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Paylocity Holding Corp (PCTY) Fundamental Analysis & AI Grade 2026

PCTY Nasdaq Services-Prepackaged Software DE CIK: 0001591698
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
78% Confidence
N/A
A
78% Conf
Pending
Analysis scheduled

📊 PCTY Key Takeaways

Revenue: $1.3B
Net Margin: 15.8%
Free Cash Flow: $405.8M
Current Ratio: 1.08x
Debt/Equity: 0.07x
EPS: $3.81
AI Grade: A with 78% confidence
Paylocity Holding Corp (PCTY) receives a A fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.3B, net profit margin of 15.8%, and return on equity (ROE) of 17.7%, Paylocity Holding Corp demonstrates strong fundamentals in the Technology sector. Below is our complete PCTY stock analysis for 2026.

Is Paylocity Holding Corp (PCTY) a Good Investment?

Claude

Paylocity demonstrates exceptional fundamental strength with $405.8M in free cash flow (30.6% FCF margin) and a fortress balance sheet (0.07x Debt/Equity). However, revenue growth is moderating at 8.4% YoY and net income is flat despite top-line growth, signaling potential margin compression and market maturation.

Paylocity Holding Corp Key Strengths (PCTY)

Claude
  • + Outstanding free cash flow generation of $405.8M with 30.6% FCF margin demonstrates highly efficient capital conversion
  • + Exceptional profitability: 69.7% gross margin and 22.7% operating margin typical of high-quality SaaS businesses
  • + Conservative balance sheet with minimal leverage (0.07x Debt/Equity, $81.2M long-term debt) and $299.7M cash providing financial stability

PCTY Stock Risks: Paylocity Holding Corp Investment Risks

Claude
  • ! Net income growth stalled at 0.0% YoY despite 8.4% revenue growth, indicating margin compression or operating deleverage
  • ! Revenue growth moderating at 8.4% YoY suggests maturing market and potential competitive pressures in payroll/HR software sector
  • ! Tight current ratio of 1.08x is below industry norms (typically 1.5x-2.0x), creating limited cushion for short-term obligations despite strong operating cash flow

Key Metrics to Watch

Claude
  • * Operating margin trend - monitor for continued compression despite revenue growth
  • * Year-over-year revenue growth rate - track whether deceleration continues or stabilizes
  • * Free cash flow sustainability - ensure $400M+ annual FCF generation continues

Paylocity Holding Corp (PCTY) Financial Metrics & Key Ratios

Revenue
$1.3B
Net Income
$209.4M
EPS (Diluted)
$3.81
Free Cash Flow
$405.8M
Total Assets
$5.4B
Cash Position
$299.7M

💡 AI Analyst Insight

The 30.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

PCTY Profit Margin, ROE & Profitability Analysis

Gross Margin 69.7%
Operating Margin 22.7%
Net Margin 15.8%
ROE 17.7%
ROA 3.8%
FCF Margin 30.6%

PCTY vs Technology Sector: How Paylocity Holding Corp Compares

How Paylocity Holding Corp compares to Technology sector averages

Net Margin
PCTY 15.8%
vs
Sector Avg 18.0%
PCTY Sector
ROE
PCTY 17.7%
vs
Sector Avg 22.0%
PCTY Sector
Current Ratio
PCTY 1.1x
vs
Sector Avg 2.5x
PCTY Sector
Debt/Equity
PCTY 0.1x
vs
Sector Avg 0.5x
PCTY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Paylocity Holding Corp Stock Overvalued? PCTY Valuation Analysis 2026

Based on fundamental analysis, Paylocity Holding Corp has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
17.7%
Sector avg: 22%
Net Profit Margin
15.8%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.07x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Paylocity Holding Corp Balance Sheet: PCTY Debt, Cash & Liquidity

Current Ratio
1.08x
Quick Ratio
1.08x
Debt/Equity
0.07x
Debt/Assets
78.3%
Interest Coverage
N/A
Long-term Debt
$81.3M

PCTY Revenue & Earnings Growth: 5-Year Financial Trend

PCTY 5-year financial data: Year 2021: Revenue $631.7M, Net Income $53.8M, EPS $0.97. Year 2022: Revenue $847.7M, Net Income $64.5M, EPS $1.15. Year 2023: Revenue $1.1B, Net Income $70.8M, EPS $1.26. Year 2024: Revenue $1.3B, Net Income $90.8M, EPS $1.61. Year 2025: Revenue $1.5B, Net Income $140.8M, EPS $2.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Paylocity Holding Corp's revenue has grown significantly by 133% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.49 reflects profitable operations.

PCTY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
30.6%
Free cash flow / Revenue

PCTY Quarterly Earnings & Performance

Quarterly financial performance data for Paylocity Holding Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $421.1M $91.5M $1.61
Q2 2026 $347.7M $37.5M $0.66
Q1 2026 $333.1M $48.0M $0.86
Q3 2025 $366.8M $85.3M $1.50
Q2 2025 $298.4M $37.5M $0.66
Q1 2025 $291.7M $34.5M $0.61
Q3 2024 $314.2M $57.6M $1.02
Q2 2024 $256.4M $15.6M $0.28

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Paylocity Holding Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$421.4M
Cash generated from operations
Stock Buybacks
$350.0M
Shares repurchased (TTM)
Capital Expenditures
$15.5M
Investment in assets
Dividends
None
No dividend program

PCTY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Paylocity Holding Corp (CIK: 0001591698)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779394945.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394938.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779221300.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779221294.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779221289.xml View →

Frequently Asked Questions about PCTY

What is the AI rating for PCTY?

Paylocity Holding Corp (PCTY) has an AI grade of A with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PCTY's key strengths?

Claude: Outstanding free cash flow generation of $405.8M with 30.6% FCF margin demonstrates highly efficient capital conversion. Exceptional profitability: 69.7% gross margin and 22.7% operating margin typical of high-quality SaaS businesses.

What are the risks of investing in PCTY?

Claude: Net income growth stalled at 0.0% YoY despite 8.4% revenue growth, indicating margin compression or operating deleverage. Revenue growth moderating at 8.4% YoY suggests maturing market and potential competitive pressures in payroll/HR software sector.

What is PCTY's revenue and growth?

Paylocity Holding Corp reported revenue of $1.3B.

Does PCTY pay dividends?

Paylocity Holding Corp does not currently pay dividends.

Where can I find PCTY SEC filings?

Official SEC filings for Paylocity Holding Corp (CIK: 0001591698) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PCTY's EPS?

Paylocity Holding Corp has a diluted EPS of $3.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is PCTY's fundamental grade?

Based on our AI fundamental analysis in May 2026, Paylocity Holding Corp has a A grade with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is PCTY stock overvalued or undervalued?

Valuation metrics for PCTY: ROE of 17.7% (sector avg: 22%), net margin of 15.8% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is PCTY's AI grade for 2026?

Our dual AI analysis gives Paylocity Holding Corp a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PCTY's free cash flow?

Paylocity Holding Corp's operating cash flow is $421.4M, with capital expenditures of $15.5M. FCF margin is 30.6%.

How does PCTY compare to other Technology stocks?

Vs Technology sector averages: Net margin 15.8% (avg: 18%), ROE 17.7% (avg: 22%), current ratio 1.08 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI