Technology
Paycom Software, Inc.(PAYC)
Live Price
Offline$132.24
-3.28% today
1Y Change
-44.22%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $7.16B
- Revenue Growth
- +8.9%
- EPS Growth
- -9.0%
- Dividend Yield
- 1.1%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Paycom Software, Inc. (PAYC) is a Technology stock with a market cap of $7.16B and listed on NYSE. The stock last traded around $132.24 and down 44.2% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of +8.9%, EPS growth of -9.0%, a dividend yield of 1.1%. What stands out right now is revenue +8.9%, EPS -9.0%, free cash flow +19.6% with operating margin 27.6% and ROIC 18.4%. The dividend is present but secondary, with a yield around 1.1%. Valuation is more restrained than many high-expectation growth names at P/E 16.0 and price/sales 3.5. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines PAYC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+8.9% vs +11.9% peer median
Operating Margin
Above sector median
+27.6% vs +22.0% peer median
P/E
Below sector median
16.0 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +8.9% and EPS is at -9.0%, with operating margin around 27.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | +9.6% | +6.8% | +8.5% |
2026 Feb 11, 2026 | +0.4% | +0.9% | +1.7% | +6.7% |
2025 Nov 5, 2025 | -0.5% | -10.7% | -8.7% | -9.6% |
Benchmark Edge
PAYC vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
PAYC
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
PAYC Max Drawdown
-52.43%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PAYC and SPY.
Company Overview
Paycom Software, Inc.
New York Stock Exchange
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. It offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement. The company's HCM solution provides a suite of applications in the areas of talent acquisition, including applicant tracking, candidate tracker, background checks, on-boarding, e-verify, and tax credit services; and time and labor management, such as time and attendance, scheduling/schedule exchange, time-off requests, labor allocation, labor management reports/push reporting, and geofencing/geotracking, and Microfence, a proprietary Bluetooth. Its HCM solution also offers payroll applications comprising better employee transaction interface, payroll and tax management, Paycom pay, expense management, mileage tracker/fixed and variable rates, garnishment management, and GL concierge applications; and talent management applications that include employee self-service, compensation budgeting, performance management, position management, and Paycom learning and content subscriptions, as well as my analytics, which offer employment predictor reporting. In addition, 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/benefits to carrier; COBRA administration; personnel action and performance discussion forms; surveys; and affordable care act applications, as well as Clue, which securely collect, track, and manage the vaccination and testing data of the workforce. Paycom Software, Inc. was founded in 1998 and is headquartered in Oklahoma City, Oklahoma.
- Leadership
- Chad R. Richison
- IPO Date
- Apr 15, 2014
- Employees
- 5.8k
- Street Address
- 7501 West Memorial Road
- Mailing
- Oklahoma City, OK, 73142
- Region
- Oklahoma City, OK, US
- Reporting Currency
- USD
- Investor Line
- 405 722 6900
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.0
- EV/EBITDA
- 8.7
- Price/Sales
- 3.5
- Price/Book
- 4.2
Growth
- Revenue
- +8.9%
- EPS
- -9.0%
- Free Cash Flow
- +19.6%
Profitability
- Gross Margin
- 80.8%
- Operating Margin
- 27.6%
- Net Margin
- 22.1%
- ROE
- 26.1%
- ROIC
- 18.4%
Balance Sheet
- Debt/Equity
- 0.09
- Current Ratio
- 1.09
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.