PAGSEG Inc vs PubMatic Inc — how do they compare? PAGSEG Inc trades at $9.6 (market cap $2.69B), while PubMatic Inc trades at $16.19 (market cap $742.01M). The key difference: PAGSEG Inc is far larger — about 3.6× PubMatic Inc's market cap, and PAGSEG Inc pays a 11.49% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals.
| PAGS | PUBM | |
|---|---|---|
Market Cap | $2.69B | $742.01M |
Sector | Technology | Technology |
52-Week High | $12.00 | $17.78 |
52-Week Low | $8.44 | $6.28 |
Enterprise Value | $10.60B | $645.14M |
Dividend Yield | 11.49% | — |
Signals from Pluang's Aura AI — not financial advice
PAGS trades at $9.75, up 0.21% today, with a bullish technical signal from moving averages and a consensus analyst price target of $11.45. The company reported Q2 2026 EPS of $0.41, beating expectations, and maintains solid fundamentals with a P/E of 6.67 and net income margin of 10.45%. Recent news highlights institutional investments and management continuity despite leadership changes.
The outlook is positive with attractive valuation and growth potential, but risks include macroeconomic challenges in Brazil and competitive pressures. Upside is supported by analyst buy ratings and dividend payments, though investors should monitor credit loss trends and interest rate impacts on profitability.
PubMatic (PUBM) trades at $16.29, down 1.27% on the day, with a bullish technical signal driven by moving averages and recent support above the 20-day average. The company reported Q2 2026 revenue growth of 11% year-over-year and an EPS beat, though net income margins remain negative. Positive sentiment is fueled by AI-driven ad tech adoption and strategic hires, such as the new Global Chief Revenue Officer.
Outlook: Strong analyst consensus (64.7% buy ratings) and a $20.83 price target suggest upside potential from AI product momentum and cost controls. Risks include persistent profitability challenges and CFO transition uncertainty. The stock offers growth exposure but requires monitoring of margin improvement.
Trailing returns across standard periods
PagSeguro Digital Ltd. is a leading provider of financial technology solutions in Brazil, primarily focused on e-commerce, face-to-face transactions, and financial services. The company's main offerings include PagBank, a digital banking platform, and PagSeguro, a suite of payment processing solutions that includes point-of-sale devices and online payment gateways. PAGS targets micro-merchants, small and medium-sized enterprises (SMEs), and consumers, aiming to democratize access to financial services in the country.
Read more on PAGS →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →