Paycom Software (PAYC)
Market Price (10/14/2026): $238.72 | Market Cap: $10.9 BilSector: Industrials | Industry: Human Resource & Employment Services
Paycom Software (PAYC)
Market Price (10/14/2026): $238.72Market Cap: $10.9 BilSector: IndustrialsIndustry: Human Resource & Employment Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, FCF Yield is 5.3% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 30% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 37%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27% Stock buyback supportStock Buyback 3Y Total is 2.0 Bil Low stock price volatilityVol 12M is 47% Megatrend and thematic driversMegatrends include Cloud Computing, and Automation & Robotics. Themes include Software as a Service (SaaS), and Process / Warehouse Automation. | Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 71% Key risksPAYC key risks include [1] intense competition and a potentially saturated market that could pressure growth and pricing power and [2] significant data security vulnerabilities, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, FCF Yield is 5.3% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 30% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 37%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27% |
| Stock buyback supportStock Buyback 3Y Total is 2.0 Bil |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include Cloud Computing, and Automation & Robotics. Themes include Software as a Service (SaaS), and Process / Warehouse Automation. |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 71% |
| Key risksPAYC key risks include [1] intense competition and a potentially saturated market that could pressure growth and pricing power and [2] significant data security vulnerabilities, Show more. |
Qualitative Assessment
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Updated on 10/13/2026
Paycom Software (PAYC) stock has gained about 90% since 6/30/2026 because of the following key factors:
1. Exceptional Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
Paycom Software reported strong fiscal Q2 2026 results on August 5, 2026, significantly exceeding analyst expectations. The company announced an Adjusted EPS of $2.78, beating the consensus estimate of $2.38 by $0.40, a 16.8% beat. Total quarterly revenue grew 9.8% year-over-year to $531.2 million, surpassing the $513.1 million consensus estimate by 3.5%. Furthermore, Adjusted EBITDA reached $235 million, exceeding analyst forecasts of $213.4 million, representing a 44.2% margin and a 10.1% beat. Following these strong results, Paycom raised its full-year 2026 revenue guidance to a midpoint of $2.20 billion and its adjusted EBITDA guidance to a midpoint of $1.01 billion, citing robust first-half performance and increased visibility for the remainder of the year.
2. Strategic Product Innovation and Enhanced Automation.
The company's commitment to an automation strategy and disciplined execution, including significant new product innovation, was a core driver of its performance. In July 2026, Paycom launched its Asset Management tool, expanding its capabilities into a new multi-billion dollar total addressable market (TAM). Additionally, the "Project Arc" system-wide release fundamentally transformed the client and employee experience, leading to a reported 4x increase in system performance for some clients with over 10,000 employees. Management emphasized ongoing AI-driven automation across its platform, leveraging its "industry-first AI engine, IWant™" to provide instant access to accurate employee data.
Show more
Paycom Software (PAYC) stock has gained about 90% since 6/30/2026 because of the following key factors:
1. Exceptional Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
Paycom Software reported strong fiscal Q2 2026 results on August 5, 2026, significantly exceeding analyst expectations. The company announced an Adjusted EPS of $2.78, beating the consensus estimate of $2.38 by $0.40, a 16.8% beat. Total quarterly revenue grew 9.8% year-over-year to $531.2 million, surpassing the $513.1 million consensus estimate by 3.5%. Furthermore, Adjusted EBITDA reached $235 million, exceeding analyst forecasts of $213.4 million, representing a 44.2% margin and a 10.1% beat. Following these strong results, Paycom raised its full-year 2026 revenue guidance to a midpoint of $2.20 billion and its adjusted EBITDA guidance to a midpoint of $1.01 billion, citing robust first-half performance and increased visibility for the remainder of the year.
2. Strategic Product Innovation and Enhanced Automation.
The company's commitment to an automation strategy and disciplined execution, including significant new product innovation, was a core driver of its performance. In July 2026, Paycom launched its Asset Management tool, expanding its capabilities into a new multi-billion dollar total addressable market (TAM). Additionally, the "Project Arc" system-wide release fundamentally transformed the client and employee experience, leading to a reported 4x increase in system performance for some clients with over 10,000 employees. Management emphasized ongoing AI-driven automation across its platform, leveraging its "industry-first AI engine, IWant™" to provide instant access to accurate employee data.
Show more
Updated on 10/13/2026
Paycom Software (PAYC) stock has gained about 90% since 6/30/2026 because of the following key factors:
1. Exceptional Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
Paycom Software reported strong fiscal Q2 2026 results on August 5, 2026, significantly exceeding analyst expectations. The company announced an Adjusted EPS of $2.78, beating the consensus estimate of $2.38 by $0.40, a 16.8% beat. Total quarterly revenue grew 9.8% year-over-year to $531.2 million, surpassing the $513.1 million consensus estimate by 3.5%. Furthermore, Adjusted EBITDA reached $235 million, exceeding analyst forecasts of $213.4 million, representing a 44.2% margin and a 10.1% beat. Following these strong results, Paycom raised its full-year 2026 revenue guidance to a midpoint of $2.20 billion and its adjusted EBITDA guidance to a midpoint of $1.01 billion, citing robust first-half performance and increased visibility for the remainder of the year.
