Paychex (PAYX) Stock Analysis
This is a peer-relative look at Paychex (PAYX): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Commercial & Professional Services peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | PAYX |
|---|---|
| Name | Paychex Inc. |
| Country/Region | United States |
| GICS Sector | Industrials |
| GICS Industry Group | Commercial & Professional Services |
| GICS Industry | Professional Services |
| GICS Sub-Industry | Human Resource & Employment Services |
| Market Capitalization | 39.82 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | August 26, 1983 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Total Return (1Y) | -18.91% | -4.47% |
| Total Return (3Y, Annualized) | 0.05% | 4.12% |
| Total Return (5Y, Annualized) | 3.16% | 2.70% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 26.79% | 39.55% |
| Beta (5Y) | 0.82 | 0.83 |
| Max Drawdown (5Y) | -44.95% | -56.72% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.86 | -0.21 |
| Sortino Ratio (1Y) | -1.19 | -0.31 |
Profitability
ROE (TTM)
No usable ROE is available for Paychex (PAYX) this period, so the shareholder-equity return read is skipped.
PAYX
Commercial & Professional Services industry group
--
Group distribution
- Max
- 53.04%
- Q3
- 25.65%
- Median
- 13.99%
- Q1
- 2.99%
- Min
- -28.46%
- PAYX
- --
Largest peers
- ADP
- 71.21%
- RELX
- 70.51%
- CTAS
- 40.71%
- WM
- 29.94%
- RSG
- 18.35%
- WCN
- 13.12%
- PAYX
- --
Net Margin (TTM)
Paychex (PAYX) keeps 26.63% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
PAYX
Commercial & Professional Services industry group
26.63%
Group distribution
- PAYX
- 26.63%
- Max
- 26.63%
- Q3
- 11.56%
- Median
- 6.26%
- Q1
- 1.30%
- Min
- -13.15%
Largest peers
- PAYX
- 26.63%
- RELX
- 21.53%
- ADP
- 20.12%
- CTAS
- 17.75%
- RSG
- 12.99%
- WM
- 10.99%
- WCN
- 10.97%
Operating Margin (TTM)
Paychex (PAYX) turns 38.33% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
PAYX
Commercial & Professional Services industry group
38.33%
Group distribution
- PAYX
- 38.33%
- Max
- 38.33%
- Q3
- 17.67%
- Median
- 9.37%
- Q1
- 3.13%
- Min
- -4.52%
Largest peers
- PAYX
- 38.33%
- RELX
- 31.41%
- ADP
- 30.18%
- CTAS
- 23.65%
- RSG
- 20.20%
- WCN
- 18.75%
- WM
- 17.52%
Profitability Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| ROE (TTM) | -- | 13.99% |
| ROA (TTM) | -- | 5.17% |
| Net Margin (TTM) | 26.63% | 6.26% |
| Operating Margin (TTM) | 38.33% | 9.37% |
| Gross Margin (TTM) | 67.20% | 36.49% |
Growth
Revenue Growth
Paychex (PAYX) grew revenue 16.88%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.
EPS Growth
Paychex (PAYX) grew earnings per share 6.77%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 16.88% | 6.05% |
| Revenue Growth (3Y CAGR) | 9.15% | 6.27% |
| EPS Growth (YoY) | 6.77% | 6.77% |
| EPS Growth (3Y CAGR) | 4.38% | 9.88% |
Financial Strength
Current Ratio (MRQ)
Paychex (PAYX) has current ratio of 1.15, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
PAYX
Commercial & Professional Services industry group
1.15
Group distribution
- Max
- 3.17
- Q3
- 2.01
- Median
- 1.48
- PAYX
- 1.15
- Q1
- 1.13
- Min
- 0.45
Largest peers
- CTAS
- 1.43
- PAYX
- 1.15
- ADP
- 1.04
- WM
- 0.93
- WCN
- 0.69
- RSG
- 0.67
- RELX
- 0.49
Debt / Equity (MRQ)
Paychex (PAYX) has debt-to-equity ratio of 1.24, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
PAYX
Commercial & Professional Services industry group
1.24
Group distribution
- Max
- 2.61
- Q3
- 1.39
- PAYX
- 1.24
- Median
- 0.94
- Q1
- 0.40
- Min
- 0.01
Largest peers
- RELX
- 3.04
- WM
- 2.28
- PAYX
- 1.24
- RSG
- 1.18
- WCN
- 1.17
- ADP
- 0.69
- CTAS
- 0.53
Financial Strength Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.15 | 1.48 |
| Debt / Equity (MRQ) | 1.24 | 0.94 |
| Net Debt / EBITDA | 2.17 | 2.67 |
Dividends
Dividend Yield (TTM)
Paychex (PAYX) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
PAYX
Commercial & Professional Services industry group
0.00%
Group distribution
- Max
- 3.77%
- Q3
- 1.82%
- Median
- 0.44%
- PAYX
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- ADP
- 2.54%
- RELX
- 1.98%
- WM
- 1.43%
- RSG
- 1.11%
- CTAS
- 0.89%
- WCN
- 0.78%
- PAYX
- 0.00%
Dividend Payout Ratio (TTM)
Paychex (PAYX) has payout ratio of 90.59%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
PAYX
Commercial & Professional Services industry group
90.59%
Group distribution
- PAYX
- 90.59%
- Max
- 90.59%
- Q3
- 36.56%
- Median
- 16.11%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- PAYX
- 90.59%
- ADP
- 60.45%
- RELX
- 57.42%
- WM
- 49.49%
- CTAS
- 36.66%
- RSG
- 35.22%
- WCN
- 32.44%
Dividend Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.44% |
| Dividend Payout Ratio (TTM) | 90.59% | 16.11% |
Valuation
P/E Ratio (TTM)
Paychex (PAYX) trades at P/E ratio of 23.57, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
PAYX
Commercial & Professional Services industry group
23.57
Group distribution
- Max
- 67.06
- Q3
- 38.84
- PAYX
- 23.57
- Median
- 23.07
- Q1
- 16.03
- Min
- 4.96
Largest peers
- WCN
- 41.69
- CTAS
- 41.15
- WM
- 34.60
- RSG
- 30.79
- ADP
- 23.81
- PAYX
- 23.57
- RELX
- 23.05
P/S Ratio (TTM)
Paychex (PAYX) trades at 10.04 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.
PAYX
Commercial & Professional Services industry group
10.04
Group distribution
- PAYX
- 10.04
- Max
- 7.33
- Q3
- 3.42
- Median
- 1.37
- Q1
- 0.74
- Min
- 0.13
Largest peers
- PAYX
- 10.04
- CTAS
- 7.12
- RELX
- 5.96
- ADP
- 4.56
- WCN
- 4.45
- RSG
- 3.96
- WM
- 3.68
P/B Ratio (MRQ)
Paychex (PAYX) trades at 10.66 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
PAYX
Commercial & Professional Services industry group
10.66
Group distribution
- Max
- 10.74
- PAYX
- 10.66
- Q3
- 5.92
- Median
- 3.25
- Q1
- 1.95
- Min
- -2.86
Largest peers
- RELX
- 75.12
- CTAS
- 15.60
- ADP
- 15.53
- PAYX
- 10.66
- WM
- 9.36
- RSG
- 5.52
- WCN
- 5.22
Valuation Metrics
| Metric | Current stock: PAYX | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 23.57 | 23.07 |
| P/S Ratio (TTM) | 10.04 | 1.37 |
| P/B Ratio (MRQ) | 10.66 | 3.25 |
| Free Cash Flow Yield (TTM) | -- | 5.04% |