Why did Paycom Software (PAYC) stock move recently?

On 8/6/2026, Paycom Software moved +15.0% — Paycom Software jumped after reporting strong second-quarter results that topped expectations. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Paycom Software (PAYC) overvalued or fairly valued?

MarketChacha shows Paycom Software's valuation in context — a trailing P/E of about 26.0, a forward P/E of about 16.8, a price-to-book of about 17.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Paycom Software's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.31×) from reported figures — education, not a rating.

What is Paycom Software's revenue?

Paycom Software reported revenue of $2.1B for FY2025, with net profit of $453.4M, per official filings.

What is the share price of Paycom Software (PAYC)?

Paycom Software last traded at $231.67 (-1.9% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Paycom Software

PAYC · NYSE · Industrials · United States

Snapshot

TickerPAYC

ExchangeNYSE

SectorIndustrials

IndustrySoftware - Application

CountryUnited States

Employees5,770

HeadquartersOklahoma City, United States

Websitewww.paycom.com

Filings tracked25

About Paycom Software

Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. The company offers functionality and data analytics that businesses need to manage the employment life cycle from recruitment to retirement. The company's HCM solution offers payroll applications comprising better employee transaction interface, payroll and payroll tax management, payroll card, Everyday, Paycom pay, Client Action Center, expense management, garnishment administration, and GL concierge applications; talent acquisition, including applicant tracking, background checks, on-boarding, e-verify, and tax credit services; and talent management applications that include employee self-service, compensation budgeting, performance management, position management, Paycom learning, certification management. The company also offers time and labor management, such as time and attendance, scheduling, time-off requests, and labor allocation solutions. Its HCM solution provides manager on-the-go that gives supervisors and managers the ability to perform a variety of tasks, such as approving time-off requests and expense reimbursements; direct data exchange; ask here, a tool for direct line of communication to ask work-related questions; document and checklist; government and compliance; benefits administration; COBRA administration; personnel action and performance discussion forms; Paycom surveys; retirement reporting; report center; and affordable care act applications, as well as Clue, which securely collects, tracks, and manages the vaccination and testing data of the workforce; and MyCom is a communications tool that provides organizations with a central place to share information with employees. Paycom Software, Inc. was founded in 1998 and is based in Oklahoma City, Oklahoma.

Who owns it

Insiders14.3%
Institutions85.7%
Public & other0.0%

826 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.11.17%
Harris Associates L.P.7.54%
Vanguard Portfolio Management LLC4.59%
Vanguard Capital Management LLC4.09%
Two Sigma Investments, LP3.11%
State Street Corporation3.07%
Reinhart Partners, LLC2.71%
Geode Capital Management, LLC2.69%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.31×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend20.1% → 22.1%

Margin has expanded by about 2.0 points — the business is getting more profitable.

Return on equity26.2%

Latest ROE of 26.2% — capital is generating a healthy return.

Growth qualityrev 10% · PAT 15%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $570.2M · EPS 3.32

Est. earnings growth +35.7%

Next fiscal year

Rev $2.4B · EPS 13.95

Est. earnings growth +15.3%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$2.1B

Net margin

22.1%

ROE

26.2%

Revenue CAGR (2y)

+10.1%

Profit CAGR (2y)

+15.3%

EPS (FY2025)

8.08

Net profit (FY2025)

$453.4M

Ask MarketChacha about PAYC

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 6, 2026
Paycom Software jumped after reporting strong second-quarter results that topped expectations.
source 1 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$2.1B	$453.4M	8.08	22.1%	26.2%
FY2024	$1.9B	$502.0M	8.92	26.7%	31.9%
FY2023	$1.7B	$340.8M	5.88	20.1%	26.2%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$531.2M	$107.4M	2.34	20.2%
2026Q1	$571.9M	$155.7M	3.04	27.2%
2025Q3	$493.3M	$110.7M	1.96	22.4%
2025Q2	$483.6M	$89.5M	1.58	18.5%
2025Q1	$530.5M	$139.4M	2.48	26.3%
2024Q3	$451.9M	$73.3M	1.31	16.2%
2024Q2	$437.5M	$68.0M	1.20	15.5%
2024Q1	$499.9M	$247.2M	4.37	49.4%
2023Q3	$406.3M	$75.2M	1.30	18.5%
2023Q2	$401.1M	$64.5M	1.11	16.1%
2023Q1	$451.6M	$119.3M	2.06	26.4%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/6/2026
8-K — Results of operations, Exhibits
SEC8/5/2026material
8-K — Other events, Exhibits
SEC8/3/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC7/9/2026material
8-K — Shareholder vote results
SEC5/7/2026material
10-Q filing
SEC5/7/2026
8-K — Results of operations, Exhibits
SEC5/6/2026material
8-K — Other events, Exhibits
SEC5/4/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC4/23/2026material
8-K — Executive/director change
SEC3/26/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC3/12/2026material
8-K — Other events
SEC3/5/2026material
8-K — Executive/director change, Bylaw/charter change, Reg FD disclosure, Exhibits
SEC2/19/2026material
8-K/A — Executive/director change, Bylaw/charter change, Reg FD disclosure, Exhibits
SEC2/19/2026
10-K filing
SEC2/19/2026
8-K — Results of operations, Exhibits
SEC2/11/2026material
8-K — Other events, Exhibits
SEC2/10/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC1/26/2026material

2025

10-Q filing
SEC11/6/2025
8-K — Results of operations, Exhibits
SEC11/5/2025material
8-K — Other events, Exhibits
SEC11/3/2025material
8-K — Executive/director change
SEC9/18/2025material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC8/18/2025material
10-Q filing
SEC8/7/2025
8-K — Results of operations, Exhibits
SEC8/6/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.