Paycom Software, Inc. (PAYC)
Paycom Software: Expected Reacceleration After Tough Years
Paycom Software (PAYC) is undervalued relative to HCM peers, trading at a forward P/E of 19 versus higher multiples for ADP, PAYX, and PCTY. PAYC's recent underperformance stems from AI-related sentiment, a slowing US labor market, and revenue headwinds from its BETI rollout. Revenue growth could reaccelerate in 2026, with Q4/2025 results and new guidance potentially serving as a catalyst for rerating.
Paycom: Written Off By The Market, But There May Be Hope
Paycom Software has dropped over 70% from its 2021 peak but remains profitable in a large, growing HR software market. PAYC trades at compressed valuations at 9.7x EV/EBITDA and 16x forward earnings. Significant buybacks (up to 17% of market cap) and high operating efficiency could support shares even if growth remains modest.
Paycom Software, Inc. (PAYC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Paycom Software, Inc. (PAYC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Why Is Paycom (PAYC) Up 1.3% Since Last Earnings Report?
Paycom (PAYC) reported earnings 30 days ago. What's next for the stock?
Paycom: It's A Buy, With An Eye On The Future
Paycom reported strong revenue growth in their recent Q3 earnings, rising more than 9% compared to Q3 2024. Paycom made an investment in AI that was recently rolled out, an sets itself apart from competitors. The stock has fluctuated significantly this year, and now could be an opportune time for value investors.
Paycom Software: It's Back To Where It Should Be (Rating Upgrade)
Paycom Software remains well positioned with its high client retention and operational efficiency to stabilize growth and margins. Product differentiation and robust fundamentals ensure it can sustain and protect its operations and dividends despite potential headwinds. Valuation is already cheap after the price drop of over 30% and promises some upside with the DCF Model TP of $192.08.
Paycom Stock Declines 8% as Q3 Earnings Miss Estimates, Sales Rise Y/Y
PAYC shares slide 8.5% after Q3 earnings lag estimates, though revenues rise 9.1% on AI-driven and global growth.
Paycom Software, Inc. (PAYC) Q3 2025 Earnings Call Transcript
Paycom Software, Inc. ( PAYC ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants James Samford - Head of Investor Relations Chad Richison - Founder, President, CEO & Chairman of the Board Robert Foster - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division Zane Meehan - KeyBanc Capital Markets Inc., Research Division Daniel Jester - BMO Capital Markets Equity Research Jared Levine - TD Cowen, Research Division Bhavin Shah - Deutsche Bank AG, Research Division Joshua Reilly - Needham & Company, LLC, Research Division Phillip Leytes - Mizuho Securities USA LLC, Research Division Madeline Brooks - BofA Securities, Research Division Jacob Cody Smith - Guggenheim Securities, LLC, Research Division Presentation Operator Good afternoon.
Paycom Software (PAYC) Q3 Earnings Lag Estimates
Paycom Software (PAYC) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $1.96 per share. This compares to earnings of $1.67 per share a year ago.
Paycom Software (PAYC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Paycom (PAYC) 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.
Bear of the Day: Paycom Software (PAYC)
It's never fun when a market darling falls out of favor, especially one that used to print money faster than the Fed during COVID. But that's exactly what's happening with today's Bear of the Day, Paycom Software ( PAYC ).
Here's Why Paycom Software (PAYC) is a Strong Growth Stock
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