Paycom Software, Inc.

NYSE:PAYC Rapport sur les actions

Capitalisation boursière : US$6.5b

Paycom Software Croissance future

Future contrôle des critères 2/6

Paycom Software devrait augmenter ses bénéfices et son chiffre d'affaires de 6.4% et de 6.2% par an respectivement. Le BPA devrait croître de de 8.6% par an. Le rendement des capitaux propres devrait être 42.3% dans 3 ans.

Informations clés

6.4%

Taux de croissance des bénéfices

8.56%

Taux de croissance du BPA

Professional Services croissance des bénéfices15.9%
Taux de croissance des recettes6.2%
Rendement futur des capitaux propres42.32%
Couverture par les analystes

Good

Dernière mise à jour28 May 2026

Mises à jour récentes de la croissance future

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...

Recent updates

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 Alpha
Article 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:PAYC - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,5275745898307
12/31/20272,34548754073919
12/31/20262,18947550168519
3/31/20262,093470441710N/A
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
12/31/2019738180N/A224N/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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de PAYC ( 6.4% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de PAYC ( 6.4% par an) devraient croître plus lentement que le marché US ( 17% par an).

Croissance élevée des bénéfices: Les bénéfices de PAYC devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de PAYC ( 6.2% par an) devrait croître plus lentement que le marché de US ( 11.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de PAYC ( 6.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de PAYC devrait être très élevé dans 3 ans ( 42.3 %).

Découvrir les entreprises en croissance

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/31 01:05
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research