Dropbox vs Paycom Software
DBX and PAYC side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DBX and PAYC compare
Paycom Software is the larger company, worth 1.5 times as much as Dropbox ($10.9B against $7.5B).
On earnings, Dropbox is cheaper: it trades at 17.9× trailing earnings, against 23.3× for Paycom Software.
Paycom Software grew revenue faster over the last twelve months (9.5% versus 0.24% for Dropbox).
Paycom Software keeps more of each dollar of sales as profit, with a net margin of 23.3% compared with 17.2% at Dropbox.
Paycom Software pays a dividend yielding 0.62%; Dropbox does not pay one.
Paycom Software scores higher on the StockData Score (20 against 11 for Dropbox), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DBX | PAYC |
|---|---|---|
| Size and price | ||
| Market cap | $7.5B | $10.9B |
| Share price | $33.16 | $242.66 |
| Change, 1 year | 8.5% | 45.5% |
| Change, 5 years | 32.5% | −48.4% |
| Beta (5Y) | 0.93 | 1.27 |
| Employees | 2,113 | 5,770 |
| StockData Score | ||
| Total score | 11 | 20 (better) |
| Valuation score | 5 | 5 |
| Growth score | 0 | 3 (better) |
| Performance score | 1 | 6 (better) |
| Health score | 5 (better) | 3 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 17.9× (better) | 23.3× |
| P/S | 3.0× (better) | 5.0× |
| P/B | – | 15.5× |
| EV/EBITDA | 9.4× (better) | 13.0× |
| P/FCF | 8.2× (better) | 16.6× |
| PEG | 2.58 | 1.25 (better) |
| FCF yield | 12.2% (better) | 6.0% |
| Fair value | $46.58 | $331.20 |
| Margin of safety | 28.8% (better) | 26.7% |
| Growth | ||
| Revenue growth (TTM) | 0.24% | 9.5% (better) |
| Revenue growth, 5Y average | 5.7% | 19.5% (better) |
| Net income growth (TTM) | −13.4% | 12.6% (better) |
| EPS growth (TTM) | 5.1% | 29.6% (better) |
| EPS growth, 5Y average | – | 26.9% |
| Profitability | ||
| Gross margin | 79.9% | 84.0% (better) |
| Operating margin | 26.6% | 33.4% (better) |
| Net margin | 17.2% | 23.3% (better) |
| FCF margin | 36.1% (better) | 30.1% |
| Return on equity | – | 42.2% |
| Return on invested capital | – | 40.1% |
| Financial health | ||
| Debt / equity | – | 1.06 |
| Net debt / EBITDA | – | 0.63 |
| Interest coverage | – | 27.2× |
| Current ratio | 1.07 (better) | 1.06 |
| Altman Z-score | 0.62 | 2.62 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.62% |
| Payout ratio | – | 14.3% |
| Years of dividend growth | – | 0 |
| Buyback yield | 16.9% (better) | 13.7% |
| Shareholder yield | 16.9% (better) | 14.3% |
| Ownership | ||
| Held by institutions | 80.3% | 92.0% |
| Held by insiders | 39.7% | 15.8% |
| Insider net buying, 12 months | −$68.6M | −$1.6M (better) |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 17.8% | 6.2% |
Go deeper
- DBX stock overview
- DBX income statement
- DBX valuation and score
- PAYC stock overview
- PAYC income statement
- PAYC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.