Paycom's high-margin HCM platform continues to generate robust cash flows, with 2026Q2 FCF margin at 70.2% and gross margin at 83.2%, but revenue growth has decelerated to 9.8% and operating margins remain volatile. The company has aggressively levered up, wit...
Price trend, volume and key moving averages
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Revenue growth has slowed to 9.8% in 2026Q2 from 13.6% in 2024Q4, while gross margins remain resilient at 83.2%, but operating margins have compressed from 57.2% in 2024Q1 to 31.7% in 2026Q2 due to rising R&D and SG&A costs.
Paycom reported full-year 2025 revenue of $2.05 billion and issued 2026 revenue guidance of $2.18-$2.20 billion, indicating steady growth.
The company generated $453.4 million in net income for 2025, demonstrating strong profitability alongside revenue growth.
With trailing and forward P/E ratios of 16.69 and 13.16 respectively, Paycom appears reasonably valued relative to earnings.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $2.78+16.8% vs $2.38 | $531M+3.5% vs $513M |
Q2 2026 May 6, 2026 | $3.15+5.4% vs $2.99 | $572M+1.3% vs $564M |
Q1 2026 Feb 11, 2026 | $2.45+0.4% vs $2.44 | $544M+0.2% vs $543M |
Q4 2025 Nov 5, 2025 | $1.94-0.5% vs $1.95 | $493M+0.1% vs $493M |
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Paycom (PAYC) reported earnings 30 days ago. What's next for the stock?
Enterprise software firm Paycom Software, Inc. (PAYC) up 560% since 2015's first outlier inflow signal.
September's volatility could favor five low-beta, dividend-paying stocks - ADM, TRV, VIRT, PAYC and ALL - with improving earnings estimates.
Benchmark PAYC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Paycom Software, Inc. (PAYC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $224.61 | $12.26B | 27.80 | 8.95% | 22.1% | 27.42% | 0.67% | |
| $114.53 | $40.73B | 23.42 | 16.88% | 27.03% | 45.13% | — | |
| $269.64 | $107.78B | 24.62 | 6.74% | 20.11% | 70.2% | — | |
| $145.71 | $7.8B | 29.62 | 11.04% | 15.23% | 23.44% | — | |
| $402.09 | $142.05B | 51.09 | 20.51% | 28.45% | 17.71% | — | |
| $69.83 | $3.8B | -148.57 | 19.75% | 4.87% | — | — |
Paycom Software, Inc. (PAYC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Paycom Software, Inc. (PAYC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Aug 3, 2026·SEC
Jul 9, 2026·SEC
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Paycom Software, Inc. (PAYC) stock FAQ — growth, dividends, profitability & financials explained
Paycom Software, Inc. (PAYC) reported $2.14B in revenue for fiscal year 2025. This represents a 2687% increase from $76.8M in 2012.
Paycom Software, Inc. (PAYC) grew revenue by 8.9% over the past year. This is steady growth.
Yes, Paycom Software, Inc. (PAYC) is profitable, generating $487.6M in net income for fiscal year 2025 (22.1% net margin).
Yes, Paycom Software, Inc. (PAYC) pays a dividend with a yield of 0.67%. This makes it attractive for income-focused investors.
Paycom Software, Inc. (PAYC) has a return on equity (ROE) of 27.4%. This is excellent, indicating efficient use of shareholder capital.
Paycom Software, Inc. (PAYC) generated $754.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
