Paycom Software, Inc.

NYSE:PAYC 株式レポート

時価総額:US$6.8b

Paycom Software マネジメント

マネジメント 基準チェック /24

Paycom Softwareの CEO はChad Richisonで、 Jan1998年に任命され、 の在任期間は 28.5年です。 の年間総報酬は$ 22.84Mで、 3.8%給与と96.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の12.65%を直接所有しており、その価値は$ 864.31M 。経営陣と取締役会の平均在任期間はそれぞれ2.2年と7.3年です。

主要情報

Chad Richison

最高経営責任者

US$22.8m

報酬総額

CEO給与比率3.76%
CEO在任期間28.5yrs
CEOの所有権12.7%
経営陣の平均在職期間2.2yrs
取締役会の平均在任期間7.3yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 14

PAYC: Future Buybacks And Index Shift Will Support Repricing

Analysts cut their fair value estimate for Paycom Software to $194.63 from $250.00, as higher discount rate assumptions, slightly lower profit margin expectations, and a more conservative future P/E of 14.12 offset modestly stronger modeled revenue growth, even as recent price target changes on the stock have moved in both directions. Analyst Commentary Recent Street research on Paycom Software points to a mix of opinions, with several bullish analysts lifting price targets and a few turning more cautious.
ナラティブ更新 Jun 29

PAYC: Mixed Rate Sensitivity And Execution Risks Will Shape Future Share Returns

For Paycom Software, the analyst fair value estimate has moved from $165.00 to $120.00 as analysts factor in updated Federal Reserve rate expectations, a higher discount rate, more conservative revenue growth and margin assumptions, and a lower future P/E multiple, despite several recent price target increases on the stock. Analyst Commentary Recent Street research on Paycom Software shows a mix of higher price targets and more cautious revisions, with some firms revisiting their models ahead of upcoming earnings and updated expectations for Federal Reserve policy.
Seeking Alpha Jun 24

Paycom: Transition From Growth To Equity Bond (Rating Upgrade)

Summary Paycom has shifted from a growth story to a value 'equity bond' play after a 50% share price decline over the past year. PAYC now offers an 8.2% pretax earnings yield, with management guiding for 7%–8% revenue growth and a 44% adjusted EBITDA margin in 2026. Management's $2 billion buyback (34% of market cap) financed via credit facility signals strong confidence in long-term profitability and capital return. Risks include further AI-driven revenue cannibalization, but PAYC's high client retention and sticky margins support a strong buy thesis for long-term investors. Read the full article on Seeking Alpha
ナラティブ更新 Jun 15

PAYC: Buybacks And AI Automation Adoption Will Shape Future Returns

Analyst price targets for Paycom Software have been raised by a net $5, as several firms increased their targets by $15, $6 and $16 while others trimmed theirs by $2, $27 and $8, reflecting updated views on the company that analysts link to recent research assessments of its outlook. Analyst Commentary Recent research on Paycom Software shows a mixed set of views, with some price targets raised and others trimmed.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Paycom Software の収益と比較して、Chad Richison の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$470m

Dec 31 2025US$23mUS$859k

US$453m

Sep 30 2025n/an/a

US$453m

Jun 30 2025n/an/a

US$416m

Mar 31 2025n/an/a

US$394m

Dec 31 2024US$3mUS$822k

US$502m

Sep 30 2024n/an/a

US$470m

Jun 30 2024n/an/a

US$472m

Mar 31 2024n/an/a

US$469m

Dec 31 2023US$3mUS$817k

US$341m

Sep 30 2023n/an/a

US$339m

Jun 30 2023n/an/a

US$316m

Mar 31 2023n/an/a

US$309m

Dec 31 2022US$3mUS$786k

US$281m

Sep 30 2022n/an/a

US$250m

Jun 30 2022n/an/a

US$228m

Mar 31 2022n/an/a

US$223m

Dec 31 2021US$3mUS$754k

US$196m

Sep 30 2021n/an/a

US$172m

Jun 30 2021n/an/a

US$169m

Mar 31 2021n/an/a

US$145m

Dec 31 2020US$211mUS$725k

US$143m

Sep 30 2020n/an/a

US$164m

Jun 30 2020n/an/a

US$176m

Mar 31 2020n/an/a

US$196m

Dec 31 2019US$21mUS$696k

US$180m

報酬と市場: Chadの 総報酬 ($USD 22.84M ) は、 US市場 ($USD 8.31M ) の同規模の企業の平均を上回っています。

報酬と収益: Chadの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Chad Richison (56 yo)

28.5yrs
在職期間
US$22,837,152
報酬

Mr. Chad R. Richison served as the President of Paycom Software, Inc. since 1998 until February 18, 2026 and is its Founder. He has been a Director at Paycom Software, Inc. since 1998 and has been its Chai...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Chad Richison
Founder28.5yrsUS$22.84m12.65%
$ 864.3m
Terrell Hadlock
President & Chief Client Officerless than a yearUS$2.62m0.11%
$ 7.6m
Robert Foster
Chief Financial Officer1.4yrsUS$5.79m0.029%
$ 2.0m
Randy Peck
Chief Operating Officer2.2yrsUS$5.19m0.082%
$ 5.6m
James Samford
Head of Investor Relations7.5yrsデータなしデータなし
Matthew Paque
Chief Legal Officer & Secretaryno dataデータなしデータなし
Jeffrey York
Chief Sales Officerless than a yearUS$13.50m0.51%
$ 34.9m
Jennifer Kraszewski
Chief Human Resources Officer2.2yrsデータなしデータなし
2.2yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: PAYCの経営陣は 経験豊富 であると考えられます ( 2.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Chad Richison
Founder28.5yrsUS$22.84m12.65%
$ 864.3m
Henry Duques
Independent Director9.7yrsUS$344.78k0.013%
$ 875.0k
Frederick Peters
Lead Independent Director12.3yrsUS$386.53k0.038%
$ 2.6m
J.C. Watts
Independent Director9.7yrsUS$357.78k0.023%
$ 1.6m
Sharen Turney
Independent Director4.8yrsUS$352.78k0.013%
$ 877.8k
Craig Boelte
Directorno dataUS$816.62k0.38%
$ 25.8m
William Kerber
Directorno dataUS$2.46m0.014%
$ 929.0k
Joseph Binz
Independent Director1.6yrsUS$339.78k0.017%
$ 1.1m
7.3yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: PAYCの 取締役会経験豊富 であると考えられます ( 7.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/14 03:43
終値2026/07/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Paycom Software, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research