2. Strategic Product Innovation and Enhanced Automation.
The company's commitment to an automation strategy and disciplined execution, including significant new product innovation, was a core driver of its performance. In July 2026, Paycom launched its Asset Management tool, expanding its capabilities into a new multi-billion dollar total addressable market (TAM). Additionally, the "Project Arc" system-wide release fundamentally transformed the client and employee experience, leading to a reported 4x increase in system performance for some clients with over 10,000 employees. Management emphasized ongoing AI-driven automation across its platform, leveraging its "industry-first AI engine, IWant™" to provide instant access to accurate employee data.
3. Significant Operating Leverage and Shareholder Returns through Buybacks.
Paycom demonstrated substantial operating leverage in fiscal Q2 2026, with operating expenses decreasing slightly while operating income surged by 50%. This contributed to an expansion of EBITDA margins by nearly 5 points from 2024 to 2026. The company also actively returned capital to shareholders, repurchasing 2,570,072 shares of common stock for $345.9 million during fiscal Q2 2026, and retiring approximately 20% of shares in the first half of the year. This aggressive share buyback program, funded by free cash flow and some debt, helped fuel a 48% increase in EPS from $1.58 to $2.34 in Q2 2026 due to a lower share count.
4. Easing Concerns over AI Disruption and a Resilient U.S. Labor Market.
Investor confidence in Paycom was bolstered by the broader application software sector's rebound, driven by easing fears surrounding AI disruption. Paycom's management has actively integrated AI, framing product expansion around automation and AI. Additionally, the Human Capital Management (HCM) sector, including Paycom, benefited from stabilizing U.S. employment data and a generally stable demand environment. Paycom's comprehensive HCM suite, which includes essential services like payroll management and talent acquisition, continued to capture demand from businesses seeking efficient workforce management solutions within this resilient labor market.
Show less
Paycom Software (PAYC) stock has gained about 90% since 6/30/2026 because of the following key factors:
1. Exceptional Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
Paycom Software reported strong fiscal Q2 2026 results on August 5, 2026, significantly exceeding analyst expectations. The company announced an Adjusted EPS of $2.78, beating the consensus estimate of $2.38 by $0.40, a 16.8% beat. Total quarterly revenue grew 9.8% year-over-year to $531.2 million, surpassing the $513.1 million consensus estimate by 3.5%. Furthermore, Adjusted EBITDA reached $235 million, exceeding analyst forecasts of $213.4 million, representing a 44.2% margin and a 10.1% beat. Following these strong results, Paycom raised its full-year 2026 revenue guidance to a midpoint of $2.20 billion and its adjusted EBITDA guidance to a midpoint of $1.01 billion, citing robust first-half performance and increased visibility for the remainder of the year.
2. Strategic Product Innovation and Enhanced Automation.
The company's commitment to an automation strategy and disciplined execution, including significant new product innovation, was a core driver of its performance. In July 2026, Paycom launched its Asset Management tool, expanding its capabilities into a new multi-billion dollar total addressable market (TAM). Additionally, the "Project Arc" system-wide release fundamentally transformed the client and employee experience, leading to a reported 4x increase in system performance for some clients with over 10,000 employees. Management emphasized ongoing AI-driven automation across its platform, leveraging its "industry-first AI engine, IWant™" to provide instant access to accurate employee data.
3. Significant Operating Leverage and Shareholder Returns through Buybacks.
Paycom demonstrated substantial operating leverage in fiscal Q2 2026, with operating expenses decreasing slightly while operating income surged by 50%. This contributed to an expansion of EBITDA margins by nearly 5 points from 2024 to 2026. The company also actively returned capital to shareholders, repurchasing 2,570,072 shares of common stock for $345.9 million during fiscal Q2 2026, and retiring approximately 20% of shares in the first half of the year. This aggressive share buyback program, funded by free cash flow and some debt, helped fuel a 48% increase in EPS from $1.58 to $2.34 in Q2 2026 due to a lower share count.
4. Easing Concerns over AI Disruption and a Resilient U.S. Labor Market.
Investor confidence in Paycom was bolstered by the broader application software sector's rebound, driven by easing fears surrounding AI disruption. Paycom's management has actively integrated AI, framing product expansion around automation and AI. Additionally, the Human Capital Management (HCM) sector, including Paycom, benefited from stabilizing U.S. employment data and a generally stable demand environment. Paycom's comprehensive HCM suite, which includes essential services like payroll management and talent acquisition, continued to capture demand from businesses seeking efficient workforce management solutions within this resilient labor market.
