Paycom Software, Inc.

Informe acción NYSE:PAYC

Capitalización de mercado: US$6.0b

Paycom Software Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Paycom Software de 5.9% y 6% por año respectivamente. Se prevé que el BPA crezca en un 6.5% al año. Se espera que la rentabilidad financiera sea de 19.8% en 3 años.

Información clave

5.9%

Tasa de crecimiento de los beneficios

6.52%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Professional Services14.8%
Tasa de crecimiento de los ingresos6.0%
Rentabilidad financiera futura19.83%
Cobertura de analistas

Good

Última actualización30 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

May 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Recent updates

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.

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.

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.

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.

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.

Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)

Feb 12

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Sep 16
Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return Trends

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?

Aug 05
Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?

Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?

Jun 30
Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?

The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire Confidence

May 30
The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire Confidence

Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)

May 15
Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

May 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Paycom Software, Inc.'s (NYSE:PAYC) Shareholders Might Be Looking For Exit

May 08
Paycom Software, Inc.'s (NYSE:PAYC) Shareholders Might Be Looking For Exit

Paycom: Stay The Course

Jan 30

Paycom Software: Analyzing Growth Potential Amid Operational Challenges

Nov 21

Paycom Q3 Results: Investors Loved The Results, But I Am Not Convinced

Nov 05

Previsiones de crecimiento de beneficios e ingresos

NYSE:PAYC - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,5305605698196
12/31/20272,35148653975117
12/31/20262,19245748669119
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
3/31/2020780196122226N/A
12/31/2019738180131224N/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
6/30/201518517N/A39N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (5.9% al año) de PAYC es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (5.9% al año) de PAYC crezcan menos que el mercado US (15.8% 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% al año) de PAYC crezcan más despacio que el mercado de US (11% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6% 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 baja dentro de 3 años (19.8%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 05:42
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 34 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.

AnalistaInstitución
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research