Paycom Software IncPAYC
Price$227.47Intrinsic value$279.1523% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
18.9%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
16analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$2.2Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$12.09next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release4 Nov 2026
Monitoring Framework
Key Performance Indicators
Total Revenue Growth Rate Quarterly780.0%Target: 6% to 7%
Recurring and Other Revenue Growth Rate Quarterly880.0%Target: 7% to 8%
Adjusted EBITDA Margin Quarterly4,820.0%Target: Approximately 44%
Annual Revenue Retention Rate Annually9,100.0%Target: Maintain or exceed 91%
Watch Items
  • Salesforce Retraining and CSO Transition ProductivityTrigger: Deceleration of new logo additions or recurring revenue growth falling below 7% in H2 2026Action: Re-evaluate sales commission structures, expand the 10-team sales structure, and increase direct marketing support under CSO Jeff York.
  • Beti and IWant AI-Driven Automation AdoptionTrigger: IWant monthly usage growth dropping below 20% or client ROI metrics deterioratingAction: Enhance product cross-sell campaigns, optimize the single-database platform's user experience, and deploy targeted client training modules.
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.