Paycom Software Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Paycom Software Inc trades at $231 (market cap $10.36B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.51 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 199.8× Paycom Software Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| PAYC | TSM | |
|---|---|---|
Market Cap | $10.36B | $2.07T |
Volume | 666,294 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $240.52 | $485.80 |
52-Week Low | $113.59 | $275.06 |
Typical Hold Time | 84 Days | 110 Days |
Enterprise Value | $11.15B | $1.99T |
Dividend Yield | 0.65% | 0.89% |
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.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
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 →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →