Paychex Gestion
Gestion contrôle des critères 4/4
Le PDG Paychex est John Gibson, nommé en Dec2021, a un mandat de 4.42 ans. La rémunération annuelle totale est $ 8.81M, composée du salaire de 10.2% et des bonus 89.8%, y compris les actions et options de la société. détient directement 0.023% des actions de la société, d'une valeur de $ 7.62M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.1 ans et 8.8 ans.
Informations clés
John Gibson
Directeur général
US$8.8m
Rémunération totale
| Pourcentage du salaire du PDG | 10.22% |
| Durée du mandat du directeur général | 4.4yrs |
| Propriété du PDG | 0.02% |
| Durée moyenne d'occupation des postes de direction | 2.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • 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 de l'analyse • 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.Seeking Alpha • Apr 09
Paychex: Staying Neutral Because Of Near-Term Growth Concerns
Summary Paychex (PAYX) is rated Hold as core growth remains subdued despite promising Paycor integration and outsourcing momentum. Integration of Paycor is progressing well, with cross-selling and larger ASO/PEO wins supporting potential revenue synergies and a structurally improved growth profile. Outsourcing and PEO segments are showing solid growth and retention, but these remain a small portion of overall revenues. Valuation is at a premium to peers due to high margins, but further re-rating is unlikely without clear evidence of accelerating organic growth. Read the full article on Seeking Alpha
Nouvelle analyse • 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 de l'analyse • 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.
Nouvelle analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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...Article d'analyse • Aug 04
The Returns On Capital At Paychex (NASDAQ:PAYX) Don't Inspire Confidence
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d'analyse • Jul 11
Calculating The Intrinsic Value Of Paychex, Inc. (NASDAQ:PAYX)
Key Insights The projected fair value for Paychex is US$145 based on 2 Stage Free Cash Flow to Equity Current share...Article d'analyse • Jun 18
Here's Why We Think Paychex (NASDAQ:PAYX) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...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 AlphaSeeking Alpha • Dec 20
Paychex: Payrolling In Profits, But Valuation Could Use A Check
Summary Paychex's Q2 2025 results exceeded expectations, driven by strong growth in PEO and Insurance Solutions, and a focus on AI-driven solutions and HR analytics. Despite a solid outlook for FY 2025, risks include a moderating job market and increasing competition in the HR and payroll services industry. The company's valuation is high, trading at a premium to historical and peer group multiples, making it difficult to justify paying current prices for the stock. Given the strong fundamentals but expensive valuation, I rate Paychex a 'hold'. Investors may want to avoid the stock for now. Read the full article on Seeking AlphaSeeking Alpha • Oct 02
Paychex Q1: Did Not Put Me Over The Fence
Summary Paychex's Q1 earnings showed slight revenue and EPS growth, but not enough to change my hold rating due to the lack of significant catalysts. The expiration of the ERTC program impacted revenue growth and margins, but the company remains financially strong with substantial cash reserves. New offerings like Paychex Flex Engage and AI-driven recruiting co-pilot show innovation, but are hard to quantify in terms of sales impact. I am waiting for further margin improvements and revenue catalysts before considering an investment; maintaining a hold rating on PAYX stock for now. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$2b |
| Nov 30 2025 | n/a | n/a | US$2b |
| Aug 31 2025 | n/a | n/a | US$2b |
| May 31 2025 | US$9m | US$900k | US$2b |
| Feb 28 2025 | n/a | n/a | US$2b |
| Nov 30 2024 | n/a | n/a | US$2b |
| Aug 31 2024 | n/a | n/a | US$2b |
| May 31 2024 | US$8m | US$922k | US$2b |
| Feb 29 2024 | n/a | n/a | US$2b |
| Nov 30 2023 | n/a | n/a | US$2b |
| Aug 31 2023 | n/a | n/a | US$2b |
| May 31 2023 | US$7m | US$731k | US$2b |
| Feb 28 2023 | n/a | n/a | US$2b |
| Nov 30 2022 | n/a | n/a | US$1b |
| Aug 31 2022 | n/a | n/a | US$1b |
| May 31 2022 | US$4m | US$557k | US$1b |
| Feb 28 2022 | n/a | n/a | US$1b |
| Nov 30 2021 | n/a | n/a | US$1b |
| Aug 31 2021 | n/a | n/a | US$1b |
| May 31 2021 | US$3m | US$449k | US$1b |
| Feb 28 2021 | n/a | n/a | US$1b |
| Nov 30 2020 | n/a | n/a | US$1b |
| Aug 31 2020 | n/a | n/a | US$1b |
| May 31 2020 | US$2m | US$493k | US$1b |
| Feb 29 2020 | n/a | n/a | US$1b |
| Nov 30 2019 | n/a | n/a | US$1b |
| Aug 31 2019 | n/a | n/a | US$1b |
| May 31 2019 | US$2m | US$450k | US$1b |
Rémunération vs marché: La rémunération totale de John ($USD 8.81M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.80M ).
