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Paycom Software Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Paycom Software Inc (PAYC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors Tracked
24
Publicly traded peers
Peer Group Market Share
0.45 %
vs 0.47 % a year ago
Revenue Growth Y/Y
9.84 %
Peers: 15.50 %
Net Margin
20.22 %
Peers: 34.02 %

Key Findings: Paycom Software Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 2,141M vs 445,907M combined for tracked competitors (0.5% combined share).
  • Trending: Latest-quarter revenue run-rate is holding steady (-0.7% annualized vs trailing 12 months), vs accelerating (+5.8%) for its tracked peer group.
  • Growth: Paycom Software Inc generated 9.8% revenue growth year over year in Q2 2026, vs 15.5% for its tracked competitors combined.
  • Profitability: Its 20.2% net margin compares with 34.0% for the peer group.
  • Scale: Paycom Software Inc ranks #44 of 260 companies by market capitalization in the Software & Programming industry, holding 0.1% of industry market cap.
  • Peer revenue share: Paycom Software Inc accounted for 0.5% of combined revenue among its tracked peer group, down from 0.5% a year earlier.
  • Peer differentiation: Revenue per employee of $0.37M compares with $0.95M for the peer group (0.4x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

PAYC Sales vs. its Competitors, Q2 2026

Paycom Software Inc reported revenue growth of 9.84 % year on year in Q2 2026, below its competitors' combined revenue growth of 15.50 %.

With a net margin of 20.22 %, Paycom Software Inc reported lower profitability than its competitors (34.02 %).

Paycom Software Inc generated 0.45 % of the combined sales of its peer group, down from 0.47 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/PAYC/competitors
https://api.csimarket.com/api/v1/companies/PAYC/relationships
https://api.csimarket.com/api/v1/companies/PAYC/similar
Programmatic access for models, analytics, and integration workflows.

Paycom Software Inc vs. its Competitors, Q2 2026

Revenue growth, year on year

Paycom Software Inc +9.8 %
Competitors combined +15.5 %

Net income growth, year on year

Paycom Software Inc +20.0 %
Competitors combined +27.6 %

Net margin

Paycom Software Inc +20.2 %
Competitors combined +34.0 %

Revenue run-rate vs trailing 12 months

Paycom Software Inc -0.7 %
Competitors combined +5.8 %

TTM net margin

Paycom Software Inc +22.8 %
Competitors combined +34.8 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Paycom Software Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Paycom Software Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (9) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (10) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (4) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Paycom Software Inc's competitor groups requires a Commercial License.

For context: the Software & Programming industry grew revenue 16.0% year over year, combined, vs 9.8% for Paycom Software Inc. Paycom Software Inc's share of combined industry revenue moved from 0.17% to 0.17%, a loss of 0.01 percentage points.

Paycom Software Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Paycom Software Inc Yes Yes No No
Competitors combined (24) 79% 83% 46% 33%
High-Confidence Competitors (12) 67% 92% 58% 25%
Similar-Size Competitors (10) 60% 100% 80% 10%
Similar Growth & Profitability (8) 100.00 % (8 of 8) 100.00 % (8 of 8) 50.00 % (4 of 8) 25.00 % (2 of 8)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

0.5%market share
  • Paycom Software Inc0.5%
  • Competitors combined99.6%

Share of combined quarterly revenue of Paycom Software Inc and its 24 tracked competitors.

See Paycom Software Inc's full market share breakdown »

PAYC Stock Performance relative to its Competitors

PAYC Competitors (weighted) Percent change over the selected range

Paycom Software Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
8.7%beat U.S.A. 500
Competitors Combined
(2 of 23)
9.1%beat U.S.A. 500
High-Confidence
(1 of 11)
20%beat U.S.A. 500
Similar-Size
(2 of 10)
12.5%beat U.S.A. 500
Similar Growth & Profitability
(1 of 8)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Paycom Software Inc 1.10 % Underperformed
Competitors combined (23) 40.4% 63.2%
High-Confidence Competitors (11) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (8) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Paycom Software Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

PAYC Stock Performance relative to High-Confidence Competitors

PAYC High-Confidence Competitors (equal-weighted, 12) Percent change over the selected range

