Paylocity Holding Corporation

Report azionario NasdaqGS:PCTY

Capitalizzazione di mercato: US$6.0b

Paylocity Holding Gestione

Criteri Gestione verificati 2/4

Paylocity Holding Il CEO è Toby Williams, nominato in Mar2022, e ha un mandato di 4.17 anni. la retribuzione annua totale è $ 18.04M, composta da 3.8% di stipendio e 96.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.14% delle azioni della società, per un valore di $ 8.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.8 anni e 6.9 anni.

Informazioni chiave

Toby Williams

Amministratore delegato

US$18.0m

Compenso totale

Percentuale dello stipendio del CEO3.77%
Mandato del CEO4.2yrs
Proprietà del CEO0.1%
Durata media del management3.8yrs
Durata media del Consiglio di amministrazione6.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha May 20

Paylocity: Stellar Performance Will Eventually Be Rewarded (Rating Upgrade)

Summary Paylocity is upgraded to a buy as its fundamentals remain robust despite a 39% share price decline since the prior hold rating. PCTY delivers strong double-digit recurring revenue growth (11.5% YoY), expanding margins, and formidable cash flow with a highly efficient, asset-light business model. Management raised FY26 guidance above consensus, targeting 10-12% revenue growth and leveraging low market penetration (~3%) for future expansion. Current valuation offers a margin of safety, with fair value estimated at $156/share, as negative SaaS sentiment and AI disruption fears appear overblown. Read the full article on Seeking Alpha
Articolo di analisi May 16

We Like Paylocity Holding's (NASDAQ:PCTY) Earnings For More Than Just Statutory Profit

Paylocity Holding Corporation's ( NASDAQ:PCTY ) solid earnings announcement recently didn't do much to the stock price...
Articolo di analisi May 11

Paylocity Holding Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Paylocity Holding Corporation ( NASDAQ:PCTY ) just released its latest third-quarter results and things are looking...
Aggiornamento della narrazione May 09

PCTY: Mixed Revisions And Execution Risks Will Shape Future Share Performance

Analysts have adjusted their views on Paylocity Holding, resulting in a modest $1 change in the average price target. This reflects slightly updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following a series of mixed target revisions across the Street.
Aggiornamento della narrazione Apr 25

PCTY: Lower Multiple And Buybacks Will Support Future Share Price Rebound

Analysts have reduced the Paylocity Holding price target by $52.88. The updated $114.00 level reflects revised expectations for growth, profitability and future P/E multiples following a series of downward target moves across the Street.
Aggiornamento della narrazione Apr 09

PCTY: 2026 Software Rebound And Buybacks Will Support Upside Potential

Paylocity Holding's updated analyst price target edges slightly higher to about $228, as analysts factor in modestly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following a broad round of lowered Street targets across the payroll software group. Analyst Commentary Recent research on Paylocity shows a cluster of price target resets across the payroll software peer group, with analysts fine tuning their models on fair value, discount rates, revenue assumptions and profit margins.
Aggiornamento della narrazione Mar 26

PCTY: Stable Margins And Buybacks Will Drive Long Term Upside

Analysts trimmed the Paylocity Holding fair value estimate by about $1 to $169.43 per share. The change reflects updated price targets across the Street and slightly higher discount rate and future P/E assumptions, while revenue growth and profit margin expectations remain essentially unchanged.
Aggiornamento della narrazione Mar 10

PCTY: 2026 Software Setup And Buybacks Will Support Upside Potential

Analyst price targets for Paylocity Holding have been reset lower, with a series of cuts ranging from $5 to $75 as analysts factor updated macro assumptions, sector-wide software rerating, and company specific expectations into their models. Analyst Commentary Despite the latest round of lower price targets, some bullish analysts are still highlighting areas where they see potential upside for Paylocity, particularly around execution and the setup for software over the next couple of years.
Aggiornamento della narrazione Feb 23

PCTY: 2026 Sector Setup And Buybacks Will Drive Upside

Our updated narrative on Paylocity reflects a reduced analyst price target of about $226, in line with a broad round of target cuts across the Street as analysts recalibrate for slightly lower revenue growth, narrower profit margin assumptions, a modestly higher discount rate, and a marginally higher future P/E multiple. Analyst Commentary Across the Street, most recent research has centered on recalibrating Paylocity price targets, with a cluster of firms trimming targets by between $5 and $75.
Articolo di analisi Feb 10

