Paycom Software (PAYC) Aperçu de l'action
Paycom Software, Inc. propose une solution de gestion du capital humain (HCM) basée sur le cloud et fournie sous forme de logiciel en tant que service pour les petites et moyennes entreprises aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
PAYC Community Fair Values
Create NarrativeSee what 154 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$260.61
FV
49.3% sous-évalué décote intrinsèque16.00%
Revenue growth p.a.
629
users have viewed this narrative4users have liked this narrative
2users have commented on this narrative
9users have followed this narrative
Paycom Software, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$132.24 |
| Plus haut sur 52 semaines | US$253.61 |
| Plus bas sur 52 semaines | US$104.90 |
| Bêta | 0.79 |
| Variation sur 1 mois | -3.90% |
| Variation sur 3 mois | 5.19% |
| Variation sur 1 an | -47.28% |
| Variation sur 3 ans | -59.18% |
| Variation sur 5 ans | -62.05% |
| Évolution depuis l'introduction en bourse | 761.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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 AlphaArticle d’analyse • 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...Recent updates
Mise à jour du récit • 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 AlphaArticle d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaSeeking Alpha • Nov 21
Paycom Software: Analyzing Growth Potential Amid Operational Challenges
Summary Paycom Software offers a scalable SaaS HCM solution with high margins and strong customer retention, targeting medium to large companies to streamline HR processes. Despite impressive historical growth and a clean balance sheet, recent revenue growth has slowed, and operational costs have risen, raising concerns. The company's valuation is ambitious, requiring significant growth, particularly through international expansion, which carries execution risks and competitive challenges. Read the full article on Seeking AlphaRendement pour les actionnaires
| PAYC | US Professional Services | US Marché | |
|---|---|---|---|
| 7D | -3.5% | -1.5% | -4.1% |
| 1Y | -47.3% | -22.4% | 20.6% |
Rendement vs Industrie: PAYC a sous-performé le secteur US Professional Services qui a rapporté -22.4 % au cours de l'année écoulée.
Rendement vs marché: PAYC a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| PAYC volatility | |
|---|---|
| PAYC Average Weekly Movement | 6.3% |
| Professional Services Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: PAYC 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 PAYC ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 5,770 | Chad Richison | www.paycom.com |
Paycom Software, Inc. propose une solution de gestion du capital humain (HCM) basée sur le cloud et fournie sous forme de logiciel en tant que service pour les petites et moyennes entreprises aux États-Unis. La société offre des fonctionnalités et des analyses de données dont les entreprises ont besoin pour gérer le cycle de vie de l'emploi, du recrutement à la retraite. La solution HCM de la société propose des applications de paie comprenant une meilleure interface transactionnelle pour les employés, la gestion de la paie et des charges sociales, la carte de paie, Everyday, Paycom pay, Client Action Center, la gestion des dépenses, l'administration des saisies-arrêts et les applications GL concierge ; l'acquisition de talents, comprenant le suivi des candidats, la vérification des antécédents, l'intégration, e-verify et les services de crédit d'impôt ; et les applications de gestion des talents qui comprennent le libre-service pour les employés, la budgétisation de la rémunération, la gestion des performances, la gestion des postes, Paycom learning, la gestion des certifications.
Paycom Software, Inc. Résumé des fondamentaux
| PAYC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.37b |
| Bénéfices(TTM) | US$469.70m |
| Recettes(TTM) | US$2.09b |
13.1x
Ratio P/E2.9x
Ratio P/SLe site PAYC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PAYC compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.09b |
| Coût des recettes | US$259.60m |
| Marge brute | US$1.83b |
| Autres dépenses | US$1.36b |
| Les revenus | US$469.70m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 10.07 |
| Marge brute | 87.60% |
| Marge bénéficiaire nette | 22.44% |
| Ratio dettes/capitaux propres | 83.2% |
Quelles ont été les performances à long terme de PAYC?
Voir les performances historiques et les comparaisonsDividendes
1.1%
Rendement actuel des dividendes17%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/11 01:39 |
| Cours de l'action en fin de journée | 2026/06/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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
Paycom Software, Inc. est couverte par 36 analystes. 19 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 |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Daniel Jester | BMO Capital Markets Equity Research |