PAYC Stock Performance relative to Similar-Size Competitors

PAYC Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

PAYC Stock Performance relative to Similar Growth & Profitability Competitors

PAYC Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Everi Holdings Inc 282.9% Outperformed
2 Paycor Hcm Inc 282.9% Outperformed
3 Employers Holdings Inc 282.9% Outperformed
4 Diebold Nixdorf Incorporated 282.9% Outperformed
5 Robert Half Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Paycom Software Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Paycom Software Inc's Comment on Competition and Industry Peers

The market for HCM solutions is rapidly evolving, highly competitive and subject to changing technology, shifting client needs and frequent introduction of new products and services. Our competitors range from small, regional firms to large, well-established international firms with multiple product offerings.

We compete with firms that provide HCM solutions by various means. Many providers continue to deliver legacy enterprise software, but as demand for greater flexibility and access to information grows, we believe there will be increased competition in the delivery of HCM cloud-based solutions by other SaaS providers. Our competitors offer HCM solutions that may overlap with one, several or all categories of applications offered by our solution. Our talent acquisition and talent management applications compete primarily with Cornerstone OnDemand, Inc., Oracle Corporation, SAP SE and Workday, Inc. Our payroll applications, including payroll processing, compete primarily with Automatic Data Processing, Inc. (“ADP”), Ceridian HCM, Inc. (“Ceridian”), Concur Technologies, Inc., Intuit Inc., Paychex, Inc., Paylocity Holding Corporation and The Ultimate Software Group, Inc. Our HR management applications compete primarily with ADP, Ceridian, Oracle Corporation, Paychex, Inc., Paylocity Holding Corporation, SAP SE and Workday, Inc. Our time and labor management applications compete primarily with ADP, Ceridian, Kronos Incorporated, Paylocity Holding Corporation and The Ultimate Software Group, Inc. Our larger competitors compete with us across multiple segments. In addition, our HCM solution continues to face competition from in-house payroll and HR systems and departments as well as HR systems and software sold by third-party vendors.

Competition in the HCM solutions market is primarily based on service responsiveness, product quality and reputation, breadth of service, application offering and price. The importance of these factors depends on the size of the business. Price tends to be the most important factor of competition for smaller businesses with fewer employees, while the scope of features and customization is more important to larger businesses. Regardless of a company’s size, another important factor is the implementation experience, as all organizations are seeking a streamlined and simplified process.

Publicly Traded Peers of Paycom Software Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Paycom Software Inc 10,125.72 2,140.70 487.60 5,770
Microsoft Corporation 3,795,216.66 331,839.00 133,749.00 223,000
Automatic Data Processing Inc 105,583.94 21,947.40 4,413.50 58,000
Adobe Inc 91,364.46 25,970.00 7,284.00 31,360
Intuit Inc 74,623.80 21,448.00 4,566.00 18,600
Paychex Inc 35,410.38 6,602.50 1,806.00 17,600
SUBTOTAL 4,194,451.48 451,391.61 155,291.87 479,444
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Sources: Paycom Software Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Paycom Software Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Paycom Software Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Paylocity Holding Corporation Named by the company 85% 2022 to 2026 3
Paycor HCM, Inc. Named by the company 85% 2022 to 2026 3
Asure Software Inc Named by the company 85% 2022 to 2026 3
Insperity, Inc. Named by the company 85% 2022 to 2026 3
Ceridian HCM, Inc. Named by the company 85% 2022 to 2026 3
Paychex, Inc. Named by the company 85% 2022 to 2026 3
Ultimate Kronos Group Named by the company 85% 2022 to 2026 3
Automatic Data Processing, Inc. Named by the company 85% 2022 to 2026 3
Intuit, Inc. Named by the company 85% 2022 to 2026 3
SAP SE Named by the company 85% 2022 to 2026 3
Cornerstone OnDemand, Inc. Named by the company 85% 2022 to 2026 3
Workday, Inc. Named by the company 85% 2022 to 2026 3
Ceridian HCM Holding, Inc. Named by the company 85% 2022 to 2026 3
Oracle Corporation Named by the company 85% 2022 to 2026 3
ServiceNow, Inc. Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Paycom Software Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Paycom Software Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Microsoft Corporation Productivity and Business Processes 42.19 % Intelligent Cloud 41.52 % More Personal Computing 16.29 %
Automatic Data Processing Inc Employer Services 67.96 % Professional Employee Organization Services 32.09 % Other Operating -0.05 %
Adobe Inc Reportable 100.00 % - -
Intuit Inc Consumer 61.61 % Global Business Solutions 38.39 % -
Equifax Inc Workforce Solutions 41.49 % United States Consumer Information Solutions 35.97 % International 22.53 %

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Paycom Software Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Paycom Software Inc 10,126 371,005 84,506
Microsoft Corporation 3,795,217 1,488,067 599,771
Automatic Data Processing Inc 105,584 378,403 76,095
Adobe Inc 91,364 828,125 232,270
Intuit Inc 74,624 1,153,118 245,484
Paychex Inc 35,410 375,142 102,614
PEERS TOTAL 4,184,326 948,439 326,816
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Paycom Software Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Microsoft Corporation US 51.47 % Non Us 48.53 % -
Adobe Inc Americas 58.69 % EMEA 27.18 % Asia 14.13 %
Commvault Systems Inc Americas 59.46 % International 40.54 % -
Aci Worldwide Inc United States 64.29 % Non-US 35.71 % -
Euronet Worldwide Inc Europe 60.43 % North America 24.44 % Asia Pacific 11.60 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Paycom Software Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 236 companies in Paycom Software Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Paycom Software Inc ranks #44 of 236 companies by market capitalization in its industry, holding 0.13 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,656, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Microsoft Corporation 3,795,217 50.26 %
2 Palantir Technologies Inc 481,579 6.38 %
3 Oracle Corporation 386,426 5.12 %
4 Sap Se 275,531 3.65 %
5 Crowdstrike Holdings Inc 1,234 5.2%
6 Shopify Inc 1,234 5.2%
7 Salesforce Inc 1,234 5.2%
8 Full Truck Alliance Co Ltd 1,234 5.2%
9 Servicenow Inc 1,234 5.2%
10 Cloudflare Inc 1,234 5.2%
44 Paycom Software Inc 10,126 0.13 %
Full Industry Market Structure

Market cap and industry share for the rest of Paycom Software Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Paycom Software Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
39 Guidewire Software Inc 12,399 -40.25 % 4.21 % 0.88 -0.58
40 Manhattan Associates Inc 11,910 -5.54 % 31.14 % 1.07 0.28
41 Sailpoint Inc 11,686 -7.53 % 32.74 % 0.95 0.13
42 Jfrog Ltd 10,818 77.28 % -7.35 % 1.33 1.09
43 Hubspot Inc 1,234 12.3% 4.5% 1.10 0.80
44 Paycom Software Inc 10,126 1.14 % 56.09 % 0.78 0.24
45 Bentley Systems Incorporated 1,234 12.3% 4.5% 1.10 0.80
46 Elastic N v 1,234 12.3% 4.5% 1.10 0.80
47 Paylocity Holding Corporation 1,234 12.3% 4.5% 1.10 0.80
48 Gitlab Inc 1,234 12.3% 4.5% 1.10 0.80
49 Sentinelone Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Paycom Software Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Paycom Software Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (343 companies). See the full Software & Programming industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 83.66 % 64.28 % (avg) +19.4 pp
Operating Margin 30.29 % industry median +33.0 pp
EBITDA Margin 44.20 % 2.53 % (avg) +41.7 pp
Capital Intensity (Capex / Revenue) 10.79 % 4.79 % (avg) +6.0 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Paycom Software Inc's Valuation vs Competitive Position

Valuation multiples vs the Software & Programming industry average (343 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.
Metric Company Industry Average Difference
P/E 14.8x 39.5x -24.7x
EV / EBITDA 6.7x 21.7x -14.9x
P/B 5.3x 5.4x -0.1x
Return on Equity 40.43 % industry aggregate 15.23 %
Return on Invested Capital 19.35 % -0.26 % (avg) 19.61 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Paycom Software Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth 30.78 %30.25 %14.07 %25.44 %30.29 %23.16 %11.19 %8.95 %
Operating Margin 30.67 %30.67 %22.12 %24.02 %27.54 %26.65 %33.68 %27.65 %
Return on Invested Capital 21.06 %20.35 %12.75 %13.20 %15.36 %14.61 %18.95 %14.29 %
P/E 54.5x86.6x168.2x123.5x65.2x32.1x24.5x19.9x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Paycom Software Inc's Strategic Group Map

