Major Estimate Revision • May 14
Consensus EPS estimates increase by 10% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$8.51 to US$9.36. Revenue forecast steady at US$2.19b. Net income forecast to grow 1.6% next year vs 18% growth forecast for Professional Services industry in the US. Consensus price target broadly unchanged at US$151. Share price fell 3.5% to US$134 over the past week. Direktnyheter • May 13
Paycom Software Tops Q1 Estimates With 7.8% Revenue Growth and Approves $2b Buyback Plan Paycom reported Q1 2026 revenue of US$571.9m, up 7.8% year over year and ahead of analyst estimates.
Adjusted EPS came in at US$3.15, beating consensus by 5.4%, with GAAP net income of US$155.7m and a net margin of 27.2%.
The company repurchased 8.38 million shares for about US$1.06b, partly funded by US$675m of new long-term debt, paid US$17.7m in dividends, reaffirmed 2026 guidance, and approved a new US$2.0b buyback plan.
These results reflect execution on Paycom’s automation-focused payroll and HR platform, with management emphasizing tools like Beti and GONE as drivers of client engagement and efficiency.
The combination of earnings beat, reaffirmed guidance and sizeable repurchase authorization points to management’s confidence, while the larger debt load and prior share price underperformance are additional factors to consider when assessing risk and capital allocation. Declared Dividend • May 07
First quarter dividend of US$0.38 announced Dividend of US$0.38 is the same as last year. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Apr 22
Paycom Software, Inc. to Report Q1, 2026 Results on May 06, 2026 Paycom Software, Inc. announced that they will report Q1, 2026 results at 4:00 PM, Eastern Standard Time on May 06, 2026 Tillkännagivande • Apr 04
Paycom Software, Inc., Annual General Meeting, May 04, 2026 Paycom Software, Inc., Annual General Meeting, May 04, 2026. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city 73142, oklahoma United States Tillkännagivande • Mar 11
Paycom Software, Inc. Announces Launch of Career and Succession Planning Tool Paycom Software, Inc. announced the launch of Career and Succession Planning, an automated tool to easily identify successors for companywide roles, assess bench strength and ensure talent management and development. Career and Succession Planning seamlessly syncs with employee, performance and learning data in Paycom’s single database, giving leaders real-time visibility into successor readiness and bench strength to confidently plan for the future. Key features include a unified visual dashboard, actionable analytics, 9-box talent mapping, side-by-side talent comparisons, talent profiles search and automated match scoring to help ensure consistent decisioning criteria across the organization. The tool automatically populates employee data to help organizations track key positions, assign successors and compare talent. The talent matching tool looks at variables including tenure, technical skills, leadership competencies, performance ratings and other workforce indicators, eliminating guesswork and outdated data. Upcoming Dividend • Mar 02
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 09 March 2026. Payment date: 23 March 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.3%). Tillkännagivande • Feb 20
Paycom Software, Inc. Appoints Shane Hadlock as President, Effective from February 18, 2026 On February 18, 2026, the Board of Directors of Paycom Software, Inc. appointed Shane Hadlock, as President of the Company, effective from February 18, 2026. Mr. Hadlock's new title is President and Chief Client Officer, and he will perform the functions of the Company's sole principal operating officer. Randy Peck, the Company's Chief Operating Officer, will report to Mr. Hadlock. Chad Richison will continue to serve as the Company's Chief Executive Officer and Chairman of the Board. Prior to his promotion, Mr. Hadlock, 51, had served as the Company's Chief Client Officer from October 2024 to August 2025 and as Chief Client Officer and Chief Technology Officer from August 2025 to February 2026. He works with groups across the Company, including operations, implementation and IT, and has more than 30 years of technology experience, including nearly 14 years at the Company. Mr. Hadlock served as the Company's Executive Vice President of Information Technology and Information Security from May 2018 to October 2024, following six years as the Company's Director of IT. Before joining Paycom, Hadlock served in multiple leadership roles at Hertz over a 10-year tenure, gaining extensive expertise in enterprise systems, operational transformation and customer-centric technology strategy. He earned his bachelor's degree in computer science and a Master of Business Administration at the University of Central Oklahoma. Declared Dividend • Feb 13
