CHARGED ALPHATMFrontier AI stock research

PAYC · NYSE

Paycom Software, Inc.

Software - Application · United States

USD 224.25-0.8% daily changeQuote 2026-10-06 · USD
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 website

Q2 2026

Go beyond the headline.

Paycom (PAYC): A 50-Cent Beat - And 52 Cents Of It Was The Buyback

Published 2026-08-07

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.

Comparison stocks

Market metrics · missing or inapplicable values shown as —
MetricPAYCPaycom Software, Inc.Snapshot 2026-10-06Financial period: 2026-06-30HUBSHubSpot, Inc.Snapshot 2026-10-06Financial period: 2026-06-30PCTYPaylocity Holding CorporationSnapshot 2026-10-06Financial period: 2026-06-30Peer medianSimilar-size peers only
Market capMarket value, converted to USDUS$10.11BUS$11.31BUS$8.15BUS$9.73Bn=2
Forward P/EProvider forward earnings estimate16.06x13.13x15.15x14.14xn=2
EV / EBITDAEnterprise value / trailing EBITDA14.67x63.19x17.95x40.57xn=2
Revenue growthLatest quarter vs prior-year quarter9.8%19.8%11.0%15.4%n=2
Operating marginLatest reported quarter31.7%4.9%19.1%12.0%n=2
Free cash flow yieldTrailing cash flow / market cap4.2%5.9%4.4%5.2%n=2
Net debt / EBITDANet debt / trailing EBITDA1.07x-7.03x-0.32x-3.68xn=2
Debt / equityTotal debt / positive book equity1.72x0.14x0.11x0.13xn=2
Trailing P/ETrailing twelve-month earnings23.73x78.90x29.92x54.41xn=2
Price / bookPrice / positive book equity per share17.07x6.62x6.67x6.65xn=2
EV / salesEnterprise value / trailing revenue5.04x2.87x4.34x3.60xn=2
Earnings growthLatest quarter vs prior-year quarter48.1%—27.6%—
Gross marginTrailing twelve months88.1%83.2%69.3%76.3%n=2
Net marginTrailing twelve months22.8%4.3%15.2%9.7%n=2
Return on equityProvider trailing return; positive equity only41.1%7.9%22.0%14.9%n=2
Free cash flow marginTrailing free cash flow / revenue19.8%19.3%20.3%19.8%n=2
Dividend yieldIndicated annual dividend / price0.7%———
Earnings payoutProvider trailing dividend payout15.9%0.0%0.0%0.0%n=2
Current ratioCurrent assets / current liabilities1.07x1.38x1.09x1.23xn=2
BetaProvider historical market sensitivity0.831.240.500.87n=2

Paylocity Holding Corporation (PCTY)

Similar size · 0.81x market cap

Enterprise workflow software

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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.

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Valuation & price history

Adjusted closing price

Price history

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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

All available reporting periods
Q2 20262026-08-07
Q1 20262026-05-07

Reported figures

Verify material figures against company filings. Market data and AI-assisted analysis may contain errors.