Seeking Alpha
20 Dec 2025, 14:01 UTC · 46w ago
Paychex: Paycor Deal Continues To Shine
Impact · against what's priced in
Paychex shows strong upside potential driven by an 18% revenue increase and higher-than-expected integration benefits from the Paycor deal. The upward revision of cost synergies to $100M directly boosts the bottom line.
- PAYX+0.60
No priced-in read yet
- In context
Revenue growth of 18% YoY and a $20M increase in projected Paycor cost synergies (from $80M to $100M) provide a concrete catalyst for the suggested fair value of $150.
Read from the article alone