Fourth quarter dividend of US$0.38 announced Dividend of US$0.38 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Price Target Changed • Feb 12
Price target decreased by 17% to US$164 Down from US$197, the current price target is an average from 17 analysts. New target price is 37% above last closing price of US$120. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$8.50 for next year compared to US$8.13 last year. Tillkännagivande • Feb 12
Paycom Software, Inc. Provides Financial Guidance for the Year Ending December 31, 2026 Paycom Software, Inc. provided financial guidance for the year ending December 31, 2026. Total revenue in the range of $2.175 billion to $2.195 billion, representing year-over-year growth between 6% and 7%. Recurring and other revenue growth between 7% and 8% year over year. Tillkännagivande • Feb 11
Paycom Software, Inc. Announces Quarterly Cash Dividend, payable on March 23, 2026 Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 23, 2026, to all stockholders of record as of the close of business on March 9, 2026. Tillkännagivande • Jan 24
Paycom Software, Inc. Announces Executive Changes Paycom Software, Inc. announced that Jeff York is returning to serve as chief sales officer (CSO), effective January 23, 2026. York previously served as CSO at Paycom from 2007 to 2021 and has since been serving as Paycom’s Leadership Strategist. York has more than three decades of sales experience and has held a variety of sales management positions where he has hired and developed many decorated executives. Under York’s leadership, Paycom’s sales force was named one of the 50 Best Companies to Sell For in the U.S., and his sales organization propelled Paycom to be named one of Fortune magazine’s 100 Fastest-Growing Companies for four consecutive years. Amy Walker, the outgoing Chief Sales Officer, is transitioning from Paycom’s CSO to a consulting role for the company. Tillkännagivande • Jan 22
Paycom Software, Inc. to Report Q4, 2025 Results on Feb 11, 2026 Paycom Software, Inc. announced that they will report Q4, 2025 results at 4:00 PM, Eastern Standard Time on Feb 11, 2026 Recent Insider Transactions • Dec 16
Chief Financial Officer recently sold US$211k worth of stock On the 10th of December, Robert Foster sold around 1k shares on-market at roughly US$163 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$364k. This was Robert's only on-market trade for the last 12 months. Upcoming Dividend • Nov 20
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 24 November 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.1%). Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: US$1.97 (up from US$1.31 in 3Q 2024). Revenue: US$493.3m (up 9.2% from 3Q 2024). Net income: US$110.7m (up 51% from 3Q 2024). Profit margin: 22% (up from 16% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Tillkännagivande • Nov 04
Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on December 8, 2025 Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on December 8, 2025, to all stockholders of record as of the close of business on November 24, 2025. Tillkännagivande • Oct 16
Paycom Software, Inc. to Report Q3, 2025 Results on Nov 05, 2025 Paycom Software, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025 Tillkännagivande • Oct 15
Paycom Software, Inc. Releases Updates to Its Usage Management Analytics Tool, Direct Data Exchange Paycom Software, Inc. released updates to its usage management analytics tool, Direct Data Exchange®?, based on an updated report from professional services firm EY, estimating the labor and nonlabor costs of common HR tasks. According to EY, the average cost of manual data entry by an HR professional reached $4.86per instance in 2025, up from an average of $4.78 in 2023. Additionally, the cost per HR task has continued to rise across all HR categories, including expense management, onboarding, benefits enrollment, time management and more, since the survey was first conducted in 2018. Paycom uses EY's data to measure costs for manual data entry and HR tasks in Direct Data Exchange. Direct Data Exchange provides an overview of how employees use the self-service side of Paycom's software, highlighting the savings companies achieve through employee usage and adoption of automated HR processes. With EY's inclusion of new HR tasks in its 2025 study, Direct Data Exchange can now account for the potential cost savings of Paycom's new command-driven AI engine, I want. I want offers an easy and automated way to find employee information, eliminating the need to navigate through the software. Without I want, HR or managers searching for information about their employees results in an estimated labor cost of $11.75 per instance, primarily due to the time required to locate the correct information. EY's cost estimates vary for each manual task, reaching as high as $23.27 per instance of manually obtaining information to compare benefit