Every company in Paycom Software Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Paycom Software Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)PAYXQLYSNTESCHKPPaycom Software IncCDNSINTUSAPPCTY

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Paycom Software Inc's BCG Growth-Share Matrix

Relative market share (vs Paycom Software Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Paycom Software Inc

Paycom Software Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.6% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Paycom Software Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Low Industry HHI of 2,656 (see Industry Market Structure & Concentration above)
Barriers to Entry High (capital intensive) Capital intensity (capex / revenue) of 10.79 % vs industry average 4.79 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Paycom Software Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Paycom Software Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Paycom Software Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Paycom Software Inc
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Paycom Software Inc falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Paycom Software Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 33.0 points above the industry median.
  • Return on equity 15.2 points above the industry aggregate.

Weaknesses

  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.00x).

Opportunities

  • Industry revenue growing at a healthy 11.6% median pace.
  • Trades at a lower P/E than the industry average (14.8x vs 39.5x) despite a higher return on invested capital -- a possible re-rating opportunity.
  • A meaningful share of tracked competitors (33.30 %) show financial-distress signals, a possible opening to gain share.

Threats

  • Industry dominated by Microsoft Corporation, holding 50.26 % of industry market cap.
  • High capital intensity requires continuous reinvestment just to keep pace with the industry.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Paycom Software Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Paycom Software Inc 0.08 1.10 0.33 0.39
Microsoft Corporation 0.13 1.31 0.11 0.49
Automatic Data Processing Inc 0.07 1.05 1.08 0.37
Adobe Inc 0.46 0.85 0.55 0.87
Intuit Inc 0.39 1.43 0.35 0.59
Paychex Inc 0.18 1.27 1.22 0.40
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Paycom Software Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Paycom Software Inc Q2 2026+9.8 %-7.1 %+20.0 %-31.0 %
Microsoft CorporationQ2 2026+17.7 %+8.6 %+31.3 %+12.5 %
Automatic Data Processing Inc Q2 2026+6.8 %-7.8 %+7.5 %-28.0 %
Adobe Inc Q3 2026+12.9 %+2.1 %+3.1 %+6.7 %
Intuit Inc Q2 2026+13.7 %-49.1 %-4.7 %-88.2 %
Paychex Inc Q3 2026+5.9 %+1.6 %+12.0 %+2.2 %
PEERS TOTAL+15.3 %+1.4 %+26.7 %+0.6 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Paycom Software Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Paycom Software Inc Q2 2026+1.8 %+2.1 %-61.6 %-24.0 %
Microsoft CorporationQ2 2026+22.9 %+10.1 %+109.6 %+129.6 %
Automatic Data Processing Inc Q2 2026+2,340.2 %+2,326.2 %+39.3 %-
Adobe Inc Q3 2026+18.8 %+6.7 %+18.1 %+46.6 %
Intuit Inc Q2 2026-2.3 %+0.0 %+192.0 %+204.2 %
Paychex Inc Q3 2026+3.9 %+3.1 %-11.1 %-24.4 %
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Paycom Software Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Paycom Software Inc 8.92%22.73%40.43%42.79208.78
Microsoft Corporation19.76%22.48%34.22%5.0390.84
Automatic Data Processing Inc 7.50%33.58%70.78%6.21-
Adobe Inc 24.46%39.34%62.88%12.21-
Intuit Inc 12.49%16.28%23.22%33.41-
Paychex Inc 10.96%19.01%46.36%4.48-
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Paycom Software Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Paycom Software Inc 23.544.730.708.6117.72
Microsoft Corporation28.3711.440.73-8.58
Automatic Data Processing Inc 23.974.812.0218.9517.51
Adobe Inc 12.963.520.94-7.77
Intuit Inc 16.363.480.49-3.93
Paychex Inc 19.705.363.94-9.56
PEERS AVERAGE27.019.29-8.30
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.