Paychex, Inc. remains a steady business, but the Paycor acquisition introduces new risks and high expectations that may not be fully justified. The company's valuation is stretched, leaving little room for error, especially with increased debt from the Paycor deal. While revenue growth will look strong with Paycor included, true organic growth and integration success remain uncertain.
Besides Wall Street's top -and-bottom-line estimates for Paychex (PAYX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2025.
Paychex (PAYX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Paychex gets upgrades to a buy, since my last coverage calling it a hold, despite the stock trading near a 5-year high and elevated P/E valuation. The company boasts sector-leading profit margins, conservative balance sheet risk, and a proven track record of dividend growth in 10 years. I expect further modest price upside over the next three years.
Paychex CEO John Gibson joins 'Squawk Box' to discuss the latest data from Paychex's Small Business Jobs Index.
Paychex (NASDAQ:PAYX) is preparing to announce its earnings at the close of June. The consensus forecast anticipates earnings of approximately $1.20 per share, an increase from $1.12 in the same quarter last year, while revenues are projected to rise by about 6.5% year-over-year to $1.38 billion.
Paychex (PAYX) reported earnings 30 days ago. What's next for the stock?
Human capital management (HCM) firm Paychex has announced its acquisition of Paycor HCM, a software company providing HCM, payroll and talent services.
Automatic Data Processing and Paychex are high-quality payroll and HR service providers with strong client retention, but both face new macroeconomic risks. ADP's global scale, tech investments, and dividend growth appeal make it a reliable, cash-generating business, despite its persistently high valuation metrics. PAYX's Paycor acquisition will expand its mid-market reach and product depth, but integration and SMB reliance pose risks.
Paychex Inc. NASDAQ: PAYX and Cintas Corp. NASDAQ: CTAS are two prominent business services stocks. They serve as bellwethers of the labor market.
Paychex FQ3/CQ1 2025 results are mixed relative to the analysts' forecasts but did nothing to alter the long-term outlook for this business service. Revenue was as expected at $1.51 billion, up about 5% year over year, with strength in both segments driving results.
Paychex President and CEO John Gibson joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of small businesses, quarterly revenue and more.