Análisis Argos
PAYC
PAYCBarata · ojo al riesgo1 señal de riesgo
Paycom Software, Inc. · Technology
US$ 139.21
precio al 2026-07-04
Valor justo Argos*
US$ 149–166
vs. su valor justo
16% por debajo
Score Argos
54/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 13% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (27%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Beneish M-Score sugiere manipulación (-1.52)
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos54de 100Barata · ojo al riesgo
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$ 7.6B
P/E16.8x
EV/EBITDA9.9x
FCF yield5.4%
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 · 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?
zacks.com · 18 jun
Why Paycom Software (PAYC) is a Top Value Stock for the Long-Term
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.
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PAYC made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 18, 2026.
zacks.com · 18 jun
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MUSA and PAYC made it to the Zacks Rank #1 (Strong Buy) value stocks list on June 18, 2026.
businesswire.com · 11 jun
Paycom Earns Top Rated Award from TrustRadius for Second Consecutive Year
OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE: PAYC) (“Paycom”), a leading provider of comprehensive, cloud-based human capital management software, earned the 2026 Top Rated Award from TrustRadius, a buyer intelligence platform for business technology. The recognition marks the second consecutive year Paycom has earned the Top Rated distinction. “When recognition comes directly from the people who use our software every day, it carries significant weight,” said Shane Hadlock, pre.

* 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.