Paycom Software (PAYC) Aktievy
Paycom Software, Inc. tillhandahåller en molnbaserad lösning för hantering av humankapital (HCM) som levereras som software-as-a-service till små och medelstora företag i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 2/6 |
PAYC Community Fair Values
Create NarrativeSee what 154 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
50.5% undervärderad intrinsisk rabatt16.00%
Revenue growth p.a.
629
users have viewed this narrative4users have liked this narrative
2users have commented on this narrative
9users have followed this narrative
Paycom Software, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$129.13 |
| 52 veckors högsta | US$248.95 |
| 52 veckors lägsta | US$104.90 |
| Beta | 0.79 |
| 1 månads förändring | -5.22% |
| 3 månaders förändring | 3.73% |
| 1 års förändring | -46.58% |
| 3 års förändring | -59.95% |
| 5 års förändring | -64.29% |
| Förändring sedan börsintroduktionen | 741.24% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.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 AlphaRecent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.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 AlphaAnalysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAktieägarnas avkastning
| PAYC | US Professional Services | US Marknad | |
|---|---|---|---|
| 7D | -5.1% | -2.6% | 2.2% |
| 1Y | -46.6% | -22.9% | 24.8% |
Avkastning vs industri: PAYC presterade sämre än US Professional Services branschen som gav -22.9 % under det senaste året.
Avkastning vs Marknaden: PAYC presterade sämre än US marknaden som gav 24.8 % under det senaste året.
Prisvolatilitet
| PAYC volatility | |
|---|---|
| PAYC Average Weekly Movement | 6.4% |
| Professional Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: PAYC har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: PAYC s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1998 | 5,770 | Chad Richison | www.paycom.com |
Paycom Software, Inc. tillhandahåller en molnbaserad lösning för hantering av humankapital (HCM) som levereras som software-as-a-service för små och medelstora företag i USA. Företaget erbjuder funktionalitet och dataanalys som företag behöver för att hantera anställningens livscykel från rekrytering till pensionering. Företagets HCM-lösning erbjuder löneapplikationer som omfattar bättre transaktionsgränssnitt för anställda, hantering av löner och löneskatter, lönekort, Everyday, Paycom pay, Client Action Center, utgiftshantering, administration av utmätning och GL concierge-applikationer; talent acquisition, inklusive spårning av sökande, bakgrundskontroller, on-boarding, e-verifiering och skattekredittjänster; och talent management-applikationer som inkluderar självbetjäning för anställda, kompensationsbudgetering, prestationshantering, positionshantering, Paycom learning, certifikathantering.
Paycom Software, Inc. Sammanfattning av grunderna
| PAYC grundläggande statistik | |
|---|---|
| Börsvärde | US$6.28b |
| Vinst(TTM) | US$469.70m |
| Intäkter(TTM) | US$2.09b |
12.8x
P/E-förhållande2.9x
P/S-förhållandeÄr PAYC övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| PAYC resultaträkning (TTM) | |
|---|---|
| Intäkter | US$2.09b |
| Kostnad för intäkter | US$259.60m |
| Bruttovinst | US$1.83b |
| Övriga kostnader | US$1.36b |
| Intäkter | US$469.70m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 10.07 |
| Bruttomarginal | 87.60% |
| Nettovinstmarginal | 22.44% |
| Skuld/egenkapitalförhållande | 83.2% |
Hur har PAYC utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.2%
Aktuell utdelningsavkastning17%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/16 02:09 |
| Aktiekurs vid dagens slut | 2026/06/16 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Paycom Software, Inc. bevakas av 36 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Daniel Jester | BMO Capital Markets Equity Research |