Paylocity Holding Corporation

NasdaqGS:PCTY 株式レポート

時価総額:US$5.7b

Paylocity Holding マネジメント

マネジメント 基準チェック /24

Paylocity Holdingの CEO はToby Williamsで、 Mar2022年に任命され、 の在任期間は 4.25年です。 の年間総報酬は$ 18.04Mで、 3.8%給与と96.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.16%を直接所有しており、その価値は$ 8.84M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と7年です。

主要情報

Toby Williams

最高経営責任者

US$18.0m

報酬総額

CEO給与比率3.77%
CEO在任期間4.3yrs
CEOの所有権0.2%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 22

PCTY: Q1 Execution And Capital Returns Will Support 2026 Upside Potential

Paylocity Holding's analyst price target has been nudged higher by about $2 to reflect slightly revised assumptions around revenue growth, profitability, discount rates, and future P/E expectations, in line with recent mixed but recalibrated target changes from several firms on the Street. Analyst Commentary Recent Street research on Paylocity Holding shows a mix of higher and lower price targets, but the most recent moves include several upward revisions that highlight where bullish analysts see potential in the stock.
分析記事 Jun 19

Paylocity Holding (PCTY) Stock Could Be 33.9% Undervalued After Retirement Plan Launch

Paylocity Holding (PCTY) has drawn fresh investor attention after introducing Paylocity Retirement, an embedded retirement solution that brings Vestwell powered plan administration and employee savings tools directly into its human capital management suite. See our latest analysis for Paylocity Holding. Despite the launch of Paylocity Retirement, recent trading has been weak, with the share price at US$101.06 and the stock’s year to date share price return down 30.64%, while the 1 year total...
ナラティブの更新 Jun 07

PCTY: Stable Margins And Buybacks Will Support Future Upside Repricing

Analysts have lowered Paylocity Holding's price target by about $16.58 to $152.85. This adjustment reflects updated assumptions around revenue growth, profit margins, and future P/E following a mixed period of recent target hikes and cuts across the Street.
ナラティブの更新 May 24

PCTY: Buybacks And Margin Execution Will Support 2026 Upside Potential

Paylocity Holding's analyst price target has been reset lower by $16, with analysts pointing to more measured revenue growth expectations, a slightly higher discount rate, modestly stronger profit margin forecasts, and a lower future P/E multiple after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research shows a mixed backdrop, but there are clear pockets of optimism around Paylocity Holding that help explain why the overall price target reset is more measured than the largest individual cuts might suggest.
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
分析記事 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...
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
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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新しいナラティブ 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.

CEO報酬分析

Paylocity Holding の収益と比較して、Toby Williams の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Tobyの 総報酬 ($USD 18.04M ) は、 US市場 ($USD 8.28M ) の同規模の企業の平均を上回っています。

報酬と収益: Tobyの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Toby Williams (53 yo)

4.3yrs
在職期間
US$18,044,482
報酬

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,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Steven Beauchamp
Executive Chairman of the Board19.4yrsUS$3.45m3.54%
$ 201.7m
Toby Williams
President4.3yrsUS$18.04m0.16%
$ 8.8m
Steven Sarowitz
Founder & Directorno dataUS$243.66k15.8%
$ 899.9m
Ryan Glenn
Chief Financial Officer4.3yrsUS$6.31m0.036%
$ 2.0m
Andrew Cappotelli
Senior Vice President of Operations2.1yrsUS$3.12m0.033%
$ 1.9m
Melissa King
Senior Vice President of Product & Technology1.5yrsUS$4.26m0.010%
$ 595.1k
Joshua Scutt
Senior Vice President of Sales7.4yrsUS$5.14m0.081%
$ 4.6m
Nicholas Rost
VP, Chief Accounting Officer & Treasurer4.8yrsデータなし0.012%
$ 710.1k
Amber Livingston
VP & General Counselno dataデータなしデータなし
Adam Byerley
Vice President of Strategy & Corporate Development4.4yrsデータなしデータなし
Allison Windon
Vice President of Marketing1.4yrsデータなしデータなし
Jill Morrison
Chief Human Resources Officer3.4yrsデータなしデータなし
3.8yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: PCTYの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Steven Beauchamp
Executive Chairman of the Board19.4yrsUS$3.45m3.54%
$ 201.7m
Toby Williams
President4.3yrsUS$18.04m0.16%
$ 8.8m
Steven Sarowitz
Founder & Director29.4yrsUS$243.66k15.8%
$ 899.9m
Virginia Breen
Independent Director7.8yrsUS$258.66k0.017%
$ 960.6k
Craig Conway
Independent Director2.3yrsUS$256.16k0.0035%
$ 200.4k
Ronald Waters
Lead Independent Director12.6yrsUS$291.16k0.015%
$ 869.0k
Robin Pederson
Independent Director6.3yrsUS$258.66k0.011%
$ 609.3k
Andres Reiner
Independent Director11.8yrsUS$256.16k0.051%
$ 2.9m
Linda Breard
Independent Director2.7yrsUS$253.66k0.0042%
$ 240.9k
Kenneth Robinson
Independent Director6.3yrsUS$261.15k0.0076%
$ 433.3k
7.0yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: PCTYの 取締役会経験豊富 であると考えられます ( 7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/28 03:28
終値2026/06/26 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Paylocity Holding Corporation 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
Mark MarconBaird
Raimo LenschowBarclays
Daniel JesterBMO Capital Markets Equity Research