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Stock Movement Drivers
Fundamental Drivers
The 88.6% change in PAYC stock from 6/30/2026 to 10/13/2026 was primarily driven by a 63.0% change in the company's P/E Multiple.| (LTM values as of) | 6302026 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 125.47 | 236.65 | 88.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,093 | 2,141 | 2.3% |
| Net Income Margin (%) | 22.4% | 22.8% | 1.5% |
| P/E Multiple | 13.7 | 22.2 | 63.0% |
| Shares Outstanding (Mil) | 51 | 46 | 11.5% |
| Cumulative Contribution | 88.6% |
Market Drivers
6/30/2026 to 10/13/2026| Return | Correlation | |
|---|---|---|
| PAYC | 88.6% | |
| Market (SPY) | 4.2% | -2.7% |
| Sector (XLI) | -8.9% | -13.9% |
Fundamental Drivers
The 95.6% change in PAYC stock from 3/31/2026 to 10/13/2026 was primarily driven by a 51.8% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 121.01 | 236.65 | 95.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,052 | 2,141 | 4.3% |
| Net Income Margin (%) | 22.1% | 22.8% | 3.1% |
| P/E Multiple | 14.7 | 22.2 | 51.8% |
| Shares Outstanding (Mil) | 55 | 46 | 19.8% |
| Cumulative Contribution | 95.6% |
Market Drivers
3/31/2026 to 10/13/2026| Return | Correlation | |
|---|---|---|
| PAYC | 95.6% | |
| Market (SPY) | 19.9% | -9.7% |
| Sector (XLI) | 4.5% | -29.1% |
Fundamental Drivers
The 14.8% change in PAYC stock from 9/30/2025 to 10/13/2026 was primarily driven by a 22.4% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 9302025 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 206.19 | 236.65 | 14.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,960 | 2,141 | 9.2% |
| Net Income Margin (%) | 21.2% | 22.8% | 7.4% |
| P/E Multiple | 27.8 | 22.2 | -20.1% |
| Shares Outstanding (Mil) | 56 | 46 | 22.4% |
| Cumulative Contribution | 14.8% |
Market Drivers
9/30/2025 to 10/13/2026| Return | Correlation | |
|---|---|---|
| PAYC | 14.8% | |
| Market (SPY) | 17.8% | 2.9% |
| Sector (XLI) | 10.3% | -16.8% |
Fundamental Drivers
The -6.5% change in PAYC stock from 9/30/2023 to 10/13/2026 was primarily driven by a -52.0% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 253.00 | 236.65 | -6.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,558 | 2,141 | 37.4% |
| Net Income Margin (%) | 20.3% | 22.8% | 12.3% |
| P/E Multiple | 46.4 | 22.2 | -52.0% |
| Shares Outstanding (Mil) | 58 | 46 | 26.4% |
| Cumulative Contribution | -6.5% |
Market Drivers
9/30/2023 to 10/13/2026| Return | Correlation | |
|---|---|---|
| PAYC | -6.5% | |
| Market (SPY) | 88.2% | 25.1% |
| Sector (XLI) | 73.0% | 19.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PAYC Return | -8% | -25% | -33% | -0% | -22% | 49% | -47% |
| Peers Return | 32% | -15% | 17% | 25% | -10% | -7% | 38% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 14% | 108% |
Monthly Win Rates [3] | |||||||
| PAYC Win Rate | 50% | 50% | 42% | 42% | 42% | 50% | |
| Peers Win Rate | 58% | 40% | 53% | 65% | 45% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PAYC Max Drawdown | -32% | -37% | -59% | -32% | -40% | -29% | |
| Peers Max Drawdown | -17% | -32% | -22% | -18% | -32% | -38% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADP, PAYX, PCTY, WDAY, ORCL. See PAYC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/13/2026 (YTD)
How Low Can It Go
| Event | PAYC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -10.5% | -18.8% |
| % Gain to Breakeven | 11.8% | 23.1% |
| Time to Breakeven | 1 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -17.8% | -6.7% |
| % Gain to Breakeven | 21.7% | 7.1% |
| Time to Breakeven | 28 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -49.1% | -33.7% |
| % Gain to Breakeven | 96.6% | 50.9% |
| Time to Breakeven | 63 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.4% | -19.2% |
| % Gain to Breakeven | 32.3% | 23.8% |
| Time to Breakeven | 38 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -22.0% | -3.7% |
| % Gain to Breakeven | 28.2% | 3.9% |
| Time to Breakeven | 91 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -45.0% | -12.2% |
| % Gain to Breakeven | 81.8% | 13.9% |
| Time to Breakeven | 105 days | 62 days |
In The Past
Paycom Software's stock fell -10.5% during the 2025 US Tariff Shock. Such a loss loss requires a 11.8% gain to breakeven.
