Jan 20, 2023
Paycom Software, Inc
PAYC
Statistics
| $205.25 | Share Price |
| $290.00 | Fair Value |
| -29.22% | Price vs Fair Value |
| $11.5 B | Market Cap |
| 26.3% | 3yr Avg Revenue Growth |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
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 $290.00.
| 21.5% | Free Cash Flow Margin |
| 10.0% | Discount Rate / Required Rate of Return |
| 12.0% | Average Annual Revenue Growth (Years 1-5) |
| -1.8% | Average Annual Share Dilution (Years 1-5) |
| 8.8% | Average Annual Revenue Growth (Years 6-10) |
| -1.6% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $284.50 | Sum of Discounted Free Cash Flows |
| $5.69 | Net "Excess" Cash/Debt Per Share |
| $290.00 | Fair Value Estimate (rounded) |
Last updated Nov 3, 2024
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Watch List
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| S | 12.83% |
| CRWD | 80.72% |
| SEMR | 11.72% |
| SNOW | 21.49% |
| SE | 57.38% |
vs. Fair Value Estimates
Buy List
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| NYAX | -53.45% |
| ASR | -27.70% |
| PAYC | -29.22% |
| HRMY | -44.10% |
| YOU | -50.88% |
| MELI | -25.87% |
| ADBE | -32.52% |
vs. Fair Value Estimates
Hold List
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| GLBE | 20.04% |
| ZS | 21.96% |
| V | -9.08% |
| ADSK | 12.76% |
| NOW | 56.87% |
| ABNB | -20.22% |
| FTNT | 4.78% |
| TEAM | 18.62% |
vs. Fair Value Estimates