Okta, Inc. vs Paycom Software Inc — how do they compare? Okta, Inc. trades at $222.5 (market cap $38.50B), while Paycom Software Inc trades at $231 (market cap $10.36B). The key difference: Okta, Inc. is far larger — about 3.7× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while Okta, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Okta, Inc. for 44 Days and Paycom Software Inc for 84 Days on average.
| OKTA | PAYC | |
|---|---|---|
Market Cap | $38.50B | $10.36B |
Volume | 2,479,621 | 666,294 |
Sector | Technology | Technology |
52-Week High | $220.21 | $240.52 |
52-Week Low | $62.93 | $113.59 |
Typical Hold Time | 44 Days | 84 Days |
Enterprise Value | $36.25B | $11.15B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
OKTA trades at $218.00, down 0.31% on the day, with a bullish technical signal supported by moving averages. The company shows strong revenue growth, reaching $2.61 billion in 2025 with a net income turnaround to $28 million. Recent earnings beats and positive analyst sentiment (73.58% buy ratings) highlight momentum, though high valuation ratios like a P/E of 131.33 pose concerns. Key developments include AI security initiatives unveiled at Oktane 2026, driving media attention.
Outlook: OKTA's focus on AI agent security and identity management positions it for growth in cybersecurity, but elevated valuations and insider selling require caution. Risks include competitive pressures and execution challenges. The consensus price target of $201.30 suggests modest downside, yet innovation catalysts offer long-term potential.
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
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →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 →