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| Event | PAYC | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -49.1% | -33.7% |
| % Gain to Breakeven | 96.6% | 50.9% |
| Time to Breakeven | 63 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.4% | -19.2% |
| % Gain to Breakeven | 32.3% | 23.8% |
| Time to Breakeven | 38 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -22.0% | -3.7% |
| % Gain to Breakeven | 28.2% | 3.9% |
| Time to Breakeven | 91 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -45.0% | -12.2% |
| % Gain to Breakeven | 81.8% | 13.9% |
| Time to Breakeven | 105 days | 62 days |
In The Past
Paycom Software's stock fell -10.5% during the 2025 US Tariff Shock. Such a loss loss requires a 11.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Paycom Software (PAYC)
Paycom Software, Inc. (PAYC) is a technology company specializing in cloud-based Human Capital Management (HCM) solutions. Delivered as software-as-a-service (SaaS), Paycom's platform empowers businesses to manage the entire employment life cycle, from initial recruitment to an employee's eventual retirement. The company's core offering integrates various HR functionalities and data analytics into a single system, designed to streamline and optimize workforce management for its clients.
The company's comprehensive HCM solution features a broad suite of applications. These include talent acquisition tools for applicant tracking, background checks, and onboarding; time and labor management functionalities such as time and attendance tracking, scheduling, and geofencing; and essential payroll applications covering payroll and tax management, expense management, and garnishment management. Paycom also provides talent management modules for employee self-service, performance management, compensation budgeting, and learning, alongside solutions for benefits administration, compliance, and direct communication.
Paycom Software primarily serves small to mid-sized companies across the United States. By offering a unified, robust platform, Paycom aims to simplify complex HR processes, enhance efficiency, and provide valuable insights through data analytics for its client base. This integrated approach helps businesses better manage their human capital, ensuring consistency and accuracy across all HR, payroll, and talent management operations.
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- Salesforce for human resources and payroll.
- A cloud-native ADP for HR and payroll.
- Workday for small to mid-sized businesses.
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- Cloud-based Human Capital Management (HCM) Solution: An overarching software-as-a-service platform that manages the entire employee life cycle from recruitment to retirement.
- Talent Acquisition Suite: Applications covering the hiring process, including applicant tracking, background checks, onboarding, and tax credit services.
- Time and Labor Management Suite: Tools for tracking employee time and attendance, scheduling, labor allocation, and utilizing location-based technologies like geofencing.
- Payroll Applications Suite: Comprehensive services for managing payroll, tax compliance, expense reporting, mileage tracking, and garnishments.
- Talent Management Suite: Features designed for employee self-service, performance management, compensation budgeting, and learning and development programs.
- Benefits Administration: Services for managing and integrating employee benefits, including COBRA administration and direct carrier communication.
- Compliance and Regulatory Management: Tools to assist with government compliance, Affordable Care Act reporting, and workforce data management like vaccination tracking (Clue).
- Manager and Employee Self-Service Applications: Mobile-friendly tools such as "Manager on-the-go" and "Ask Here" that enable employees and supervisors to perform various HR tasks directly.
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Paycom Software (PAYC) primarily provides its cloud-based Human Capital Management (HCM) solutions as software-as-a-service to other companies.
Paycom's customer base consists of a broad and diverse range of small to mid-sized companies across various industries within the United States. Unlike companies that may rely on a few large enterprise clients, Paycom's business model is characterized by serving a large number of these smaller and medium-sized organizations.
Publicly available information, including the company's financial filings, indicates that no single customer accounts for a significant portion of Paycom's total revenues. Therefore, there are no specific "major customers" (named companies) that can be identified and listed with their symbols, as Paycom's revenue is distributed across a wide array of client businesses rather than concentrated among a few large entities.
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Paycom Software, Inc. (PAYC) Management Team:
Chad Richison, Chief Executive Officer and Chairman
Chad Richison founded Paycom in 1998 and has served as its Chief Executive Officer, President, and Chairman since its inception. Prior to founding Paycom, he began his career in sales with ADP, a global payroll provider, before moving to work for a smaller, regional payroll provider. Under his leadership, Paycom became one of the first companies to process payroll entirely online and went public on the New York Stock Exchange in 2014.
Bob Foster, Chief Financial Officer
Bob Foster has served as Paycom's Chief Financial Officer since February 2025. Before joining Paycom in 2022, Mr. Foster served eight years as CEO and chairman of a payroll company, significantly growing its revenue and expanding its offices. He also spent 31 years at Ernst & Young, where he served as a senior partner managing several of the firm's largest accounts at the time.
Randy Peck, Chief Operating Officer
Randy Peck was appointed Paycom's Chief Operating Officer in May 2024. He joined Paycom in 2002 and has held various positions across operations, client service, product management, and sales, including Director of Software Strategy, Director of Operations, and Director of Client Service. Mr. Peck has more than 34 years of management experience in the payroll and human capital management (HCM) space.
Jeff York, Chief Sales Officer
Jeff York returned to Paycom as Chief Sales Officer, effective January 23, 2026. He previously served as CSO at Paycom from 2007 to 2021 and has since been serving as Paycom's Leadership Strategist. York is a proven sales strategist with a deep understanding of Paycom's model and culture.
