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PAYCOM SOFTWARE INC

PAYCNYSE
๐Ÿ† #793 by market capEarnings Nov 3 ยท PostUS Equity
$212.23โ–ผ $1.21 (โˆ’0.57%)
๐ŸŒ… Pre-market$210.39โ–ผ 0.87%Regular close ยท extended-hours price shown
1hโ€”
24hโ–ผ 0.6%
7dโ–ฒ 21.1%
14dโ–ฒ 25.5%
30dโ–ฒ 44.9%
1yโ–ผ 1.1%
๐ŸฆMarket Cap
$9.90B
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
+9.4%
Slowing
๐Ÿ“ŠGross Margin
83.4%
High
๐Ÿ’ตFCF Margin
21.1%
Strong
โš–๏ธP/S Ratio
4.6x
Fair
Otter Score
60
Fair

Trading Snapshot

Day Range
$211.17 โ€“ $213.95
52-Week Range
$104.90 โ€“ $234.60
Volume
$3.77B
Avg Volume
$4.70B
Shares Outstanding
46.6M
Next Earnings
Sep 19, 2026

Fundamentals Snapshot

Annual Revenue
$2.05B
Last Q Revenue
$531M
P/E Ratio
20.6
P/S Ratio
4.6x
EPS (TTM)
$8.64
Dividend Yield
0.84%

Why Investors Own PAYC

  • โœ“High-growth profile โ€” revenue up +26.5% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 48% gross margin and 24% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$2.05Bโ–ฒ +21.5% YoY
Gross Margin (TTM)
48.0%โ–ผ โˆ’0.4% YoY
Operating Income (TTM)
$687Mโ–ฒ +21.5% YoY
Free Cash Flow (TTM)
$490Mโ–ฒ +21.5% YoY

About PAYCOM SOFTWARE INC

Paycom Software, Inc., established in 1998 and headquartered in Oklahoma City, Oklahoma, provides a comprehensive, cloud-based human capital management (HCM) platform. This software-as-a-service (SaaS) solution is specifically tailored for small to mid-sized businesses across the United States. It equips organizations with the essential functionality and analytical insights needed to oversee the complete employee journey, from the initial hiring process through to retirement. The robust HCM suite encompasses a wide array of applications across several critical HR domains. For talent acquisition and onboarding, it offers tools such as applicant tracking, candidate management, background checks, seamless onboarding processes, E-Verify compliance, and tax credit services. Time and labor management capabilities include precise time and attendance tracking, flexible scheduling with exchange options, efficient time-off request management, labor allocation, detailed reporting (including push reports), and advanced location-based features like geofencing, geotracking, and their proprietary Microfence Bluetooth technology. Payroll processing is streamlined through applications for improved employee transaction interfaces, comprehensive payroll and tax administration, direct payment options (Paycom Pay), expense management, mileage tracking (with fixed and variable rates), garnishment management, and GL concierge services. Talent development and performance management are supported by employee self-service portals, compensation budgeting, performance review systems, position management, Paycom learning modules, content subscriptions, and "my analytics" for predictive employment reporting. Furthermore, the platform integrates various other crucial functions. These include "Manager On-the-Go" for supervisors to approve time-off and expenses remotely, "Ask Here" for direct employee-to-HR communication, direct data exchange capabilities, and tools for document management and checklists. It also addresses compliance and benefits administration with features for government regulations, benefits enrollment (including carrier integration), COBRA administration, personnel action and performance discussion forms, surveys, and Affordable Care Act applications. A notable offering is "Clue," which provides a secure system for collecting, tracking, and managing employee vaccination and testing data.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Fair
60/100

Analyst Ratings

โ“˜
Consensus
Buy
27 analysts
Strong Buy5
Buy7
Hold15
Sell0
Strong Sell0
Ratings as of Aug 2026

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