Jan 20, 2023
Paycom Software, Inc
PAYC
Statistics
| $215.53 | Share Price |
| $278.00 | Fair Value |
| -22.47% | Price vs Fair Value |
| $12.1 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
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| INTU | 12.66% |
| WDAY | -12.08% |
| VEEV | 12.58% |
| PSTG | -10.30% |
| CMG | 29.95% |
| RDDT | -4.62% |
| NTNX | 14.57% |
| CRWD | 73.44% |
| SE | 17.55% |
| SNOW | 4.34% |
| APPF | 3.28% |
| PINS | -37.93% |
vs. Fair Value Estimates
Buy List
| ASML | -27.68% |
| SEMR | -42.65% |
| TSM | -43.62% |
| ZETA | -36.94% |
| GOOG | -52.15% |
| NYAX | -33.31% |
| MSFT | -32.31% |
| ODD | -35.79% |
| ASR | -31.71% |
| FLYW | -43.03% |
| HRMY | -61.73% |
| GLBE | -30.43% |
| YOU | -35.95% |
| ABNB | -36.72% |
| MELI | -28.86% |
| ADBE | -46.47% |
vs. Fair Value Estimates
Hold List
| VTEX | -22.08% |
| CELH | 46.64% |
| TOST | 14.30% |
| CPNG | -19.89% |
| HIMS | -23.00% |
| PAYC | -22.47% |
| MNDY | 8.37% |
| ZS | 24.46% |
| V | -8.22% |
| ADSK | -3.64% |
| NOW | -3.79% |
| FTNT | -5.81% |
| TEAM | -9.95% |
vs. Fair Value Estimates