Paycom Software, Inc. (PAYC) vs The Trade Desk, Inc. (TTD)
A side-by-side comparison of Paycom Software, Inc. and The Trade Desk, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 26, 2026. . Differences are shown without an overall score or investment verdict.
PAYC
Paycom Software, Inc.
$145.35TechnologyAt close: Jul 24, 2026, 4:00 PM ET
TTD
The Trade Desk, Inc.
$17.29TechnologyAt close: Jul 24, 2026, 4:00 PM ET
Total return — PAYC vs TTD
growth of $100 · dividends reinvested · last 10yPAYC +216.2%TTD +474.4%TTD compounded faster
PAYC TTD
PAYC vs TTD: by the numbers
- •TTD is the larger company ($8.13B vs $7.93B market cap).
- •PAYC trades at the lower earnings multiple (16.80 vs 19.43 P/E).
- •PAYC converts more revenue to profit (22.44% vs 14.57% net margin).
- •TTD grew revenue faster over the past five years (27.10% vs 19.16% CAGR).
- •PAYC pays a dividend (1.03% yield), while TTD has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | PAYC | TTD |
|---|---|---|
| P/E ratio | 16.80 | 19.43 |
| Forward P/E | 13.34 | 17.34 |
| P/S ratio | 3.56 | 2.78 |
| P/B ratio | 9.17 | 3.36 |
| PEG ratio | 0.63 | 2.75 |
| EV / EBITDA | 10.33 | 10.75 |
| FCF yield | 5.95% | 10.15% |
Profitability
| Metric | PAYC | TTD |
|---|---|---|
| Gross margin | 79.74% | 77.83% |
| Operating margin | 28.30% | 20.26% |
| Net margin | 22.44% | 14.57% |
| ROE | 57.87% | 17.63% |
| ROIC | 18.38% | 13.38% |
Dividends
| Metric | PAYC | TTD |
|---|---|---|
| Dividend yield | 1.03% | N/A |
| Payout ratio | 18.45% | N/A |
Growth (annualized)
| Metric | PAYC | TTD |
|---|---|---|
| Revenue CAGR (5Y) | 19.16% | 27.10% |
| EPS CAGR (5Y) | 26.70% | 12.09% |
| FCF CAGR (5Y) | 25.72% | 18.88% |
| Total return CAGR (5Y) | -17.73% | -26.59% |
Frequently asked
- Is PAYC or TTD cheaper?
- On trailing earnings, PAYC is cheaper: PAYC trades at a 16.80 P/E and TTD at 19.43.
- Which has grown faster, PAYC or TTD?
- Over the past five years, TTD grew revenue faster — PAYC at a 19.16% CAGR versus TTD at 27.10%.
- Does PAYC or TTD pay a bigger dividend?
- PAYC pays a dividend (1.03% yield), while TTD has no payments in the available dividend history.
- Is PAYC or TTD more profitable?
- PAYC runs the higher net margin — PAYC at 22.44% versus TTD at 14.57%.
- How have PAYC and TTD total returns compared?
- Over the past 5-year, PAYC delivered 12.28% and TTD delivered -26.59% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Paycom Software P/E ratioTrade Desk P/E ratioPaycom Software dividend yieldTrade Desk dividend yieldPaycom Software ROETrade Desk ROEPaycom Software operating marginTrade Desk operating marginPaycom Software revenue growthTrade Desk revenue growthPaycom Software free cash flowTrade Desk free cash flow
Paycom Software & Trade Desk appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 26, 2026.