Illumina, Inc. vs Paycom Software Inc — how do they compare? Illumina, Inc. trades at $278.99 (market cap $39.95B), while Paycom Software Inc trades at $231.94 (market cap $10.36B). The key difference: Illumina, Inc. is far larger — about 3.9× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and Paycom Software Inc for 84 Days on average.
| ILMN | PAYC | |
|---|---|---|
Market Cap | $39.95B | $10.36B |
Volume | 3,169,503 | 666,294 |
Sector | Health | Technology |
52-Week High | $293.69 | $240.52 |
52-Week Low | $91.00 | $113.59 |
Typical Hold Time | 83 Days | 84 Days |
Enterprise Value | $41.31B | $11.15B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $278.17, up 3.89% today and near its 52-week high of $278.99. The stock shows strong technical momentum with bullish moving averages and has beaten earnings estimates for three consecutive quarters. Recent inclusion in the S&P 500 and positive analyst upgrades reflect growing institutional confidence. Revenue remains stable at $4.34B for 2025 with improved profitability, delivering $850M net income after previous losses.
The outlook remains positive with sequencing growth and AI initiatives driving momentum, though elevated valuation ratios and China market headwinds present risks. Analyst consensus leans bullish with 54% buy ratings, but the current price exceeds the $241 consensus target, suggesting near-term consolidation potential before further upside.
Paycom Software (PAYC) trades at $232.22, up 3.86% today, reflecting strong momentum after recent earnings beats and raised 2026 guidance. The stock shows bullish technical signals, with support near $226 and resistance at $232. Fundamentally, PAYC maintains robust profitability with a 22.78% net margin and 10% revenue growth in Q2 2026, though its P/E of 24.33 suggests a premium valuation. Positive sentiment is driven by institutional buying and analyst coverage, with 47% recommending Buy.
Outlook: PAYC's earnings momentum and operational efficiency support upside, but risks include premium valuation pressure and labor market sensitivity. The consensus price target of $207.75 implies caution, yet raised guidance and buybacks provide tailwinds. Investors should weigh strong execution against macroeconomic headwinds affecting payroll demand.
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Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →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 →