PCTY · Paylocity Holding Corp
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Metrics snapshot
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AI Brief
Q4 FY26 earnings call · Aug 4, 2026TL;DR. Paylocity delivered FY26 recurring & other revenue growth of 12.2% to $1.651B, total revenue growth of 11.0% to $1.771B, and GAAP net income up 18.8% to $269.7M, while issuing FY27 guidance of ~7-8% revenue growth and Adjusted EBITDA of $690-700M; FY27 guidance benefits from an accounting change extending deferred contract cost amortization to 8 years (~120-140 bps Adjusted EBITDA margin benefit), and management flagged subscale margin headwinds from Grayscale/Adora and assumed flat workforce levels.
- + FY26 recurring & other revenue grew 12.2% to $1.651B and total revenue grew 11.0% to $1.771B
- + FY26 GAAP net income rose 18.8% to $269.7M and Adjusted EBITDA rose 12.3% to $654.9M
- + Client base grew ~7% to 44,400 and ARPU reached ~$37,200, up more than 5% from $35,300
- + Industry-leading revenue retention remained above 92% in FY26
- + Launched Ignite AI, Elevate Solutions, Paylocity Retirement, and acquired Adora to expand AI-native capabilities
- + FY27 guidance includes 120-140 bps Adjusted EBITDA margin benefit from extending deferred contract cost amortization to 8 years
- − FY27 guidance assumes flat workforce levels, described as a slight degradation from FY26
- − Grayscale and Adora acquisitions are subscale and represent a slight margin headwind in FY27
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PCTY
this stock
Paylocity Holding Corp
|
$7.63B | -5.8% | +11.0% | 29.2 | 5.9% |
|
QH
QUHUO Ltd
|
$343.31B | +261.1% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$241.75B | -13.8% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$206.00B | -10.2% | +25.9% | 22.8 | 3.5% |
|
SHOP
Shopify Inc.
|
$165.33B | -20.2% | +30.1% | 86.2 | 1.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PCTY | +1.5% | -5.7% | +36.4% | -10.3% | -5.8% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | +1.8% | -5.5% | +16.3% | -9.6% | -17.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.