YouTube · Q2 2026 · 2026-08-07
PAYC · NYSE
Paycom Software, Inc.
Software - Application · United States
- Market cap (USD)
- US$10.11B
- Trailing P/E
- 23.73x
- Forward P/E
- 16.06x
- Quarterly revenue growth
- 9.8%
- Trailing net margin
- 22.8%
- Indicated dividend yield
- 0.7%
Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-11-04 (provider estimate, not issuer-confirmed).
Company background
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. The company offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement. The company's HCM solution offers payroll applications comprising better employee transaction interface, payroll and payroll tax management, payroll card, Everyday, Paycom pay, Client Action Center, expense management, garnishment administration, and GL concierge applications; talent acquisition, including applicant tracking, background checks, on-boarding, e-verify, and tax credit services; and talent management applications that include employee self-service, compensation budgeting, performance management, position management, Paycom learning, certification management. The company also offers time and labor management, such as time and attendance, scheduling, time-off requests, and labor allocation solutions. 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; COBRA administration; personnel action and performance discussion forms; Paycom surveys; retirement reporting; report center; and affordable care act applications, as well as Clue, which securely collects, tracks, and manages the vaccination and testing data of the workforce; and MyCom is a communications tool that provides organizations with a central place to share information with employees. Paycom Software, Inc. was founded in 1998 and is based in Oklahoma City, Oklahoma.
Company websiteQ2 2026
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Comparable businesses
PAYC peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | PAYCPaycom Software, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | HUBSHubSpot, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | PCTYPaylocity Holding CorporationSnapshot 2026-10-06Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$10.11B | US$11.31B | US$8.15B | US$9.73Bn=2 |
| Forward P/EProvider forward earnings estimate | 16.06x | 13.13x | 15.15x | 14.14xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | 14.67x | 63.19x | 17.95x | 40.57xn=2 |
| Revenue growthLatest quarter vs prior-year quarter | 9.8% | 19.8% | 11.0% | 15.4%n=2 |
| Operating marginLatest reported quarter | 31.7% | 4.9% | 19.1% | 12.0%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | 4.2% | 5.9% | 4.4% | 5.2%n=2 |
| Net debt / EBITDANet debt / trailing EBITDA | 1.07x | -7.03x | -0.32x | -3.68xn=2 |
| Debt / equityTotal debt / positive book equity | 1.72x | 0.14x | 0.11x | 0.13xn=2 |
| Trailing P/ETrailing twelve-month earnings | 23.73x | 78.90x | 29.92x | 54.41xn=2 |
| Price / bookPrice / positive book equity per share | 17.07x | 6.62x | 6.67x | 6.65xn=2 |
| EV / salesEnterprise value / trailing revenue | 5.04x | 2.87x | 4.34x | 3.60xn=2 |
| Earnings growthLatest quarter vs prior-year quarter | 48.1% | — | 27.6% | — |
| Gross marginTrailing twelve months | 88.1% | 83.2% | 69.3% | 76.3%n=2 |
| Net marginTrailing twelve months | 22.8% | 4.3% | 15.2% | 9.7%n=2 |
| Return on equityProvider trailing return; positive equity only | 41.1% | 7.9% | 22.0% | 14.9%n=2 |
| Free cash flow marginTrailing free cash flow / revenue | 19.8% | 19.3% | 20.3% | 19.8%n=2 |
| Dividend yieldIndicated annual dividend / price | 0.7% | — | — | — |
| Earnings payoutProvider trailing dividend payout | 15.9% | 0.0% | 0.0% | 0.0%n=2 |
| Current ratioCurrent assets / current liabilities | 1.07x | 1.38x | 1.09x | 1.23xn=2 |
| BetaProvider historical market sensitivity | 0.83 | 1.24 | 0.50 | 0.87n=2 |
YouTube · Q2 2026 · 2026-08-07
Paylocity Holding Corporation (PCTY)
Similar size · 0.81x market cap
Enterprise workflow software
No Charged Alpha episode is linked for this listing yet.
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
Financial statements load separately from the research page.
Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
Price history loads separately.
Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for PAYC
Q2 20262026-08-07
Paycom (PAYC): A 50-Cent Beat - And 52 Cents Of It Was The Buyback
Presentation · 2026-08-07 · YouTube
Q1 20262026-05-07
PAYC Stock: EPS Beats by 11% — Q1 2026 Earnings Analysis
Presentation · 2026-05-07 · YouTube