Paycom Software Inc vs PubMatic Inc — how do they compare? Paycom Software Inc trades at $139 (market cap $6.72B), while PubMatic Inc trades at $12.64 (market cap $600.05M). The key difference: Paycom Software Inc is far larger — about 11.2× PubMatic Inc's market cap, and Paycom Software Inc pays a 1.04% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals.
| PAYC | PUBM | |
|---|---|---|
Market Cap | $6.72B | $600.05M |
Sector | Technology | Technology |
52-Week High | $238.80 | $13.83 |
52-Week Low | $113.59 | $6.28 |
Enterprise Value | $7.33B | $497.55M |
Dividend Yield | 1.04% | — |
Signals from Pluang's Aura AI — not financial advice
Paycom Software (PAYC) trades at $144.22, down 2.51% today, with a bullish technical signal and strong fundamentals including 22.44% net margin and 37.15% ROE. Recent earnings beat expectations in Q1 2026, and the company launched a new Asset Management tool. Cash flow from operations grew to $679M in 2025, though net cash flow declined from 2024's peak.
Outlook remains positive with analyst consensus near current price ($144.60 target) and 47% buy ratings. Risks include high P/B of 8.6 and reliance on HR software demand. The stock offers value with a reasonable P/E of 17.33 but faces execution risks in maintaining growth against competition.
PubMatic trades at $12.92, up 1.49% today, with a neutral technical signal and bullish moving averages. The company reported Q1 2026 revenue that beat expectations despite a net loss, and maintains a strong gross margin of 63.22%. Recent news highlights product launches like AgenticOS and partnerships expanding its programmatic advertising reach, with Q2 2026 results due August 6, 2026.
Outlook is mixed: analyst consensus is split evenly between Buy and Hold with a $17.00 price target, suggesting 32% upside, but risks include sustained negative net income margins and competitive pressures in ad tech. Cash flow remains positive, supporting operations amid profitability challenges.
Trailing returns across standard periods
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 →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 →