Paycom Software Inc vs Union Pacific Corporation — how do they compare? Paycom Software Inc trades at $214.7 (market cap $9.72B), while Union Pacific Corporation trades at $286.67 (market cap $169.16B). The key difference: Union Pacific Corporation is far larger — about 17.4× Paycom Software Inc's market cap, and Union Pacific Corporation pays the higher dividend (1.99%). Which is the better fit depends on your goals.
| PAYC | UNP | |
|---|---|---|
Market Cap | $9.72B | $169.16B |
Sector | Technology | Industrials |
52-Week High | $240.52 | $310.62 |
52-Week Low | $113.59 | $214.91 |
Enterprise Value | $10.50B | $198.21B |
Dividend Yield | 0.7% | 1.99% |
Signals from Pluang's Aura AI — not financial advice
Paycom Software (PAYC) trades at $219.16, down 5.4% over 24 hours, with a mixed technical signal and strong fundamentals. The stock shows robust profitability with a 22.78% net income margin and consistent earnings beats, including Q2 2026 EPS of $2.78 versus $2.38 expected. Recent news highlights momentum from raised guidance and institutional buying, while analyst consensus is divided with a $231.70 price target.
Outlook is cautiously optimistic due to solid revenue growth and margin expansion, but risks include competitive pressures and market volatility. The stock's current dip near support at $216 may present a buying opportunity for investors focused on long-term fundamentals, though hold-rated analyst sentiment suggests patience amid near-term fluctuations.
Union Pacific (UNP) trades at $288.45, down 0.4% with a bearish technical signal despite strong fundamentals. The company reported solid Q2 2026 earnings beat ($3.41 vs $3.26 expected) and maintains robust profitability with 28.85% net margin and 39.7% ROE. Recent news highlights progress on the Norfolk Southern merger, expected to close by late 2027, while institutional activity shows mixed positioning with some funds increasing stakes while others reduced exposure.
The stock offers upside to the $334.33 consensus price target with 58.7% analyst buy ratings, though technical resistance near $290-294 and merger regulatory risks warrant monitoring. Strong cash flow generation ($9.29B operating cash flow in 2025) and dividend payments ($1.42 declared for H2-26) support shareholder returns, while debt levels remain manageable at 46.06% debt-to-asset ratio.
Trailing returns across standard periods
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →