PAYC — Stock Film
STOCK FILMSCENE 1/11PAYC · $219
Stock Expert AI presents
PAYC
Paycom Software, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Paycom Software, Inc. What it actually does.

Provides cloud-based human capital management (HCM) solutions. Offers software-as-a-service (SaaS) for small to mid-sized companies. Now — the numbers.

on the stock market since 2014
5,770 employees
$9.9B market value
WHERE DOES THE MONEY COME FROM?
99%Recurring
RecurringImplementation and Other 1%
99% of all revenue comes from a single line: Recurring.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$2.1B
The net profit left over:
$453.4M
Out of every $100 in sales, $22 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 22%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 18% a year over the last 4 years. Every year shown ended in profit.

$1.1B
2021
2022
2023
2024
$2.1B
2025
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
21.8×

The market pays 21.8× for every dollar of annual profit — around what a business like this usually costs.

Against companies in its own sector, it looks cheaper than 64% of them.

Analysts' average target sits 8% below today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
89
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
69
strong

The cash pile is strong; debt and other items pull the grade toward the middle.

VALUATION
64
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
70
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
92
very strong

The stock has been running stronger than the market lately.

No real weak spot in any of the five subjects — a balanced report card.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 60% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 22% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 4 years, sales grew about 18% a year on average.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $370M in the vault; even if every debt were paid off, $217.8M would remain.

THE RISKS

Our checks did not surface a specific risk to flag here. That is not the same as there being none.

FINALE · THE GRADE
A+
90 / 100 · MoonshotScore

On our five-subject report card, PAYC sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: PAYC is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film