Seek Returns

LDOS vs. PAYC: Leidos vs. Paycom Software Stock Comparison

How do Leidos (LDOS) 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

Leidos (LDOS) and Paycom Software (PAYC) both belong to the Professional Services industry, though LDOS is classified under Research & Consulting Services while PAYC falls under Human Resource & Employment Services.

Company profile comparison for Leidos (LDOS) and Paycom Software (PAYC)
Profile ItemLDOSPAYC
NameLeidos Holdings, Inc.Paycom Software, Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCommercial & Professional ServicesCommercial & Professional Services
GICS IndustryProfessional ServicesProfessional Services
GICS Sub-IndustryResearch & Consulting ServicesHuman Resource & Employment Services
Market Capitalization16.19 billion USD10.69 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 17, 2006April 15, 2014
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LDOS
PAYC
GSPC
Loading price history…
Leidos (LDOS) vs. Paycom Software (PAYC), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Leidos (LDOS) and Paycom Software (PAYC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Leidos (LDOS) and Paycom Software (PAYC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Total Return (1Y)-30.14%49.84%
Total Return (3Y, Annualized)11.13%13.71%
Total Return (5Y, Annualized)8.97%-13.38%

Risk Profile

Drawdown History

LDOS
PAYC
GSPC
Loading price history…
Leidos (LDOS) vs. Paycom Software (PAYC), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Leidos (LDOS) and Paycom Software (PAYC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Volatility (1Y, Annualized)35.87%47.19%
Beta (5Y)0.550.75
Max Drawdown (5Y)-49.47%-77.09%
Avg. Volume (3M)1.21M702.61K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
LDOS and PAYC are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Sharpe Ratio (1Y)-0.960.97
Sortino Ratio (1Y)-1.291.66

Profitability

ROE (TTM)

Both Leidos (LDOS) at 28.27% and Paycom Software (PAYC) at 42.22% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

LDOS

Commercial & Professional Services industry group

28.27%

Max
47.06%
LDOS
28.27%
Q3
25.43%
Median
14.11%
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%
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their ROE against the Commercial & Professional Services industry group benchmark.

Net Margin (TTM)

Paycom Software (PAYC) at 23.28% retains a top-quartile share of revenue as profit, ahead of Leidos (LDOS) at 7.97%, which keeps about the industry-typical share.

LDOS

Commercial & Professional Services industry group

7.97%

Max
23.28%
Q3
11.35%
LDOS
7.97%
Median
5.65%
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%
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their net margin against the Commercial & Professional Services industry group benchmark.

Operating Margin (TTM)

Paycom Software (PAYC) at 38.03% operates in the top operating margin quartile, ahead of Leidos (LDOS) at 12.05%, which runs around its industry’s norm.

LDOS

Commercial & Professional Services industry group

12.05%

Max
38.50%
Q3
18.84%
LDOS
12.05%
Median
10.40%
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%
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their operating margin against the Commercial & Professional Services industry group benchmark.

Profitability Metrics

Profitability metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
ROE (TTM)28.27%42.22%
ROA (TTM)9.08%8.98%
Net Margin (TTM)7.97%23.28%
Operating Margin (TTM)12.05%38.03%
Gross Margin (TTM)17.63%88.39%

Growth

Revenue Growth

Both Leidos (LDOS) at 3.07% 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.

Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Leidos (LDOS) at 20.82% sits in the top EPS growth quartile, while Paycom Software (PAYC) at -9.42% is closer to the peer norm — faster per-share earnings growth for LDOS.

Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Revenue Growth (YoY)3.07%8.95%
Revenue Growth (3Y CAGR)6.06%14.27%
EPS Growth (YoY)20.82%-9.42%
EPS Growth (3Y CAGR)30.96%18.63%

Financial Strength

Current Ratio (MRQ)

Leidos (LDOS) at 1.60 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.

LDOS

Commercial & Professional Services industry group

1.60

Max
3.63
Q3
2.14
LDOS
1.60
Median
1.55
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
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their current ratio against the Commercial & Professional Services industry group benchmark.

Debt / Equity (MRQ)

Paycom Software (PAYC) at 1.16 carries an industry-typical debt-to-equity mix, while Leidos (LDOS) at 1.26 uses more debt funding than most peers.

LDOS

Commercial & Professional Services industry group

1.26

Max
2.37
LDOS
1.26
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
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their debt-to-equity ratio against the Commercial & Professional Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Current Ratio (MRQ)1.601.06
Debt / Equity (MRQ)1.261.16
Net Debt / EBITDA2.460.75

Dividends

Dividend Yield (TTM)

Both Leidos (LDOS) at 1.27% and Paycom Software (PAYC) at 0.60% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

LDOS

Commercial & Professional Services industry group

1.27%

Max
4.33%
Q3
1.80%
LDOS
1.27%
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%
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their dividend yield against the Commercial & Professional Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Leidos (LDOS) at 15.37% and Paycom Software (PAYC) at 14.34% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

LDOS

Commercial & Professional Services industry group

15.37%

Max
99.58%
Q3
41.99%
Median
17.27%
LDOS
15.37%
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%
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their payout ratio against the Commercial & Professional Services industry group benchmark.

Dividend Metrics

Dividend metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
Dividend Yield (TTM)1.27%0.60%
Dividend Payout Ratio (TTM)15.37%14.34%

Valuation

P/E Ratio (TTM)

Leidos (LDOS) at 11.86 sits in the cheaper P/E ratio quartile, while Paycom Software (PAYC) at 22.69 is closer to its industry’s usual earnings multiple — a discount for LDOS, though growth and earnings durability still matter.

LDOS

Commercial & Professional Services industry group

11.86

Max
49.47
Q3
33.76
Median
24.16
Q1
16.01
LDOS
11.86
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
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their P/E ratio against the Commercial & Professional Services industry group benchmark.

P/S Ratio (TTM)

Leidos (LDOS) at 0.91 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.

LDOS

Commercial & Professional Services industry group

0.91

Max
7.17
Q3
3.35
Median
1.33
LDOS
0.91
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
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their P/S ratio against the Commercial & Professional Services industry group benchmark.

P/B Ratio (MRQ)

Leidos (LDOS) at 3.13 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.

LDOS

Commercial & Professional Services industry group

3.13

Max
11.25
Q3
6.08
LDOS
3.13
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
Loading chart…
Leidos (LDOS) vs. Paycom Software (PAYC): A comparison of their P/B ratio against the Commercial & Professional Services industry group benchmark.

Valuation Metrics

Valuation metrics for Leidos (LDOS) and Paycom Software (PAYC)
MetricLDOSPAYC
P/E Ratio (TTM)11.8622.69
P/S Ratio (TTM)0.914.88
P/B Ratio (MRQ)3.1314.62
Free Cash Flow Yield (TTM)6.41%5.69%