trimmed their price targets on Paycom, with our fair value estimate moving from US$201.29 to US$197.18, citing refreshed sector outlooks, updated interest rate assumptions, and revised expectations around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Paycom has centered on recalibrating price targets and assumptions rather than shifting ratings in a dramatic way.
Narrative-Update • Jan 27

PAYC: Automation And Buybacks Will Support Margins As Expectations Reset

Analyst fair value estimates for Paycom Software have edged down by about $4 to roughly $201 per share, as analysts trim price targets across the software group and factor in a softer employment backdrop and updated rate expectations. Analyst Commentary Recent research updates on Paycom highlight a reset in expectations, with several firms lowering price targets and revisiting their assumptions around growth, employment trends and interest rates.
Narrative-Update • Jan 12

PAYC: Automation And Share Repurchases Will Support Durable Margins Despite Softer Subscriptions

Analysts have nudged their average price target on Paycom Software lower, trimming it by about US$3 to reflect updated interest rate assumptions, softer expectations around subscription growth, and more cautious views following recent target cuts from several research firms. Analyst Commentary Recent research updates point to a more mixed setup for Paycom, with price targets coming down but opinions split on how attractive the risk or reward looks from here.
Narrative-Update • Dec 27

PAYC: AI Automation Will Support Durable Margins Amid Moderating Subscription Momentum

Analysts have trimmed their fair value estimate for Paycom Software slightly to approximately $208.71 from about $209.94 per share, citing a weaker employment backdrop, more cautious management guidance, and expectations for high single digit subscription revenue growth rather than the stronger historical trajectory. Analyst Commentary Recent Street research reflects a more tempered stance on Paycom Software, with multiple firms reducing price targets while generally maintaining neutral or hold level ratings.
Narrative-Update • Dec 13

PAYC: Single-Database Platform And AI Usage Will Drive Long-Term Margin Expansion

Analysts have modestly reduced their price targets on Paycom Software to a mid to high $100s range, citing a softer employment backdrop, more cautious management guidance on subscription upside, and a balanced view between near term volatility and longer term growth and AI driven opportunities. Analyst Commentary Recent research updates reflect a more nuanced stance on Paycom, with price targets converging in a mid to upper range but with divergent views on how quickly growth and profitability can reaccelerate.
Narrative-Update • Nov 27

PAYC: Single-Database Architecture and AI Integration Will Drive Market Share Upside

Analysts have recently lowered their price targets for Paycom Software, with reductions ranging from $15 to $75 per share. They cite a subdued employment market and a cautious management outlook as primary factors behind the shift.
Narrative-Update • Nov 11

PAYC: Sector Momentum and Single-Database Architecture Will Drive Medium-Term Upside

Paycom Software's analyst-derived fair value estimate has been reduced from $242.75 to $209.94. Analysts attribute the adjustment to tempered subscription-revenue growth expectations, evolving management guidance, and a less robust employment market outlook.
Narrative-Update • Oct 28

AI And Automation Will Strengthen Workforce Management And Drive New Efficiencies

Paycom Software's consensus analyst price target was modestly reduced from $246.69 to $242.75 per share. Analysts cite a mix of ongoing industry volatility and evolving growth expectations as factors supporting the adjustment.
Narrative-Update • Oct 13

AI And Automation Will Elevate HR Workforce Management

Analysts have slightly lowered their fair value estimate for Paycom Software to $246.69 from $249.25. They cite tempered profit margin and growth projections, despite continued optimism about the company’s AI initiatives and operational resilience.
Narrative-Update • Sep 27

AI And Automation Will Elevate HR Workforce Management

Analysts modestly raised their price target for Paycom Software to $249.25, citing robust AI-driven product innovation, strong free cash flow outlook, and confidence in sustained growth despite sector headwinds. Analyst Commentary Bullish analysts highlight Paycom's strong positioning to benefit from AI trends, citing its single database architecture and history of innovation as strategic advantages.
Analyseartikel • Sep 16

Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return Trends

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...

Gewinn- und Umsatzwachstumsprognosen

NYSE:PAYC - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20282,5616187011,00711
12/31/20272,37353365286019
12/31/20262,20949964679019
6/30/20262,141488571802N/A
3/31/20262,093470441710N/A
12/31/20252,052453404679N/A
9/30/20252,001453390643N/A
6/30/20251,960416355558N/A
3/31/20251,914394381568N/A
12/31/20241,883502337534N/A
9/30/20241,824470305508N/A
6/30/20241,778472307514N/A
3/31/20241,742469284487N/A
12/31/20231,694341288485N/A
9/30/20231,630339299479N/A
6/30/20231,558316296448N/A
3/31/20231,473309251394N/A
12/31/20221,375281228365N/A
9/30/20221,290250196326N/A
6/30/20221,212228211342N/A
3/31/20221,137223212347N/A
12/31/20211,056196193319N/A
9/30/2021991172174283N/A
6/30/2021932169162266N/A
3/31/2021871145141235N/A
12/31/2020841143133227N/A
9/30/2020814164127222N/A
6/30/202079217698209N/A
3/31/2020780196N/A226N/A
12/31/2019738180N/A224N/A
9/30/2019695167N/A215N/A
6/30/2019653156N/A208N/A
3/31/2019612143N/A208N/A
12/31/2018566137N/A185N/A
9/30/2018530154N/A184N/A
6/30/2018498146N/A175N/A
3/31/2018467131N/A147N/A
12/31/2017433123N/A130N/A
9/30/201740783N/A117N/A
6/30/201738368N/A100N/A
3/31/201735959N/A109N/A
12/31/201632970N/A99N/A
9/30/201630640N/A83N/A
6/30/201628437N/A75N/A
3/31/201626033N/A60N/A
12/31/201522521N/A43N/A
9/30/201520418N/A43N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: PAYCDas prognostizierte Gewinnwachstum (8.1% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: PAYCDie Erträge des Unternehmens (8.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17.4% pro Jahr).

Hohe Wachstumserträge: PAYCDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: PAYCDie Einnahmen des Unternehmens (6.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13.5% pro Jahr).

Hohe Wachstumseinnahmen: PAYCDie Einnahmen des Unternehmens (6.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: PAYCDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (51.5%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/09 18:19
Aktienkurs zum Tagesende2026/09/09 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Paycom Software, Inc. wird von 38 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research