Paycom Software Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Paycom Software de 6.4% y 6.2% por año respectivamente. Se prevé que el BPA crezca en un 8.6% al año. Se espera que la rentabilidad financiera sea de 42.3% en 3 años.
Información clave
6.4%
Tasa de crecimiento de los beneficios
8.56%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Professional Services | 15.4% |
| Tasa de crecimiento de los ingresos | 6.2% |
| Rentabilidad financiera futura | 42.32% |
| Cobertura de analistas | Good |
| Última actualización | 28 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • 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.Actualización de narrativa • 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.Seeking Alpha • May 24
Paycom: Making Use Of The Low Valuation
Summary Paycom Software remains fundamentally strong, with Q1 2026 revenue up 8% and EPS up 23%, despite sector-wide valuation pressures. PAYC maintained a conservative 2026 revenue growth guidance of 6–7%, prioritizing deliverability over optimism amid market skepticism toward software and AI disruption. Capital allocation is aggressive: Q1 2026 saw $1.05B in share buybacks, reducing outstanding shares by nearly 15%, funded partly via a revolving credit facility. With a forward GAAP P/E below 15 and robust free cash flow, PAYC's current valuation appears overly discounted relative to its profitability and growth opportunities. Read the full article on Seeking AlphaArtículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • Aug 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
NYSE:PAYC 1 Year Share Price vs Fair Value Explore Paycom Software's Fair Values from the Community and select yours...Artículo de análisis • Aug 05
Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?
Key Insights Paycom Software's estimated fair value is US$311 based on 2 Stage Free Cash Flow to Equity Paycom...Artículo de análisis • Jun 30
Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?
Paycom Software, Inc. ( NYSE:PAYC ) saw a decent share price growth of 18% on the NYSE over the last few months. The...Seeking Alpha • Jan 30
Paycom: Stay The Course
Summary Over the past year, Paycom has generated double-digit returns, in line with other cloud computing stocks. Paycom's transition to more automated suite of products appears to be seeing strong traction in the market. PAYC's operating cash flow generation keeps getting better, and with CAPEX poised to dip by 10% next year, the prospect of better shareholder rewards looks likely. PAYC continues to face EBITDA margin pressure, while the short interest has picked up in recent months. PAYC recouped its 200DMA in October, the first time in 15 months, and is now consolidating below its channel boundary. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 2,527 | 574 | 589 | 830 | 7 |
| 12/31/2027 | 2,345 | 487 | 540 | 739 | 19 |
| 12/31/2026 | 2,189 | 475 | 501 | 685 | 19 |
| 3/31/2026 | 2,093 | 470 | 441 | 710 | N/A |
| 12/31/2025 | 2,052 | 453 | 404 | 679 | N/A |
| 9/30/2025 | 2,001 | 453 | 390 | 643 | N/A |
| 6/30/2025 | 1,960 | 416 | 355 | 558 | N/A |
| 3/31/2025 | 1,914 | 394 | 381 | 568 | N/A |
| 12/31/2024 | 1,883 | 502 | 337 | 534 | N/A |
| 9/30/2024 | 1,824 | 470 | 305 | 508 | N/A |
| 6/30/2024 | 1,778 | 472 | 307 | 514 | N/A |
| 3/31/2024 | 1,742 | 469 | 284 | 487 | N/A |
| 12/31/2023 | 1,694 | 341 | 288 | 485 | N/A |
| 9/30/2023 | 1,630 | 339 | 299 | 479 | N/A |
| 6/30/2023 | 1,558 | 316 | 296 | 448 | N/A |
| 3/31/2023 | 1,473 | 309 | 251 | 394 | N/A |
| 12/31/2022 | 1,375 | 281 | 228 | 365 | N/A |
| 9/30/2022 | 1,290 | 250 | 196 | 326 | N/A |
| 6/30/2022 | 1,212 | 228 | 211 | 342 | N/A |
| 3/31/2022 | 1,137 | 223 | 212 | 347 | N/A |
| 12/31/2021 | 1,056 | 196 | 193 | 319 | N/A |
| 9/30/2021 | 991 | 172 | 174 | 283 | N/A |
| 6/30/2021 | 932 | 169 | 162 | 266 | N/A |
| 3/31/2021 | 871 | 145 | 141 | 235 | N/A |
| 12/31/2020 | 841 | 143 | 133 | 227 | N/A |
| 9/30/2020 | 814 | 164 | 127 | 222 | N/A |
| 6/30/2020 | 792 | 176 | 98 | 209 | N/A |
| 3/31/2020 | 780 | 196 | 122 | 226 | N/A |
| 12/31/2019 | 738 | 180 | N/A | 224 | N/A |
| 9/30/2019 | 695 | 167 | N/A | 215 | N/A |
| 6/30/2019 | 653 | 156 | N/A | 208 | N/A |
| 3/31/2019 | 612 | 143 | N/A | 208 | N/A |
| 12/31/2018 | 566 | 137 | N/A | 185 | N/A |
| 9/30/2018 | 530 | 154 | N/A | 184 | N/A |
| 6/30/2018 | 498 | 146 | N/A | 175 | N/A |
| 3/31/2018 | 467 | 131 | N/A | 147 | N/A |
| 12/31/2017 | 433 | 123 | N/A | 130 | N/A |
| 9/30/2017 | 407 | 83 | N/A | 117 | N/A |
| 6/30/2017 | 383 | 68 | N/A | 100 | N/A |
| 3/31/2017 | 359 | 59 | N/A | 109 | N/A |
| 12/31/2016 | 329 | 70 | N/A | 99 | N/A |
| 9/30/2016 | 306 | 40 | N/A | 83 | N/A |
| 6/30/2016 | 284 | 37 | N/A | 75 | N/A |
| 3/31/2016 | 260 | 33 | N/A | 60 | N/A |
| 12/31/2015 | 225 | 21 | N/A | 43 | N/A |
| 9/30/2015 | 204 | 18 | N/A | 43 | N/A |
| 6/30/2015 | 185 | 17 | N/A | 39 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (6.4% al año) de PAYC es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (6.4% al año) de PAYC crezcan menos que el mercado US (18.9% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de PAYC crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.2% al año) de PAYC crezcan más despacio que el mercado de US (13% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.2% al año) de PAYC crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PAYC sea muy elevada dentro de 3 años (42.3%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/17 02:53 |
| Precio de las acciones al final del día | 2026/06/17 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Paycom Software, Inc. está cubierta por 36 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Daniel Jester | BMO Capital Markets Equity Research |