Paycom Software Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Paycom Software Inc trades at $232.22 (market cap $10.36B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: Paycom Software Inc is the larger of the two by market cap, and Paycom Software Inc pays a 0.65% dividend while State Street Real Estate Select Sector SPDR ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Paycom Software Inc for 84 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| PAYC | XLRE | |
|---|---|---|
Market Cap | $10.36B | $7.61B |
Volume | 666,294 | 7,876,569 |
Sector | Technology | Sector/Thematic |
52-Week High | $240.52 | $46.01 |
52-Week Low | $113.59 | $40.01 |
Typical Hold Time | 84 Days | 75 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.
XLRE, the State Street Real Estate Select Sector SPDR ETF, trades at $41.61, up 2.56% on the day, but technical indicators signal a bearish trend with moving averages and overall momentum favoring sellers. The ETF offers a low expense ratio of 0.08% and focuses on 30 U.S. large-cap real estate holdings, providing concentrated exposure to the domestic market. Recent news highlights comparisons with global real estate ETFs and discussions on value amid rising bond yields.
The outlook for XLRE is cautious due to bearish technicals and sensitivity to interest rate fluctuations, though its low cost and U.S. focus present a streamlined real estate investment option. Key risks include macroeconomic pressures from potential rate hikes and sector underperformance relative to digital infrastructure themes, requiring careful monitoring of Fed policy and real estate market dynamics.
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 →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →