PCTY · Paylocity Holding Corp
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Metrics snapshot
Useful current figures from the complete screener profile.
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
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 654.89M | fiscal 2026 filing | — |
| Adjusted Gross Profit non-GAAP | 1.33B | fiscal 2026 filing | — |
| Amortization of capitalized internal-use software costs | $70.5M | fiscal 2026 filing | — |
| Annual revenue retention rate | 92% | fiscal 2026 filing | — |
| Average cost per share repurchased | $144.67 | fiscal 2026 filing | — |
| Capital expenditures | $36.2M | fiscal 2026 filing | — |
| Capitalized internal-use software costs | $81.8M | fiscal 2026 filing | — |
| Capitalized stock-based compensation costs | $11.8M | fiscal 2026 filing | — |
| clients | 44,400 | fiscal 2026 filing | +6.6% |
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| realized target addressable market | $22.5B | fiscal 2026 filing | — |
| Share repurchase amount | $398.1M | fiscal 2026 filing | — |
| Shares repurchased | 2.8M | fiscal 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$7.61B | -5.3% | +11.0% | 29.1 | 5.2% |
|
QH
QUHUO Ltd
|
$350.35B | +240.7% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.1% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -11.4% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -6.0% | +30.1% | 95.5 | 1.3% |
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 | +0.8% | -6.5% | +45.2% | +1.3% | -5.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.0% | -6.0% | +33.0% | +0.4% | -18.1% |
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.