OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (“Paycom”) (NYSE:PAYC), a leading provider of comprehensive, cloud-based human capital management software, announced today that its Board of Directors declared a cash dividend in the amount of $0.375 per share of common stock, to be paid on March 18, 2024, to all stockholders of record as of the close of business on March 4, 2024. About Paycom For 25 years, Paycom Software, Inc. (NYSE:PAYC) has simplified businesses and the lives of their employees th ...

Paycom Software盈利预测 - Paycom Software (PAYC) 预计在2023年12月报告的季度中，盈利将同比增长，收入也将增加[1] - 分析师们对Paycom的季度盈利预期为每股1.78美元，同比增长2.9%，预计收入为4.2259亿美元，同比增长14%[4] - 通过Zacks Earnings ESP模型，可以预测实际盈利与预期盈利的偏差，正的Earnings ESP通常预示着盈利超预期的可能性[9] 股价表现与分析 - 报告将于2024年2月7日发布，如果关键数字好于预期，股价可能会上涨，反之则可能下跌[2] - 过去30天内，分析师们对该季度的每股盈利预期进行了0.18%的下调[5] - Paycom的最准确预期低于Zacks Consensus Estimate，导致Earnings ESP为-2.70%，但股票目前持有Zacks Rank 3[12] 投资建议 - Paycom在过去四个季度中四次击败了预期每股盈利[15] - 盈利超预期并不是股价上涨的唯一因素，其他因素也可能影响股价[16] - 投资者应该在公司季度发布前检查其Earnings ESP和Zacks Rank，以确定买入或卖出的最佳股票[17]

公司表现 - Paycom Software (PAYC) 最近被列入 Zacks.com 最受关注股票之一[1] - 过去一个月，Paycom 的股价下跌了 -4.4%，而同期 Zacks S&P 500 综合指数上涨了 +3.3%[2] - 与 Paycom 所属的 Zacks 互联网 - 软件行业相比，该行业在此期间上涨了 7.6%[2] - Paycom 当前季度销售预估为 $422.59 百万美元，同比增长 +14%[10] - Paycom 上一季度营收为 $406.3 百万美元，同比增长 +21.6%[11] 盈利预期 - Zacks 优先评估公司盈利预期的变化，认为股票的公允价值取决于未来盈利的现值[3] - 分析师对公司盈利预期的修订与股价走势之间存在强烈相关性[4] - 当前季度，Paycom 预计每股盈利为 $1.78，同比增长 +2.9%[5] - 当前财年，Paycom 预计每股盈利为 $7.63，同比增长 +24.3%[6] - 下一个财年，Paycom 预计每股盈利为 $8.06，同比增长 +5.6%[7] 公司评级与估值 - Paycom 的 Zacks Rank 评级为 3 (持有)，显示近期股价走势[8] - Paycom 在过去四个季度中均超过了盈利预期[13] - Paycom 的估值为 D，表明其相对同行公司溢价[17]

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE:PAYC) (“Paycom”), a leading provider of comprehensive, cloud-based human capital management software, announced today the appointment of Steve Sturges to the role of chief marketing officer (CMO). “Steve brings three decades of experience in marketing, branding and advertising to our team. I’m excited to see him continue to elevate our innovative brand, engage our clients and drive further demand generation for our salesforce,” said Paycom found ...

The most recent trading session ended with Paycom Software (PAYC) standing at $195.92, reflecting a +1.09% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.76% gain on the day. On the other hand, the Dow registered a gain of 0.59%, and the technology-centric Nasdaq increased by 1.12%.The maker of human-resources and payroll software's stock has dropped by 6.25% in the past month, falling short of the Computer and Technology sector's gain of 4.99% and the S&P 500's gain of ...

filadendron Investment Thesis I believe Paycom Software, Inc. (NYSE:PAYC) to be a BUY and believe it is worth a look for bargain-hunting investors, as the current valuation is undemanding for a company that is able to churn out high growth rates, as well as maintain industry-leading profitability and cashflows. Paycom still offers a healthy mix of both growth, and profitability, and will continue to take share from legacy incumbent players due to the unique paradigm shift it is bringing to the industry. In ...

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE:PAYC) (“Paycom”), a leading provider of comprehensive, cloud-based human capital management software, announced findings by Nucleus Research on the value organizations derive from the use of Paycom’s Beti®, an industry-first payroll experience that empowers employees to do their own payroll. On average, interviewed organizations were able to reduce payroll corrections by more than 80% upon implementation of the feature, with some able to eliminate ...

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (“Paycom”) (NYSE:PAYC), a leading provider of comprehensive, cloud-based human capital management software, will release its results for the fourth quarter and year-ended Dec. 31, 2023, after the market closes on Feb. 7. Paycom will also hold a conference call to discuss results at 5 p.m. Eastern that day.         Dial-in #: +1 (833) 470-1428 Intl. Dial-In #: +1 (404) 975-4839 Access Code: 791144 Rep ...

公司表现 - Paycom Software (PAYC) 最近被列入 Zacks.com 最受关注股票名单[1] - 过去一个月，Paycom 的股价下跌了 -6.4%，而同期 Zacks S&P 500 综合指数上涨了 +1.2%[2] - Zacks Internet - Software 行业在此期间上涨了 4.6%[2] - Paycom 当前季度的销售预期为 $422.59 百万美元，同比增长 +14%[10] - Paycom 上一季度的营收为 $406.3 百万美元，同比增长 +21.6%[11] 盈利预期 - Zacks 优先评估公司未来盈利预期的变化[3] - 分析师们对 Paycom 的盈利预期上调会导致股价上涨[4] - 当前季度，Paycom 预计每股盈利为 $1.78，同比增长 +2.9%[5] - 当前财年的一致盈利预期为 $7.63，同比增长 +24.3%[6] - 下一个财年的一致盈利预期为 $8.12，同比增长 +6.4%[7] - Paycom 在过去四个季度中均超过一致盈利预期[13] 评级和价值 - Paycom 的 Zacks Rank 为 2 (买入)[8] - Paycom 的 Zacks Value Style Score 为 D，表明其相对同行公司交易溢价[17] - Paycom 的 Zacks Rank 2 表明其可能在短期内表现优于整个市场[18]

文章核心观点 - Paycom和Workday都是提供基于云的人力资本管理(HCM)服务的公司,包括工资管理、员工管理、费用管理和数字文档管理等 [1] - Paycom和Workday的股价在2021年11月涨至历史新高,但此后Paycom的股价下跌超过60%,而Workday的下跌幅度仅为8% [2] Paycom面临的挑战 1) Paycom的新平台Beti越来越受欢迎,因为它比旧服务更便宜,为客户带来更高的投资回报率,但也导致了收入的下降 [5][6][7] 2) Beti的普及正在蚕食Paycom的旧产品,限制了其总收入增长 [6][7] 3) 这种情况预计将导致Paycom在2024年的调整后EBITDA增长放缓,利润率也将下降 [8][9] Workday的表现 1) Workday的收入和订阅收入增长保持稳定,预计在未来几年内将保持17%-19%的增长 [11] 2) Workday的调整后EBITDA增长预计将从2023财年的25%增加到2025财年的28% [12] 3) Workday专注于利用人工智能等技术来提高HCM任务的效率,并保持收入增长和利润率扩张 [14] 总结 总的来说,Workday相比Paycom面临的近期挑战更少,其增长和利润率的前景更加稳定,因此可能是HCM市场的更好投资选择 [16]