Paycom Software, Inc.
PAYC
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Paycom Software, Inc. operates in a competitive industry with a strong focus on innovation and customer service, positioning itself as a leader in the human capital management software market.
- In 2026-Q1, Paycom reported a revenue of $571.8 million, reflecting a solid operating margin of 36.7%.
- The company's earnings growth stands at 48.1%, showcasing its ability to increase profitability significantly.
- The software application industry is experiencing a cycle of increased competition, which could pressure margins and growth rates for established players like Paycom.
- Paycom's revenue decreased by 7% in the latest quarter compared to the prior quarter, dropping from $572 million to $531 million.
- The operating margin has compressed to 31.7%, down from 36.7% in the previous quarter, indicating potential challenges in maintaining profitability.
Fundamentals
| Market cap | $10.36B | Enterprise value | $10.97B | Trailing P/E | 24.33 | Forward P/E | 16.46 |
| PEG | 1.18 | Price / book | 17.50 | Beta | 0.83 | Dividend yield | 0.65% |
| Revenue growth | 9.8% | Earnings growth | 48.1% | Gross margin | 88.1% | Operating margin | 31.7% |
| Profit margin | 22.8% | ROE | 41.1% | ROA | 8.8% | Debt / equity | 1.72 |
| Current ratio | 1.07 | Free cash flow | $423.72M | Analyst recommendation | hold | Mean target | $220.24 |
| 52w high | $244.98 | 52w low | $104.90 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $531M | $572M | $544M | $493M | $484M |
| Op margin | 31.7% | 36.7% | 28.9% | 22.8% | 23.2% |
| Net income | $107M | $156M | $114M | $111M | $89.5M |
| Gross margin | 83.2% | 84.7% | 83.9% | 82.7% | 81.9% |
| Gross profit | $442M | $485M | $457M | $408M | $396M |
| Operating income | $169M | $210M | $157M | $113M | $112M |
- Revenue -7% vs prior quarter ($531M vs $572M).
- Gross margin 83.2% (was 84.7% prior quarter).
- Operating margin compressed to 31.7%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.1B | $1.9B | $1.7B | $1.4B | — |
| Op margin | 27.6% | 33.7% | 26.6% | 27.5% | — |
| Net income | $453M | $502M | $341M | $281M | — |
| Gross margin | 83.2% | 82.2% | 83.7% | 84.5% | — |
| Gross profit | $1.7B | $1.5B | $1.4B | $1.2B | — |
| Operating income | $567M | $634M | $451M | $379M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-06 · Will Paycom (PAYC) Beat Estimates Again in Its Next Earnings Report?
2026-10-05 · Leslie Womble is Vinson & Elkins’ New Chief Talent Officer
2026-10-05 · National Duals Invitational to Deliver Every Match Live Through FloSports and ESPN Partnership
2026-10-03 · ADP Warns of Cooling Labor Market While Its Own Business Feels the Chill
2026-09-30 · BILL Expands Embedded Payments Reach With Blackbaud Partnership
2026-09-29 · KEEL Stock Up 27.7% Y/Y: Can the Momentum Last Throughout 2026?
2026-09-29 · Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says
2026-09-29 · Netflix upgraded, PepsiCo downgraded: Wall Street's top analyst calls
2026-09-28 · Here's Why You Should Retain Broadridge Stock in Your Portfolio
2026-09-28 · Before You Buy Paychex Stock, Settle This
2026-09-26 · Paycom Software (PAYC) Following Its Sharp Rebound, Is The Valuation Story Already Priced In?
2026-09-25 · 4 Reasons to Add BILL Holdings Stock to Your Portfolio Right Now
Price (daily)
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