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PCTY 
Paylocity Holdng (PCTY)
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Upturn Advisory Summary
11/28/2025: PCTY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $194.16
1 Year Target Price $194.16
| 10 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.25% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.01B USD | Price to earnings Ratio 36.92 | 1Y Target Price 194.16 |
Price to earnings Ratio 36.92 | 1Y Target Price 194.16 | ||
Volume (30-day avg) 20 | Beta 0.58 | 52 Weeks Range 135.46 - 223.80 | Updated Date 11/30/2025 |
52 Weeks Range 135.46 - 223.80 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-04 | When After Market | Estimate 1.57 | Actual 1.75 |
Profitability
Profit Margin 13.75% | Operating Margin (TTM) 5.43% |
Management Effectiveness
Return on Assets (TTM) 4.78% | Return on Equity (TTM) 20.42% |
Valuation
Trailing PE 36.92 | Forward PE 24.75 | Enterprise Value 7982395159 | Price to Sales(TTM) 4.88 |
Enterprise Value 7982395159 | Price to Sales(TTM) 4.88 | ||
Enterprise Value to Revenue 4.87 | Enterprise Value to EBITDA 19.02 | Shares Outstanding 54381607 | Shares Floating 43724987 |
Shares Outstanding 54381607 | Shares Floating 43724987 | ||
Percent Insiders 19.41 | Percent Institutions 79.78 |
Upturn AI SWOT
Paylocity Holdng
Company Overview
History and Background
Paylocity Holding Corporation was founded in 1997. Initially a payroll service provider, it evolved into a comprehensive cloud-based human capital management (HCM) solutions company.
Core Business Areas
- HCM Solutions: Provides a unified suite of solutions covering payroll, HR, talent management, and workforce management.
Leadership and Structure
Paylocity is led by CEO Steve Beauchamp. The organizational structure is typical of a publicly traded company, with a board of directors and various executive leadership positions overseeing different functional areas.
Top Products and Market Share
Key Offerings
- HR: Human Resources management system offering features like employee self-service, benefits administration, and compliance tools. Competitors include Workday (WDAY) and Oracle (ORCL), and SAP (SAP). Revenue attributed to HR is substantial but not publicly broken out. Market share is estimated to be in the mid-single digits.
- Payroll: Cloud-based payroll processing platform. Competitors include ADP (ADP), Paychex (PAYX), and Workday (WDAY). Revenue attributed to payroll is substantial but not publicly broken out. Market share is estimated to be in the mid-single digits.
- Workforce Management: Includes time and attendance tracking, scheduling, and labor analytics. Competitors include UKG, and Ceridian (CDAY). Revenue attributed to workforce management is substantial but not publicly broken out. Market share is estimated to be in the low-single digits.
Market Dynamics
Industry Overview
The HCM market is characterized by increasing demand for cloud-based solutions, automation, and data analytics. Regulatory compliance and the need for integrated HR solutions are key drivers.
Positioning
Paylocity focuses on mid-market companies, offering a comprehensive, user-friendly platform with strong customer service. This differentiates it from larger, more complex enterprise solutions.
Total Addressable Market (TAM)
The TAM for HCM software is estimated to be over $25 billion. Paylocity is positioned to capture a significant portion of this market with its focus on the mid-market segment.
Upturn SWOT Analysis
Strengths
- Strong focus on mid-market clients
- Comprehensive, integrated HCM platform
- High customer satisfaction and retention rates
- Cloud-based architecture
Weaknesses
- Smaller scale compared to industry giants like ADP and Paychex
- Limited international presence
- Heavily reliant on the US market
Opportunities
- Expanding into larger enterprise clients
- Acquiring complementary technologies or businesses
- Increasing international expansion
- Leveraging data analytics and AI to enhance offerings
Threats
- Intense competition from established players
- Economic downturn impacting employment rates
- Changes in regulatory requirements
- Cybersecurity threats and data breaches
Competitors and Market Share
Key Competitors
- ADP
- PAYX
- WDAY
- CDAY
Competitive Landscape
Paylocity is a strong competitor in the mid-market, offering a user-friendly platform. However, it faces significant competition from larger players with more extensive resources and broader customer bases.
Major Acquisitions
CloudCraze
- Year: 2018
- Acquisition Price (USD millions): 125
- Strategic Rationale: Expanded Paylocity's HCM offerings with eCommerce solutions.
Growth Trajectory and Initiatives
Historical Growth: Paylocity has experienced significant revenue growth in recent years driven by increased adoption of its cloud-based HCM solutions.
Future Projections: Projections for Paylocity's future growth based on analyst estimates. Data unavailable, as I don't have direct access.
Recent Initiatives: Paylocity has been focused on expanding its product offerings through acquisitions and strategic partnerships.
Summary
Paylocity is a strong player in the mid-market HCM space, offering a comprehensive and user-friendly platform. It is experiencing solid growth, driven by increased adoption of cloud-based solutions. However, the company faces intense competition and must continue to innovate to maintain its market position and must execute it's product roadmap effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Paylocity Holdng
Exchange NASDAQ | Headquaters Schaumburg, IL, United States | ||
IPO Launch date 2014-03-19 | President, CEO & Director Mr. Toby J. Williams J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 6700 | Website https://www.paylocity.com |
Full time employees 6700 | Website https://www.paylocity.com | ||
Paylocity Holding Corporation provides cloud-based human capital management, payroll software, and spend management solutions for the workforce in the United States. The company offers payroll solutions comprising payroll and tax services, global payroll, on-demand payment, and garnishments; human resources (HR) solutions consisting of human resources, employee self-service, workflows and documents, HR compliance dashboard, and HR edge; time and attendance, scheduling, and time collection; time and labor solutions, including time and attendance, scheduling, and time collection; and talent solutions, such as recruiting, onboarding, market pay, learning, performance, and compensation. It also provides benefits solutions comprising benefit enrollment and updates, and third-party administrative solutions; employee experiences consisting of community, video, employee voice, recognition and rewards, modern workforce index, data insights, and reporting; and Paylocity for finance solutions, such as headcount planning, expense management, accounts payable automation, corporate cards, and guided procurement. In addition, the company offers implementation and training, client services, and tax and regulatory services. It serves for-profit and non-profit organizations across industries, including business services, financial services, healthcare, manufacturing, restaurants, retail, technology, and others. The company also sells its products through sales representatives. Paylocity Holding Corporation was founded in 1997 and is headquartered in Schaumburg, Illinois.
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