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PAYC FLAG

Score 5 of 5 as of 2026-10-06. Here is what the checks say, straight from the latest filings.

PAYC daily close ▮ PAYC close
2621132026-09-242023-10-31

The checks

Gross margin trendgross margin averaged 83.6% over the last 4 quarters vs 82.4% over the 4 before that (+1.3 pp)
YoY revenue growthlatest quarter YoY revenue growth +9.8% (end 2026-06)
Margin levellast-4-quarter average gross margin 83.6% (high-margin threshold 40%)
Growth durabilitygrew revenue in 8 of the last 8 quarters (100%; durable-grower threshold 75%)
Margin stabilitygross-margin variability 1.5% of the mean over the last 8 quarters (stable threshold 15%; higher = cyclical profile)
SG&A intensitySG&A is 53.6% of revenue (last 4 qtrs) vs 54.5% before (-0.9 pp; rising = defending a weakening moat)

Operating margin +30.3% · YoY +9.8%. Back to the scoreboard · Methodology · How We Got Here