J vs. PAYC: Jacobs vs. Paycom Software Stock Comparison
How do Jacobs (J) and Paycom Software (PAYC) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Jacobs (J) and Paycom Software (PAYC) both belong to the Professional Services industry, though J is classified under Research & Consulting Services while PAYC falls under Human Resource & Employment Services.
| Profile Item | J | PAYC |
|---|---|---|
| Name | Jacobs Solutions Inc. | Paycom Software, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Commercial & Professional Services | Commercial & Professional Services |
| GICS Industry | Professional Services | Professional Services |
| GICS Sub-Industry | Research & Consulting Services | Human Resource & Employment Services |
| Market Capitalization | 17.43 billion USD | 10.69 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | April 15, 2014 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | J | PAYC |
|---|---|---|
| Total Return (1Y) | 3.06% | 49.84% |
| Total Return (3Y, Annualized) | 13.63% | 13.71% |
| Total Return (5Y, Annualized) | 6.41% | -13.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | J | PAYC |
|---|---|---|
| Volatility (1Y, Annualized) | 34.18% | 47.19% |
| Beta (5Y) | 0.68 | 0.75 |
| Max Drawdown (5Y) | -34.44% | -77.09% |
| Avg. Volume (3M) | 878.62K | 702.61K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | J | PAYC |
|---|---|---|
| Sharpe Ratio (1Y) | -0.04 | 0.97 |
| Sortino Ratio (1Y) | -0.05 | 1.66 |
Profitability
ROE (TTM)
Paycom Software (PAYC) at 42.22% sits in the top ROE quartile, while Jacobs (J) at 8.00% is closer to the peer norm — stronger capital efficiency for PAYC.
J
Commercial & Professional Services industry group
8.00%
- Max
- 47.06%
- Q3
- 25.43%
- Median
- 14.11%
- J
- 8.00%
- Q1
- 3.92%
- Min
- -20.15%
PAYC
Commercial & Professional Services industry group
42.22%
- Max
- 47.06%
- PAYC
- 42.22%
- Q3
- 25.43%
- Median
- 14.11%
- Q1
- 3.92%
- Min
- -20.15%
Net Margin (TTM)
Paycom Software (PAYC) at 23.28% retains a top-quartile share of revenue as profit, ahead of Jacobs (J) at 2.38%, which keeps about the industry-typical share.
J
Commercial & Professional Services industry group
2.38%
- Max
- 23.28%
- Q3
- 11.35%
- Median
- 5.65%
- J
- 2.38%
- Q1
- 0.87%
- Min
- -8.60%
PAYC
Commercial & Professional Services industry group
23.28%
- PAYC
- 23.28%
- Max
- 23.28%
- Q3
- 11.35%
- Median
- 5.65%
- Q1
- 0.87%
- Min
- -8.60%
Operating Margin (TTM)
Paycom Software (PAYC) at 38.03% operates in the top operating margin quartile, ahead of Jacobs (J) at 7.39%, which runs around its industry’s norm.
J
Commercial & Professional Services industry group
7.39%
- Max
- 38.50%
- Q3
- 18.84%
- Median
- 10.40%
- J
- 7.39%
- Q1
- 5.59%
- Min
- -12.00%
PAYC
Commercial & Professional Services industry group
38.03%
- Max
- 38.50%
- PAYC
- 38.03%
- Q3
- 18.84%
- Median
- 10.40%
- Q1
- 5.59%
- Min
- -12.00%
Profitability Metrics
| Metric | J | PAYC |
|---|---|---|
| ROE (TTM) | 8.00% | 42.22% |
| ROA (TTM) | 4.55% | 8.98% |
| Net Margin (TTM) | 2.38% | 23.28% |
| Operating Margin (TTM) | 7.39% | 38.03% |
| Gross Margin (TTM) | 22.07% | 88.39% |
Growth
Revenue Growth
Both Jacobs (J) at 4.60% and Paycom Software (PAYC) at 8.95% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Paycom Software (PAYC) at -9.42% is around its peer norm for EPS growth, while Jacobs (J) at -62.34% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | J | PAYC |
|---|---|---|
| Revenue Growth (YoY) | 4.60% | 8.95% |
| Revenue Growth (3Y CAGR) | 7.13% | 14.27% |
| EPS Growth (YoY) | -62.34% | -9.42% |
| EPS Growth (3Y CAGR) | -21.82% | 18.63% |
Financial Strength
Current Ratio (MRQ)
Jacobs (J) at 1.29 keeps current ratio within its industry’s typical mid-range, while Paycom Software (PAYC) at 1.06 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PAYC.
