undamentalytics Newsletter

Paycom Software vs Unity Software

Paycom Software and Unity Software are similar in size: $2.05bn and $1.85bn of revenue in their latest fiscal years. Paycom Software grew faster (8.9% against 2.0%). Paycom Software kept more of each dollar of sales as profit: a net margin of 22.1% against -21.8%. Paycom Software carries less debt relative to equity (0.0% against 69.0%).

Latest fiscal yearPaycom SoftwarePAYC, 2025Unity SoftwareU, 2025
Revenue $2.05bn $1.85bn
Revenue growth 8.9% 2.0%
Net income $453m −$403m
Operating margin 27.6% -25.9%
Net margin 22.1% -21.8%
Return on equity 27.4% -12.5%
Free cash flow $408m $404m
Cash $370m $2.06bn
Total debt $0 $2.24bn
Debt to equity 0.0% 69.0%
Dividend per share — —
Dividend yield 0.7% —
Share buybacks $326m $0
Employees 5,770 4,412
Market value $11.79bn $17.10bn
Price vs our value range Within our value range —
Moat score 66 (Moderate) 36 (Weak)
Insider trades, 12 months 0 buys, 8 sales 0 buys, 54 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.