Análisis Argos
PAYC
PAYCEn su precio1 señal de riesgo
Paycom Software, Inc. · Technology
US$ 161.72
precio al 2026-07-28
Valor justo Argos*
US$ 147–164
vs. su valor justo
1% por debajo
Score Argos
48/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (17.7%) en línea con lo que la empresa demuestra (18%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Retorno sobre el capital alto (27%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 10% por encima de su valor justo.
!Beneish M-Score sugiere manipulación (-1.52)
VALOR3/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos48de 100En su precio
Ingresos9%
US$ 2.1 B
Margen operativo18%
27.6%
Flujo de caja libre21%
US$ 0.4 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.8B
P/E19.5x
EV/EBITDA11.6x
FCF yield4.6%
ROIC27.4%
Margen operativo27.6%
Crecim. ingresos+8.9%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 10 jul
PAYC vs. PLTR: Which Stock Should Value Investors Buy Now?
Investors with an interest in Internet - Software stocks have likely encountered both Paycom Software (PAYC) and Palantir Technologies Inc. (PLTR). But which of these two stocks offers value investors a better bang for their buck right now?
zacks.com · 9 jul
Here's Why Paycom Software (PAYC) is a Strong Momentum Stock (Revised)
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
businesswire.com · 9 jul
Craig Boelte and William Kerber Appointed to Paycom's Board of Directors
OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE: PAYC) (“Paycom”), a leading provider of comprehensive, cloud-based human capital management software, today announced the appointment of Craig Boelte and William Kerber to its board of directors, effective July 8, 2026. The appointments increase the size of the board from six to eight directors. “Craig and William have each played an important role in Paycom's success,” said Chad Richison, Paycom founder, CEO and chairman. “Their deep.
zacks.com · 8 jul
Here's Why Paycom Software (PAYC) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 29 jun
Paycom (PAYC) Surges 3.8%: Is This an Indication of Further Gains?
Paycom (PAYC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
zacks.com · 26 jun
Buy These 3 HCM Software Solution Stocks to Tap Short-Term Potential
AI-driven hiring and HR automation are reshaping HCM software, with three companies, namely, PAYC, PCTY and FA standing out for short-term upside.
seekingalpha.com · 24 jun
Paycom: Transition From Growth To Equity Bond (Rating Upgrade)
Paycom has shifted from a growth story to a value 'equity bond' play after a 50% share price decline over the past year. PAYC now offers an 8.2% pretax earnings yield, with management guiding for 7%–8% revenue growth and a 44% adjusted EBITDA margin in 2026. Management's $2 billion buyback (34% of market cap) financed via credit facility signals strong confidence in long-term profitability and capital return.
zacks.com · 22 jun
PAYC or PLTR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Internet - Software sector might want to consider either Paycom Software (PAYC) or Palantir Technologies Inc. (PLTR). But which of these two stocks presents investors with the better value opportunity right now?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.