Paycom Software, Inc.

NYSE:PAYC 주식 리포트

시가총액: US$6.0b

Paycom Software 과거 순이익 실적

과거 기준 점검 3/6

Paycom Software은 연평균 23.1%의 비율로 수입이 증가해 온 반면, Professional Services 산업은 수입이 13.1% 증가했습니다. 매출은 연평균 17.4%의 비율로 증가했습니다. Paycom Software의 자기자본이익률은 26.2%이고 순이익률은 22.1%입니다.

핵심 정보

23.07%

순이익 성장률

23.82%

주당순이익(EPS) 성장률

Professional Services 산업 성장률10.99%
매출 성장률17.39%
자기자본이익률26.19%
순이익률22.10%
다음 순이익 업데이트06 May 2026

최근 과거 실적 업데이트

Recent updates

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.

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.

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.

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.

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.

Paycom Software Q4: After The Massive Selloff, An Attractive Opportunity (Upgrade)

Feb 12

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return Trends

Sep 16
Paycom Software (NYSE:PAYC) Will Want To Turn Around Its Return Trends

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?

Aug 05
Is There An Opportunity With Paycom Software, Inc.'s (NYSE:PAYC) 26% Undervaluation?

Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?

Jun 30
Should You Think About Buying Paycom Software, Inc. (NYSE:PAYC) Now?

The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire Confidence

May 30
The Returns On Capital At Paycom Software (NYSE:PAYC) Don't Inspire Confidence

Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)

May 15
Weak Statutory Earnings May Not Tell The Whole Story For Paycom Software (NYSE:PAYC)

Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

May 10
Results: Paycom Software, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Paycom Software, Inc.'s (NYSE:PAYC) Shareholders Might Be Looking For Exit

May 08
Paycom Software, Inc.'s (NYSE:PAYC) Shareholders Might Be Looking For Exit

Paycom: Stay The Course

Jan 30

Paycom Software: Analyzing Growth Potential Amid Operational Challenges

Nov 21

Paycom Q3 Results: Investors Loved The Results, But I Am Not Convinced

Nov 05

매출 및 비용 세부 내역

Paycom Software가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:PAYC 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 252,052453762283
30 Sep 252,001453734278
30 Jun 251,960416711267
31 Mar 251,914394820254
31 Dec 241,883502711243
30 Sep 241,824470718231
30 Jun 241,778472716220
31 Mar 241,742469604207
31 Dec 231,694341706199
30 Sep 231,630339677183
30 Jun 231,558316656172
31 Mar 231,473309619159
31 Dec 221,375281586148
30 Sep 221,290250558143
30 Jun 221,212228536134
31 Mar 221,137223512125
31 Dec 211,056196486118
30 Sep 21991172480109
30 Jun 21932169453100
31 Mar 2187114542893
31 Dec 2084114341490
30 Sep 2081416437583
30 Jun 2079217634581
31 Mar 2078019631776
31 Dec 1973818030773
30 Sep 1969516729268
30 Jun 1965315627960
31 Mar 1961214326053
31 Dec 1856613724046
30 Sep 1853015422341
30 Jun 1849814621538
31 Mar 1846713121535
31 Dec 1743312319130
30 Sep 174078319430
30 Jun 173836819628
31 Mar 173595918524
31 Dec 163297014521
30 Sep 163064018217
30 Jun 162843716413
31 Mar 162603315111
31 Dec 15225211409
30 Sep 15204181258
30 Jun 15185171126

양질의 수익: PAYC는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: PAYC의 현재 순 이익률 (22.1%)은 지난해 (26.7%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: PAYC의 수익은 지난 5년 동안 연평균 23.1%로 크게 증가했습니다.

성장 가속화: PAYC은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: PAYC은 지난 1년 동안 수익이 감소(-9.7%)하여 Professional Services 업계 평균(2.9%)과 비교하기 어렵습니다.

자기자본이익률

높은 ROE: PAYC의 자본 수익률(26.2%)은 높음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 20:39
종가2026/04/30 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Paycom Software, Inc.는 34명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research