Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.0B
47M shares
52-week range
$104.90 – $248.95
15% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.27%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $566.3M | $737.7M | $841.4M | $1.06B | $1.38B | $1.69B | $1.88B | $2.05B |
| Cost of revenue | $90.8M | $109.7M | $123.5M | $161.9M | $212.7M | $276.3M | $334.6M | $439.3M |
| Gross profit | $475.6M | $627.9M | $717.9M | $893.6M | $1.16B | $1.42B | $1.55B | $1.61B |
| Gross margin | 84.0% | 85.1% | 85.3% | 84.7% | 84.5% | 83.7% | 82.2% | 78.6% |
| R&D | $46.2M | $73.1M | $90.2M | $118.4M | $148.3M | $199.0M | $242.6M | $283.4M |
| Operating income | $173.7M | $226.2M | $186.1M | $253.6M | $378.7M | $451.3M | $634.3M | $567.2M |
| EBITDA | $205.1M | $269.2M | $239.3M | $323.2M | $484.8M | $588.2M | $798.3M | $799.1M |
| Net income | $137.1M | $180.6M | $143.5M | $196.0M | $281.4M | $340.8M | $502.0M | $453.4M |
| Net margin | 24.2% | 24.5% | 17.0% | 18.6% | 20.5% | 20.1% | 26.7% | 22.1% |
| EPS (diluted) | 2.34 | 3.09 | 2.46 | 3.37 | 4.84 | 5.88 | 8.92 | 8.08 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.2B | $10.89 | $10.44–$11.48 | 12 |
| 2027 | $2.3B | $12.28 | $11.17–$14.92 | 12 |
| 2028 | $2.5B | $13.15 | $11.99–$13.88 | 4 |
Forward consensus · source: Financial Modeling Prep
Paycom is a cloud-based human capital management provider offering payroll, compliance, and human resources management solutions. The firm's solutions are available on a unified, modular platform, and customers are billed for access on a subscription basis. Paycom's customer base skews toward the midmarket and is primarily based in North America. As of 2025, the firm manages records for 7.4 million employees across more than 20,000 clients on a parent-company-group basis.
www.paycom.comNo one on the platform currently holds PAYC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-06-30 | 48,250 | $6.9M |
| Bridgewater Associatesas of 2025-12-31 | 40,295 | $6.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-26 | $0.3750 | 2026-06-08 |
| 2026-03-09 | $0.3750 | 2026-03-23 |
| 2025-11-24 | $0.3750 | 2025-12-08 |
| 2025-08-25 | $0.3750 | 2025-09-08 |
| 2025-05-27 | $0.3750 | 2025-06-09 |
| 2025-03-10 | $0.3750 | 2025-03-24 |
| 2024-11-25 | $0.3750 | 2024-12-09 |
| 2024-08-26 | $0.3750 | 2024-09-09 |
| 2024-05-24 | $0.3750 | 2024-06-10 |
| 2024-03-01 | $0.3750 | 2024-03-18 |
No one on the platform has traded PAYC yet.
| $861M |
| — |
| IDCCInterDigital, Inc. | $277.07 | +0.44% | $7.2B | — |
| MANHManhattan Associates, Inc. | $138.10 | +0.18% | $8.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-24 |
| $0.3750 |
| 2023-12-11 |
| 2023-08-25 | $0.3750 | 2023-09-11 |
Trading at 18.1× earnings vs its 47.3× historical median P/E.
Fair value ≈ $331.27 · price $127.18 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ADBE $CRM $PAYC $INTU $NOW Chatgpt was released in november 2022 and since then we saw no impact on the companies financials. When do the bears think we will see an impact. It's really surprising for me. Maybe, it never happens.
View on StockTwits ↗$PAYC Down 46% over the past year. Trading at 14.5x earnings with a PEG of 0.61. ROIC of 26%. 91% customer retention. Founder-CEO Chad Richison running the company for 25+ years — the most stable leadership in our entire Bucket B coverage. The market is pricing growth deceleration from 19.5% historical CAGR to guided 6-7%. That’s real and acknowledged by management. But it’s a deliberate trade-off for profitability, not a broken business. 42.9% discount to fair value. Less than 5% of TAM captured. Enterprise segment growing faster than the company average. August 4 earnings is the key date — enterprise revenue mix is the metric that matters.
View on StockTwits ↗$PAYC Share Price: $129.22 Contract Selected: Nov 20, 2026 $130 Calls Buy Zone: $18.86 – $23.29 Target Zone: $30.40 – $37.15 Potential Upside: 52% ROI Time to Expiration: 155 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$PAYC another large put spread in the same space (payroll processing). AI concerns around these names. Been other large put spreads opened in other software names today as well. $ADP
View on StockTwits ↗$PAYC $FRSH $HUBS $PCTY $MNDY ... so many others https://stocktwits.com/news-articles/markets/equity/michael-burry-posts-new-software-thesis-which-saas-stocks-show-promise-as-per-his-castle-stone-chapel-matrix/cZXrIQERelL Article Compliments of ST, thanks for sharing. Now my simple opinion on Michael Burry's opinion: Unbelievable. Software as a group is in a historic drawdown and this chap is essentially negative across the board. As I typically recommend, this is great reading to learn to do the OPPOSITE. Software will remain in the chop for most of 2026 as it works out the kinks, but I am figuring Q4 could be epic. Can't wait to see Michael's expert opinion on how AI will Bury (no pun) software further. I AM CC.
View on StockTwits ↗Stocks to watch today! $PAYC, $DASH, $HWM and $CDW
View on StockTwits ↗$PAYC $2BILLY buyback plus a divy✅ let’s go to $150🎯
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.