plans. The report indicates that labor costs continue to account for nearly all the total costs associated with manual HR tasks, suggesting that automating these tasks could lead to significant financial savings. Direct Data Exchange helped identify $5 million in savings for The Kraft Group, parent company of the New England Patriots, through its use of Paycom. The client credits its smooth and superior user experience to Paycom's comprehensive automation. EY routinely updates its report by conducting additional surveys and applying inflation factors to its data. The HR task with the largest increase in estimated cost since EY's 2023 report was manual payroll creation, which rose by $5.73 to a total of $20.83 per instance. When EY factored in manual payroll tasks, the report's overall average cost per data entry increased from $4.86 to $5.68, up from $5.35 in 2023. Paycom's industry-first payroll tool, Beti®?, automates the process. It self-starts each pay period by pulling live data, identifying errors and then guiding employees to resolve them before submission, ensuring accuracy every payday. This tool reduced labor costs for payroll processing by 90% and saved HR and accounting teams over 2,600 hours annually. Tillkännagivande • Sep 19
Paycom Software, Inc. Announces Board and Committee Changes, Effective September 30, 2025 Paycom Software, Inc. announced that on September 16, 2025, Felicia Williams notified the Board of Directors the company of her retirement from the Board and all committees thereof, effective September 30, 2025. Effective as of Ms. Williams’s retirement, the size of the Board will be reduced from eight to seven directors. Ms. Williams’s retirement is not in connection with any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Frederick C. Peters II will replace Ms. Williams as the chairperson of the audit committee of the Board, effective as of Ms. Williams’s retirement. Buy Or Sell Opportunity • Sep 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to US$220. The fair value is estimated to be US$282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Upcoming Dividend • Aug 21
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 25 August 2025. Payment date: 08 September 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%). Tillkännagivande • Aug 19
Paycom Software, Inc. Announces Executive Appointments, Effective August 18, 2025 Paycom Software, Inc. announced the expanded role of Shane Hadlock as it’s chief client officer and chief technology officer and the promotion of Rachael Gannon to chief automation officer, effective August 18, 2025. Brad Smith has been named the company’s senior technical strategist and will continue reporting to CEO Chad Richison. As chief technology officer, Hadlock will oversee it’s IT department, while maintaining his chief client officer role and leadership of Paycom’s client service groups. Hadlock has more than 30 years of technology experience. Prior to being named chief client officer, he led multiple IT functions at Paycom for nearly 14 years, including the role of executive vice president of Information Technology and Information Security for six years. Before joining Paycom, he served for 10 years in a number of leadership roles at Hertz. Gannon joined the company in 2013 and stepped in to lead the Product department in 2023. Most recently, she served as executive vice president of Product and Development. As chief automation officer, Gannon will lead the Software department and be responsible for driving Paycom's overall product strategy, working closely with cross-functional teams to deliver innovative solutions that drive even more client value and return on investment. She has served in various roles at Paycom, including as executive vice president of Product and several product management leadership roles after being a key member of Paycom’s service department. Smith joined Paycom in 2005, holding roles as director of Software Development and director of Information Technology before being named chief information officer in 2018. Under his leadership, Paycom’s technology has grown exponentially, and Smith has been instrumental in implementing scalable solutions. Buy Or Sell Opportunity • Aug 11
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to US$221. The fair value is estimated to be US$283, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Reported Earnings • Aug 07
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$1.60 (up from US$1.20 in 2Q 2024). Revenue: US$483.6m (up 11% from 2Q 2024). Net income: US$89.5m (up 32% from 2Q 2024). Profit margin: 19% (up from 16% in 2Q 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Tillkännagivande • Aug 07
Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025 Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects total revenues in the range of $2.045 billion to $2.055 billion, representing year-over-year growth of approximately 9% at the midpoint. Recurring and other revenue growth of approximately 10% year over year. Tillkännagivande • Aug 05
Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025 Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on Sept. 8, 2025, to all stockholders of record as of the close of business on Aug. 25, 2025. Tillkännagivande • Jul 30
Paycom Software, Inc. Unveils IWant: Command-Driven Ai Engine with Accurate, Rapid Results Paycom Software, Inc. announced the launch of I want, the industry's first command-driven AI engine that revolutionizes the way all users navigate and access their information within a single database. Users can prompt I want by utilizing voice-to-text functionality or by simply typing a question, and the AI engine immediately provides the answer or directs them to the appropriate location to interact with their information. I want is designed to return results that will always be accurate because it pulls from employee data entered into Paycom's single database, not from multiple sources. This eliminates issues created by duplicate or inconsistent data. With I want, Paycom users gain an easy, automated avenue for seeking information about employee data without having to navigate through the software. For employees: I want assists employees with fast answers about their employee data, including time-off balances, 401(k) contribution percentages, schedules, tax withholdings, paycheck amounts, pay history, benefits and more. For HR, C-suite and managers: I want supports HR teams and makes an organization's leaders smarter by providing instant employee information about coverage thresholds, time-off schedules, overdue trainings, pay changes, who's clocked in for the day, time-off requests, salary information, employment history, performance reviews and more. Tillkännagivande • Jul 17
Paycom Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Paycom Software, Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 06, 2025 Buy Or Sell Opportunity • Jul 02
Now 20% undervalued Over the last 90 days, the stock has risen 6.9% to US$228. The fair value is estimated to be US$286, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Tillkännagivande • May 28
Paycom Software, Inc.'s AI-Powered Ask Here Enhances Employee Inquiry Experience Paycom Software, Inc. has enhanced its Ask Here tool, which uses AI to produce answers to employee questions, reducing response times and administrative burdens for organizations. A centralized hub for all employee questions, Ask Here powered by AI search instantly answers inquiries by scanning preloaded company policies, documentation and saved responses. Topics can also be preloaded based on common employee questions across departments like accounting, benefits, maintenance, security, community relationships and more. For more complex or sensitive inquiries, the software routes the inquiry to the appropriate person in the organization. With the AI-powered search, businesses can expect benefits such as: faster response times to employee questions; easier management of mass employee inquiries; standardization of company responses; easy access to Ask Here through Employee Self-Service; reduced employee frustration in finding the right person to ask; a centralized communication command center. The Ask Here enhancement also provides businesses with deeper insights into inquiry trends and important topics for employees. This enhancement further addresses a common challenge among employees. A recent Paycom general population survey of 2,200 U.S.-based full-time employees revealed employees are most likely to need an urgent response from human resources about their paycheck (56%), benefits (54%), time-off requests (32%) and other key issues like performance reviews and investments. Upcoming Dividend • May 23
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 27 May 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.7%). Recent Insider Transactions Derivative • May 09
Founder notifies of intention to sell stock Chad Richison intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$229, it would amount to US$69m. For the year to December 2018, Chad's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Chad's direct individual holding has decreased from 6.67m shares to 6.08m. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • May 08
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$2.49 (down from US$4.37 in 1Q 2024). Revenue: US$530.5m (up 6.1% from 1Q 2024). Net income: US$139.4m (down 44% from 1Q 2024). Profit margin: 26% (down from 49% in 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Declared Dividend • May 08
First quarter dividend of US$0.38 announced Dividend of US$0.38 is the same as last year. Ex-date: 27th May 2025 Payment date: 9th June 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 22%. Tillkännagivande • May 08
