Paycom (PAYC)
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-10-29
$264.20+1.36%
Close 2026-10-30 · 1-day change
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put PAYC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 6%.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 39% in its worst 12-month stretch.
View RiskPAYC’s case rests on strong recent performance, with revenue growth accelerating. Revenue grew 10% year over year in Q2 FY2026, after 7.8%. Q2 FY2026 earnings beat consensus by 48.7%. PAYC trades at 28 times earnings, versus the peer median of 23. The price reflects less growth than our forecast. The multiple premium leaves room for compression if expectations change. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price about 6% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. PAYC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering PAYC (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for PAYC in the last 4 months.
Continue this research
Compare PAYC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PAYC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Human Resource & Employment Services — fair value, gap to price, and forward P/E.
Compare the value case
Put PAYC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Earnings beat and guidance hike support revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $264.20
The last 12 months of price, then the range of analyst 12-month targets from today’s $264.20.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth
Earnings beat and raised guidance support revenue growth objective.
Advances: Increase revenue growth
Margin expansion and guidance lift support revenue growth objective.
Advances: Increase revenue growth
Increased forecast indicates strong revenue growth potential.
Advances: Maintain dividend payments
Higher dividend aligns with capital allocation strategy.
Advances: Increase revenue growth
Revenue forecast supports growth objective with automation expansion.
Advances: Increase revenue growth
Increased forecast indicates strong revenue growth potential.
Advances: Increase revenue growth
Earnings beat indicates strong revenue performance.