Matt Paque, Chief Legal Officer
Matt Paque was promoted to Chief Legal Officer in June 2024, and will continue to oversee all legal affairs of the company. Paque, who joined Paycom in 2017, brings over 20 years of legal experience. Before his tenure at Paycom, he worked in private practice and was assistant general counsel at a global publicly traded manufacturing company.
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Key Risks to Paycom Software (PAYC)
- Cannibalization of Revenue by Beti: Paycom's internally developed, employee-driven payroll solution, Beti, designed to automate payroll processes, has inadvertently led to a "creative destruction" of the company's traditional service-related revenue streams. While innovative, Beti's effectiveness in reducing the need for additional payroll runs and cross-selling opportunities has contributed to stagnant revenue growth and a strategic pivot for the company.
- Intense Competition and Market Saturation: Paycom operates within a highly competitive human capital management (HCM) software market, facing significant challenges from established vendors such as Automatic Data Processing (ADP) and Paychex, as well as direct rivals like Paylocity. The U.S. mid-market for HCM solutions is highly penetrated, requiring Paycom to aggressively compete for market share rather than relying on expanding into new territories. The pervasive integration of artificial intelligence across HR software further intensifies this competitive landscape, pressuring all providers, including Paycom, to continuously innovate and differentiate their offerings.
- Cybersecurity Risks and Data Breaches: As a cloud-based provider of comprehensive HCM solutions, Paycom collects, processes, and stores a large volume of sensitive personal and financial data belonging to its clients and their employees. Consequently, the company is exposed to substantial cybersecurity risks. Any data breach, system defect, or service outage could lead to significant financial penalties, legal liabilities, regulatory scrutiny, severe damage to its reputation, and a loss of existing and potential clients. Paycom has acknowledged extensive risk factors related to cybersecurity in its filings and has experienced data breaches in the past, underscoring the ongoing nature of this threat.
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Here is an overview of the addressable markets for Paycom Software's main products and services:
Paycom Software, Inc. (PAYC) primarily serves small to mid-sized companies in the United States with its cloud-based human capital management (HCM) solution. The addressable markets for its main product categories are substantial within the U.S. region.
- Overall Human Capital Management (HCM) Software Market (U.S.): Paycom's management estimated its total addressable market to be approximately $24 billion, with an anticipated annual growth rate of 9-10% as of January 2023. More broadly, the U.S. human capital management market size was valued at $10.14 billion in 2024 and is projected to reach around $24.73 billion by 2034. Another report indicates that nearly 2 million companies in the United States collectively spend $13.3 billion on HCM software. The U.S. Human Capital Management (HCM) Software market is projected at $5.62 billion in 2025. Globally, the human capital management software market was valued at $31.49 billion in 2024, projected to grow to $34.37 billion in 2025, and is expected to reach approximately $75.45 billion by 2034.
- HR & Payroll Software Market (U.S.): The U.S. HR & Payroll Software market was valued at $16.0 billion in 2024 and is estimated to remain at $16.0 billion in 2025. Another estimate places the U.S. HR and payroll software market at $20.6 billion in 2024. The U.S. HR & payroll software market was valued at $20.9 billion in 2024 and is expected to reach $29.2 billion by 2032. Payroll management alone captured 43.78% of HCM software revenue in 2025.
- Talent Acquisition Software Market (U.S.): The U.S. Talent Acquisition Software Market was valued at $6.89 billion in 2025 and is projected to reach $13.55 billion by 2032, exhibiting a CAGR of 8.82% from 2026-2033. The U.S. recruitment software market reached $592.0 million in 2024 and is anticipated to reach $1,358.0 million by 2033.
- Talent Management Software Market (North America/Global): The global talent management software market was valued at $10.1 billion in 2022 and is projected to reach $30.8 billion by 2032. North America held the largest share of the talent management software market, accounting for 34.4% of revenue in 2023. The U.S. talent management software market is specifically projected to reach $3.43 billion by 2026.
- Time & Attendance Software Market (North America/Global): The global time and attendance software market was valued at $3.06 billion in 2024 and is expected to reach $5.58 billion by 2033. Another source indicates the global market will grow from $3.92 billion in 2025 to $8.43 billion by 2031. North America holds a leading position in this market, with a market share of over 37.8% in 2024. The time and attendance software market size is estimated at $4.31 billion in 2026, projected to grow to $6.37 billion by 2031.
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Paycom Software (NYSE: PAYC) is expected to drive future revenue growth over the next two to three years through several key initiatives:
- Client Acquisition and Market Share Expansion: Paycom continues to see significant opportunities in its addressable market. The company noted that it has captured less than 5% of its total addressable market, indicating substantial room for new client additions. Paycom reported a 4% growth in client count in 2025, reaching approximately 39,200 clients. This expansion into a large untapped market is a core driver for increasing revenue.
