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Paycom (PAYC) to Post Q3 Earnings: What's in the Cards?

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Paycom Software, Inc. (PAYC - Free Report) is set to report third-quarter 2019 results on Oct 29.

For the quarter, the company expects revenues in the range of $170-$172 million. The Zacks Consensus Estimate is pegged at $171.5 million, indicating a 28.7% rise from the prior-year reported figure.

The consensus estimate for earnings stands at 69 cents per share, suggesting 32.7% growth from the year-ago reported number.

The company’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, the average positive surprise being 5.2%.

Paycom Software, Inc. Price and EPS Surprise

Paycom Software, Inc. Price and EPS Surprise

Paycom Software, Inc. price-eps-surprise | Paycom Software, Inc. Quote

In the last reported quarter, Paycom’s non-GAAP earnings came in at 75 cents per share, which surpassed the Zacks Consensus Estimate of 71 cents, and also grew 26% year over year.

The company generated revenues of $169.3 million, surging 31% from the year-earlier quarter. It also outpaced the consensus estimate of $164 million, driven by new business wins.

Factors at Play

New business wins for human capital management (HCM) solutions, and improvement in sales productivity are expected to have positively impacted the company’s third-quarter results.

Moreover, solid growth in recurring revenues is likely to have boosted the top line. The Zacks Consensus Estimate for recurring revenues is pegged at $169 million, indicating an increase of 29% year over year.

The recently added No Fee functionality to Paycom’s solutions to drive ROI for its clients and their employees is expected to have boosted adoption of the company’s solutions in the quarter.

Paycom’s lead volume in inside sales is likely to have increased, augmenting its traditional sales model. This is likely to have been a tailwind in the third quarter.

The company is also gaining a foothold among larger companies. As a result, it expanded its proactive sales effort to target companies with 2000-5000 employees. In fact, there even are few clients with more than 5000 employees. Its solutions can therefore compete in larger accounts more effectively. This is expected to have boosted its third-quarter top line.

What Our Model Says

The proven Zacks model does not conclusively predict an earnings beat for Paycom this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.

Paycom carries a Zacks Rank #3 and has an Earnings ESP of 0.00%.

You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to Consider

Here are some stocks worth considering as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:

Dell Technologies (DELL - Free Report) has an Earnings ESP of +0.78% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Science Applications International (SAIC - Free Report) has an Earnings ESP of +0.75% and is Zacks #3 Ranked.

DHI Group (DHX - Free Report) has an Earnings ESP of +9.09% and a Zacks Rank of 3.

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