What You Can Learn From Paylocity Holding Corporation's (NASDAQ:PCTY) P/E After Its 25% Share Price Crash

Paylocity Holding Corporation ( NASDAQ:PCTY ) shareholders that were waiting for something to happen have been dealt a...
Aggiornamento della narrazione Feb 08

PCTY: Beat And Raise Cadence Will Drive Long Term Upside Potential

Analysts have reduced their Paylocity Holding price targets, reflected in our fair value update from $192.19 to $170.38. They largely cite sector wide target cuts and lower assumed future P/E multiples, even as revenue growth and profit margin assumptions in their models remain relatively steady.
Aggiornamento della narrazione Jan 25

PCTY: Beat And Raise Cadence Will Support Long Term Upside Potential

Narrative Update on Paylocity Holding Analysts have trimmed their fair value estimate for Paylocity Holding by about $1.66 to $192.19. This reflects a mix of lowered and raised price targets as they update assumptions on discount rates, long term margins, and future P/E multiples in light of recent sector outlooks and company specific research.
Aggiornamento della narrazione Jan 10

PCTY: Beat And Raise Cadence Will Support Long Term Capital Appreciation

Analysts have made a slight adjustment to their Paylocity fair value estimate to $193.85, reflecting updated assumptions for interest rates, earnings multiples, and recent research that includes both higher and lower price targets across firms. Analyst Commentary Recent research on Paylocity reflects a mix of optimism on execution and caution around the operating backdrop, with price targets clustering between US$175 and US$245 compared with the updated fair value estimate of US$193.85.
Articolo di analisi Jan 05

Shareholders Would Enjoy A Repeat Of Paylocity Holding's (NASDAQ:PCTY) Recent Growth In Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Aggiornamento della narrazione Dec 25

PCTY Beat And Raise Cadence Will Drive Upside Through Fiscal 2026

Analysts have reduced their fair value estimate for Paylocity Holding to $250 from $270, citing a higher discount rate that more than offsets improving growth, margin expectations, and confidence in a beat and raise earnings trajectory reflected in recent, albeit lowered, price targets across the Street. Analyst Commentary Bullish analysts acknowledge the higher discount rate but continue to underscore Paylocity's ability to execute consistently, highlighting recent results and guidance that have outpaced muted investor expectations.
Aggiornamento della narrazione Dec 11

PCTY: Beat And Raise Cadence Will Drive Long Term Capital Appreciation

Narrative Update on Paylocity Holding Analyst Price Target Analysts have modestly fine tuned their price target assumptions for Paylocity Holding, maintaining fair value near $194 per share. Slight adjustments to discount rates and long term growth expectations reflect confidence in the company’s ability to deliver a beat and raise cadence and attractive long term appreciation, despite mixed target revisions across the Street.
Aggiornamento della narrazione Nov 27

PCTY: Beat-And-Raise Execution And Share Buyback Will Drive Outperformance In 2026

The analyst average price target for Paylocity was slightly reduced to $194.16 from $194.28, as analysts balanced steady fundamentals and recent guidance with ongoing sector volatility and cautious optimism around the company's growth prospects. Analyst Commentary Recent street research reveals both optimism and caution among analysts regarding Paylocity's outlook.
Aggiornamento della narrazione Nov 12

PCTY: Beat-And-Raise Cadence And Share Buybacks Will Drive Renewed Outperformance

Analysts have revised their price target for Paylocity Holding downward by approximately $20 to $194. This adjustment reflects tempered growth expectations and recent market commentary that highlights both near-term sector headwinds and the company's continued potential for long-term outperformance.
Aggiornamento della narrazione Oct 29

Recurring Revenue Strength And AI Integration Will Drive Long-Term Sector Gains

Analysts have slightly reduced their price target for Paylocity Holding, lowering it by about $1 to $214.58. They cite lower sector sentiment and expectations for subdued near-term performance despite stable company fundamentals.
Aggiornamento della narrazione Oct 15

