Paychex (PAYX) Aperçu de l'action
Paychex, Inc., ainsi que ses filiales, propose des solutions de gestion du capital humain (HCM) dans les domaines des ressources humaines, de la gestion de la paie, des avantages sociaux et des services d'assurance aux petites et moyennes entreprises aux États-Unis, en Europe, au Canada, en Inde et en Israël. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
PAYX Community Fair Values
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Analyst Price Targets
Paychex, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$120.04 |
| Plus haut sur 52 semaines | US$141.59 |
| Plus bas sur 52 semaines | US$85.45 |
| Bêta | 0.80 |
| Variation sur 1 mois | 11.62% |
| Variation sur 3 mois | 27.87% |
| Variation sur 1 an | -14.98% |
| Variation sur 3 ans | -4.34% |
| Variation sur 5 ans | 2.45% |
| Évolution depuis l'introduction en bourse | 69,121.23% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 05
PAYX: AI And Paycor Synergies Will Test Dividend Support And Execution
Paychex's fair value estimate has been raised by about $4 to $109.57 as analysts factor in a slightly lower discount rate, a modest adjustment to expected revenue growth, and a higher projected profit margin supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Paychex shows a mix of optimism and caution around the stock's valuation, growth outlook, and execution following fiscal Q4 results and the Paycor acquisition.
Mise à jour du récit • Jul 22
PAYX: FY27 Revenue Outlook Will Drive Downside Risk At Current P E
Analysts have nudged the Paychex fair value estimate higher from $90.00 to $95.00. This reflects updated models that incorporate refined discount rate assumptions, slightly adjusted revenue growth expectations, and a modestly higher projected profit margin and future P/E multiple based on recent price target changes and commentary around the FY27 setup, acquisition synergies, and dividend support.Recent updates
Mise à jour du récit • Aug 05
PAYX: AI And Paycor Synergies Will Test Dividend Support And Execution
Paychex's fair value estimate has been raised by about $4 to $109.57 as analysts factor in a slightly lower discount rate, a modest adjustment to expected revenue growth, and a higher projected profit margin supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Paychex shows a mix of optimism and caution around the stock's valuation, growth outlook, and execution following fiscal Q4 results and the Paycor acquisition.Mise à jour du récit • Jul 22
PAYX: FY27 Revenue Outlook Will Drive Downside Risk At Current P E
Analysts have nudged the Paychex fair value estimate higher from $90.00 to $95.00. This reflects updated models that incorporate refined discount rate assumptions, slightly adjusted revenue growth expectations, and a modestly higher projected profit margin and future P/E multiple based on recent price target changes and commentary around the FY27 setup, acquisition synergies, and dividend support.
Mise à jour du récit • Jul 08
PAYX: FY27 Outlook And Paycor Synergies Will Drive Future Upside
The updated analyst price target for Paychex moves to $131 from $144, reflecting revised assumptions for slower revenue growth, a slightly higher discount rate, stable profit margins, and a lower future P/E multiple in line with recent Street research. That research has generally nudged targets into the $98 to $140 range while highlighting the FY27 outlook and Paycor synergies.Seeking Alpha • Jul 06
New Jobs Keep Climbing, Ride The Wave With Paychex
Summary Paychex remains a 'Buy,' offering both growth and a 32% discount to intrinsic value despite recent outperformance versus the S&P 500. Cross-selling with Paycor and the launch of AI-powered WISE drive high single-digit EPS growth and improved revenue per client, especially in upmarket segments. PAYX delivers robust financial stability with a 1.1x net leverage ratio, a 4.9% forward dividend yield, and strong dividend safety metrics. Risks include macro headwinds for small business clients and potential payroll service commoditization, but these appear priced in, supporting an attractive long-term entry. Read the full article on Seeking AlphaMise à jour du récit • Jun 24
PAYX: AI Workforce Tools And Paycor Synergies Will Test Dividend-Supported Resilience
Analysts have nudged the fair value estimate for Paychex higher, with the price target rising from about $102.07 to $105.43 as they factor in potential synergies from the Paycor acquisition, a modestly higher future P/E assumption around 19.7, and the perceived support of the stock's dividend for more defensive investors. Analyst Commentary Recent research on Paychex reflects a mix of optimism around the Paycor acquisition and dividend support, alongside pockets of caution on execution and long term growth assumptions.Article d’analyse • Jun 21
Paychex (PAYX) Stock Could Be 3.7% Undervalued Ahead Of Fourth Quarter Earnings
Paychex (PAYX) heads into its June 24 fourth quarter fiscal 2026 earnings release with expectations centered on higher year over year earnings and revenue, putting the stock in focus ahead of the report. See our latest analysis for Paychex. At a share price of $98.24, Paychex has seen a 5.07% 90 day share price return, while its year to date share price is down 9.54% and the 1 year total shareholder return has declined 31.41%. This hints that recent earnings expectations are being weighed...Mise à jour du récit • Jun 07
PAYX: AI Integration And Paycor Execution Will Shape Future Earnings Resilience
