Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
AkamaiPaycom

Akamai vs Paycom

This page compares Akamai and Paycom, examining business models, financial performance, and market context in a neutral, accessible way. It discusses how each company operates, where its revenue comes...

Investment Analysis

Akamai

Akamai

AKAM

Pros

  • Akamai reported a 5% year-over-year revenue increase to $1.055 billion in Q3 2025, with strong margin outperformance and significant EPS growth.
  • Cloud Infrastructure Services revenue surged 39% year-over-year, reflecting momentum in high-growth security and cloud segments.
  • Launched Akamai Inference Cloud powered by NVIDIA AI infrastructure, positioning the company in innovative AI edge computing applications.

Considerations

  • Return on equity (ROE) at 9.07% is below industry leaders and long-term averages, indicating moderate profitability efficiency.
  • The transition from legacy CDN to cloud and security services involves execution risk amid competitive market dynamics.
  • Valuation metrics show a price-to-earnings ratio of 24.3x, which is above some tech peers, implying potential valuation headwinds.
Paycom

Paycom

PAYC

Pros

  • Paycom benefits from consistent growth in cloud-based payroll and HR software, addressing a large, expanding market.
  • Strong recurring revenue model with a high customer retention rate supports steady cash flow visibility and business stability.
  • Continued innovation and product enhancements position Paycom well to capitalize on digitisation trends in workforce management.

Considerations

  • High valuation multiples compared to industry norms could limit upside potential and raise risk in a market correction.
  • Exposure to competitive pressure from larger software providers and shifting technology demands poses ongoing risks.
  • Reliance on US market concentration may limit diversification benefits and increase sensitivity to domestic economic cycles.

Related Market Insights

Warner's Split: The Streaming Revolution's Next Act

Warner Bros. Discovery's split ignites streaming's next phase. Discover companies poised to profit from intensified competition & increased spending in digital entertainment. Invest with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 26, 2025

Read Insight

The Serverless Revolution: Why Infrastructure-Free Computing Is Reshaping Tech Investing

Explore the Serverless Revolution. Invest in companies powering infrastructure-free computing, cloud platforms, and AI workloads reshaping tech. Start investing with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The Digital Cleanup: Why Trust & Safety Stocks Are Having Their Moment

Discover why Digital Trust & Safety stocks are essential. Learn about companies driving platform quality, cybersecurity, and identity verification. Invest with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Which Baskets Do They Appear In?

Digital Trust & Safety

Digital Trust & Safety

This carefully selected group of stocks features companies leading the charge in cybersecurity, identity verification, and content moderation. As platforms like Meta shift focus from growth to quality, these companies provide the essential tools needed to combat fake accounts, misinformation, and digital threats.

Published: July 15, 2025

Explore Basket
Warner's New Chapter

Warner's New Chapter

Warner Bros. Discovery is splitting into two separate companies, creating a focused streaming powerhouse free from its cable business. This collection features companies positioned to ride the wave of intensified competition and growth across the streaming landscape.

Published: July 1, 2025

Explore Basket
Serverless Orchestration

Serverless Orchestration

These carefully selected companies are powering the future of software development, enabling applications to run and scale automatically without the headache of server management. Our expert analysts have identified the leaders driving this revolutionary shift in how modern apps are built and deployed.

Published: June 17, 2025

Explore Basket

Buy AKAM or PAYC in Nemo

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

AkamaiNova

Akamai vs Nova

Akamai vs Nova: a quick comparison

AkamaiLumen

Akamai vs Lumen

Akamai vs Lumen: a neutral comparison

AkamaiBooz Allen

Akamai vs Booz Allen

Akamai vs Booz Allen

Frequently asked questions