Paycom Software, Inc.

Paycom Software, Inc.

PAYCยทNYSE

$137.79

+1.2%
TechnologySoftware - Application

Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement. The company's HCM solution provides a suite of applications in the areas of talent acquisition, including applicant tracking, candidate tracker, background checks, on-boarding, e-verify, and tax credit services; and time and labor management, such as time and attendance, scheduling/schedule exchange, time-off requests, labor allocation, labor management reports/push reporting, and geofencing/geotracking, and Microfence, a proprietary Bluetooth. Its HCM solution also offers payroll applications comprising better employee transaction interface, payroll and tax management, Paycom pay, expense management, mileage tracker/fixed and variable rates, garnishment management, and GL concierge applications; and talent management applications that include employee self-service, compensation budgeting, performance management, position management, and Paycom learning and content subscriptions, as well as my analytics, which offer employment predictor reporting. In addition, its HCM solution provides manager on-the-go that gives supervisors and managers the ability to perform a variety of tasks, such as approving time-off requests and expense reimbursements; direct data exchange; ask here, a tool for direct line of communication to ask work-related questions; document and checklist; government and compliance; benefits administration/benefits to carrier; COBRA administration; personnel action and performance discussion forms; surveys; and affordable care act applications, as well as Clue, which securely collect, track, and manage the vaccination and testing data of the workforce. Paycom Software, Inc. was founded in 1998 and is headquartered in Oklahoma City, Oklahoma.

At a Glance

Live Snapshot
Market Cap$7.52B
EPS8.1300
P/E Ratio16.95
Earnings Date08/05/2026
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Paycom Software, Inc. Street Expectations Map

PAYC ยท NYSE

Wall Street analysts project that PAYC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 151.75, with estimates ranging from a low of 115.00 to a high of 195.00.

Lowest Target
115.00
-16.54%
Consensus Target
151.75
10.13%
Highest Target
195.00
41.52%

The consensus 1-year price target stands at 151.75, with estimates ranging from a low of 115.00 to a high of 195.00.

Analyst Consensus Analysis

Upside Potential

+10.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

52.7% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

2.51x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Paycom Software, Inc. Forward Estimates of Revenue

PAYC ยท NYSE
Latest Revenue
2.05B
FY 2025
Avg Estimate
2.23B
FY 2026
Estimate Range
2.20B - 2.25B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Paycom Software, Inc. Forward Estimates of Net Income

PAYC ยท NYSE
Latest Net Income
453.40M
FY 2025
Avg Estimate
559.53M
FY 2026
Estimate Range
529.09M - 589.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Paycom Software, Inc. Forward Estimates of EPS

PAYC ยท NYSE
Latest EPS
8.13
FY 2025
Avg Estimate
$10.04
FY 2026
Estimate Range
$9.40 - $10.48
Analyst Spread

Forward Growth Analysis

Projected Growth+23.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Paycom Software, Inc. Forward Estimates of EBIT

PAYC ยท NYSE
Latest EBIT
622.80M
FY 2025
Avg Estimate
613.74M
FY 2026
Estimate Range
605.48M - 619.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-1.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Paycom Software, Inc. Forward Estimates of EBITDA

PAYC ยท NYSE
Latest EBITDA
799.10M
FY 2025
Avg Estimate
765.15M
FY 2026
Estimate Range
754.86M - 772.01M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Paycom Software, Inc. Forward Estimates of SG&A Expense

PAYC ยท NYSE
Latest SG&A Expense
761.80M
FY 2025
Avg Estimate
941.59M
FY 2026
Estimate Range
928.92M - 950.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Paycom Software, Inc. Insider Positioning

PAYC ยท NYSE

During the last 12 months, insiders have sold $7.23M worth of PAYC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

2.5K

351.25K

Net Activity

-351K

-$351K

3-6 Months

Bought

0

0.00

Sold

1.3K

211.46K

Net Activity

-211K

-$211K

6-9 Months

Bought

0

0.00

Sold

1.5K

244.07K

Net Activity

-244K

-$244K

9-12 Months

Bought

0

0.00

Sold

24.2K

6.42M

Net Activity

-6.4M

-$6.42M

Top Buyers

No buying activity

Top Sellers

1
RCR

Richison Chad R.

Director, 10 Percent Owner, Officer: Ceo, President And Chairman

23.3K sharesโ€ข2 transactions

$6.18M

2
PR

Peck Randall

Officer: Chief Operating Officer

4.8K sharesโ€ข3 transactions

$824K

3
FRD

Foster Robert D.

Officer: Chief Financial Officer

1.3K sharesโ€ข1 transactions

$211K

4
SBS

Smith Bradley Scott

Officer: Chief Information Officer

43 sharesโ€ข2 transactions

$10K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$351K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.