Jan 20, 2023
Paycom Software, Inc
PAYC
Statistics
| $213.06 | Share Price |
| $278.00 | Fair Value |
| -23.36% | Price vs Fair Value |
| $11.9 B | Market Cap |
| 21.3% | 3yr Avg Revenue Growth |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Paycom: Solid Q4, But Growth Slowing
Feb 13, 2025
Paycom Q2 Thoughts
Aug 4, 2024
Updates For Mastercard, Fortinet, and Paycom
Feb 12, 2024
Q2 Updates: PAYC, YOU, MELI
Aug 6, 2023
Updates: PAYC, FTNT, TEAM, MELI
May 9, 2023
Reviewing Paycom's Q4 Report
Feb 11, 2023
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Paycom Software, Inc (PAYC) is $278.00.
| 21.5% | Free Cash Flow Margin |
| 10.0% | Discount Rate / Required Rate of Return |
| 9.4% | Average Annual Revenue Growth (Years 1-5) |
| -1.3% | Average Annual Share Dilution (Years 1-5) |
| 7.8% | Average Annual Revenue Growth (Years 6-10) |
| -1.8% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $271.03 | Sum of Discounted Free Cash Flows |
| $7.06 | Net "Excess" Cash/Debt Per Share |
| $278.00 | Fair Value Estimate (rounded) |
Last updated Feb 13, 2025
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Watch List
| APPF | 0.31% |
| S | 7.90% |
| NTNX | 29.15% |
| CRWD | 94.58% |
| SEMR | 10.97% |
| SNOW | 23.53% |
| SE | 72.46% |
vs. Fair Value Estimates
Buy List
| TSM | -26.30% |
| GOOG | -44.13% |
| NYAX | -44.21% |
| MSFT | -25.64% |
| ASR | -28.40% |
| HRMY | -49.18% |
| YOU | -51.94% |
| ADBE | -31.43% |
vs. Fair Value Estimates
Hold List
| ZETA | -15.39% |
| ODD | -23.48% |
| FLYW | -8.26% |
| CELH | 1.94% |
| TOST | 25.67% |
| CPNG | 5.62% |
| HIMS | 76.00% |
| PAYC | -23.36% |
| MNDY | 30.15% |
| GLBE | -2.02% |
| ZS | 25.67% |
| V | -3.45% |
| ADSK | 6.74% |
| NOW | 13.33% |
| ABNB | -17.94% |
| MELI | -22.12% |
| FTNT | 7.86% |
| TEAM | 25.43% |
vs. Fair Value Estimates