Unified HR And Finance Solutions Will Empower Digital Transformation

Analysts have modestly reduced their fair value estimate for Paylocity Holding, lowering the price target by approximately $4.53 per share. They cited updated macroeconomic expectations and sector volatility as key factors behind the adjustment.
Articolo di analisi Jul 30

An Intrinsic Calculation For Paylocity Holding Corporation (NASDAQ:PCTY) Suggests It's 30% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Paylocity Holding fair value estimate is US$273 Paylocity...
Articolo di analisi Jul 17

Paylocity Holding (NASDAQ:PCTY) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Jul 03

Why We're Not Concerned About Paylocity Holding Corporation's (NASDAQ:PCTY) Share Price

Paylocity Holding Corporation's ( NASDAQ:PCTY ) price-to-earnings (or "P/E") ratio of 43.7x might make it look like a...
Articolo di analisi Jun 19

Does Paylocity Holding (NASDAQ:PCTY) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi May 23

Here's Why Paylocity Holding (NASDAQ:PCTY) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Mar 13

Paylocity: Airbase Integration To Strengthen Positioning

Summary Paylocity is a cloud payroll/HCM software provider with steady growth, recently acquiring Airbase to strengthen its market positioning and product offerings. Despite recent volatility, I maintain an overweight rating on PCTY, projecting a 10% return based on its solid fundamentals and revenue predictability. PCTY's Q2 2025 revenue grew 15.5% YoY, with strong liquidity and a healthy debt-to-equity ratio, though OCF showed seasonal decline. The Airbase acquisition expands PCTY's TAM and product integration, but potential pricing adjustments, if it happens, may pose a moderate risk to future revenue retention. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Paylocity: A Strong And Interesting HCM Play

Summary Paylocity Holding Corporation's recent sales growth exceeded expectations, but the stock's 50 times earnings multiple is too high given the slower growth rate. The company is a leader in cloud-based HR and payroll software, serving nearly 40,000 clients and showing impressive revenue growth, which ten folded over the past decade. The acquisition of Airbase aims to expand Paylocity's software offerings, but the deal's high cost and impact on margins warrant caution. Despite a strong track record and high insider ownership, the current valuation is demanding; I prefer to wait for more attractive entry points. Read the full article on Seeking Alpha
Seeking Alpha Oct 05

Paylocity: A Storm On The Horizon?

Summary FY 2025 projection of 8.3% vs. 19% in FY 2024 shows market saturation and difficulty in differentiating from competitors. R&D and SG&A expenses are up, impacting profitability and future growth. No signs that these expenses will decrease in the next quarters. Major players like ADP and Workday intensifying AI investment, threatening Paylocity’s position. The company has already invested in AI, but this trend could increase significantly R&D costs. Several executives and directors recently offloading stock despite buybacks suggest, in my view, weak confidence. High multiples (P/S 6.7, EV/EBITDA 31) indicate overvaluation despite solid fundamentals. I maintain a Hold rating for now. Read the full article on Seeking Alpha
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Nuova narrazione Aug 27

Innovative Software And AI-driven Solutions Propel Market Dominance And Revenue Surge

Offering modern software and investing in product development, such as Advanced Scheduling and AI-driven tools, aims to attract clients and increase revenue.
Seeking Alpha Jul 21

Paylocity: Underappreciated Durable Growth

Summary Paylocity, a leading provider of cloud-based HR and payroll software, has been delivering strong and consistent revenue growth for many years. Despite its robust growth and profitability, Paylocity's stock appears undervalued, especially when compared to AI and semiconductor companies, making it worthy of investment consideration. Paylocity offers solid revenue growth, improving profit margins, and increasing earnings per share at a very attractive valuation. Read the full article on Seeking Alpha
Seeking Alpha Jun 28

Paylocity Stock Deserves A Closer Look At A 4-Year Low

Summary Paylocity is down 20% in 2024, trading at its lowest level since 2020. Uncertainties toward the U.S. labor market and its impact on demand for human capital management software have added volatility. PCTY stock remains well positioned to rebound, with its outlook supported by strong fundamentals. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Toby Williams rispetto agli utili di Paylocity Holding?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$258m

Dec 31 2025n/an/a

US$238m

Sep 30 2025n/an/a

US$226m

Jun 30 2025US$18mUS$681k

US$227m

Mar 31 2025n/an/a

US$227m

Dec 31 2024n/an/a

US$221m

Sep 30 2024n/an/a

US$222m

Jun 30 2024US$15mUS$638k

US$207m

Mar 31 2024n/an/a

US$195m

Dec 31 2023n/an/a

US$168m

Sep 30 2023n/an/a

US$145m

Jun 30 2023US$22mUS$625k

US$141m

Mar 31 2023n/an/a

US$119m

Dec 31 2022n/an/a

US$96m

Sep 30 2022n/an/a

US$90m

Jun 30 2022US$8mUS$460k

US$91m

Mar 31 2022n/an/a

US$88m

Dec 31 2021n/an/a

US$90m

Sep 30 2021n/an/a

US$89m

Jun 30 2021US$6mUS$400k

US$71m

Mar 31 2021n/an/a

US$64m

Dec 31 2020n/an/a

US$67m

Sep 30 2020n/an/a

US$63m

Jun 30 2020US$4mUS$397k

US$64m

Mar 31 2020n/an/a

US$70m

Dec 31 2019n/an/a

US$58m

Sep 30 2019n/an/a

US$58m

Jun 30 2019US$3mUS$378k

US$54m

Compensazione vs Mercato: La retribuzione totale di Toby ($USD 18.04M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di Toby è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Toby Williams (52 yo)

4.2yrs
Mandato
US$18,044,482
Compensazione

Mr. Toby J. Williams, J.D. is an Independent Director of CS Disco, Inc. from April 22, 2026. Over his career, he has served in senior roles in both public and privately held cloud-based software companies,...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Steven Beauchamp
Executive Chairman of the Board19.3yrsUS$3.45m3.54%
$ 211.7m
Toby Williams
President4.2yrsUS$18.04m0.14%
$ 8.5m
Steven Sarowitz
Founder & Directorno dataUS$243.66k15.8%
$ 945.3m
Ryan Glenn
Chief Financial Officer4.2yrsUS$6.31m0.030%
$ 1.8m
Andrew Cappotelli
Senior Vice President of Operations2yrsUS$3.12m0.035%
$ 2.1m
Melissa King
Senior Vice President of Product & Technology1.4yrsUS$4.26m0.0096%
$ 571.9k
Joshua Scutt
Senior Vice President of Sales7.3yrsUS$5.14m0.081%
$ 4.9m
Nicholas Rost
VP, Chief Accounting Officer & Treasurer4.7yrsNessun dato0.000040%
$ 2.4k
Amber Livingston
VP & General Counselno dataNessun datoNessun dato
Adam Byerley
Vice President of Strategy & Corporate Development4.3yrsNessun datoNessun dato
Allison Windon
Vice President of Marketing1.3yrsNessun datoNessun dato
Jill Morrison
Chief Human Resources Officer3.3yrsNessun datoNessun dato
3.8yrs
Durata media
52.5yo
Età media

Gestione esperta: Il team dirigenziale di PCTY è considerato esperto (durata media dell'incarico 3.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Steven Beauchamp
Executive Chairman of the Board19.3yrsUS$3.45m3.54%
$ 211.7m
Toby Williams
President4.2yrsUS$18.04m0.14%
$ 8.5m
Steven Sarowitz
Founder & Director29.3yrsUS$243.66k15.8%
$ 945.3m
Virginia Breen
Independent Director7.7yrsUS$258.66k0.017%
$ 1.0m
Craig Conway
Independent Director2.2yrsUS$256.16k0.0035%
$ 210.6k
Ronald Waters
Lead Independent Director12.5yrsUS$291.16k0.015%
$ 912.8k
Robin Pederson
Independent Director6.2yrsUS$258.66k0.011%
$ 640.1k
Andres Reiner
Independent Director11.7yrsUS$256.16k0.051%
$ 3.0m
Linda Breard
Independent Director2.6yrsUS$253.66k0.0042%
$ 253.0k
Kenneth Robinson
Independent Director6.2yrsUS$261.15k0.0076%
$ 455.2k
6.9yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PCTY sono considerati esperti (durata media dell'incarico 6.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 05:17
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Paylocity Holding Corporation è coperta da 39 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research