Paycom Software Inc vs TransMedics Group Inc — how do they compare? Paycom Software Inc trades at $232.22 (market cap $10.36B), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: Paycom Software Inc is far larger — about 3.8× TransMedics Group Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and TransMedics Group Inc for 24 Days on average.
| PAYC | TMDX | |
|---|---|---|
Market Cap | $10.36B | $2.74B |
Volume | 666,294 | 949,331 |
Sector | Technology | Health |
52-Week High | $240.52 | $150.42 |
52-Week Low | $113.59 | $61.99 |
Typical Hold Time | 84 Days | 24 Days |
Enterprise Value | $11.15B | $3.13B |
Dividend Yield | 0.65% | — |
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.
TMDX trades at $79.00, down 2.55% amid bearish technical signals. The stock shows strong profitability with 22.69% net margin and 36.28% ROE, though recent earnings misses and margin compression from 2025 to 2026 raise concerns. Analyst consensus remains bullish with a $99.75 price target, but multiple legal investigations into fiduciary duties create uncertainty. Revenue growth continues with 2026 guidance at $668M.
The stock presents a growth opportunity with analyst upside potential, but faces near-term headwinds from earnings volatility and legal scrutiny. Execution on 2026 guidance and resolution of governance concerns will be critical for sustained momentum. Current valuation at 20.47 P/E appears reasonable given growth prospects if operational targets are met.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →