Event-Driven Stocks

Paycom Software, Inc.

PAYCNYSE

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

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Signs5 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$2.05B$1.88B$1.69B$1.38B$1.06B$841.4M
Operating income$567.2M$634.3M$451.3M$378.7M$253.6M$186.1M
Net income$453.4M$502.0M$340.8M$281.4M$196.0M$143.5M
Total assets$7.60B$5.86B$4.20B$3.90B$3.22B$2.61B
Total liabilities$5.87B$4.28B$2.89B$2.72B$2.32B$1.95B
Equity$1.73B$1.58B$1.30B$1.18B$893.7M$655.6M
EPS (diluted)$8.08$8.92$5.88$4.84$3.37$2.46
Shares out.57.3M57.6M60.3M60.2M60.2M58.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
27.6%
Net margin
22.1%
Return on equity
26.2%
Return on assets
6.0%
Return on capital (ROCE)
25.4%
Liabilities / assets
77.2%
Debt / equity
3.39×
Book value / share
$30.24
Revenue growth (YoY)
8.9%
Net income growth (YoY)
−9.7%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.19grey zone
Accruals / assets
3.0%clean
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
67
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

2 warning5 good
  • High leverage (liabilities > 70% of assets)
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
9 acquisitions3 disposalsnet +124,596 shares · last 12
InsiderDateTypeSharesPrice
Peck RandallOfficer — Chief Operating OfficerMay 18, 2026Sell2,500$140.50
Hadlock Terrell ShaneOfficer — President/Chief Client OfficerMay 10, 2026Tax withholding2,728$138.44
Peck RandallOfficer — Chief Operating OfficerMay 10, 2026Tax withholding336$138.44
Binz Joseph LeoDirectorMay 4, 2026Grant1,890$0.00
Duques Henry CDirectorMay 4, 2026Grant1,890$0.00
Watts J C JrDirectorMay 4, 2026Grant1,890$0.00
Turney Sharen JDirectorMay 4, 2026Grant1,890$0.00
Peters Frederick C IiDirectorMay 4, 2026Grant1,890$0.00
Richison Chad R.Officer — CEO and ChairmanFeb 18, 2026Grant71,827$0.00
Foster Robert D.Officer — Chief Financial OfficerFeb 18, 2026Grant17,957$0.00
Hadlock Terrell ShaneOfficer — President/Chief Client OfficerFeb 18, 2026Grant20,950$0.00
Peck RandallOfficer — Chief Operating OfficerFeb 18, 2026Grant9,976$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20264.2M3.4-6.5%
Apr 30, 20264.5M5.5-6.0%
Apr 15, 20264.7M4.8-11.3%
Mar 31, 20265.3M2.1+15.5%
Mar 13, 20264.6M2.7+11.3%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 4May 19, 2026
  • SCHEDULE 13G/AMay 15, 2026
  • 144May 15, 2026
  • 4May 12, 2026
  • 4May 12, 2026
  • 10-QMay 7, 2026
  • 8-KMay 7, 2026
  • 4May 6, 2026
  • 4May 6, 2026
  • 4May 6, 2026
  • 4May 6, 2026
  • 4May 6, 2026
  • 8-KMay 6, 2026
  • 8-KMay 4, 2026
  • 8-KApr 23, 2026

Event-driven situations (1)

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