Paycom Software Inc. (PAYC)$137.80
Market Cap: 12.86 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Paycom Software Inc. (PAYC).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
30.6x
EV/FCF, 3.3% FCF yield
Quality
26.2%
ROIC, 19.9% FCF margin
Growth
19.5%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.1x current ratio
Superinvestors
4
Top: Robert Vinall (0.7%)
Strengths to research
- Revenue compounded at 19.5% over five years.
- Free cash flow compounded at 25.1% over five years.
- Return on equity is strong at 26.2%.
- Free cash flow margin is healthy at 19.9%.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for PAYC.
Grade A
86
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| PAYC Target | Paycom Software Inc. | $12.9B | 17.1x | 30.6x | 26.2% | 19.5% | 19.9% | 83.2% | -0.5x | N/A |
| BSY | Bentley Systems Inc Class B | $13.3B | 39.0x | 27.7x | 11.4% | 13.4% | 34.6% | 81.5% | 3.1x | N/A |
| MNDY | monday.com Ltd. | $13.9B | 35.3x | 39.5x | 9.5% | 50.2% | 25.4% | 89.2% | -124.7x | N/A |
| DT | Dynatrace Inc. | $14.2B | 76.3x | 24.8x | 6.2% | 23.5% | 26.2% | 81.6% | -4.2x | N/A |
| MANH | Manhattan Associates | $11.2B | 38.5x | 29.0x | 69.9% | 13.0% | 34.6% | N/A | -1.2x | N/A |
| TTAN | Servicetitan Inc A | $10.6B | -36.5x | 96.6x | -10.5% | N/A | 11.0% | 70.1% | N/A | N/A |
| PCTY | Paylocity Holding Corp. | $10.4B | 28.1x | 25.2x | 16.3% | 21.9% | 27.5% | 74.5% | -0.6x | N/A |
| DOCU | DOCUSIGN, INC. | $16.7B | 33.5x | 15.2x | 16.1% | 17.2% | 32.9% | 79.4% | -1.5x | N/A |
| PCOR | Procore Technologies Inc. | $9.6B | -69.9x | 32.5x | -8.0% | 27.0% | 21.3% | 79.5% | N/A | N/A |
Financial Charts
No financial data available for PAYC (annual).
4 superinvestors own PAYC
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 3,257,774 | $396M | 0.53% | 0.0% |
| Terry Smith Fundsmith | 219,457 | $27M | 0.21% | 0.0% |
| Polen Capital Management Polen Capital Management | 30,831 | $4M | 0.03% | 0.0% |
| Robert Vinall RV Capital GmbH | 21,395 | $3M | 0.70% | 0.0% |