J
Commercial & Professional Services industry group
1.29
- Max
- 3.63
- Q3
- 2.14
- Median
- 1.55
- J
- 1.29
- Q1
- 1.09
- Min
- 0.45
PAYC
Commercial & Professional Services industry group
1.06
- Max
- 3.63
- Q3
- 2.14
- Median
- 1.55
- Q1
- 1.09
- PAYC
- 1.06
- Min
- 0.45
Debt / Equity (MRQ)
Paycom Software (PAYC) at 1.16 carries an industry-typical debt-to-equity mix, while Jacobs (J) at 1.25 uses more debt funding than most peers.
J
Commercial & Professional Services industry group
1.25
- Max
- 2.37
- J
- 1.25
- Q3
- 1.25
- Median
- 0.88
- Q1
- 0.35
- Min
- 0.00
PAYC
Commercial & Professional Services industry group
1.16
- Max
- 2.37
- Q3
- 1.25
- PAYC
- 1.16
- Median
- 0.88
- Q1
- 0.35
- Min
- 0.00
Financial Strength Metrics
| Metric | J | PAYC |
|---|---|---|
| Current Ratio (MRQ) | 1.29 | 1.06 |
| Debt / Equity (MRQ) | 1.25 | 1.16 |
| Net Debt / EBITDA | 2.72 | 0.75 |
Dividends
Dividend Yield (TTM)
Both Jacobs (J) at 0.92% and Paycom Software (PAYC) at 0.60% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
J
Commercial & Professional Services industry group
0.92%
- Max
- 4.33%
- Q3
- 1.80%
- J
- 0.92%
- Median
- 0.60%
- Q1
- 0.00%
- Min
- 0.00%
PAYC
Commercial & Professional Services industry group
0.60%
- Max
- 4.33%
- Q3
- 1.80%
- Median
- 0.60%
- PAYC
- 0.60%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Paycom Software (PAYC) at 14.34% pays out a band-typical share of earnings, while Jacobs (J) at 45.18% distributes more than its industry norm — less retained, thinner cover.
J
Commercial & Professional Services industry group
45.18%
- Max
- 99.58%
- J
- 45.18%
- Q3
- 41.99%
- Median
- 17.27%
- Q1
- 0.00%
- Min
- -17.94%
PAYC
Commercial & Professional Services industry group
14.34%
- Max
- 99.58%
- Q3
- 41.99%
- Median
- 17.27%
- PAYC
- 14.34%
- Q1
- 0.00%
- Min
- -17.94%
Dividend Metrics
| Metric | J | PAYC |
|---|---|---|
| Dividend Yield (TTM) | 0.92% | 0.60% |
| Dividend Payout Ratio (TTM) | 45.18% | 14.34% |
Valuation
P/E Ratio (TTM)
Paycom Software (PAYC) at 22.69 is near its industry’s usual P/E ratio, while Jacobs (J) at 49.47 sits in the richer quartile — J needs stronger growth or earnings quality to justify the premium.
J
Commercial & Professional Services industry group
49.47
- J
- 49.47
- Max
- 49.47
- Q3
- 33.76
- Median
- 24.16
- Q1
- 16.01
- Min
- 1.89
PAYC
Commercial & Professional Services industry group
22.69
- Max
- 49.47
- Q3
- 33.76
- Median
- 24.16
- PAYC
- 22.69
- Q1
- 16.01
- Min
- 1.89
P/S Ratio (TTM)
Jacobs (J) at 1.23 is priced about in line with its industry on P/S ratio, while Paycom Software (PAYC) at 4.88 sits in the pricier quartile — PAYC costs more per dollar of sales.
J
Commercial & Professional Services industry group
1.23
- Max
- 7.17
- Q3
- 3.35
- Median
- 1.33
- J
- 1.23
- Q1
- 0.69
- Min
- 0.11
PAYC
Commercial & Professional Services industry group
4.88
- Max
- 7.17
- PAYC
- 4.88
- Q3
- 3.35
- Median
- 1.33
- Q1
- 0.69
- Min
- 0.11
P/B Ratio (MRQ)
Jacobs (J) at 5.34 sits near its industry’s typical P/B ratio, while Paycom Software (PAYC) at 14.62 prices above its benchmark range — PAYC looks rich relative to book.
J
Commercial & Professional Services industry group
5.34
- Max
- 11.25
- Q3
- 6.08
- J
- 5.34
- Median
- 2.92
- Q1
- 1.55
- Min
- -2.78
PAYC
Commercial & Professional Services industry group
14.62
- PAYC
- 14.62
- Max
- 11.25
- Q3
- 6.08
- Median
- 2.92
- Q1
- 1.55
- Min
- -2.78
Valuation Metrics
| Metric | J | PAYC |
|---|---|---|
| P/E Ratio (TTM) | 49.47 | 22.69 |
| P/S Ratio (TTM) | 1.23 | 4.88 |
| P/B Ratio (MRQ) | 5.34 | 14.62 |
| Free Cash Flow Yield (TTM) | 3.71% | 5.69% |