- Increased Adoption and Expansion of AI and Automation Solutions: Paycom is heavily investing in and promoting its proprietary automation and AI tools. Key products like Beti (Better Employee Transaction Interface), IWant, and GONE are central to its strategy. Beti automates payroll processing, reducing errors and enhancing client satisfaction. The AI-powered IWant tool, fully rolled out in 2025, aims to improve user experience, drive productivity, and reduce switching costs for new clients by responding to millions of queries and demonstrating a high return on investment (ROI). These innovative solutions are designed to differentiate Paycom and attract new business.
- Improved Client Retention Rate: Paycom's annual revenue retention rate improved to 91% in 2025, up from 90% in 2024. Management emphasized that client retention is a "definite focus," attributing the improvement to the value clients realize through its full-solution automation and world-class service. A higher retention rate ensures a more predictable and growing stream of recurring revenue.
- Upmarket Expansion: While Paycom primarily serves small to mid-sized companies, it has demonstrated success in moving "upmarket," with revenue from clients employing over 1,000 individuals growing faster than its overall revenue. This indicates a strategic opportunity to penetrate larger enterprises, expanding its customer base within a higher-value segment.
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Share Repurchases
- Paycom Software authorized an additional $200 million for share repurchases on March 5, 2026.
- Since July 2024, the company has completed approximately $1.45 billion in aggregate share repurchases.
- The current share repurchase plan is set to expire on August 15, 2026.
Share Issuance
- Paycom's shares outstanding have shown a general decline over the last three to five years, from approximately 0.058 billion (58 million) in 2023 to 0.055 billion (55 million) by December 31, 2025.
- This trend reflects a net reduction in shares, primarily due to share repurchases.
Capital Expenditures
- Capital expenditures were $34.0 million in 2021, $40.7 million in 2022, and $56.9 million in 2023.
- For fiscal year 2024, Paycom Software reported capital expenditures of $192.9 million.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 171.99 |
| Mkt Cap | 37.7 |
| Rev LTM | 6,602 |
| Op Inc LTM | 1,220 |
| FCF LTM | 2,017 |
| FCF 3Y Avg | 1,823 |
| CFO LTM | 2,252 |
| CFO 3Y Avg | 2,025 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.0% |
| Rev Chg 3Y Avg | 11.2% |
| Rev Chg Q | 9.8% |
| QoQ Delta Rev Chg LTM | 2.3% |
| Op Inc Chg LTM | 17.7% |
| Op Inc Chg 3Y Avg | 16.2% |
| Op Mgn LTM | 26.3% |
| Op Mgn 3Y Avg | 26.1% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 30.3% |
| CFO/Rev 3Y Avg | 29.9% |
| FCF/Rev LTM | 26.7% |
| FCF/Rev 3Y Avg | 22.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 37.7 |
| P/S | 5.0 |
| P/Op Inc | 19.0 |
| P/EBIT | 17.8 |
| P/E | 24.9 |
| P/CFO | 15.9 |
| Total Yield | 5.2% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 5.1% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.5% |
| 3M Rtn | 18.9% |
| 6M Rtn | 49.1% |
| 12M Rtn | -6.1% |
| 3Y Rtn | -4.1% |
| 1M Excs Rtn | -0.5% |
| 3M Excs Rtn | 17.1% |
| 6M Excs Rtn | 35.8% |
| 12M Excs Rtn | -22.2% |
| 3Y Excs Rtn | -86.9% |
Comparison Analyses
Price Behavior
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PAYC Betas & Captures as of 9/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.66 | 0.99 | -0.05 | -0.39 | 0.11 | 0.77 |
| Up Beta | 0.45 | 1.00 | -1.16 | -1.59 | -0.48 | 0.91 |
| Down Beta | 0.65 | 3.07 | 0.24 | 0.66 | 0.46 | 0.84 |
| Up Capture | 27% | 176% | 163% | 45% | 13% | 21% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 9 | 22 | 36 | 67 | 126 | 390 |
| Down Capture | 163% | -93% | -203% | -160% | 29% | 90% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 13 | 20 | 28 | 59 | 126 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PAYC | |
