Paycom Software (PAYC) Hisse Özeti
Paycom Software, Inc. Amerika Birleşik Devletleri'ndeki küçük ve orta ölçekli şirketler için hizmet olarak yazılım şeklinde sunulan bulut tabanlı insan sermayesi yönetimi (HCM) çözümü sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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Paycom Software
17.1% değerinin altında içsel indirim
Paycom's Recurring Revenue Reaccelerates as Beti Implementation Finalizes
View narrativeRY
Updated 11 Nov 2024
Paycom Software, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$216.04 |
| 52 Haftanın En Yüksek Seviyesi | US$244.98 |
| 52 Haftanın En Düşük Seviyesi | US$104.90 |
| Beta | 0.79 |
| 1 Aylık Değişim | 1.80% |
| 3 Aylık Değişim | 60.60% |
| 1 Yıllık Değişim | -4.56% |
| 3 Yıllık Değişim | -22.94% |
| 5 Yıllık Değişim | -55.18% |
| Halka arzdan bu yana değişim | 1,307.43% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Hissedar Getirileri
| PAYC | US Professional Services | US Pazar | |
|---|---|---|---|
| 7D | -10.2% | -5.2% | -0.2% |
| 1Y | -4.6% | -14.2% | 14.8% |
Getiri vs. Endüstri: PAYC geçen yıl % -14.2 oranında getiri sağlayan US Professional Services sektörünü aştı.
Getiri vs Piyasa: PAYC geçen yıl % 14.8 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| PAYC volatility | |
|---|---|
| PAYC Average Weekly Movement | 9.1% |
| Professional Services Industry Average Movement | 8.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: PAYC son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: PAYC 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1998 | 5,770 | Chad Richison | www.paycom.com |
Paycom Software, Inc. Amerika Birleşik Devletleri'ndeki küçük ve orta ölçekli şirketler için hizmet olarak yazılım şeklinde sunulan bulut tabanlı insan sermayesi yönetimi (HCM) çözümü sağlamaktadır. Şirket, işletmelerin işe alımdan emekliliğe kadar istihdam yaşam döngüsünü yönetmek için ihtiyaç duydukları işlevselliği ve veri analitiğini sunmaktadır. Şirketin HCM çözümü, daha iyi çalışan işlem arayüzü, bordro ve bordro vergi yönetimi, bordro kartı, Everyday, Paycom pay, Müşteri Eylem Merkezi, gider yönetimi, haciz yönetimi ve GL concierge uygulamalarını içeren bordro uygulamaları; başvuru takibi, geçmiş kontrolleri, işe alım, e-verify ve vergi kredisi hizmetlerini içeren yetenek kazanımı ve çalışan self-servisi, ücret bütçeleme, performans yönetimi, pozisyon yönetimi, Paycom öğrenme, sertifika yönetimini içeren yetenek yönetimi uygulamaları sunmaktadır.
Paycom Software, Inc. Temel Bilgiler Özeti
| PAYC temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$9.55b |
| Kazançlar(TTM) | US$487.60m |
| Gelir(TTM) | US$2.14b |
19.6x
F/K Oranı4.5x
P/S OranıPAYC aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| PAYC gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.14b |
| Gelir Maliyeti | US$255.70m |
| Brüt Kâr | US$1.89b |
| Diğer Giderler | US$1.40b |
| Kazançlar | US$487.60m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 11.01 |
| Brüt Marj | 88.06% |
| Net Kâr Marjı | 22.78% |
| Borç/Özkaynak Oranı | 157.5% |
PAYC uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.7%
Mevcut Temettü Verimi16%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 23:26 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Paycom Software, Inc. 38 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Daniel Jester | BMO Capital Markets Equity Research |