Análise opcional do produto
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Paycom Software, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $10.8B | |
|---|---|---|
| Revenue (ttm) | 2.1B | |
| Net income (ttm) | 487.6M | |
| EPS (ttm) | $9.35 | |
| Shares out | 44.3M | |
| P/E (trailing) | 28.0x | |
| P/E (forward) | 16.7x | |
| Dividend | $1.50 (0.57%) | |
| Volume | 295,129 | |
| Beta | 0.83 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $1.06B | $1.38B | $1.69B | $1.88B | $2.05B | +18.1% |
| Gross profit | $893.6M | $1.16B | $1.42B | $1.55B | $1.71B | +17.6% |
| Operating income | $253.6M | $378.7M | $451.3M | $634.3M | $567.2M | +22.3% |
| Net income | $196.0M | $281.4M | $340.8M | $502.0M | $453.4M | +23.3% |
| EPS (diluted) | $3.37 | $4.84 | $5.88 | $8.92 | $8.08 | +24.4% |
| EBITDA | $323.2M | $484.8M | $588.2M | $798.3M | $799.1M | +25.4% |
| R&D | $118.4M | $148.3M | $199.0M | $242.6M | $283.4M | +24.4% |
| SG&A | $640.1M | $783.8M | $966.1M | $914.3M | $1.14B | +15.5% |
Recent company headlines from major financial publishers.
Under the base case, Paycom delivers steady recurring revenue growth supported by stable client employment and ongoing territory expansion. Capital spending normalizes as planned, enabling free cash flow expansion and disciplined share repurchases. This path yields our Fair value target of $259.38 (representing $259.38), with an assigned probability of 55.0% and an expected return of 8.5% against the analysis share price of $239.00.
Under the upside case, new sales representative cohorts reach quota productivity faster than expected, accelerating new client bookings across enterprise accounts. High adoption of Beti self-service payroll drives client expansion, while internal artificial intelligence data center infrastructure delivers greater operational efficiencies. This trajectory supports our Potential value target of $294.78 (Potential value $294.78), carrying an assigned probability of 20.0% and an implied return of 23.3% relative to the analysis share price $239.00.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.4% | $268 | $283 | $300 | $322 | $348 |
| 8.9% | $251 | $264 | $278 | $295 | $316 |
| 9.4% | $237 | $247 | $259 | $274 | $290 |
| 9.9% | $224 | $233 | $243 | $255 | $269 |
| 10.4% | $213 | $221 | $230 | $240 | $251 |
Upcoming earnings date and setup when available.
A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.
| Ano | jan. | fev. | mar. | abr. | mai. | jun. | jul. | ago. | set. | out. | nov. | dez. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
