HubSpot Inc vs Paycom Software Inc — how do they compare? HubSpot Inc trades at $232.1 (market cap $11.56B), while Paycom Software Inc trades at $231 (market cap $10.36B). The key difference: HubSpot Inc and Paycom Software Inc are close in size by market cap, and Paycom Software Inc pays a 0.65% dividend while HubSpot Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold HubSpot Inc for 78 Days and Paycom Software Inc for 84 Days on average.
| HUBS | PAYC | |
|---|---|---|
Market Cap | $11.56B | $10.36B |
Volume | 1,891,287 | 666,294 |
Sector | Technology | Technology |
52-Week High | $494.58 | $240.52 |
52-Week Low | $170.39 | $113.59 |
Typical Hold Time | 78 Days | 84 Days |
Enterprise Value | $10.46B | $11.15B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
HubSpot (HUBS) trades at $220.31, up 1.55% on the day, with a bearish technical signal but strong fundamental momentum. The stock has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth is robust, rising from $1.7B in 2022 to $3.1B in 2025, while net income turned positive in 2024. Recent news highlights an AI-focused strategy unveiled at Analyst Day and a deepened partnership with OpenAI, targeting margin expansion and SMB growth.
The outlook is cautiously optimistic, with a consensus price target of $243.65 implying ~11% upside. Key opportunities include sustained revenue growth, margin improvement, and AI integration, but risks involve high valuation multiples (P/E 78.39), competitive pressures, and insider selling. Wall Street sentiment is bullish (57% buy ratings), though technical indicators suggest near-term resistance.
Paycom Software (PAYC) trades at $223.58, up 0.51% with bullish technical signals and strong fundamental performance. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS of $2.78 exceeding expectations by 17%. Recent guidance upgrades and institutional buying activity support positive momentum despite mixed analyst ratings.
PAYC demonstrates robust profitability with 22.78% net margins and 41.09% ROE, though current price exceeds consensus target. Key risks include competitive pressures and labor market sensitivity. The stock offers growth potential through operational leverage and product innovation, but valuation concerns warrant careful monitoring of execution against raised guidance.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform. The applications are available ala carte or packaged together. HubSpot's mission is to help companies grow better and has expanded from its initial focus on inbound marketing to embrace marketing, sales, and service more broadly. The company was founded in 2006, completed its initial public offering in 2014, and is headquartered in Cambridge, Massachusetts.
Read more on HUBS →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 →