Rémunération et revenus: La rémunération de John a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
John Gibson (58 yo)
4.4yrs
Titularisation
US$8,807,411
Compensation
Mr. John B. Gibson, Jr., serves as Director at Paychex, Inc. since October 14, 2022. He is President at Paychex, Inc. since October 2022. He was Senior Vice President of Service at Paychex, Inc. since May...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 4.4yrs | US$8.81m | 0.023% $ 7.6m | |
| Senior VP & CFO | 2.6yrs | US$2.85m | 0.0054% $ 1.8m | |
| Senior Vice President of Paycor | 1.1yrs | US$3.25m | 0.015% $ 5.2m | |
| Senior Vice President of Operations & Customer Experience | 3yrs | US$2.34m | 0.0027% $ 918.8k | |
| Vice President of Platform & Technology Services | less than a year | pas de données | pas de données | |
| Senior VP | 2yrs | pas de données | 0.00054% $ 181.7k | |
| Senior Vice President of Digital Sales & Marketing | 1.8yrs | pas de données | 0.00083% $ 279.3k | |
| Chief Human Resources Officer | 2.1yrs | pas de données | 0.0010% $ 339.9k | |
| Managing Director of Integration & Transformation | 1.6yrs | pas de données | pas de données | |
| VP & Chief Information Security Officer | no data | pas de données | pas de données | |
| Senior VP of HCM | 2.3yrs | pas de données | 0.0018% $ 595.7k | |
| Senior Vice President of Data | 2.2yrs | pas de données | 0.0012% $ 413.9k |
2.1yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de PAYX est considérée comme expérimentée (ancienneté moyenne 2.1 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.6yrs | US$8.81m | 0.023% $ 7.6m | |
| Lead Independent Director | 26.3yrs | US$368.80k | 0.019% $ 6.3m | |
| Independent Director | 15.6yrs | US$313.80k | 0.0072% $ 2.4m | |
| Independent Director | 8.1yrs | US$326.92k | 0.0033% $ 1.1m | |
| Chairman | 16.3yrs | US$412.97k | 0.12% $ 39.3m | |
| Independent Director | 19.3yrs | US$317.55k | 0.022% $ 7.5m | |
| Independent Director | 9.3yrs | US$321.30k | 0.0060% $ 2.0m | |
| Independent Director | 8.8yrs | US$300.05k | 0.0023% $ 774.0k | |
| Independent Director | less than a year | pas de données | 0.00017% $ 57.2k | |
| Independent Director | 3.3yrs | US$292.55k | 0.00078% $ 262.5k | |
| Independent Director | 4.8yrs | US$302.55k | 0.0011% $ 370.2k |
8.8yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de PAYX sont considérés comme expérimentés (ancienneté moyenne 8.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 13:18 |
| Cours de l'action en fin de journée | 2026/05/11 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2025/05/31 |
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 expliquant comment 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 35 analystes. 18 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 |