Paycom Software Inc vs SAP SE — how do they compare? Paycom Software Inc trades at $232.22 (market cap $10.36B), while SAP SE trades at $214.78 (market cap $238.67B). The key difference: SAP SE is far larger — about 23× Paycom Software Inc's market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and SAP SE for 118 Days on average.
| PAYC | SAP | |
|---|---|---|
Market Cap | $10.36B | $238.67B |
Volume | 666,294 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $240.52 | $280.46 |
52-Week Low | $113.59 | $146.38 |
Typical Hold Time | 84 Days | 118 Days |
Enterprise Value | $11.15B | $237.42B |
Dividend Yield | 0.65% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Paycom Software (PAYC) trades at $229.90, up 2.83% today, showing strong momentum after beating Q2 2026 earnings expectations with EPS of $2.78 versus $2.38 expected. The stock demonstrates robust fundamentals with 22.78% net income margin and 41.09% ROE, though valuation metrics like P/E of 24.33 and P/S of 5.6 appear elevated. Technical indicators show bullish momentum with the current price trading above key support levels, while analyst sentiment remains mixed with 47% buy ratings.
PAYC presents a growth opportunity with consistent earnings beats and raised 2026 guidance targeting 7-8% revenue growth, but faces risks from premium valuation and competitive pressures in payroll software. The stock's recent institutional buying activity and strong cash flow generation support the bullish case, though investors should monitor execution against guidance and margin sustainability.
SAP trades at $212.40, up 1.08% today, with a bullish technical signal from moving averages and strong support at $208. The company reported robust 2025 results with revenue of $36.80B and net income of $7.16B, though Q2 2026 EPS missed expectations. Analyst consensus is a Buy with a $253.40 price target, reflecting optimism in cloud and AI initiatives.
Outlook remains positive driven by cloud revenue growth and AI integration, but risks include competitive pressures and execution challenges. The stock offers upside to consensus targets if margin expansion and deal momentum continue, though volatility may persist near-term.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →