Paycom Software Inc vs Twilio Inc — how do they compare? Paycom Software Inc trades at $229.56 (market cap $10.36B), while Twilio Inc trades at $286.47 (market cap $42.35B). The key difference: Twilio Inc is far larger — about 4.1× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while Twilio Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and Twilio Inc for 56 Days on average.
| PAYC | TWLO | |
|---|---|---|
Market Cap | $10.36B | $42.35B |
Volume | 666,294 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $240.52 | $301.27 |
52-Week Low | $113.59 | $106.23 |
Typical Hold Time | 84 Days | 56 Days |
Enterprise Value | $11.15B | $40.76B |
Dividend Yield | 0.65% | — |
Signals from Pluang's Aura AI — not financial advice
Paycom Software (PAYC) trades at $230.80, up 3.23% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 10% revenue growth in Q2 2026, 83.67% gross margins, and consistent earnings beats. Recent institutional buying and positive analyst coverage support the stock's upward trajectory, though valuation multiples remain elevated compared to industry peers.
Outlook remains positive with raised 2026 guidance targeting 7-8% revenue growth and 46% EBITDA margins. Key risks include competitive pressures in payroll software and market volatility. The consensus price target of $207.75 suggests potential downside from current levels despite strong operational performance.
Twilio (TWLO) trades at $273.00, down 2.64% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong revenue growth to $5.07 billion in 2025, turning profitable with a net income of $33.83 million, and has beaten EPS estimates for three consecutive quarters. Recent inclusion in the S&P 500 index and positive analyst sentiment highlight its market position.
Outlook remains positive driven by accelerating revenue growth and Voice AI expansion, but risks include high valuation multiples and competitive pressures. Analyst consensus is bullish with a $254.65 price target, though recent insider selling and a high P/E of 38.09 warrant caution for value-focused investors.
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 →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →