Paycom Software, Inc.(PAYC)Earnings, Financials & Key RatiosPaycom Software, Inc. (PAYC) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the forward P/E of 11.85 appears attractive, the deceleration in revenue growth to 7.8% and the recent increase in leverage to a 0.94 debt-to-equity ratio warrant a cautious approach.
Paycom Software, Inc. (PAYC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Paycom Software, Inc. (PAYC) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $3.15vs $2.99+5.4% | $572Mvs $564M+1.3% |
| Q1 2026 | Feb 11, 2026 | $2.45vs $2.44+0.4% | $544Mvs $543M+0.2% |
| Q4 2025 | Nov 5, 2025 | $1.94vs $1.95-0.5% | $493Mvs $493M+0.1% |
| Q3 2025 | Aug 6, 2025 | $2.06vs $1.78+15.7% | $484Mvs $472M+2.5% |
Recent stock market news and headlines for Paycom Software, Inc. (PAYC)
AI-driven hiring and HR automation are reshaping HCM software, with three companies, namely, PAYC, PCTY and FA standing out for short-term upside.
Paycom has shifted from a growth story to a value 'equity bond' play after a 50% share price decline over the past year. PAYC now offers an 8.2% pretax earnings yield, with management guiding for 7%–8% revenue growth and a 44% adjusted EBITDA margin in 2026. Management's $2 billion buyback (34% of market cap) financed via credit facility signals strong confidence in long-term profitability and capital return.
Investors looking for stocks in the Internet - Software sector might want to consider either Paycom Software (PAYC) or Palantir Technologies Inc. (PLTR). But which of these two stocks presents investors with the better value opportunity right now?
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PAYC made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 18, 2026.
Key metrics vs top competitors for Paycom Software, Inc. (PAYC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $139.90 | $7.63B | 17.31 | 8.95% | 22.1% | 27.42% | 1.08% | |
| $105.39 | $37.48B | 21.55 | 16.88% | 27.03% | 45.13% | — | |
| $239.49 | $96.43B | 24.00 | 7.07% | 20.12% | 68.69% | — | |
| $113.77 | $6.09B | 28.30 | 13.74% | 14.94% | 22.36% | — | |
| $432.83 | $153.29B | 55.00 | 20.51% | 28.15% | 16.89% | — | |
| $51.54 | $2.89B | -109.66 | 19.75% | 1.53% | — | — |
Paycom Software, Inc. (PAYC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Paycom Software, Inc. (PAYC) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
May 6, 2026·SEC
May 4, 2026·SEC
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Paycom Software, Inc. (PAYC) stock FAQ — growth, dividends, profitability & financials explained
Paycom Software, Inc. (PAYC) reported $2.09B in revenue for fiscal year 2025. This represents a 2625% increase from $76.8M in 2012.
Paycom Software, Inc. (PAYC) grew revenue by 8.9% over the past year. This is steady growth.
Yes, Paycom Software, Inc. (PAYC) is profitable, generating $469.7M in net income for fiscal year 2025 (22.1% net margin).
Yes, Paycom Software, Inc. (PAYC) pays a dividend with a yield of 1.08%. This makes it attractive for income-focused investors.
Paycom Software, Inc. (PAYC) has a return on equity (ROE) of 27.4%. This is excellent, indicating efficient use of shareholder capital.
Paycom Software, Inc. (PAYC) generated $442.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