Paycom Software, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025 Paycom Software, Inc. provided earnings guidance for the year ending December 31, 2025. For the period, the company expects total revenue in the range of $2.023 billion to $2.038 billion, representing year-over-year growth of approximately 8% at the midpoint. Tillkännagivande • May 06
Paycom Software, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025 Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on June 9, 2025, to all stockholders of record as of the close of business on May 27, 2025. Tillkännagivande • Apr 17
Paycom Software, Inc. to Report Q1, 2025 Results on May 07, 2025 Paycom Software, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Buy Or Sell Opportunity • Apr 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.8% to US$197. The fair value is estimated to be US$247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period. Tillkännagivande • Apr 05
Paycom Software, Inc., Annual General Meeting, May 05, 2025 Paycom Software, Inc., Annual General Meeting, May 05, 2025. Location: gaillardia, 5300 gaillardia boulevard, oklahoma city, 73142, oklahoma United States Upcoming Dividend • Mar 03
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 10 March 2025. Payment date: 24 March 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.7%). Recent Insider Transactions • Feb 26
Chief Operating Officer recently sold US$764k worth of stock On the 21st of February, Randy Peck sold around 4k shares on-market at roughly US$212 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Randy's only on-market trade for the last 12 months. Recent Insider Transactions Derivative • Feb 23
Chief Operating Officer notifies of intention to sell stock Randy Peck intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of February. If the sale is conducted around the recent share price of US$214, it would amount to US$769k. Since June 2024, Randy's direct individual holding has increased from 40.61k shares to 42.38k. Company insiders have collectively sold US$4.0m more than they bought, via options and on-market transactions in the last 12 months. Declared Dividend • Feb 13
Fourth quarter dividend of US$0.38 announced Dividend of US$0.38 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 24%. Tillkännagivande • Feb 11
Paycom Software, Inc. Announces Quarterly Cash Dividend, Payable on March 24, 2025 Paycom Software, Inc. announced that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 24, 2025, to all stockholders of record as of the close of business on March 10, 2025. Buy Or Sell Opportunity • Feb 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to US$200. The fair value is estimated to be US$250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period. Tillkännagivande • Jan 20
Paycom Software, Inc. to Report Q4, 2024 Results on Feb 12, 2025 Paycom Software, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025 Buy Or Sell Opportunity • Jan 02
Now 20% undervalued Over the last 90 days, the stock has risen 20% to US$201. The fair value is estimated to be US$253, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period. Tillkännagivande • Dec 14
Paycom Software, Inc. Appoints Joe Binz to Its Board of Directors and on the Audit Committee Paycom Software, Inc. announced the appointment of Joe Binz to Paycom’s board of directors, effective Dec. 10, 2024. Binz currently serves as chief financial officer at Atlassian, where he is responsible for its global finance organization and oversees the company’s accounting, finance, internal audit, investor relations, tax, treasury and procurement teams. He has more than 30 years of financial leadership experience in the technology industry. Prior to joining Atlassian, Binz held management roles at Microsoft, where he led the company’s finance functions and guided its business transformation to the cloud. Binz also spent eight years at Intel Corporation, where he held a variety of finance roles supporting manufacturing operations, product groups and Intel Capital. Binz holds a Bachelor of Science degree in finance from the University of Illinois Urbana-Champaign and a Master of Business Administration degree from the University of Michigan’s Ross School of Business. Mr. Binz was also appointed to serve on the audit committee of the Board. Price Target Changed • Dec 12
Price target increased by 7.3% to US$216 Up from US$202, the current price target is an average from 15 analysts. New target price is 9.8% below last closing price of US$240. Stock is up 18% over the past year. The company is forecast to post earnings per share of US$8.51 for next year compared to US$5.91 last year. Upcoming Dividend • Nov 18
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 25 November 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to US$231, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$242 per share. 