Paycom Software Inc vs State Street SPDR S&P Homebuilders ETF — how do they compare? Paycom Software Inc trades at $214.7 (market cap $9.72B), while State Street SPDR S&P Homebuilders ETF trades at $99.14. The key difference: Paycom Software Inc pays a 0.7% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Paycom Software Inc is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| PAYC | XHB | |
|---|---|---|
Market Cap | $9.72B | — |
Sector | Technology | Broad Market / Factor |
52-Week High | $240.52 | $121.36 |
52-Week Low | $113.59 | $94.86 |
Enterprise Value | $10.50B | — |
Dividend Yield | 0.7% | — |
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.
XHB trades at $100.75, down 2.42% today amid bearish technical signals. The ETF shows neutral oscillators but bearish moving averages, with support at $98-$100 and resistance at $102-$105. Recent housing data shows mixed signals with new home sales rising 1.6% in June (Census Bureau, June 2026) while existing home sales declined 2.4% (WSJ, July 9, 2026).
The homebuilding sector faces headwinds from high mortgage rates and record home prices, though institutional interest remains with Greenland Capital's $17.33 million investment (Defense World, September 7, 2026). Key catalysts include housing affordability legislation and potential market rebound opportunities.
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 →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →