Inside the research

Paycom Software, Inc.

PAYC Research profile · latest available data

Price overview

$220.46

▼ -0.35 (-0.2%)

52w hi$240.52
52w lo$113.10
Vol442.20K
As of25 Sep 2026

The Verdict

Buy

Our score +0.87

Short+0.50
Medium+1.18
Long+1.01

computed 2026-09-27

Key fundamentals

Paycom Software, Inc.

Technology · Software - Application

Market cap$9.94B
Enterprise value$10.55B
Trailing P/E23.30x
Forward P/E15.80x
EV / EBITDA14.35x
P / S (ttm)4.64x
Profit margin22.8%
Return on equity41.1%
Revenue growth+9.8%
Earnings growth+48.1%
Debt / equity171.97

Layer Breakdown

LayerRawContribution
Fundamental+0.33
Sector+0.19
Technical+0.49
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.paycom.com

Risk Metrics

Beta vs SPX0.73
Corr SPX0.27
Annual vol44.0%
Annual ret+22.3%
Sharpe0.51
Max DD-57.3%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-05Earnings Release, Exhibitsread
2026-08-03Other Material Event, Exhibitsread
2026-07-09Officer / Director Change, Reg FD Disclosure…read
2026-05-07Shareholder Voteread
2026-05-06Earnings Release, Exhibitsread
2026-05-04Other Material Event, Exhibitsread
2026-04-23Material Agreement, Material Obligation…read
2026-03-26Officer / Director Changeread
2026-03-12Material Agreement, Material Obligation…read
2026-03-05Other Material Eventread
2026-02-19Officer / Director Change, Bylaws Amendment…read
2026-02-11Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-05-18Peck RandallOfficer, Chief Operating Sell2.50K$351.25K
2026-05-10Hadlock Terrell ShaneOfficer, President/Chief Withheld for tax2.73K$377.66K
2026-05-10Peck RandallOfficer, Chief Operating Withheld for tax336$46.52K
2026-05-04BINZ JOSEPH LEODirectorGrant1.89K—
2026-05-04DUQUES HENRY CDirectorGrant1.89K—
2026-05-04WATTS J C JRDirectorGrant1.89K—

Flow & Concentration

Insider 180d net-$351.25K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders8
Top-5 share94.0%
HHI2,651 (concentrated)

Top Holders

HolderValueShares
State Street Corp$173.82M1.38M
Fidelity / FMR LLC$87.46M695.91K
Capital Research / Capital World$48.71M387.58K
AQR Capital Management$37.88M301.40K
Citadel Advisors$31.23M248.46K
Millennium Management$21.70M172.64K
Bridgewater Associates$2.47M19.69K
T. Rowe Price Group$5.76K45.81K

As of 2026-06-30

Dividends

Yield (TTM)0.34%
$ / share (TTM)$0.75
5y CAGR—

Annual dividend per share

2023$1.12
2024$1.50
2025$1.50
2026$0.38

SEC Filings

DateFormDoc
2026-08-124view
2026-08-0610-Qview
2026-08-058-Kview
2026-08-038-Kview
2026-07-103view
2026-07-104view
2026-07-104view
2026-07-103view
2026-07-098-Kview
2026-06-164view
2026-05-194view
2026-05-124view
2026-05-124view
2026-05-078-Kview
2026-05-0710-Qview

The Long Run

FY 2014–2025 · 12 years

LineLatestCAGRTrend
Revenue$1.69B+24.6%
Gross profit$1.42B+21.9%
Operating income$567.20M+60.6%
Net income$453.40M+36.0%
Cash from ops$678.90M+31.7%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$221.01$222.81$219.06$220.46442.20K
Sep 24$223.35$227.03$220.35$220.81723.90K
Sep 23$225.10$225.63$218.91$221.68561.50K
Sep 22$232.86$232.86$223.55$224.61726.70K
Sep 21$226.01$228.39$224.64$226.24517.40K

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →