Paycom Software Beheer
Beheer criteriumcontroles 2/4
De CEO Paycom Software is Chad Richison, benoemd in Jan1998, heeft een ambtstermijn van 28.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 22.84M, bestaande uit 3.8% salaris en 96.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 13.32% van de aandelen van het bedrijf, ter waarde $ 1.33B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 7.4 jaar.
Belangrijke informatie
Chad Richison
Algemeen directeur
US$22.8m
Totale compensatie
| Percentage CEO-salaris | 3.76% |
| Dienstverband CEO | 28.7yrs |
| Eigendom CEO | 13.3% |
| Management gemiddelde ambtstermijn | 2.3yrs |
| Gemiddelde ambtstermijn bestuur | 7.4yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Sep 18
PAYC: Automation And Free Cash Flow Strength Will Drive Future Repricing
Analysts have lifted the Paycom Software fair value estimate to $285 from $270, reflecting updated expectations for revenue growth, profit margins, and a modestly lower discount rate in line with a series of Street price target increases from recent Q2 research. Analyst Commentary Recent Street research on Paycom Software has shifted toward a more constructive view of both valuation and execution, with a wide range of firms revisiting their models after the Q2 report.
Narratiefupdate • Sep 04
PAYC: Raised Earnings Bar Will Test AI And Margin Optimism
Paycom Software's analyst fair value estimate has been lifted from $140 to $160 as analysts respond to a wave of higher Street price targets that cite stronger revenue momentum, improving margins and upgraded earnings models following recent Q2 results. Analyst Commentary Street research on Paycom Software has turned more positive around the Q2 report, with several firms lifting price targets and revising models to reflect stronger revenue momentum, margin improvement and a better free cash flow outlook.Narratiefupdate • Aug 20
PAYC: AI Demand And Free Cash Flow Strength Will Test Rich Pricing
Analysts have raised the implied fair value for Paycom Software in this update from $120 to $140. The change reflects a broad series of recent price target increases following strong Q2 results, higher recurring revenue expectations, and an improved free cash flow outlook cited across multiple firms.Seeking Alpha • Aug 10
Paycom Software Q2: Stellar Performance, But It Got Away Too Quickly; Hold The Line (Downgrade)
Summary Paycom delivered a strong Q2, with 10% revenue growth and broad-based operational improvements, driving a 23% post-earnings rally. Recurring revenue grew 11% y/y, margins expanded significantly, and non-GAAP EPS reached $2.78, highlighting accelerating profitability and robust free cash flow. Management raised FY26 guidance, with revenue now at $2.197B–$2.212B and adjusted EBITDA at $1.007B–$1.022B, both above consensus. Despite the rally, I recommend holding PAYC, not adding at current levels, but would consider buying on a meaningful pullback. Read the full article on Seeking AlphaNarratiefupdate • Aug 06
PAYC: AI Demand And Free Cash Flow Outlook Will Drive Repricing
Analysts have raised the Paycom Software fair value estimate from $194.63 to $270.00, following a series of higher Street price targets. They cite what they describe as strong Q2 results, improved profitability metrics, and a more favorable outlook for free cash flow.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$488m |
| Mar 31 2026 | n/a | n/a | US$470m |
| Dec 31 2025 | US$23m | US$859k | US$453m |
| Sep 30 2025 | n/a | n/a | US$453m |
| Jun 30 2025 | n/a | n/a | US$416m |
| Mar 31 2025 | n/a | n/a | US$394m |
| Dec 31 2024 | US$3m | US$822k | US$502m |
| Sep 30 2024 | n/a | n/a | US$470m |
| Jun 30 2024 | n/a | n/a | US$472m |
| Mar 31 2024 | n/a | n/a | US$469m |
| Dec 31 2023 | US$3m | US$817k | US$341m |
| Sep 30 2023 | n/a | n/a | US$339m |
| Jun 30 2023 | n/a | n/a | US$316m |
| Mar 31 2023 | n/a | n/a | US$309m |
| Dec 31 2022 | US$3m | US$786k | US$281m |
| Sep 30 2022 | n/a | n/a | US$250m |
| Jun 30 2022 | n/a | n/a | US$228m |
| Mar 31 2022 | n/a | n/a | US$223m |
| Dec 31 2021 | US$3m | US$754k | US$196m |
| Sep 30 2021 | n/a | n/a | US$172m |
| Jun 30 2021 | n/a | n/a | US$169m |
| Mar 31 2021 | n/a | n/a | US$145m |
| Dec 31 2020 | US$211m | US$725k | US$143m |
| Sep 30 2020 | n/a | n/a | US$164m |
| Jun 30 2020 | n/a | n/a | US$176m |
| Mar 31 2020 | n/a | n/a | US$196m |
| Dec 31 2019 | US$21m | US$696k | US$180m |
Compensatie versus markt: De totale vergoeding ($USD 22.84M ) Chad } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De vergoeding van Chad is het afgelopen jaar met meer dan 20% gestegen.
CEO
Chad Richison (56 yo)
28.7yrs
Tenure
US$22,837,152
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 28.7yrs | US$22.84m | 13.32% $ 1.3b | |
| President & Chief Client Officer | less than a year | US$2.62m | 0.11% $ 11.1m | |
| Chief Financial Officer | 1.6yrs | US$5.79m | 0.030% $ 3.1m | |
| Chief Operating Officer | 2.3yrs | US$5.19m | 0.086% $ 8.6m | |
| Head of Investor Relations | 7.7yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer & Secretary | no data | geen gegevens | geen gegevens | |
| Chief Sales Officer | less than a year | US$13.50m | 0.54% $ 53.9m | |
| Chief Human Resources Officer | 2.3yrs | geen gegevens | geen gegevens |
2.3yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van PAYC wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 28.7yrs | US$22.84m | 13.32% $ 1.3b | |
| Independent Director | 9.8yrs | US$344.78k | 0.013% $ 1.4m | |
| Lead Independent Director | 12.5yrs | US$386.53k | 0.040% $ 4.0m | |
| Independent Director | 9.8yrs | US$357.78k | 0.024% $ 2.4m | |
| Independent Director | 5yrs | US$352.78k | 0.014% $ 1.4m | |
| Director | less than a year | US$816.62k | 0.40% $ 39.8m | |
| Director | less than a year | US$2.46m | 0.014% $ 1.4m | |
| Independent Director | 1.8yrs | US$339.78k | 0.018% $ 1.8m |
7.4yrs
Gemiddelde duur
65.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van PAYC wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.4 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/20 01:31 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Paycom Software, Inc. wordt gevolgd door 39 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mark Marcon | Baird |
| "Raimo Lenschow | Barclays |
| Raimo Lenschow | Barclays |