Phase Space AI

Trade Construction

Paycom Software [PAYC]

Paycom Software, Inc. [PAYC] — Trade Construction & Liquidity

Spot $170.67 (2026-07-29 10:48 ET). Chain and quotes pulled live from Alpaca on 2026-07-29.

This document constructs vehicles and states what can actually be filled. It issues no position verdict — the memo scores Criteria; the book decides whether to own anything.


1. Liquidity Criteria — equity

Measure Value
20-day average daily volume 768,575 shares
20-day ADV in dollars $131.2m/day
Realised volatility (daily, annualised, since 2024-01-01) 39.2%
Beta vs SPY (644 daily obs) 0.78
Shares outstanding 47,631,450 (2026-04-28 cover page)
Float effectively all of it; single share class, NYSE-listed

Liquidity Criteria (equity): PASS.

At $131m/day a $20m position is ~15% of one day's volume and clears in a day or two at 10–20% participation. Size is not a constraint on this name.


2. Liquidity Criteria — options. The chain was pulled first.

Per the Criteria ("any proposed options structure requires the actual chain pulled first — open interest and quoted size for the specific strikes and expiry"), the full listed chain was retrieved before any structure was proposed. 53 call contracts exist across Dec-2026 / Jan-2027 / Feb-2027 between $140 and $260 strikes.

Open interest across the entire chain:

Expiry Contracts listed ($140–$260) With OI > 0 Max OI at any strike
2026-12-18 19 19 74 (K=175)
2027-01-15 19 19 260 (K=155)
2027-02-19 15 6 14 (K=200)

This is a thin chain. The single deepest strike in the entire listed universe holds 260 contracts. Feb-2027 is effectively unlisted in practice — 9 of 15 strikes have zero open interest. Jan-2027 is the only expiry worth using.

Implied vs realised volatility — the chain is expensive

Value
Jan-2027 implied volatility, at-the-money (K=170–175) 50.7–50.9%
Realised volatility (daily, annualised, since 2024-01-01) 39.2%
Vol premium ≈ +11.5 vol points

Buying outright premium here is paying an 11.5-point vol premium into a name that has already risen 22.5% in five sessions. That is the wrong side of both carry and entry. Any options expression must be a spread (short a wing) or nothing.

The only structure the chain supports

Jan-2027 $175 / $230 call spread — live quotes, 2026-07-29:

Leg Symbol Strike Bid Ask Bid size Ask size OI IV Delta
Buy PAYC270115C00175000 175 21.56 24.22 109 54 41 0.507 0.560
Sell PAYC270115C00230000 230 5.99 8.56 30 12 100 0.490 0.250
Net debit (pay the ask, hit the bid — no mid-market assumption) $18.23
Maximum value at expiry $55.00
Max payoff ratio 3.02 : 1
Breakeven at expiry $193.23 (+13.2% from spot)
Net delta +0.31 per spread
Days to expiry 170
Fillable size (binding constraint: 30 contracts quoted on the $230 bid) ≈ 30 spreads
Premium at 30 spreads ≈ $54,700

Liquidity Criteria (options): CONSTRAINED — the chain supports a token overlay only.

Thirty spreads is ~$55k of premium on a book that would size an equity position in the millions. This is not a vehicle for the position; it is at most a small convexity kicker. The HCA precedent in the Criteria is exactly this failure mode, and the number is reported rather than assumed away.

Explicitly rejected structures and why: - Long outright Jan-27 $175 calls ($24.22, 50.7% IV vs 39.2% realised) — pays the full 11.5-point vol premium; 170 days of theta into a name whose thesis resolves over quarters, not weeks. - Anything in Feb-2027 — 9 of 15 strikes carry zero open interest. - Anything in Dec-2026 — 51 days shorter than Jan-27 with a third of the open interest, and it expires before the FY2027 guide.


3. Vehicle conclusion

The vehicle is common equity. $131m/day ADV, no borrow question on a long, no chain constraint, no vol premium paid. The listed options market on PAYC is too thin to carry the expression and rich enough that buying it costs 11.5 vol points.


4. Sizing inputs (the book sizes; this states the inputs)

Input Value Note
Realised volatility 39.2% Inverse-vol sizing is the framework's active downside control (Downside Criteria is MEASURED, not BINDING, and the interim protection is inverse-vol sizing). At 39.2% vol PAYC sizes down roughly 2.5x versus a 16%-vol name.
Beta 0.78
Bear case −53.3% ($79.75) named cause in PAYC_Valuation.md §5
12-month target +25.0% ($213)
Reward : risk at the stated cases 25.0 / 53.3 = 0.47 : 1 Unfavourable on the point estimates. Recorded, not buried. The bear is a 5-year terminal-value case and the target is a 12-month multiple case, so they are not directly commensurable — but a book sizing on this pair should know the ratio.
Sub-sector for concentration HCIT
Correlated names PCTY (near-identical business), ADP, PAYX A PAYC and a PCTY position are close to the same position: over the last five sessions they moved +22.5% and +21.1%. Treat as one exposure for concentration purposes.

5. Entry and invalidation

Momentum Criteria is MEASURED and governs when, never whether.

12-1 momentum −46.4% (2025-07-29 → 2026-06-29)
Cross-sectional percentile INDETERMINATE — no universe momentum distribution was computed in this run. Reported raw rather than converted into an absolute rule, per the Criteria.
Last five sessions +22.5% ($139.30 → $170.67), sector-wide, cause undocumented
12-month total return −28.1%

Entry note. Deeply negative 12-1 momentum against a violent, unexplained five-day reversal is the worst possible timing signal to act on: it is either the start of a genuine trend change or a squeeze into an unknown catalyst. Q2 FY2026 results (expected the first week of August 2026) resolve the question at low cost — one week of waiting. Any entry ahead of that print is a bet on an event whose content is unknown and whose price has already moved 22.5%.

Named invalidations — each is falsifiable and dated:

Invalidation Threshold Where it shows up
Recurring growth deceleration accelerates ex-float recurring & other growth below 7.5% in any quarter quarterly 10-Q revenue disaggregation
Annual revenue retention rate falls below 90% annual 10-K disclosure only
Operating margin breaks the four-year band GAAP operating margin below 26% on a TTM basis, ex one-offs quarterly
Buyback funded into rising leverage revolver drawn above $1.5bn, or consolidated leverage approaching the 3.0x Restricted-Payments test quarterly balance sheet / debt note
Deferred contract cost life shortened any change to the 10-year estimated client life used to amortise the $1,036.9m of capitalised contract costs accounting policies note
The 2023 event repeats management attributes a revenue shortfall to its own automation (IWant) earnings call