Paycom Software Inc vs Ulta Beauty Inc — how do they compare? Paycom Software Inc trades at $231 (market cap $10.36B), while Ulta Beauty Inc trades at $563.56 (market cap $24.12B). The key difference: Ulta Beauty Inc is far larger — about 2.3× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and Ulta Beauty Inc for 92 Days on average.
| PAYC | ULTA | |
|---|---|---|
Market Cap | $10.36B | $24.12B |
Volume | 666,294 | 457,598 |
Sector | Technology | Consumer Cyclical |
52-Week High | $240.52 | $706.82 |
52-Week Low | $113.59 | $450.75 |
Typical Hold Time | 84 Days | 92 Days |
Enterprise Value | $11.15B | $26.43B |
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.
ULTA stock trades at $545.48, down 0.33% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong Q2 2026 earnings that beat estimates and raised its 2026 outlook, driven by e-commerce growth. Key financials show robust profitability with a 9.34% net income margin and 46.12% ROE, though revenue growth has moderated recently. Analyst sentiment is positive with a consensus price target of $624.93, implying potential upside from current levels.
The outlook for ULTA is favorable, supported by raised guidance and strategic initiatives in omnichannel and wellness categories. Investment opportunities include valuation expansion if execution meets raised expectations. Key risks include margin pressure from promotions, flat store traffic, and competitive pressures in the beauty retail space that could challenge future earnings growth.
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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 →With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →