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.

Compare

Total returnPAYC vs TTD

growth of $100 · dividends reinvested · last 10y
PAYC +216.2%TTD +474.4%TTD compounded faster
01k2k3k4kStart $10020182020202220242026$316$574
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

MetricPAYCTTD
P/E ratio16.8019.43
Forward P/E13.3417.34
P/S ratio3.562.78
P/B ratio9.173.36
PEG ratio0.632.75
EV / EBITDA10.3310.75
FCF yield5.95%10.15%

Profitability

MetricPAYCTTD
Gross margin79.74%77.83%
Operating margin28.30%20.26%
Net margin22.44%14.57%
ROE57.87%17.63%
ROIC18.38%13.38%

Dividends

MetricPAYCTTD
Dividend yield1.03%N/A
Payout ratio18.45%N/A

Growth (annualized)

MetricPAYCTTD
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.

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.