Paychex's updated analyst price target edges higher by about $1 to roughly $102, as analysts factor in slightly stronger expected revenue growth, a modestly lower discount rate, and a small uplift in assumed future P/E, partly offset by more conservative profit margin assumptions and a series of recent target cuts across the Street. Analyst Commentary Street research on Paychex has recently leaned cautious, with a wave of target cuts across several firms.Mise à jour du récit • Apr 27
PAYX: AI And Tapcheck Partnership Will Support Post Paycor Integration Concerns
The analyst price target for Paychex has been trimmed by about $0.27, reflecting a wave of recent target cuts from multiple firms as analysts factor in choppy macro conditions and the ongoing integration of Paycor into their models. Analyst Commentary Recent research on Paychex shows a clear reset in expectations, with several firms cutting their price targets and one new initiation at a neutral stance.Mise à jour du récit • Apr 10
PAYX: AI Tools And Buybacks Will Support Post Paycor Integration Concerns
Analysts have nudged their blended price target on Paychex slightly lower to $101.20 from $102.80 as they factor in a higher discount rate, modestly different revenue growth and profit margin assumptions, and a slightly reduced future P/E multiple, following a series of recent target cuts and cautious research notes. Analyst Commentary Recent research has leaned cautious on Paychex, with several firms trimming price targets and a few initiating more conservative ratings as they reassess growth, profitability and the integration of Paycor.Nouveau récit • Mar 28
AI Rollout And PEO Demand Will Support Steady Outlook Despite Integration Risks
Catalysts About Paychex Paychex provides HR, payroll, benefits and PEO solutions to businesses of various sizes, with a large small business client base. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 27
PAYX: AI Upgrades And Buybacks Will Offset Paycor Integration Concerns
Paychex's analyst price target has been reset lower to about $103 from roughly $117, as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partly offset by expectations for stable profitability and ongoing integration of Paycor. Analyst Commentary Recent Street research on Paychex has centered on recalibrated price targets, with several firms adjusting their models to reflect more tempered revenue expectations, a higher discount rate, and lower assumed future P/E multiples.Nouveau récit • Mar 13
AI Adoption And HCM Data Scale Will Reshape This Payroll Leader’s Long-Term Potential
Catalysts About Paychex Paychex provides payroll, HR, benefits and HCM technology solutions to small and midsize businesses across its Paychex Flex, SurePayroll and Paycor platforms. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 12
PAYX: AI Automation And Buybacks Will Offset Defensive Competitive Concerns Over Time
Analysts have reduced their Paychex price target by about $2 to reflect slightly lower fair value estimates, higher required returns, and modestly softer assumptions for revenue growth, profit margins, and future P/E following recent bearish initiations and cautious commentary. Analyst Commentary Recent Street research has leaned cautious on Paychex, with new coverage framing recent moves, including the Paycor stake, as largely defensive rather than a clear growth accelerator.Mise à jour du récit • Feb 26
PAYX: AI And Buybacks Will Counter Defensive Competitive Pressures Over Time
Analysts have trimmed their Paychex price target slightly to about $119 per share, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions following new bearish coverage that characterizes recent competitive moves as largely defensive. Analyst Commentary Recent research frames the latest competitive response, including the Paycor related move, as more defensive than opportunistic.Mise à jour du récit • Feb 11
PAYX: AI And Buybacks Will Support Resilient Future Cash Flow Profile
Analysts have trimmed their average Paychex price target slightly to about $119.53 from roughly $120.20, reflecting a modestly lower assumed future P/E and fresh bearish initiation commentary that characterizes the recent Paycor acquisition as a largely defensive move. Analyst Commentary Recent commentary focuses heavily on the Paycor acquisition and how it feeds into expectations for Paychex valuation and execution.Mise à jour du récit • Jan 27
PAYX: AI And Platform Partnerships Will Support Resilient Cash Flow Profile
Analysts have trimmed their Paychex fair value estimate from about US$122 to roughly US$120, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E and a mild uptick in the discount rate after recent bearish initiations on the stock. Analyst Commentary Recent research has focused on the implications of Paychex's move toward Paycor and how that fits with the current fair value reassessment.Mise à jour du récit • Jan 11
PAYX: Broader Suite And AI Will Confront Cyclical Labor And Rate Risks
Analysts have made a modest upward adjustment to their price target on Paychex, pointing to the broader solution suite following the Paycor acquisition, while also flagging cyclical risks tied to potential revenue softness if unemployment rises and interest rates move lower. Analyst Commentary Bullish Takeaways Bullish analysts point to the Paycor acquisition as a way for Paychex to offer a broader and more comprehensive suite of solutions, which they see as supportive of the current valuation range.Article d’analyse • Jan 07
Should You Investigate Paychex, Inc. (NASDAQ:PAYX) At US$111?
Let's talk about the popular Paychex, Inc. ( NASDAQ:PAYX ). The company's shares received a lot of attention from a...Mise à jour du récit • Dec 25
PAYX: AI And Suite Expansion Will Navigate Cyclical Labor Uncertainty Ahead
Analysts have modestly reduced their Paychex fair value estimate by about $6 to roughly $122 per share, reflecting tempered expectations for revenue growth and future valuation multiples, despite resilient margins and a broader solution suite. Analyst Commentary Street research on Paychex reflects a generally balanced stance, with most firms maintaining neutral or modestly cautious ratings while making incremental target price adjustments.Mise à jour du récit • Dec 11
PAYX: Acquisition Synergy Will Support Suite Expansion Amid Cyclical Labor Market Uncertainty
Analysts modestly reduced their fair value estimate for Paychex to approximately $128 from about $134 per share, citing slightly softer assumptions for long term revenue growth, profit margins, and valuation multiples amid heightened macroeconomic and labor market uncertainty. Analyst Commentary Street research on Paychex reflects a generally cautious, wait and see stance, with most firms maintaining neutral or Hold type ratings while trimming price targets.Mise à jour du récit • Nov 27
PAYX: Acquisition Synergy Will Boost Solution Suite And Support Margin Resilience
The analyst price target for Paychex has edged down slightly, with the fair value estimate decreasing by $0.57 to $134.14. Analysts cite ongoing macroeconomic concerns and mixed signals from recent earnings results as key factors behind the adjustment.Mise à jour du récit • Nov 05
PAYX: Acquisition Will Drive Broader Solution Suite And Support Margins Going Forward
The analyst price target for Paychex has shifted slightly lower, down by $0.52 to $134.71. Analysts see a stable but cautious outlook due to ongoing macroeconomic concerns and modest revenue growth expectations.Mise à jour du récit • Oct 22
Analyst Commentary Highlights Balanced Views on Paychex Amid Subtle Valuation and Growth Adjustments
The analyst price target for Paychex edged up slightly to $135.23 from $135.15, as analysts balanced lower organic growth expectations and macroeconomic uncertainty with the company's resilient margins and cash flow profile. Analyst Commentary Analyst opinions on Paychex reflect a range of perspectives, balancing the company’s strong margins and free cash flow with concerns about cyclical pressures and growth variability.Mise à jour du récit • Oct 08
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
The analyst price target for Paychex has been lowered from approximately $145.08 to $135.15. Analysts cite ongoing revenue growth headwinds, a premium valuation, and a balanced risk/reward outlook in a challenging operating environment.Mise à jour du récit • Sep 23
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
Paychex’s consensus price target was revised slightly lower to $145.08 as analysts cite slower organic revenue growth, lack of FY26 guidance clarity, and a subdued sector outlook amid macroeconomic headwinds, suggesting shares may remain range-bound. Analyst Commentary Slower organic revenue growth in Management Solutions, partly attributed to integration distractions, is weighing on near-term performance and expectations.Mise à jour du récit • Sep 04
Paycor Acquisition And AI Tools Will Redefine HCM Solutions
Paychex’s analyst price target remained unchanged at $147.33 as mixed sentiment—driven by weaker-than-expected Q4 results, softer revenue growth, integration concerns surrounding the Paycor deal, and uncertainty over FY26 projections—was offset by a stable client base and resilient underlying demand. Analyst Commentary Bearish analysts highlight weaker-than-expected Q4 and softer organic revenue growth, with Paychex’s fiscal 2026 guidance falling below investor expectations.Article d’analyse • Sep 02
Investor Optimism Abounds Paychex, Inc. (NASDAQ:PAYX) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 30.3x Paychex, Inc. ( NASDAQ:PAYX ) may be sending very bearish signals at...Seeking Alpha • Mar 24
Paychex: Accelerating Growth With Paycor
Summary Paychex shares trade at a premium, supported by organic growth and the Paycor acquisition, despite economic cyclicality concerns. Paychex's technology-driven growth in human capital management targets a $90 billion market, with strong client retention and consistent revenue growth. The Paycor acquisition adds 50,000 larger clients, with huge synergy potential amidst lackluster margins reported. At 27 times earnings, Paychex must deliver on integration and synergies. I'm waiting for more impact clues before reconsidering my neutral stance. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
