CoverageForm 410-K10-Q8-K13D13G13F

PAYC · Paycom Software, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PAYC

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$2.05B$1.88B$1.69B$1.38B$1.06B$841.43M
Cost of Revenue$345.40M$334.60M$276.29M$212.74M$161.89M$123.55M
Gross Profit$1.71B$1.55B$1.42B$1.16B$893.64M$717.89M
R&D$283.40M$242.60M$198.95M$148.34M$118.43M$90.24M
SG&A$1.14B$914.30M$966.06M$783.80M$640.07M$531.76M
Total Operating Expenses$1.48B$1.25B$1.24B$996.54M$801.96M$655.31M
D&A$176.30M$145.90M$113.95M$92.70M$67.22M$53.37M
Operating Income$567.20M$634.30M$451.32M$378.68M$253.57M$186.12M
Interest Expense$3.40M$3.40M$1.93M$2.54M-$19.0K
Income Tax$166.00M$147.00M$131.61M$108.19M$60.00M$42.48M
Net Income$453.40M$502.00M$340.79M$281.39M$195.96M$143.45M
EPS - Basic$8.13$8.93$5.91$4.86$3.39$2.49
EPS - Diluted$8.08$8.92$5.88$4.84$3.37$2.46

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$370.00M$402.00M$294.02M$400.73M$277.98M$151.71M
Accounts Receivable$44.90M$39.20M$16.44M$22.84M$9.49M$9.13M
Inventory$1.70M$1.40M$1.38M$1.61M$1.13M$1.15M
Accounts Payable$6.60M$23.90M$13.88M$16.05M$5.77M$6.79M
Current Assets$5.84B$4.30B$2.81B$2.76B$2.25B$1.86B
Total Assets$7.60B$5.86B$4.20B$3.90B$3.22B$2.61B
Current Liabilities$5.37B$3.91B$2.53B$2.38B$1.99B$1.72B
Long-term Debt---$29.00M$27.38M$29.12M
Total Liabilities$5.87B$4.28B$2.89B$2.72B$2.32B$1.95B
Stockholders' Equity$1.73B$1.58B$1.30B$1.18B$893.71M$655.64M
Retained Earnings$2.26B$1.89B$1.47B$1.20B$915.58M$719.62M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$678.90M$533.90M$485.04M$365.10M$319.36M$227.21M
Investing Cash Flow($611.20M)($22.20M)($196.71M)($23.29M)($257.67M)($117.88M)
Financing Cash Flow$1.02B$1.11B($274.66M)$254.59M$165.72M($165.91M)
CapEx$270.90M$192.90M$192.59M$132.68M$120.69M$94.10M
Free Cash Flow$408.00M$341.00M$292.45M$232.43M$198.67M$133.10M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin83.2%82.2%83.7%84.5%84.7%85.3%
Operating margin27.6%33.7%26.6%27.5%24.0%22.1%
EBITDA margin36.2%41.4%33.4%34.3%30.4%28.5%
Net margin22.1%26.7%20.1%20.5%18.6%17.0%
Free cash flow margin19.9%18.1%17.3%16.9%18.8%15.8%
FCF / Net income0.900.680.860.831.010.93
R&D / Revenue13.8%12.9%11.7%10.8%11.2%10.7%
SG&A / Revenue55.5%48.6%57.0%57.0%60.6%63.2%
Effective tax rate26.8%22.7%27.9%27.8%23.4%22.8%
Return on assets6.0%8.6%8.1%7.2%6.1%5.5%
Return on equity26.2%31.9%26.2%23.8%21.9%21.9%
Return on invested capital---22.6%21.1%21.0%
Liquidity
Current ratio1.091.101.111.161.131.09
Quick ratio1.091.101.111.161.131.08
Cash ratio0.070.100.120.170.140.09
Leverage
Debt / Equity---0.020.030.04
Debt / Assets---0.010.010.01
Debt / EBITDA---0.060.090.12
Interest coverage166.8x186.6x234.2x149.3x-9795.9x
Equity multiplier4.393.723.223.303.603.98
Liabilities / Assets0.770.730.690.700.720.75
Efficiency
Asset turnover0.270.320.400.350.330.32
Inventory turnover203.18239.00199.78132.38143.14107.34
Days sales outstanding8d8d4d6d3d4d
Days inventory outstanding2d2d2d3d3d3d
Days payable outstanding7d26d18d28d13d20d
Cash conversion cycle3d-17d-13d-19d-7d-13d
Valuation
P / E19.7x23.0x35.2x64.1x123.2x183.8x
P / B5.2x7.3x9.2x15.3x27.0x40.2x
P / S4.4x6.1x7.1x13.1x22.9x31.3x
EV / EBITDA11.5x14.3x20.7x37.5x74.5x109.6x
Growth
Revenue growth (YoY)8.9%11.2%23.2%30.3%25.4%14.1%
Revenue CAGR (3y)14.3%21.3%26.3%23.1%47.5%24.8%
Revenue CAGR (5y)19.5%20.6%38.8%26.0%26.2%30.2%
Gross profit growth (YoY)10.2%9.3%21.9%30.1%24.5%14.3%
Operating income growth (YoY)-10.6%40.5%19.2%49.3%36.2%-17.7%
Net income growth (YoY)-9.7%47.3%21.1%43.6%36.6%-20.6%
EPS growth (YoY)-9.4%51.7%21.5%43.6%37.0%-20.4%
EPS CAGR (3y)18.6%38.3%33.7%16.1%12.9%29.6%
EPS CAGR (5y)26.9%23.6%20.2%33.8%35.4%46.9%
FCF growth (YoY)19.6%16.6%25.8%17.0%49.3%1.4%
FCF CAGR (5y)25.1%21.0%49.7%26.7%29.2%38.2%
Book value growth (YoY)9.9%20.9%10.2%32.3%36.3%24.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$3.99B total
Recurring And Other$1.94B · 48.6%
Recurring$1.91B · 47.9%
Interest On Funds Held For Clients$113.00M · 2.8%
Implementation And Other$26.00M · 0.7%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

0.92
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing Paycom Software against the 5 most active filers in the same SIC group.

Dividends

$1.50/share trailing 12 months · 0.0% YoY

Ex-datePer share
May 26, 2026$0.3750
Mar 9, 2026$0.3750
Nov 24, 2025$0.3750
Aug 25, 2025$0.3750
May 27, 2025$0.3750
Mar 10, 2025$0.3750
Nov 25, 2024$0.3750
Aug 26, 2024$0.3750
May 24, 2024$0.3750
Mar 1, 2024$0.3750
Nov 24, 2023$0.3750
Aug 25, 2023$0.3750
May 26, 2023$0.3750