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Paycom Software vs Zeta Global Holdings: PAYC and ZETA compared
Paycom Software is the larger company: $544M of revenue in its latest quarter (Q3 2026) against $493M for Zeta Global Holdings (Q3 2026). Zeta Global Holdings is growing faster (+46% against +10% a year earlier). Paycom Software is more profitable, with an operating margin of 36.0% against 9.3%.
Where the money goes: PAYC and ZETA
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.
Zeta Global Holdings (ZETA) · Q3 2026
Zeta Global Holdings, Q3 2026: revenue $493M (+46% year over year), operating margin 9.3%, net earnings $38.3M, operating cash flow $91.3M. The chart follows the revenue to costs, profit and cash.
| Paycom Software (PAYC) | Zeta Global Holdings (ZETA) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $544M | $493M |
| Revenue growth, Y/Y | +10% | +46% |
| Operating margin | 36.0% | 9.3% |
| Net earnings | $133M | $38.3M |
| Net margin | 24.5% | 7.8% |
| Operating cash flow | $186M | $91.3M |
| Free cash flow | $164M | $81.5M |
| Market value | $10.6B | $8.0B |
| P/E | 22.8× | — |
| Analysts’ mean target | $275.73 | $38.29 |
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 Zeta Global Holdings?
Paycom Software is the larger company: $544M of revenue in its latest quarter (Q3 2026) against $493M for Zeta Global Holdings (Q3 2026).
Is Paycom Software or Zeta Global Holdings growing faster?
Zeta Global Holdings is growing faster (+46% against +10% a year earlier).
Which is more profitable, Paycom Software or Zeta Global Holdings?
Paycom Software is more profitable, with an operating margin of 36.0% against 9.3%.
More: Paycom Software earnings · how Paycom Software makes money · Zeta Global Holdings earnings · how Zeta Global Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 9, 2026). Fiscal quarters can end on different dates. Not investment advice.