|---|---|---|---|---|
| PAYC | 19.6% | 47.3% | 0.51 | - |
| Sector ETF (XLI) | 13.6% | 17.2% | 0.57 | -17.9% |
| Equity (SPY) | 20.2% | 12.7% | 1.16 | 2.5% |
| Gold (GLD) | 3.4% | 29.5% | 0.11 | -12.2% |
| Commodities (DBC) | 52.0% | 20.7% | 1.90 | -2.4% |
| Real Estate (VNQ) | 7.4% | 13.7% | 0.26 | 10.7% |
| Bitcoin (BTCUSD) | -27.7% | 43.7% | -0.62 | 7.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PAYC | |
|---|---|---|---|---|
| PAYC | -13.4% | 46.1% | -0.15 | - |
| Sector ETF (XLI) | 12.7% | 17.6% | 0.55 | 36.0% |
| Equity (SPY) | 13.9% | 17.1% | 0.62 | 45.5% |
| Gold (GLD) | 18.3% | 18.9% | 0.78 | -0.7% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 7.8% |
| Real Estate (VNQ) | 1.5% | 18.8% | -0.03 | 38.3% |
| Bitcoin (BTCUSD) | 9.7% | 51.9% | 0.37 | 22.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PAYC | |
|---|---|---|---|---|
| PAYC | 17.2% | 45.3% | 0.52 | - |
| Sector ETF (XLI) | 13.1% | 20.0% | 0.57 | 44.7% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 54.5% |
| Gold (GLD) | 11.8% | 16.4% | 0.58 | 0.3% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 14.4% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 46.1% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 15.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 9/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 23.6% | 20.9% | 37.8% |
| 5/6/2026 | 9.6% | 6.8% | 9.2% |
| 2/11/2026 | 0.9% | 1.7% | 6.2% |
| 11/5/2025 | -10.7% | -8.7% | -10.5% |
| 8/6/2025 | 4.5% | -0.8% | 0.5% |
| 5/7/2025 | 9.0% | 12.5% | 16.4% |
| 2/12/2025 | 2.4% | 3.5% | 0.6% |
| 10/30/2024 | 21.4% | 34.2% | 34.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 9 | 12 |
| # Negative | 11 | 15 | 12 |
| Median Positive | 8.9% | 10.0% | 7.7% |
| Median Negative | -7.4% | -7.5% | -10.2% |
| Max Positive | 23.6% | 34.2% | 37.8% |
| Max Negative | -38.5% | -31.5% | -25.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 23.6% | 20.9% | 37.8% |
| 5/6/2026 | 9.6% | 6.8% | 9.2% |
| 2/11/2026 | 0.9% | 1.7% | 6.2% |
| 11/5/2025 | -10.7% | -8.7% | -10.5% |
| 8/6/2025 | 4.5% | -0.8% | 0.5% |
| 5/7/2025 | 9.0% | 12.5% | 16.4% |
| 2/12/2025 | 2.4% | 3.5% | 0.6% |
| 10/30/2024 | 21.4% | 34.2% | 34.9% |
| 7/31/2024 | 0.4% | -8.4% | -1.7% |
| 5/1/2024 | -10.5% | -7.5% | -21.8% |
| 2/7/2024 | -1.6% | -4.9% | -8.8% |
| 10/31/2023 | -38.5% | -31.5% | -25.7% |
| 8/1/2023 | -19.2% | -21.4% | -20.7% |
| 5/2/2023 | 1.7% | -6.9% | -2.5% |
| 2/7/2023 | -6.8% | -5.8% | -17.1% |
| 11/1/2022 | -7.7% | -11.0% | 1.0% |
| 8/2/2022 | 4.3% | 10.0% | 3.9% |
| 5/3/2022 | 13.8% | -1.6% | 5.1% |
| 2/8/2022 | 8.9% | 3.9% | -7.6% |
| 11/2/2021 | -7.4% | -8.3% | -20.6% |
| 8/3/2021 | 10.7% | 14.6% | 23.0% |
| 5/4/2021 | -3.7% | -9.3% | -9.8% |
| 2/10/2021 | -4.3% | -5.7% | -9.7% |
| 11/4/2020 | -6.1% | -4.0% | 10.0% |
| SUMMARY STATS | |||
| # Positive | 13 | 9 | 12 |
| # Negative | 11 | 15 | 12 |
| Median Positive | 8.9% | 10.0% | 7.7% |
| Median Negative | -7.4% | -7.5% | -10.2% |
| Max Positive | 23.6% | 34.2% | 37.8% |
| Max Negative | -38.5% | -31.5% | -25.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/15/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/15/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 02/17/2022 | 10-K |
| 09/30/2021 | 11/04/2021 | 10-Q |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 02/18/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 04/30/2020 | 10-Q |
| 12/31/2019 | 02/13/2020 | 10-K |
| 09/30/2019 | 10/31/2019 | 10-Q |
Recent Forward Guidance
Updated 10/4/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Total Revenue | Reported | 2.20 Bil | 2.20 Bil | 2.21 Bil | 0.9% | Raised | Guidance: 2.19 Bil for 2026 | |
| 2026 Revenue Growth | Reported | 7.0% | 7.5% | 8.0% | 15.4% | 1.0% | Raised | Guidance: 6.5% for 2026 |
| 2026 Recurring and other revenue growth | Reported | 8.0% | 8.5% | 9.0% | 13.3% | 1.0% | Raised | Guidance: 7.5% for 2026 |
| 2026 Adjusted EBITDA | Reported | 1.01 Bil | 1.01 Bil | 1.02 Bil | 5.7% | Raised | Guidance: 960.00 Mil for 2026 | |