Paychex Inc: The Paycor Acquisition Could Be A Game Changer
Summary I recommend a buy rating for Paychex Inc. (PAYX) due to its transformative acquisition of PYCR, expanding its TAM and cross-selling opportunities. The acquisition increases PAYX's TAM by ~$10 billion, targeting mid-market clients and leveraging AI-powered HR tools for significant productivity gains. Financial synergies include $80 million in cost savings and substantial cross-selling opportunities, potentially accelerating revenue growth to high single digits or low teens. Despite the $4.1 billion price tag, the valuation is reasonable, and successful integration could narrow PAYX's valuation discount relative to peers, offering upside potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Paychex Writes A Fat Check For Paycor HCM
Summary Paychex's acquisition of Paycor HCM for $22.50 per share led to a 3% drop in Paycor's stock, reflecting market disappointment. Despite the drop, Paychex's management expects $80 million in annual run-rate synergies and additional revenue synergies from the deal. PAYX shares have underperformed the S&P 500, but the company's fundamentals are strong, though its stock remains expensive. I maintain a 'hold' rating for Paychex and recommend a 'sell' for PYCR due to limited additional upside. Read the full article on Seeking AlphaRendement pour les actionnaires
| PAYX | US Professional Services | US Marché | |
|---|---|---|---|
| 7D | 2.7% | 4.8% | 4.2% |
| 1Y | -15.0% | -12.1% | 20.6% |
Rendement vs Industrie: PAYX a sous-performé le secteur US Professional Services qui a rapporté -12.1 % au cours de l'année écoulée.
Rendement vs marché: PAYX a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| PAYX volatility | |
|---|---|
| PAYX Average Weekly Movement | 4.7% |
| Professional Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: PAYX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de PAYX ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1971 | 17,600 | John Gibson | www.paychex.com |
Paychex, Inc., ainsi que ses filiales, propose des solutions de gestion du capital humain (HCM) dans les domaines des ressources humaines, du traitement de la paie, des avantages sociaux et des services d’assurance aux petites et moyennes entreprises aux États-Unis, en Europe, au Canada, en Inde et en Israël. La société offre des solutions technologiques et de conseil, ainsi que des services de gestion des charges sociales. La société propose également des solutions de retraite, telles que la mise en place de régimes, la mise en conformité continue avec les réglementations gouvernementales, les déclarations des salariés et des employeurs, l’accès en ligne des participants et des employeurs, le virement électronique de fonds et d’autres services administratifs ; des solutions HCM allant du recrutement et de l’embauche à la retraite ; ainsi que des services de gestion et d’acquisition de talents.
Paychex, Inc. Résumé des fondamentaux
| PAYX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$42.70b |
| Bénéfices(TTM) | US$1.76b |
| Recettes(TTM) | US$6.51b |
24.3x
Ratio P/E6.6x
Ratio P/SLe site PAYX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PAYX compte de résultat (TTM) | |
|---|---|
| Recettes | US$6.51b |
| Coût des recettes | US$1.67b |
| Marge brute | US$4.84b |
| Autres dépenses | US$3.08b |
| Les revenus | US$1.76b |
Derniers bénéfices déclarés
May 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 4.95 |
| Marge brute | 74.29% |
| Marge bénéficiaire nette | 27.03% |
| Ratio dettes/capitaux propres | 122.0% |
Quelles ont été les performances à long terme de PAYX?
Voir les performances historiques et les comparaisonsDividendes
4.0%
Rendement actuel des dividendes90%
Ratio de distributionLe site PAYX verse-t-il des dividendes fiables ?
Voir PAYX l'historique des dividendes et les indices de référence| Paychex dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 28 2026 |
| Date de paiement du dividende | Aug 28 2026 |
| Jours jusqu'au dividende Ex | 12 days |
| Jours jusqu'à la date de paiement du dividende | 19 days |
Le site PAYX verse-t-il des dividendes fiables ?
Voir PAYX l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/09 07:35 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/05/31 |
| Revenus annuels | 2026/05/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Paychex, Inc. est couverte par 33 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Mark Marcon | Baird |
| Lisa Dejong Ellis | Bernstein |