Paycom Software, Inc. PAYC
Revenue Intelligence Report • 52 quarters of SEC filing data • Updated 2026-03-06
Paycom Software, Inc. demonstrates strong revenue generation capabilities, with $1 of R&D spending yielding an impressive $568.98 in long-run revenue, while SG&A spending shows a negative return. The company reported a quarterly revenue of $544 million, closely aligning with model predictions, reflecting a 3.4% MAPE accuracy. Looking ahead, Paycom forecasts a revenue of $2.259 billion for the fiscal year, representing a robust 10.1% year-over-year growth, indicating a positive outlook for investors.
Next FY Revenue
$2258.93M
+10.1% YoY
R&D Multiplier
$568.98 per $1
SG&A Multiplier
$-18.21 per $1
Model Accuracy
3.4% MAPE
Holdout validation: The model predicted $546M vs the actual $544M — an error of 0.3%.
⚠ Model limitation:
This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $546M | $544M | $527M – $565M | +10.6% | ✓ In range |
| Q2 2026 | $591M | $564M – $618M | +11.4% | ||
| Q3 2026 | $529M | $497M – $562M | +9.5% | ||
| Q4 2026 | $543M | $505M – $580M | +10.0% | ||
| Q1 2027 | $596M | $554M – $638M | +9.5% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
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