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Paycom Software vs Mobileye Global: PAYC and MBLY compared
Paycom Software is the larger company: $544M of revenue in its latest quarter (Q3 2026) against $492M for Mobileye Global (Q3 2026). Paycom Software is growing faster (+10% against -2% a year earlier). Paycom Software is more profitable, with an operating margin of 36.0% against -16.7%.
Where the money goes: PAYC and MBLY
Paycom Software (PAYC) · Q3 2026
Paycom Software, Q3 2026: revenue $544M (+10% year over year), operating margin 36.0%, net earnings $133M, operating cash flow $186M. The chart follows the revenue to costs, profit and cash.
Mobileye Global (MBLY) · Q3 2026
Mobileye Global, Q3 2026: revenue $492M (-2% year over year), operating margin -16.7%, net loss $67.0M, operating cash flow $93.0M. The chart follows the revenue to costs, profit and cash.
| Paycom Software (PAYC) | Mobileye Global (MBLY) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $544M | $492M |
| Revenue growth, Y/Y | +10% | -2% |
| Operating margin | 36.0% | -16.7% |
| Net earnings | $133M | −$67.0M |
| Net margin | 24.5% | -13.6% |
| Operating cash flow | $186M | $93.0M |
| Free cash flow | $164M | $72.0M |
| Market value | $10.6B | $4.7B |
| P/E | 20.7× | — |
| Analysts’ mean target | $271.00 | $9.37 |
Where the revenue comes from
Paycom Software
- Recurring and Other: $519M (95%)
- Interest on Funds Held for Clients: $24.5M (5%)
Questions
Which is bigger, Paycom Software or Mobileye Global?
Paycom Software is the larger company: $544M of revenue in its latest quarter (Q3 2026) against $492M for Mobileye Global (Q3 2026).
Is Paycom Software or Mobileye Global growing faster?
Paycom Software is growing faster (+10% against -2% a year earlier).
Which is more profitable, Paycom Software or Mobileye Global?
Paycom Software is more profitable, with an operating margin of 36.0% against -16.7%.
More: Paycom Software earnings · how Paycom Software makes money · Mobileye Global earnings · how Mobileye Global makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.