Paycom Software Inc vs PubMatic Inc — how do they compare? Paycom Software Inc trades at $231 (market cap $10.36B), while PubMatic Inc trades at $18.56 (market cap $850.88M). The key difference: Paycom Software Inc is far larger — about 12.2× PubMatic Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and PubMatic Inc for 40 Days on average.
| PAYC | PUBM | |
|---|---|---|
Market Cap | $10.36B | $850.88M |
Volume | 666,294 | 997,698 |
Sector | Technology | Technology |
52-Week High | $240.52 | $19.18 |
52-Week Low | $113.59 | $6.28 |
Typical Hold Time | 84 Days | 40 Days |
Enterprise Value | $11.15B | $754.01M |
Dividend Yield | 0.65% | — |
Signals from Pluang's Aura AI — not financial advice
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.
PubMatic trades at $18.57, up 1.2% with a bullish technical signal. The stock shows strong analyst support with 11 buy ratings and a $19.89 consensus target. Recent Q2 2026 earnings beat expectations with $0.12 EPS versus $0.03 estimate, while revenue grew 10.5% year-over-year. The company maintains robust operating cash flow of $81M in 2025 and has strengthened its leadership with new executive appointments.
Despite negative net margins, PubMatic demonstrates operational strength through consistent cash generation and revenue growth. The primary investment opportunity lies in AI-driven ad tech expansion and market share gains, while risks include competitive pressures and profitability challenges. The stock appears fairly valued with potential upside to analyst targets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →