Paycom Software (PAYC) Panoramica del titolo
Paycom Software, Inc. fornisce soluzioni di gestione del capitale umano (HCM) basate su cloud e fornite come software-as-a-service per le piccole e medie imprese negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 2/6 |
PAYC Community Fair Values
Create NarrativeSee what 155 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
47.2% sottovalutato sconto intrinseco16.00%
Revenue growth p.a.
614
users have viewed this narrative4users have liked this narrative
2users have commented on this narrative
9users have followed this narrative
Concorrenti di Paycom Software, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$137.60 |
| Massimo di 52 settimane | US$267.76 |
| Minimo di 52 settimane | US$104.90 |
| Beta | 0.77 |
| Variazione di 1 mese | 21.14% |
| Variazione a 3 mesi | 15.91% |
| Variazione di 1 anno | -47.12% |
| Variazione a 3 anni | -48.13% |
| Variazione a 5 anni | -57.26% |
| Variazione dall'IPO | 796.42% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Seeking Alpha • Feb 12
Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)
Summary Paycom Software, Inc. is upgraded to Buy after a 46% share price decline and improved profitability, now trading at a low 11x forward P/E. PAYC's Q4 results showed 10% revenue growth, expanding margins, and robust cash generation, despite a slowdown in top-line growth guidance for 2026. Flagship products like Beti and the new AI offering IWant are driving record 91% revenue retention and enhancing long-term profitability. With intrinsic value estimated at $156/share, PAYC offers ~33% upside; current valuation reflects AI disruption fears, but fundamentals remain strong. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 30
The Returns On Capital At Paycom Software (NYSE:PAYC) 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...Articolo di analisi • May 15
Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)
The market rallied behind Paycom Software, Inc.'s ( NYSE:PAYC ) stock, leading do a rise in the share price after its...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 AlphaSeeking Alpha • Nov 05
Paycom Q3 Results: Investors Loved The Results, But I Am Not Convinced
Summary Paycom Software, Inc.'s Q3 earnings report showed decent numbers, but the market's 22% positive reaction was overly optimistic, given modest growth and margin declines. The company reported $451.9M in revenue (+11.2% y/y) and beat analysts' estimates, but efficiency and profitability metrics slightly declined. Paycom's automation features like Beti and GONE are valuable, but broader awareness and aggressive sales efforts are needed to boost revenue growth. Despite strong financials and promising automation, I maintain a hold rating due to the current high valuation and need for improved revenue growth and margins. Read the full article on Seeking AlphaRendimenti per gli azionisti
| PAYC | US Professional Services | US Mercato | |
|---|---|---|---|
| 7D | 4.5% | -1.3% | 2.6% |
| 1Y | -47.1% | -24.9% | 26.2% |
Ritorno vs Industria: PAYC ha avuto una performance inferiore rispetto al US Professional Services che ha registrato un rendimento -24.9 % nell'ultimo anno.
Rendimento vs Mercato: PAYC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.2 % nell'ultimo anno.
Volatilità dei prezzi
| PAYC volatility | |
|---|---|
| PAYC Average Weekly Movement | 6.6% |
| Professional Services Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: PAYC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di PAYC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 5,770 | Chad Richison | www.paycom.com |
Paycom Software, Inc. fornisce soluzioni di gestione del capitale umano (HCM) basate su cloud e fornite come software-as-a-service per le piccole e medie imprese negli Stati Uniti. L'azienda offre funzionalità e analisi dei dati di cui le imprese hanno bisogno per gestire il ciclo di vita del personale, dall'assunzione alla pensione. La soluzione HCM dell'azienda offre applicazioni per il payroll, che comprendono una migliore interfaccia per le transazioni dei dipendenti, la gestione delle imposte sui salari e sulle retribuzioni, la payroll card, Everyday, Paycom pay, il Client Action Center, la gestione delle spese, l'amministrazione dei pignoramenti e le applicazioni GL concierge; l'acquisizione dei talenti, che comprende il tracciamento dei candidati, i controlli dei precedenti, l'on-boarding, l'e-verify e i servizi di credito d'imposta; e le applicazioni per la gestione dei talenti, che comprendono il self-service dei dipendenti, il budgeting delle retribuzioni, la gestione delle prestazioni, la gestione delle posizioni, l'apprendimento Paycom e la gestione delle certificazioni.
Paycom Software, Inc. Riepilogo dei fondamenti
| PAYC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$6.46b |
| Utili (TTM) | US$469.70m |
| Ricavi(TTM) | US$2.09b |
13.7x
Rapporto P/E3.1x
Rapporto P/SPAYC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| PAYC Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.09b |
| Costo del fatturato | US$259.60m |
| Profitto lordo | US$1.83b |
| Altre spese | US$1.36b |
| Utili | US$469.70m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 10.07 |
| Margine lordo | 87.60% |
| Margine di profitto netto | 22.44% |
| Rapporto debito/patrimonio netto | 83.2% |
Come si è comportato PAYC nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.1%
Rendimento attuale del dividendo17%
Rapporto di remunerazionePAYC paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di PAYC| Paycom Software date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 26 2026 |
| Data di pagamento dei dividendi | Jun 08 2026 |
| Giorni fino al dividendo Ex | 13 days |
| Giorni prima della data di pagamento dei dividendi | 26 days |
PAYC paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di PAYCAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/12 01:42 |
| Prezzo dell'azione a fine giornata | 2026/05/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Paycom Software, Inc. è coperta da 36 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Daniel Jester | BMO Capital Markets Equity Research |