Fortinet Inc vs Paycom Software Inc — how do they compare? Fortinet Inc trades at $190.76 (market cap $138.88B), while Paycom Software Inc trades at $230.01 (market cap $10.08B). The key difference: Fortinet Inc is far larger — about 13.8× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.67% dividend while Fortinet Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fortinet Inc for 72 Days and Paycom Software Inc for 84 Days on average.
| FTNT | PAYC | |
|---|---|---|
Market Cap | $138.88B | $10.08B |
Volume | 3,857,161 | 481,328 |
Sector | Technology | Technology |
52-Week High | $191.27 | $240.52 |
52-Week Low | $75.23 | $113.59 |
Typical Hold Time | 72 Days | 84 Days |
Enterprise Value | $135.30B | $10.86B |
Dividend Yield | — | 0.67% |
Signals from Pluang's Aura AI — not financial advice
Fortinet (FTNT) trades at $189.28, down 1.04% on the day but near its 52-week high, supported by a bullish technical trend and strong moving averages. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.90 surpassing the $0.746 estimate. Revenue growth remains solid, climbing to $6.80 billion in 2025, while profitability metrics like a 28.17% net income margin and 117.44% ROE highlight operational efficiency. Recent news highlights AI-driven cybersecurity demand and raised 2026 guidance as key growth catalysts.
The outlook for FTNT is positive, driven by accelerating platform demand and AI security expansion, though elevated valuation ratios (P/E of 66.88) pose a risk if growth moderates. Analyst consensus leans bullish with a 42% buy rating, but the stock trades above the $158.64 average price target, suggesting near-term caution. Key risks include competitive pressures and execution challenges in sustaining high growth rates amid economic uncertainty.
PAYC stock trades at $223.58, up 0.51% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 results, beating EPS estimates with 10% revenue growth and raised full-year guidance. Profitability remains robust with a net income margin of 22.78% and ROE of 41.09%. Recent news highlights institutional buying and positive momentum.
Outlook is positive given earnings momentum and raised guidance, but the stock trades above the consensus price target of $207.75, suggesting limited near-term upside. Risks include competitive pressures and reliance on labor market health. Analyst sentiment is mixed with 47% buy ratings versus 50% hold.
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Latest headlines on both assets
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →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 →