Company Analysis

Paylocity Holding Corporation (PCTY)

Nasdaq: PCTY · Services-Prepackaged Software · Schaumburg, IL · filing with the SEC since 2013
Grade5.9
◀ Past 7.5● Present 6.2▶ Future 4.7

The grade of Paylocity Holding Corporation

Nine metrics read from its own filings, by tense
Headline grade
5.9/10
◀ Past7.525% of the headline
● Present6.235% of the headline
▶ Future4.740% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.5/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 73rd percentile among 230 sector filers · read for itself

From the record

Paylocity Holding Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.4/10

What has it actually done, year after year?

+21.8% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 74th percentile among 213 sector filers · read for its customers

From the record

Paylocity Holding Corporation's 10 filed years say what it did: revenue went from $300 million in fiscal 2017 to $1.8 billion in fiscal 2026, up 21.8% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span21.8%top 43% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 7% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.6/10

How has it treated the people who own it?

Share count shrank 1.1% a year. 52% of cash flow returned. Insiders: 116 sales, 0 purchases.

weight 33% of this tense · 76th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-06-30, Paylocity Holding Corporation's diluted share count shrank about 1.1% a year, and dividends and buybacks returned about 52% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 116 sales (113 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 16% of its family
  • cash returned against operating cash flowtop 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.2/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
5.8/10

Is it financially healthy right now?

ROE 22%: 22¢ of profit per shareholder dollar. Leverage 75%: owes 75¢ per asset dollar.

weight 45% of this tense · 58th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-06-30, Paylocity Holding Corporation earned about 22 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 25 cents per dollar of everything the company owns. Leverage: it owed about 75 cents per dollar of assets, and net share issuance: its share count shrank 3.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 24% of its family
  • return on equitytop 14% of its family
  • gross profit against assetsbottom 29% of its family
  • the share count against the year beforetop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.3/10

How strong is its position in its industry?

top 27% of 218 in its family; net margin 15.2%.

weight 33% of this tense · 73rd percentile among 218 sector filers · read for its customers

From the record

Paylocity Holding Corporation's standing among 218 graded names in its industry family: revenue of $1.8 billion in fiscal 2026 ranks in the top 19% by size; a net margin of 15.2% ranks in the top 21%; revenue growth of 14.7% a year over the last 3 filed years ranks in the top 41% (its annual reports).

What it rests on

  • revenue against the family$1.77Btop 19% of its family
  • net margin15.2%top 21% of its family
  • three-year revenue growth14.7%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.4/10

What are the people in charge doing?

top 46% of 139 in its family for leadership; chief executive since 2022.

weight 22% of this tense · 54th percentile among 139 sector filers · read for its shareholders

From the record

Paylocity Holding Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Williams, Toby J. (President and CEO, as filed), filing under that title since 2022-03-15, 4.7 years (bottom 49% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 6.6 years (top 32%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (bottom 43%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 16 peoplebottom 43% of its family
  • the median years the people in charge have filed6.6 yearstop 32% of its family
  • the chief executive's years on the record4.7 yearsbottom 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.7/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.5/10

How much room does it have to grow?

bottom 45% of 216 in its family for room to expand.

weight 22% of this tense · 45th percentile among 216 sector filers · read for itself

From the record

Paylocity Holding Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $272 million against debt of $81 million leaves 3.9% of its assets as net cash, bottom 28% of its family; cash from operations less capital spending is 28.1% of revenue (top 17%); a gross margin of 69.2% (bottom 47%); research spending of 12.5% of revenue (bottom 23%) (its annual report).

What it rests on

  • cash less debt against assets3.9%bottom 28% of its family
  • cash from operations less capital spending against revenue28.1%top 17% of its family
  • gross margin69.2%bottom 47% of its family
  • research spending against revenue12.5%bottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.5/10

What could actually drive growth from here?

top 45% of 213 in its family for growth drivers.

weight 45% of this tense · 55th percentile among 213 sector filers · read for its customers

From the record

Paylocity Holding Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew 14.7% a year over the last three filed years against 21.8% over all 10, slowing (bottom 44% of its family); the newest year grew 11% (bottom 44%); research spending grew 10.5% a year (top 41%); capital spending grew 18.2% a year (top 28%) (its annual reports). Paylocity Holding Corporation tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-7.1 points a yearbottom 44% of its family
  • the newest year's revenue growth11.0%bottom 44% of its family
  • three-year growth of research spending10.5%top 41% of its family
  • three-year growth of capital spending18.2%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.7/10

Did its newest year beat what its own record pointed to?

bottom 37% of 194 in its family for expectations against reality.

weight 33% of this tense · 37th percentile among 194 sector filers · read for its shareholders

From the record

Paylocity Holding Corporation's newest year against its own record: revenue of $1.8 billion in fiscal 2026 came in 4.7% below the $1.9 billion its prior three years' pace pointed to (bottom 31% of its family); net income of $270 million against a prior three-year average of $192 million (bottom 49%); a net margin of 15.2% against 13.7% before (bottom 32%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-4.7%bottom 31% of its family
  • net income against the prior three years' average+41%bottom 49% of its family
  • net margin against its prior average+1.6 pointsbottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton PCTY · research, not advice