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PAYC

Paycom Software, Inc.

PAYC

NYSE·Technology·Software - Application·Mkt cap $7.3B

$137.94

▲ +2.97%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$104.90 - $248.95

P/E

15.93

Fwd P/E

12.66

Beta

0.79

Div Yield

1.12%

Avg Vol

1.0M

Shares Out

54.3M

Mkt Cap

$7.3B

Price action

Price chart

Down 41.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Comprehensive single-platform HCM solution
  • Advanced proprietary technology
  • Strong focus on mid-market businesses
  • Continuous product innovation
▼

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Digital transformation in HR technology

Value

Undervalued - trading well below HR & Payroll Services peers

Momentum

Strong

+8.4% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

1.12% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

“
Q2 26 RECAP

MAY 6, 2026

Reported EPS of $3.15 vs $2.99 consensus (+5.3% surprise). Revenue of $571.9M vs $564.4M expected (+1.3%). Beat on both top and bottom lines.

EPS beat +5.3%
Rev beat +1.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+5.3%

Next: May 5, 2026

Revenue trend · last 8Q

—

—

+14%

+6%

+11%

+9%

+10%

+8%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$437.5M

$451.9M

$493.9M

$530.5M

$483.6M

$493.3M

$544.3M

$571.9M

Margins · last 8Q

Gross

—

Operating

—

Profit

27.2%

View full earnings history →

Wall Street consensus

11 analysts · 45% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

45%

Hold

6

55%

Sell

0%

Median Price Target

$148.00

▲ +7.3% vs $137.94

Low $130.00
Median $148.00
High $183.00

Latest: TD Cowen · Jun 26, 2026

5 analysts covering

View full analyst page →

vs Industry

How PAYC stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.