Paycom Software Inc vs Vanguard Real Estate Index Fund ETF — how do they compare? Paycom Software Inc trades at $231.94 (market cap $10.36B), while Vanguard Real Estate Index Fund ETF trades at $90.73 (market cap $70.80B). The key difference: Vanguard Real Estate Index Fund ETF is far larger — about 6.8× Paycom Software Inc's market cap, and Paycom Software Inc pays a 0.65% dividend while Vanguard Real Estate Index Fund ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and Vanguard Real Estate Index Fund ETF for 113 Days on average.
| PAYC | VNQ | |
|---|---|---|
Market Cap | $10.36B | $70.80B |
Volume | 666,294 | 6,073,580 |
Sector | Technology | — |
52-Week High | $240.52 | $100.95 |
52-Week Low | $113.59 | $87.00 |
Typical Hold Time | 84 Days | 113 Days |
Enterprise Value | $11.15B | — |
Dividend Yield | 0.65% | — |
Signals from Pluang's Aura AI — not financial advice
Paycom Software (PAYC) trades at $232.22, up 3.86% on the day, with a bullish technical signal and strong fundamental performance. Recent Q2 2026 earnings beat expectations with EPS of $2.78 versus $2.38 expected, driven by 10% revenue growth and margin expansion. The company raised full-year 2026 guidance, targeting 7-8% revenue growth and improved EBITDA margins. Cash flow remains robust, with 2025 operating cash flow at $678.9 million.
The outlook is positive given earnings momentum and raised guidance, but risks include competitive pressures and market volatility. Analyst consensus is mixed with a $207.75 price target below the current price, suggesting cautious optimism. Institutional buying activity supports bullish sentiment, though valuation multiples like a P/E of 24.33 warrant monitoring for sustainability.
VNQ trades at $90.65, up 2.21% today, but faces bearish technical signals with 14 sell indicators versus 5 buys. The ETF has declined nearly 10% in the past month amid rising Treasury yields and Federal Reserve rate hikes, eroding its income appeal. Recent institutional buying by State Street Corp and Envestnet suggests some see value at current levels, while news highlights sector-wide REIT pressures and dividend yield comparisons with Treasury bills.
Outlook remains cautious with technical weakness and interest rate sensitivity posing near-term risks. However, contrarian investors may find opportunity in the sector sell-off if long-term real estate fundamentals hold. Key risks include further rate hikes and economic slowdowns affecting property valuations.
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 →The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Real Estate 25/50 Index, an index made up of stocks of large, mid-size, and small US companies within the real estate sector. The Advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
Read more on VNQ →