Nebius Group NV vs Paycom Software Inc — how do they compare? Nebius Group NV trades at $227.11 (market cap $64.47B), while Paycom Software Inc trades at $230.01 (market cap $10.08B). The key difference: Nebius Group NV is far larger — about 6.4× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.67% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Paycom Software Inc for 84 Days on average.
| NBIS | PAYC | |
|---|---|---|
Market Cap | $64.47B | $10.08B |
Volume | 17,733,531 | 481,328 |
Sector | Technology | Technology |
52-Week High | $286.69 | $240.52 |
52-Week Low | $73.87 | $113.59 |
Typical Hold Time | 24 Days | 84 Days |
Enterprise Value | $66.60B | $10.86B |
Dividend Yield | — | 0.67% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $237.07, down 5.08% on the day, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company shows strong revenue growth with $529.8M in 2025 revenue and a $37B backlog, though profitability remains challenged with a net margin of 3.13%. Recent news highlights significant AI infrastructure deals with Meta, Nvidia, and Palantir, while analyst consensus remains strongly bullish with 82% buy ratings.
The outlook for NBIS is growth-focused but carries execution risks. The stock offers substantial upside to the $272.70 consensus target, supported by AI infrastructure demand and strategic partnerships. Key risks include high valuation multiples (P/E 912), negative cash flow from investing activities, and insider selling. Investors should weigh the company's rapid expansion against its current profitability challenges and competitive pressures in the AI cloud sector.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →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 →