| 2026 Interest on funds held for clients | Reported | 105.00 Mil | 1.9% | Raised | Guidance: 103.00 Mil for 2026 | |||
Prior: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Total Revenue | Reported | 2.17 Bil | 2.19 Bil | 2.19 Bil | 0 | Affirmed | Guidance: 2.19 Bil for 2026 | |
| 2026 Revenue Growth | Reported | 6.0% | 6.5% | 7.0% | 0 | Affirmed | Guidance: 6.5% for 2026 | |
| 2026 Recurring and other revenue growth | Reported | 7.0% | 7.5% | 8.0% | 0 | Affirmed | Guidance: 7.5% for 2026 | |
| 2026 Adjusted EBITDA | Reported | 950.00 Mil | 960.00 Mil | 970.00 Mil | 0 | Affirmed | Guidance: 960.00 Mil for 2026 | |
| 2026 Interest on funds held for clients | Reported | 103.00 Mil | 0 | Affirmed | Guidance: 103.00 Mil for 2026 | |||
Q4 2025 Earnings Reported 2/11/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Total Revenue | Reported | 2.17 Bil | 2.19 Bil | 2.19 Bil | 6.6% | Higher New | Actual: 2.05 Bil for 2025 | |
| 2026 Revenue Growth | Reported | 6.0% | 6.5% | 7.0% | ||||
| 2026 Recurring and other revenue growth | Reported | 7.0% | 7.5% | 8.0% | -2.5% | Lower New | Actual: 10.0% for 2025 | |
| 2026 Adjusted EBITDA | Reported | 950.00 Mil | 960.00 Mil | 970.00 Mil | 9.5% | Higher New | Actual: 877.00 Mil for 2025 | |
| 2026 Interest on funds held for clients | Reported | 103.00 Mil | -8.8% | Lower New | Actual: 113.00 Mil for 2025 | |||
Q3 2025 Earnings Reported 11/5/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Total Revenue | Reported | 2.04 Bil | 2.05 Bil | 2.06 Bil | 0 | Affirmed | Guidance: 2.05 Bil for 2025 | |
| 2025 Recurring and other revenue growth | Reported | 10.0% | 0 | Affirmed | Guidance: 10.0% for 2025 | |||
| 2025 Adjusted EBITDA | Reported | 872.00 Mil | 877.00 Mil | 882.00 Mil | 0 | Affirmed | Guidance: 877.00 Mil for 2025 | |
| 2025 Interest on funds held for clients | Reported | 113.00 Mil | 0 | Affirmed | Guidance: 113.00 Mil for 2025 | |||
Insider Activity
Updated 8/31/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hadlock, Terrell Shane | President/Chief Client Officer | Direct | Sell | 8312026 | 240.07 | 241 | 57,857 | 16,783,534 | Form |
| 2 | Hadlock, Terrell Shane | President/Chief Client Officer | Direct | Sell | 8312026 | 237.60 | 2,577 | 612,306 | 16,668,411 | Form |
| 3 | Peck, Randall | Chief Operating Officer | Direct | Sell | 5182026 | 140.50 | 2,500 | 351,250 | 7,777,378 | Form |
| 4 | Foster, Robert D | Chief Financial Officer | Direct | Sell | 12112025 | 162.66 | 1,300 | 211,458 | 2,398,747 | Form |
| 5 | Peck, Randall | Chief Operating Officer | Direct | Sell | 12052025 | 165.85 | 2,192 | 363,541 | 7,828,402 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hadlock, Terrell Shane | President/Chief Client Officer | Direct | Sell | 8312026 | 240.07 | 241 | 57,857 | 16,783,534 | Form |
| 2 | Hadlock, Terrell Shane | President/Chief Client Officer | Direct | Sell | 8312026 | 237.60 | 2,577 | 612,306 | 16,668,411 | Form |
| 3 | Peck, Randall | Chief Operating Officer | Direct | Sell | 5182026 | 140.50 | 2,500 | 351,250 | 7,777,378 | Form |
| 4 | Foster, Robert D | Chief Financial Officer | Direct | Sell | 12112025 | 162.66 | 1,300 | 211,458 | 2,398,747 | Form |
| 5 | Peck, Randall | Chief Operating Officer | Direct | Sell | 12052025 | 165.85 | 2,192 | 363,541 | 7,828,402 | Form |
| 6 | Smith, Bradley Scott | Chief Information Officer | Bradley Scott Smith Revocable Trust, dated October 30, 2017 | Sell | 9162025 | 223.27 | 1,500 | 334,900 | 5,477,395 | Form |
Investor Activity (13F)
Updated Oct 14, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Paycom Software — Investor Video Playlist
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Paycom x Cosmetics Manufacturer: Reducing Payroll From 2.5 Days to 2 Hours
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Human Resource & Employment Services Resources |
| HR Magazine (SHRM) |
| HR Dive |
| Personnel Today |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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