Paycom reported third-quarter revenue of $544 million, up 10% year over year. Adjusted earnings per share came in at $3.37, $0.56 higher than FactSet Consensus. Management raised the full-year outlook to 9% revenue growth and a 48.5% adjusted EBITDA margin, up from 8.5% and 46%, respectively.
Paycom’s unified architecture positions it well for agentic AI deployments and cross-platform analytics over more acquisitive peers.
Given its exposure to cyclical small and midsize businesses, Paycom faces downside risk from declines in labor force participation rates and new business formations.
Metric | PAYC | PCTY | ADP |
|---|---|---|---|
Price/Earnings (Normalized) | 23.51 | 21.61 | 26.74 |
Price/Book Value | 15.20 | 8.19 | 23.80 |
Price/Sales | 5.45 | 5.37 | 5.52 |
Price/Cash Flow | 14.35 | 16.16 | 18.41 |
Metric | PAYC | PCTY | ADP |
|---|---|---|---|
Quick Ratio | 0.06 | 0.08 | 0.13 |
Current Ratio | 1.06 | 1.04 | 1.03 |
Interest Coverage | 27.64 | — | 12.60 |
Metric | PAYC | PCTY | ADP |
|---|---|---|---|
Return on Assets (Normalized) | 10.26% | 9.00% | 6.96% |
Return on Equity (Normalized) | 51.86% | 40.81% | 75.98% |
Return on Invested Capital (Normalized) | 35.82% | 36.26% | 39.44% |
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