PCTYPaylocity Holding Corporation

$151.99

Is the business good?

How good a business is PCTY?

Paylocity Holding Corporation earns 30% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

30%

Return on invested capital · cost of capital 9.0% · 21 points above what the capital costs: growth creates value

Operating margin
21%

Operating margin · Software - Application median 8.2% · 12 months to Q3 2026

Cash conversion
1.89×

Cash conversion · 1.75× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−4.4%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY202012%
FY20219.1%
FY20229.9%
FY202313%
FY202419%
FY202519%
Details
Gross margin12 months to Q3 2026
69%
Operating margin12 months to Q3 2026
21%
Net margin12 months to Q3 2026
15%
Free cash flow margin
28%
R&D as % of revenue
13%
Revenue, trailing twelve months
$1.73B
Free cash flow, trailing twelve months
$487M
Net income, trailing twelve months
$258M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
30%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.