Arm Holdings plc vs Paycom Software Inc — how do they compare? Arm Holdings plc trades at $297.98 (market cap $345.41B), while Paycom Software Inc trades at $145.42 (market cap $6.48B). The key difference: Arm Holdings plc is far larger — about 53.3× Paycom Software Inc's market cap, and Paycom Software Inc pays a 1.08% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | PAYC | |
|---|---|---|
Market Cap | $345.41B | $6.48B |
Sector | Technology | Technology |
52-Week High | $439.46 | $238.80 |
52-Week Low | $104.55 | $113.59 |
Enterprise Value | $342.26B | $7.09B |
Dividend Yield | — | 1.08% |
Signals from Pluang's Aura AI — not financial advice
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
Paycom Software (PAYC) trades at $139.08, down 0.34% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 22.44% net income margin and 37.15% ROE, though recent Q3 2025 EPS slightly missed expectations. Recent board appointments and industry awards highlight ongoing corporate development. The consensus price target is $151.00, suggesting potential upside from current levels.
The outlook remains balanced with solid fundamentals supporting growth, but risks include competitive pressures and execution challenges. Analyst sentiment is mixed with near-equal buy and hold ratings. Revenue growth stability and margin maintenance are key for sustained investor confidence amid a neutral oscillator signal.
Trailing returns across standard periods
Latest headlines on both assets
Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →